MF Update: Four equity fund categories account for nearly half of August SIP inflows Four equity categories together received ₹16,096 crore of SIP inflows in August, with small-cap funds leading at ₹5,012 crore, followed by mid-cap and flexi-cap schemes. The data describe industry-wide allocation patterns rather than any single fund house.
Economy Update: Moody’s raises India’s FY27 GDP growth forecast to 7 per cent On 18 September 2026, Moody’s Ratings revised India’s real GDP growth forecast for 2026–27 to 7 per cent from 6 per cent, citing stronger private consumption, public infrastructure spending, signs of a private-investment revival, and resilience to the West Asia conflict. The agency still flags energy and food-price risks.
Industry News: Semicon 2.0 draws around ₹1 lakh crore in investment commitments On 17–18 September 2026, Electronics and IT Minister Ashwini Vaishnaw stated that Semicon 2.0 has attracted investment commitments of approximately ₹1 lakh crore (about $11–12 billion). The programme aims to broaden India’s semiconductor ecosystem across design, manufacturing, packaging and talent.
Corporate Trends: EQT plans $50 billion India deployment focused on data centres Reports dated 18 September 2026 stated that Swedish investment firm EQT intends to invest approximately $50 billion in India by 2030, with a substantial allocation to data centres and renewable energy, including partnerships linked to Adani Group assets. The plan reflects continued global capital interest in India’s AI and digital infrastructure.
