Top Business & Market Headlines Today — BL Morning Report, February 12, 2026

🎧 On today’s episode: The White House revises its US–India trade deal fact sheet, removing references to “certain pulses” and digital services tax, and softening India’s $500 billion purchase pledge to “intends.” Gold ETFs clock a record ₹24,040 crore inflow in January as investors shift to safe-haven assets amid market volatility. Commerce Secretary Rajesh Agrawal says all key sensitive sectors are protected under the interim pact, with US tariffs set to fall to 18 percent. And direct tax collections rise 9.4 percent to ₹19.44 lakh crore, though meeting the revised annual target remains a challenge.