Wednesday, November 11, 2026 | OneTrader Midday Market Edition | Around 12:35 PM IST
Indian markets returned to trading on Wednesday after the Diwali holiday, with investors assessing a fresh set of government decisions, corporate investment developments and international trade negotiations.
The latest news flow has brought several important developments into focus. The government has restricted exports of specified lithium-ion battery waste, Maharashtra is preparing major public listings for its electricity utilities, and India is examining new ways to improve export access across neighbouring South Asian markets.
There is also a notable shift in investment preferences among wealthy Indian investors, who are increasingly looking beyond listed equities towards real estate, infrastructure and income-generating assets.
Today’s report concentrates on fresh developments reported on November 11 and a small number of newly disclosed decisions from late Tuesday. It avoids the stories covered in the November 10 morning and evening editions, as well as company earnings announcements.
1. Government Bans Exports of Unsorted Lithium-Ion Battery Waste
The government has prohibited exports of specified unsorted battery waste and scrap with immediate effect, marking an important policy development for India’s battery recycling and critical minerals industries.
The restriction covers unsorted waste and scrap from primary cells, batteries and electric accumulators that do not contain lead, cadmium or mercury. The category includes lithium-ion battery black mass, a material containing recoverable metals used in battery manufacturing.
The Directorate General of Foreign Trade has changed the export classification for the specified material from Free to Prohibited.
The decision is aimed at retaining valuable battery-recycling material within India rather than allowing it to leave the country without further processing.
For domestic recyclers, the availability of battery black mass is important because it provides feedstock for recovering valuable materials used in electric vehicle batteries and energy storage systems.
The move could benefit companies investing in domestic recycling and critical mineral recovery. However, the long-term impact will depend on India’s processing capacity, technology availability and the ability of recyclers to compete with international producers.
2. Maharashtra Plans ₹7,000-8,000 Crore IPO for State Power Transmission Company
Maharashtra is preparing to bring its state-owned electricity transmission company, Maharashtra State Electricity Transmission Company Limited, to the stock market through a proposed IPO in FY28.
Also Read: Market Opening Tomorrow, November 11, 2026: What to Watch, GIFT Nifty and Global Cues
The state government has already submitted the listing proposal for consideration, with approval potentially arriving within the next two months.
The company has reportedly selected six investment banks to work on the proposed listing and is targeting fundraising of ₹7,000 crore to ₹8,000 crore.
| Proposed listing | Details |
|---|---|
| Company | MSETCL |
| Target IPO size | ₹7,000-8,000 crore |
| Proposed financial year | FY28 |
| Investment banks selected | 6 |
| Transmission lines operated | 52,807 circuit km |
| Extra-high-voltage substations | 760 |
The proposed listing is intended to provide additional capital for transmission infrastructure and participation in competitive bidding projects.
Maharashtra is also preparing a separate public offering for its electricity distribution company. That company is expected to file its IPO documents in December, targeting more than ₹10,000 crore.
Also Read: India Top Earnings Today, November 10, 2026: Kalyan Jewellers, MRF, Cochin Shipyard & More
The two offerings could become important milestones for India’s state-owned power utilities, opening another route for infrastructure financing through public markets.
For investors, the proposed listings will provide an opportunity to assess the valuation and investment requirements of electricity transmission and distribution businesses.
3. India Maps Export Barriers Across Seven South Asian Countries
The government is preparing a detailed assessment of trade barriers affecting Indian exporters in seven neighbouring South Asian countries as part of its efforts to expand overseas business.
The exercise covers Afghanistan, Nepal, Bangladesh, Sri Lanka, Bhutan, Maldives and Pakistan. Exporters have been asked to identify practical difficulties that prevent Indian products from reaching these markets more easily.
Also Read: India Top News Today, November 10, 2026: Adani Investment, Renewable Energy and Manufacturing
The government is examining several issues, including import restrictions, licensing requirements, product standards, technical regulations, banking restrictions, high tariffs and delays in regulatory approvals.
The scale of the opportunity is significant. India’s merchandise exports to these seven markets declined during FY26, despite their geographical proximity and established trading relationships.
| Trade indicator | Reported figure |
|---|---|
| Merchandise exports in FY26 | $25.7 billion |
| Year-on-year change | -1.3% |
| Countries covered | 7 |
| India’s total exports in FY26 | $863 billion |
Chemicals, pharmaceuticals and textiles are among the sectors being considered for stronger regional export opportunities.
The government is also examining whether Indian testing laboratories and certification systems are adequately recognised in neighbouring markets.
Also Read: India Top News Today, November 10, 2026: DLF Deal, TRAI Rules and RBI Action
For Indian manufacturers, resolving these issues could make regional exports more competitive without requiring companies to establish expensive distribution networks in distant markets.
4. India-US Trade Negotiations Continue Despite Political Changes in Washington
India and the United States are continuing technical negotiations on the first phase of their proposed bilateral trade agreement, despite the recent setback suffered by the Republican Party in the American midterm elections.
A US delegation visited New Delhi earlier this month for discussions covering customs procedures and trade facilitation.
The negotiations are important because both countries are trying to improve market access, reduce administrative barriers and establish more predictable trading conditions for businesses.
One of India’s key objectives is securing tariff treatment that allows its exporters to compete more effectively with suppliers from countries such as Bangladesh, Vietnam and Cambodia.
The political developments in Washington have raised questions about the future direction of US trade policy. However, Indian officials have indicated that the negotiations are continuing.
For Indian exporters, the eventual agreement could influence opportunities across textiles, engineering goods, pharmaceuticals, manufacturing and other merchandise categories.
The immediate focus remains on completing the first tranche of the agreement. Until the terms are formally announced, businesses should avoid treating the proposed concessions as confirmed policy.
5. India’s Wealthy Investors Increase Allocations to Real Estate and Infrastructure Funds
A growing number of wealthy Indian investors and family offices are directing more capital towards real estate, infrastructure and alternative investment funds rather than concentrating entirely on listed shares.
At least six new investment vehicles launched during 2026 are seeking to raise more than $1.25 billion for real estate and infrastructure assets.
The trend reflects demand for income-generating investments, particularly commercial properties, logistics facilities, warehousing, private credit, REITs and Infrastructure Investment Trusts.
One major wealth-management firm has already raised approximately $420 million for a commercial real estate fund in partnership with a property consultancy.
| Investment development | Reported amount |
|---|---|
| Fundraising target of new vehicles | More than $1.25 billion |
| Commercial real estate fund raised | Around $420 million |
| Alternative fund assets raised, March 2024-June 2026 | $64.5 billion |
| Allocation to alternatives among some family offices | 40-45% |
The shift is important because it indicates that high-net-worth investors are looking for additional sources of returns beyond conventional equity and fixed-income portfolios.
Income-producing properties and infrastructure assets can provide recurring cash flows, although they also involve liquidity, valuation and long investment-horizon risks.
For India’s investment industry, the growing popularity of these structures could support further development of alternative investment funds, REITs and InvITs.
6. Government Targets ₹6,000 Crore Through MTNL Property Monetisation
The central government is preparing to monetise non-core land and property assets belonging to Mahanagar Telephone Nigam Limited as part of a broader effort to address the state-owned telecom company’s financial liabilities.
The assets identified for monetisation are valued at approximately ₹6,000 crore. Five properties in Mumbai, together valued at around ₹4,000 crore, have already received approval from the government’s alternative mechanism.
Another tranche of properties worth approximately ₹1,100 crore has also been recommended for further approval.
| Asset monetisation detail | Value |
|---|---|
| Overall FY27 target | ₹6,000 crore |
| Five approved Mumbai properties | ₹4,000 crore |
| Additional assets recommended | ₹1,100 crore |
| Proposed timeline | FY27 |
The National Land Monetisation Corporation will oversee the process, including property valuation and the eventual sale arrangements.
The government intends to use the proceeds to help meet MTNL’s financial obligations and develop a pipeline of additional properties for monetisation over the next two years.
Also Read: GIFT Nifty Today, November 9, 2026: Market Opening Sentiment and Key Levels
The development is relevant to investors because it highlights the government’s continuing effort to unlock value from underutilised assets held by public-sector enterprises.
The actual proceeds will depend on property valuations, approvals, buyer interest and the completion of transactions.
7. Crude Oil Rebounds as Shipping Attacks Raise Fresh Concerns Around the Strait of Hormuz
International crude oil prices moved higher on Wednesday after reports of shipping attacks around the Strait of Hormuz offset earlier optimism about easing tensions between the United States and Iran.
Brent crude had recently fallen to a two-month low, but renewed concerns about maritime security have brought supply disruption risks back into focus.
Also Read: Indian Stock Market Week-Ahead Outlook: November 9–13, 2026
The Strait of Hormuz is one of the world’s most important energy shipping routes. Any prolonged disruption could affect crude and petroleum product shipments from major Gulf producers.
For India, the development deserves attention because imported energy remains a major component of the country’s external trade bill.
A sustained rise in crude prices could increase costs for airlines, transportation companies, chemical manufacturers and other energy-intensive businesses.
The latest movement also demonstrates how quickly geopolitical developments can reverse improvements in commodity markets. Investors will be watching shipping conditions and international oil prices for further indications of whether the latest rebound is temporary or signals renewed supply concerns.
Disclaimer: This article is published by OneTrader for educational and informational purposes only. It does not constitute investment advice or a recommendation to buy, sell or hold any security. Financial markets involve risk, and readers should conduct their own research or consult a qualified financial adviser before making investment decisions. OneTrader is not a SEBI-registered investment adviser or research analyst.
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