Logistics & Warehousing: India’s 3PL sector is the biggest driver of warehousing demand, clocking 110 mn sq. ft of cumulative absorption (2021–H1 2026) and taking 28–42% of gross demand, with Grade A share rising to 57% and rents up to Rs 21/sq. ft. Trade & Exports: Despite Trump-era tariff uncertainty, the US still takes about 20% of India’s exports, keeping India’s export dependence largely intact. Gold & Festive Demand: World Gold Council flags a recovery in India’s gold market ahead of the festive season, supported by steadier jewellery demand and rebound in imports. Cybersecurity & AI: Proofpoint is expanding in India with a new Hyderabad AI Security Engineering CoE, hiring 200+ engineers, and boosting data security for DPDPA and localisation needs. Startups & Funding: siliconindia tracks fresh capital across Voice AI, fintech, HealthTech and geospatial, led by Wispr Flow’s $280m Series B. Energy & Power Infra: GameChange Energy breaks ground on a new Mumbai EHV transformer factory (orders open; production from Q1 2028). Markets & Sentiment: Bank of America survey finds India the least-favoured Asian stock market, citing weak AI exposure, valuations and reform concerns. Real Estate & Cities: Maharashtra clears Mumbai Metro Line 13 (₹17,725 cr) linking Mira-Bhayandar to Vasai-Virar.