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📈 President Takes Direct Oversight of AML/CFT Review to Avert Grey-List Risks

President Anura Kumara Dissanayake has intervened to personally oversee Sri Lanka’s Third Mutual Evaluation on Anti-Money Laundering and Combating the Financing of Terrorism (AML/CFT), signaling high-level political ownership to protect the nation’s financial integrity. • The Risks: Failure to meet Financial Action Task Force (FATF) standards risks returning Sri Lanka to the "grey list". This could deter foreign investment, increase compliance costs, and disrupt vital cross-border financial transactions. • Strategic Context: The evaluation, overseen by the Asia/Pacific Group (APG), assesses technical compliance with 40 FATF recommendations and effectiveness across 11 outcomes. Previous lapses led to grey-listing in 2017, which the current administration aims to avoid through "good governance and accountability." • Key Directives: • Legislation: Expedite all pending technical amendments and legal reforms. • Human Resources: Resolve staffing shortages by fast-tracking recruitments and re-engaging experienced retired officers on 1-year contracts. • Stability: A special circular will be issued to retain trained staff in their posts until the evaluation concludes in November 2026. • Timeline: A Special Task Force (STF) must submit a progress report to the President within two weeks. _Summary based on official presidential review and provisional evaluation data._

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📈 President Takes Direct Oversight of AML/CFT Review to Avert Grey-List Risks

President Anura Kumara Dissanayake has intervened to personally oversee Sri Lanka’s Third Mutual Evaluation on Anti-Money Laundering and Combating the Financing of Terrorism (AML/CFT), signaling high-level political ownership to protect the nation’s financial integrity. • The Risks: Failure to meet Financial Action Task Force (FATF) standards risks returning Sri Lanka to the "grey list". This could deter foreign investment, increase compliance costs, and disrupt vital cross-border financial transactions. • Strategic Context: The evaluation, overseen by the Asia/Pacific Group (APG), assesses technical compliance with 40 FATF recommendations and effectiveness across 11 outcomes. Previous lapses led to grey-listing in 2017, which the current administration aims to avoid through "good governance and accountability." • Key Directives: • Legislation: Expedite all pending technical amendments and legal reforms. • Human Resources: Resolve staffing shortages by fast-tracking recruitments and re-engaging experienced retired officers on 1-year contracts. • Stability: A special circular will be issued to retain trained staff in their posts until the evaluation concludes in November 2026. • Timeline: A Special Task Force (STF) must submit a progress report to the President within two weeks. _Summary based on official presidential review and provisional evaluation data._

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## 📈 China to Ban Hidden Car Door Handles by 2027

China’s Ministry of Industry and Information Technology has announced a ban on hidden/flush door handles starting January 1, 2027, citing critical safety concerns. This shift impacts the global automotive and EV supply chains, where minimalist designs have become an industry standard. • New Safety Regulations: All vehicles (excluding tailgates) must feature both interior and exterior mechanical releases. This ensures doors remain operable during power failures or post-crash emergencies. • Compliance Timeline: New models must comply by 2027, while previously approved models are granted a two-year extension to phase out existing designs. • Industry Context: Popularized by Tesla in 2012, these handles reduce drag but have faced scrutiny following high-profile accidents, including a fatal crash involving a Xiaomi EV where rescuers could not open the doors. • Global Impact: As the world’s largest EV market and home to BYD (now the global leader in EV sales), China’s regulatory shift will likely force a design pivot across the manufacturing and automotive electronics sectors worldwide. _Note: Based on official MIIT policy announcements as of Feb 2026._ ---

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Legal Officers Condemn Pressure Campaigns Against AG ⚖️

The Legal Officers’ Association of the Attorney General’s Department has issued a formal resolution condemning a series of "unfounded and personal attacks" targeting Attorney General Parinda Ranasinghe (Jnr.), PC, and his officers. • Key Concerns Raised: The Association warns that coordinated efforts are being made to exert pressure on the Department, aiming to undermine its professional independence. It specifically noted the systematic misuse of social media to create a false perception of public dissatisfaction. • Impact on State Functions: Persistent intimidation and smear campaigns risk demoralizing state counsel. This could directly impair the Department’s ability to discharge its constitutional responsibilities in the public interest—a critical component for maintaining the rule of law and investor confidence. • Legal Recourse & Accountability: The Association emphasized that while the AG is subject to the rule of law, legitimate grievances should be pursued through established legal avenues rather than "trials by media." • Public Appeal: Stakeholders and the public are urged to refrain from sharing unverified information. The resolution reaffirms the Association's confidence in the AG's leadership amidst these challenges to the administration of justice. _Note: Based on a resolution adopted at a Special General Meeting held on 29 January 2026._

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📈 Sri Lanka Moves to Shield Tax Revenue with "Two-Basket" FDI Strategy

As global tax rules shift, Sri Lanka is urged to overhaul its investment incentives to prevent local tax revenue from being siphoned by foreign treasuries. With the OECD’s Global Minimum Tax (GMT) of 15% now active for major economies, traditional tax holidays for large firms are becoming obsolete. • The Pillar Two Challenge Under the OECD framework, Multinational Enterprises (MNEs) with annual revenues over €750 million must pay a minimum 15% tax globally. If Sri Lanka offers a 0% rate, the firm’s home country can collect the 15% "Top-Up Tax," effectively turning Sri Lankan concessions into a "donation" to foreign governments. • Proposed "Two-Basket" Strategy Basket 1 (SMEs): Retain traditional profit-based incentives and tax holidays for smaller investors (under €750M revenue) to drive local employment. Basket 2 (Large MNEs): Shift to cost-based incentives, such as Enhanced Capital Allowances (ECA), to reward actual physical investment rather than paper profits. • Technical Modernization Substance-Based Income Exclusion (SBIE): Leveraging carve-outs for "real" economic activity like factories and payroll. Qualified Refundable Tax Credits (QRTC): Adopting cash-refundable credits—the global "gold standard"—to benefit investors without lowering their effective tax rate below the 15% threshold. • Regional Context Competitors like Vietnam, Thailand, and Singapore are already legislating these "smart" incentives. Experts warn that sticking to blanket tax holidays for large ICT/BPM or manufacturing giants risks making Sri Lanka's fiscal toolkit uncompetitive in a "streaming era."

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India Announces 20-Year Tax Holiday for Global AI & Cloud Hubs 📈

India’s 2026-27 Budget introduces aggressive incentives to position the nation as a global leader in AI and ICT/BPM infrastructure, directly impacting regional tech competition. • Tax Incentives: A 20-year tax holiday (until 2047) for foreign cloud providers on revenue from services sold outside India, if delivered via local data centres. • Investment Inflow: Global giants have committed massive capital, including Amazon (US$ 35 Bn), Microsoft (US$ 17.5 Bn), and Google (US$ 15 Bn). Domestic players like Reliance and Adani are also investing billions in AI campuses. • Capacity Growth: India’s data centre power capacity is projected to jump from ~1 GW to 2 GW by 2026, potentially reaching 8 GW by 2030, backed by over US$ 30 Bn in capital. • Semiconductors & Electronics: Budgeted spending for the Electronics Components Manufacturing Scheme increased to INR 400 Bn (from INR 229.19 Bn). A second phase of the India Semiconductor Mission will focus on local chip IP and equipment. • Operational Challenges: Despite the incentives, scaling remains constrained by high electricity costs, power availability, and water stress. _Context_: These moves signal a significant shift in regional digital infrastructure, as India aggressively courts the high-tech manufacturing and data services sectors.

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## 📈 Audit Leadership Vacancy: Risks to Fiscal Governance

Sri Lanka remains without a substantive Auditor General since April 2025, raising critical concerns over the country’s fiscal oversight and constitutional administration. A decision on a new appointee by the Constitutional Council is expected today, February 3, 2026. • Core Institutional Role The office provides independent assurance to Parliament on the use of public resources across Government departments, State-Owned Enterprises (SOEs), and local authorities. It is central to maintaining transparency and public confidence in financial management. • Current Governance Impact The 10-month vacancy has disrupted the systemic oversight of public finance. Key areas affected include: Accountability: Identification of financial risks and governance gaps in SOEs. Oversight: Legislative engagement through audit reports which guide corrective policy actions. Global Standing: Adherence to INTOSAI (International Organisation of Supreme Audit Institutions) standards, which mandate institutional independence and security of tenure. • Appointment Criteria & Standards The debate highlights a shift toward prioritizing functional suitability over just professional credentials: Qualifications: While Chartered Accountants have traditionally held the post, international standards emphasize leadership in public-sector audit and ethical independence. Competencies: Knowledge of public finance systems and parliamentary accountability is deemed critical for a "whole-of-government" perspective. Comparative Practice: Jurisdictions like the UK and Canada emphasize proven leadership in public governance to ensure the office remains insulated from political influence. _Note: This summary is based on professional and constitutional perspectives regarding the current vacancy as of February 2026._

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📈 Digital Privacy: Legal Risks of Viral Content in Sri Lanka

A socio-legal review warns that Sri Lanka’s culture of viral sharing is creating a "collective complicity" in privacy violations. With over 8.2 million social media users as of 2025, the rapid spread of non-consensual intimate content poses severe risks to individual dignity and national digital trust. • Legal Framework & Penalties Obscene Publications Act: Criminalizes the production, distribution, and possession of "obscene" material. Every "share" or "forward" is treated as a fresh offense. Personal Data Protection Act (PDPA) No. 9 of 2022: Classifies intimate content as "sensitive personal data." Sharing such data without consent is unlawful, shifting the legal focus from "morality" to "individual harm." Liability: Claiming "I did not create the content" provides no legal immunity for those who distribute it. • Socio-Economic Impact Reputational Harm: Victims face secondary trauma and social ostracism, which is particularly severe in the Sri Lankan context of "family honor." Digital Trust: Continued violations erode trust in digital platforms, potentially hindering the ICT/BPM sector and the growth of the digital economy (which accounted for ~5% of GDP in recent years). Media Ethics: Sensationalism by news outlets for "clicks" exacerbates victim trauma and normalizes voyeurism. • Action Plan for Mitigation Enforcement: Rigorous application of the Penal Code and PDPA to deter offenders. Platform Accountability: Urging rapid takedown procedures and stricter moderation by tech giants. Literacy: National campaigns to educate the public that "sharing" is a punishable crime. _Note: Legal provisions under the PDPA are being implemented in phases through 2026._

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Sri Lanka Formalizes Night-Time Employment for Women in Key Service Sectors 📈

A new Gazette notification has been issued by the Ministry of Labour, expanding the legal framework for female employment during night hours. This significant amendment to the Shop and Office Employees Act aims to modernize labor regulations and boost the female labor force participation rate, which currently stands at approximately 30%. • Key Regulatory Changes: Women over the age of 18 are now officially permitted to work as janitorial attendants or food service attendants (stewardesses) between 6:00 p.m. and 6:00 a.m. previously, this privilege was largely restricted to ladies' restroom attendants. • Sector Impact: The move primarily benefits the hospitality, tourism, and facility management sectors by allowing businesses like residential hotels and restaurants to operate more flexibly with a diverse workforce. • Employer Mandates: Strict welfare requirements have been imposed on employers engaging women for night shifts, including: Provision of secure transport facilities to the employee's residence. Ensuring suitable accommodation where necessary. Implementation of mandatory health and safety measures. Full accountability for the overall welfare and protection of female staff. • National Context: This follows previous reforms that opened night work for the ICT/BPM and apparel sectors, reflecting a broader shift toward economic diversification and inclusive growth. _Note: Summary based on provisional data from Gazette Extraordinary issued on Jan 30, 2026._

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CBSL Cancels Pan Asia Bank's Primary Dealer Licence ⚖️

• Overall Regulatory Action: The Central Bank of Sri Lanka (CBSL) has officially cancelled the Primary Dealer Licence of Pan Asia Banking Corporation PLC (PABC). While the formal notification was issued on 27 January 2026, the cancellation is retroactively effective from 23 October 2025. • Historical Context: This follows a prolonged suspension period that began on 15 August 2017. The initial suspension was linked to investigations into government bond market transactions involving Perpetual Treasuries Ltd. • Impact on Operations: • Regular Banking: No impact; the bank continues its standard commercial banking operations, including deposits and lending. • Securities Trading: PABC remains active in the secondary market for Government securities. • Primary Auctions: The bank is strictly prohibited from participating in primary auctions for Treasury bills and Treasury bonds. • Current Status: The bank confirms that this cancellation will not disrupt its core financial services or its commitment to the banking sector and national economy. _Source: Based on official bank statements and CBSL regulatory filings._

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RTIC Orders Disclosure of $54.8M China Development Bank Loan 📈

The Right to Information Commission (RTIC) has directed the External Affairs Ministry to release the loan agreement for the Katana Water Supply Project, rejecting government claims that confidentiality is required for debt restructuring. • Core Ruling: The RTIC ruled that public interest in transparency regarding essential infrastructure outweighs confidentiality concerns. The government must disclose the agreement by 27 February 2026. • Financial Details: The agreement involves a US$ 54.8 Million loan signed in 2017 between the China Development Bank (CDB) and the National Water Supply and Drainage Board. • Transparency Context: While 8 of 9 requested Chinese loan agreements were previously released, this final document was withheld. The RTIC found the state failed to prove that disclosure would cause economic harm or prejudice foreign relations. • Legal Precedent: The Commission linked the right to information to the right to life, citing water as an essential commodity. It warned of prosecution under Section 39 of the RTI Act for non-compliance.

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📱 Govt. to Launch National Assessment on Social Media Impact on Children

The Ministry of Digital Economy, in collaboration with the Ministries of Education and Women & Child Affairs, has announced a national policy review to address the impact of social media on Sri Lankan youth. • Strategic Focus: The initiative aims to balance technological innovation with child safety, moving beyond simple restrictions to evidence-based policy. • Key Risks Identified: The assessment will target cyber bullying, exposure to age-inappropriate content, and the psychological stress impacting sleep, education, and mental health. • Multisectoral Approach: The review will integrate insights from ICT/cyber security, legal, health, and research experts to ensure a safe digital environment. • National Priority: Deputy Minister Eranga Weeraratne emphasized that ensuring online safety is a non-negotiable policy, highlighting the need for a collaborative effort between parents, teachers, and the state.

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## 🚭 Sri Lanka Customs Enforces Strict Cigarette Import Ban

• The Directive: Sri Lanka Customs has reiterated a total ban on passengers importing foreign cigarettes. Violators face severe legal penalties as authorities tighten border controls to protect national revenue. • Enforcement Actions: Seizure Volume: 232.804 million foreign-manufactured cigarette sticks were seized over the last four months. Destruction: The entire stock was recently destroyed at the Kerawalapitiya Waste-to-Energy Power Plant under official supervision. • Economic Impact: Valuation: The seized cigarettes were valued at Rs. 305 million. Revenue Protection: The operation prevented an estimated Rs. 271 million loss in tax revenue to the Government. • Key Focus: This move highlights the government's commitment to curbing the illicit tobacco trade, which directly impacts the fiscal health and tax revenue streams essential for the national economy. 📈 ---

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Global & International Business

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Sri Lanka Engages US$ 900 Bn Saudi Public Investment Fund 📈

A high-level Sri Lankan delegation, led by Deputy Minister Chathuranga Abeysinghe, met with senior officials of the Saudi Public Investment Fund (PIF) in Riyadh to secure large-scale investments and strengthen economic ties. • Strategic Focus Areas The discussions highlighted Sri Lanka’s competitive advantages in infrastructure, logistics, tourism, and renewable energy. The PIF, central to Saudi Vision 2030, explored aligning these with its 2026–2030 Strategic Plan. • Capital Market & Reforms The Securities and Exchange Commission (SEC) and the Colombo Stock Exchange (CSE) showcased the potential of the domestic capital market. Officials briefed the PIF on new regulatory reforms designed to boost investor confidence and ensure sustainable growth. • Bilateral Frameworks Both parties emphasized the urgency of finalizing a Bilateral Investment Protection Agreement. Existing frameworks, such as the Agreement on the Avoidance of Double Taxation, were reviewed to facilitate seamless cross-border capital flows. • Key Sectors Identified Energy & Mining: Exploration of mineral resources and green energy. Technology & ICT: Opportunities for digital economy collaboration. Manufacturing & Agriculture: Focus on value-added exports and food security. Both nations have established a direct communication channel to fast-track follow-up actions and formalize investment commitments.

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📈 US-India Trade Deal: Impacts for Sri Lankan Exports

US President Donald Trump has announced a significant trade pact with India, slashing tariffs on Indian goods from 50% to 18%. This move follows India’s agreement to halt Russian oil purchases and eliminate trade barriers against US products to zero. • Overall Figures & Trade Impact US tariffs on India reduced to 18% (from a high of 50%, which included a 25% "reciprocal" rate and a 25% punitive duty). India to purchase over US$ 500 Bn in US energy (coal and oil), technology, and agricultural products. Indian equity markets responded positively: Infosys (+4.3%), Wipro (+6.8%), and HDFC Bank (+4.4%). • Regional Competitiveness & Sri Lanka At 18%, India now holds a tariff advantage over Sri Lanka, which faces a 20% to 30% tariff rate on exports to the US. This narrowing margin poses a competitive threat to Sri Lanka’s apparel & textiles sector, as US buyers may pivot to lower-tariff Indian suppliers. The deal brings India in line with Asian peers (15%-19% range), removing a long-standing drag on the Indian Rupee. • Energy & Sector Shifts India will shift crude oil sourcing to the US and potentially Venezuela to replace Russian supplies. Highlights potential growth for India’s ICT/BPM and manufacturing sectors due to lower entry costs into the US market. Sri Lankan exporters, particularly in apparel, are urged by industry bodies (like JAAF) to seek similar diplomatic concessions to maintain market share. _Note: Summary based on provisional data; formal US presidential proclamation is pending._

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📈 Boosting Sri Lanka-UK Trade Bridges: London Forum Highlights

A high-level panel discussion hosted by the SLUKCC and the Sri Lanka High Commission in London focused on deepening bilateral economic ties and leveraging new trade frameworks. • Market Context: The UK remains Sri Lanka's second-largest export market. Discussions centered on utilizing the Developing Countries Trading Scheme (DCTS), which offers enhanced market access and relaxed Rules of Origin for apparel as of January 2026. • Economic Ambitions: BOI Chairman Arjuna Herath highlighted Sri Lanka’s goal of achieving nearly 7% economic growth by attracting high-quality investment, particularly in real estate and Colombo’s business districts. • Sector Focus: Key opportunities were identified in: • Apparel & Textiles: Benefiting from simplified trade rules. • ICT/BPM: Leveraging skilled labor and global technology services. • Tourism & Port City: Utilizing Sri Lanka’s strategic location as a gateway to Asia. • Upcoming Milestone: The Sri Lanka Expo 2026 is scheduled for June 18–21 in Colombo. The event aims to showcase export and investment opportunities to international delegations, with specific concessions for UK participants. • Strategic Outlook: The UK Trade Envoy emphasized the importance of modern value chains and government-business collaboration to unlock long-term commercial partnerships.

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📈 Strategic Economic Boost: Jaffna Trade Fair & Northern Investment Summit 2026

The Northern province recently concluded two landmark events aimed at accelerating regional growth and fostering entrepreneurship. The 16th Jaffna International Trade Fair (JITF) and the inaugural Northern Investment Summit highlighted a shift toward modernizing the region’s economic landscape. • Jaffna International Trade Fair (JITF) 2026: • Over 400 stalls featured sectors including construction, agriculture, ICT, and automobiles. • Participation from 200+ companies and approximately 5,000 business delegates, including international representatives. • Historically the largest post-conflict platform for Northern industry linkage over the past 16 years. • Northern Investment Summit Highlights: • Inaugurated by the Ministry of Industry and Entrepreneurship Development at the Jaffna Cultural Centre. • High-level state participation from the BOI, EDB, and the Tourism Promotion Bureau. • Key focus areas included renewable energy, community tourism, and ICT/BPM startups. • Strategic support from India and the Sri Lankan diplomatic mission in Chennai to drive foreign direct investment (FDI). • Economic Impact & Outlook: • Integration of the two events is proposed for 2027 to maximize employment and regional visibility. • The summit acts as a catalyst to bridge the gap between Northern potential and Southern capital, specifically targeting youth entrepreneurs (ages 19–35). • Emerging interest in niche sectors like leisure tourism (golf) to diversify the Northern provincial economy.

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## 📈 CWEIC Chairman Lord Marland to Visit Sri Lanka next week

Lord Marland of Odstock, Chairman of the Commonwealth Enterprise and Investment Council (CWEIC), will undertake an official visit to Sri Lanka on February 9th and 10th, 2026. This visit follows the establishment of a dedicated CWEIC hub in Colombo to support local strategic partners and drive trade within the 56-member network. • Economic Impact & Objectives The mission aims to bolster Sri Lanka’s economic recovery by leveraging the "Commonwealth Advantage"—a 21% reduction in bilateral trade costs and a 27% increase in investment flows between member nations. • Strategic Engagements Lord Marland is scheduled to meet with the President and key private sector partners to discuss the investment climate. Focus areas include diversifying the economic base and fostering global trade integration. • Key Partnerships CWEIC currently collaborates with prominent Sri Lankan entities, including: • Port City Colombo (Special Economic Zone) • Capital Maharaja Group • LOLC Holdings • ICT/BPM leaders like EWIS and BoardPAC • Hypower Engineering International • National Context The visit highlights Sri Lanka's strategic maritime role and its potential to expand into high-growth markets in South Asia and Africa. Strengthening these ties is essential for boosting FDI and enhancing local employment through trade, energy, and financial services sectors.

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AIA Group CEO Pledges Long-Term Support and LKR 50M Donation to Sri Lanka 📈

• AIA Group Chief Executive Lee Yuan Siong reaffirmed the Group's commitment to the Sri Lankan market during an official visit, highlighting a long-term vision for financial inclusion and national well-being. • In a meeting with Prime Minister Dr. Harini Amarasuriya, AIA Sri Lanka pledged a donation of LKR 50 million to the 'Rebuilding Sri Lanka' national initiative, focusing on social security and family protection. • Strategic discussions were held with the Insurance Regulatory Commission of Sri Lanka (IRCSL) to share insights on the global insurance landscape and support local industry growth. • The visit emphasized the importance of the bancassurance sector, with high-level meetings involving CEOs from Commercial Bank, NDB, and DFCC Bank to expand life insurance access across banking networks. • The Group CEO engaged with local employees and top sales achievers, noting strong performance and the company's role in the financial services sector as a key driver of economic resilience.

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Sri Lanka & Pakistan Strengthen Economic Ties at 13th JEC 📈

Sri Lanka and Pakistan concluded the 13th session of the Joint Economic Commission (JEC) on January 28, 2026, in Colombo. The talks, led by Sri Lanka’s Minister of Trade Wasantha Samarasinghe and Pakistan’s Haroon Akhtar Khan, focused on deepening bilateral trade beyond traditional commodities. • Strategic Initiatives A key outcome was the establishment of a Joint Working Group on ICT/BPM and Digital Economy to collaborate on emerging technologies. Both nations also committed to streamlining the existing Free Trade Agreement (FTA) to boost trade volumes, which experts suggest have a potential of US$ 5.00 Bn. • Sector Breakdowns Pharmaceuticals: Sri Lanka invited Pakistani firms to invest in designated manufacturing zones to strengthen local supply chains. Agriculture: Finalized export procedures for Sri Lankan pineapple and avocado to Pakistan; progress made on meat and seed trade. Industries: Focus on chemicals, polymers, glassware, and surgical instruments. SMEs: Agreement to enhance collaboration between development agencies to drive employment. • Logistics & Maritime Discussions included potential partnerships between the Karachi, Gwadar, and Sri Lankan ports. Pakistan further offered support in shipbuilding and maritime training. _Source: Based on official session outcomes and provisional data from Jan 29, 2026._

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Headline: Lessons for Sri Lanka from Mark Carney’s Davos Rupture 📈

The recent Davos 2026 address by Canadian PM Mark Carney signals a "rupture" in the global rules-based order, warns a new analysis. While Carney urges "middle powers" to unite, the report highlights critical cautionary tales for debt-vulnerable nations like Sri Lanka. • Geopolitical Reality: Carney admitted the "rules-based order" was often a fiction where powerful states exempted themselves. For Sri Lanka, this confirms that global trade and investment rules (like ISDS) often prioritize multinational capital over national sovereignty. • Economic Vulnerability: The 2022 sovereign default is cited as a predictable result of over-integration into a financial system that rewards short-term capital mobility. The report notes debt-to-GDP is projected to fall to 96.8% by 2026, but warns against "deifying" austerity to appease creditors at the cost of social welfare. • Strategic Diversification: To mitigate risks, Sri Lanka must pivot toward: Sustainable Industry: Prioritizing value addition over unconditional liberalization. Agriculture & Food Security: Moving away from import dependence to protect the 8.3% GDP contribution of agriculture. Finance: Shifting from short-term commercial debt to longer-term concessional or bilateral arrangements. • The Verdict: Sri Lanka should avoid uncritical alignment with "middle-power" coalitions that may only reformat the system for their own benefit. Instead, the focus must remain on asserting sovereignty and protecting employment and public services amidst global flux.

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## 📈 Sri Lanka Triumphs at Grüne Woche 100th Anniversary in Berlin

Overall Event: Sri Lanka successfully showcased its export potential at the world's largest B2C trade fair for food, beverages, and agriculture, held in Germany. The event attracts over 400,000 global visitors annually. Sector Highlights: • Tea & Spices: High demand for Ceylon Tea and Ceylon Cinnamon, with exporters noting strong interest from EU buyers. • Coconut Products: Featured prominently as a key agricultural export. • Value-Added Goods: Showcase included handicrafts, gems, and jewellery. Market Impact: • Organized by AHK Sri Lanka, the pavilion focused on helping SMEs enter the high-standard EU and German markets. • Direct consumer interaction provided critical insights into European consumer preferences and market requirements. • Strategy emphasizes increasing product visibility and strengthening buyer confidence to unlock long-term trade partnerships. National Context: Participation aligns with efforts to diversify export destinations and support small-scale producers in accessing global value chains. _Note: Based on official reports from the Delegation of German Industry and Commerce in Sri Lanka._ ---

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Sri Lanka–Australia Relations: Strengthening Bilateral Ties 📈

• Overall Trade: Total bilateral trade reached US$ 442 Mn in 2024, up from US$ 350.8 Mn in 2018. Sri Lanka maintained a positive trade balance of US$ 53.7 Mn last year. • Export Highlights: Sri Lanka’s exports to Australia rose to US$ 247 Mn in 2024. Key contributors include apparel, tea, rubber products (tyres/gloves), and coconut products. • Import Profile: Imports from Australia totaled US$ 194 Mn, dominated by lentils, cereals, and paper products. • Tourism: Australia remains a top 10 source market, contributing 4.36% of total arrivals. In 2024, arrivals reached 89,573, nearly recovering to pre-pandemic levels (92,674 in 2019). Notably, 19% of these arrivals are driven by the Visiting Friends and Relatives (VFR) segment. • Remittances & Migration: Remittance inflows from the diaspora in Australia grew by 33.3% YoY, rising from US$ 108.6 Mn in 2023 to US$ 144.8 Mn in 2024. • Investment: The total stock of Australian Foreign Direct Investment (FDI) in Sri Lanka reached US$ 231 Mn by end-2024. Emerging opportunities are identified in renewable energy, agribusiness, and infrastructure. • Development: Australia continues to support Sri Lanka through humanitarian aid, including recent relief efforts following Cyclone Ditwah and the 2022 economic crisis.

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PM Amarasuriya Seeks Strategic Investment Partnerships in Davos 📈

Prime Minister Dr. Harini Amarasuriya and Deputy Minister Dr. Anil Jayantha Fernando engaged with Swiss and Sri Lankan business leaders at the World Economic Forum to bolster economic recovery and investor confidence. • Strategic Focus: The discussions centered on rebuilding investor trust through governance reforms, predictable policy frameworks, and long-term economic stability. • Priority Sectors: Key areas identified for collaboration include the services-sector, capital markets, and financial technology (FinTech). • Diaspora Engagement: The PM emphasized the role of Sri Lankan professionals in Switzerland in facilitating market access, mentoring entrepreneurs, and strengthening international business networks. • Economic Outlook: The government reaffirmed its commitment to a reform-driven recovery, aiming to translate high-level engagement into tangible outcomes and sector-specific partnerships.

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Sri Lanka & China Partner to Boost Agri-Productivity 📈

A high-level discussion was held at the Presidential Secretariat to implement the MoU on Enhancing China–Sri Lanka Agricultural Productivity, focusing on modernizing the sector and addressing environmental hurdles. • Strategic Collaboration The partnership leverages Chinese technology and tools to resolve systemic issues in agriculture and enhance overall productivity. Key focus areas include scientific knowledge exchange and the deployment of advanced farming equipment. • Sectoral Interventions Crop Protection: Joint efforts to minimize significant crop damage caused by wild animals, a persistent challenge for rural farmers. Dairy & Exports: Related discussions highlight Chinese interest in large-scale dairy farms and export-oriented fruit & vegetable cultivation (specifically banana, mango, and pineapple) using underutilized state lands. • Environmental Restoration China will provide technical assistance for the cleaning and restoration of the Beira Lake in Colombo. This aligns with a broader Rs. 2.5 billion urban rehabilitation project aimed at improving water quality and unlocking real estate value. • Economic Context The initiative comes as Sri Lanka seeks to stabilize its agrifood sector following climate shocks like Cyclone Ditwah. Focus remains on diversification and value-added exports to strengthen foreign exchange reserves.

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Product & Service Launches / Business Expansions

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📈 Belgium’s Top Nature Documentary to Showcase Sri Lankan Biodiversity

A high-profile film crew from the Belgian public broadcaster RTBF has arrived in Sri Lanka to film a special edition of the renowned wildlife series, _Le Jardin Extraordinaire_. This initiative aims to bolster eco-tourism and visibility within the French-speaking European markets. • Strategic Collaboration: Facilitated by the Sri Lanka Embassy in Belgium and the Sri Lanka Tourism Promotion Bureau, with Jetwing Eco Holidays as the official travel partner. • Filming Scope: A 14-day mission (commencing Jan 29, 2026) covering key ecological sites: Wilpattu, Udawalawa, Bundala, Kumana, and the Sinharaja Rainforest. • Audience Reach: The program attracts ~320,000 weekly viewers in Belgium (27% market share) and reaches a global French-speaking audience via TV5 Monde. • Economic Impact: Following record-breaking arrivals from Belgium in 2025, this documentary is positioned to drive further growth in high-value nature and wildlife tourism, a vital sector for foreign exchange and sustainable employment.

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## Pathum Nissanka Named Brand Ambassador for Prima KottuMee 📈

Prima Group Sri Lanka (Ceylon Agro Industries) has officially signed international cricket star Pathum Nissanka as the new face of its popular Prima KottuMee brand. The partnership aims to leverage Nissanka's "youthful energy" and high ICC ranking to strengthen the brand's connection with the younger demographic across the country. Nissanka is a key figure in the sports and entertainment sector, holding records as the first Sri Lankan to score an ODI double century and a century on Test debut. The collaboration coincides with the upcoming cricket season, positioning the brand within the high-engagement consumer goods and lifestyle markets. The move reflects ongoing investment in local talent as a core marketing strategy for major players in Sri Lanka's food and beverage industry.

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AA Japan Launches Direct Presence in Sri Lanka Amid Vehicle Import Rebound 📈

Global vehicle exporter AA Japan has officially established its first local office in Sri Lanka (January 2026), transitioning from remote operations to face-to-face support following the country’s strategic reopening of vehicle imports. • Overall Impact & Volume Since the market reopening (Feb 2025), AA Japan has exported over 6,000 vehicles to Sri Lanka. The company manages a global volume of 18,000+ vehicles annually across 80 countries. Total Sri Lankan vehicle imports exceeded US$ 2.04 Bn in 2025, significantly boosting national tax revenue by ~Rs. 650 Bn. • Sector & Service Breakdown Target Segments: Provides Japanese used vehicles to individual buyers, car dealers, construction companies, and transport providers. Full-Service Support: The Colombo office handles the end-to-end process including auction sourcing, pricing, shipping logistics, vehicle inspections, and after-sales. Localization: Offers trilingual support (Sinhala, Tamil, and English) to improve transparency and reduce the complexity of the import process. • Economic Context The move signals confidence in the local automobile market's recovery. While 2025 saw a massive surge due to pent-up demand, 2026 imports are projected to normalize at approximately US$ 1.2 Bn. The local office aims to bridge the gap in trust and quality assurance within the Japanese used vehicle segment.

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## ComBank & Hayleys Mobility Partner for Sustainable Vehicle Leasing 📈

Commercial Bank of Ceylon has entered a strategic partnership with Hayleys Mobility (a division of Hayleys Fentons) to provide flexible financing for a new range of New Energy Vehicles (NEVs). The collaboration, formalised via an MoU, will run until 30 November 2026. • Leasing Benefits: Commercial Bank will offer competitive interest rates, reduced documentation charges, and tailored repayment schedules. Additional perks include a free credit card with the first-year fee waived. • Vehicle Line-up: The partnership covers premium brands including OJ (Omoda & Jaecoo) and SRM (Shineray Motors). Highlighted models include: • Passenger: Jaecoo J7 PHEV, J6, J8, and Omoda E5 (EV, PHEV, and ICE SUVs). • Commercial: SRM T3 EV (light commercial), X30L EV (passenger van), and X30L EV (cargo van). • Sustainable Infrastructure: Hayleys Mobility is expanding the local EV charging network through a partnership with StarCharge. Customers receive manufacturer warranties, certified after-sales support, and 24/7 roadside assistance. • Economic Impact: This move aims to accelerate the adoption of sustainable mobility and new energy urban logistics in Sri Lanka, supported by the bank’s island-wide branch network to improve accessibility for retail and commercial sectors.

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📈 Advice Lab Expands Sri Lankan Footprint with New 13,000 Sq. Ft. Facility

Advice Lab, a specialist in Financial Services BPO, has officially opened a new 13,000+ sq. ft. state-of-the-art office in Colombo to support its rapid growth and expanding Australian client base. • Sector Growth: The expansion marks a significant milestone in the ICT/BPM and professional services sector, specifically targeting the Australian market including financial advisers, accountants, and mortgage professionals. • Infrastructure & Capacity: The new facility is purpose-built for scale, featuring modern ergonomic workstations and advanced technology infrastructure to accommodate larger teams. • Employment & Talent: The move reinforces the company’s commitment to creating high-value job opportunities within Sri Lanka's professional workforce, focusing on long-term talent cultivation. • Employee Wellbeing: The office integrates a people-first culture with dedicated recreational zones, a full-service canteen, an on-site café, and a fully equipped gym to promote work-life balance. • Strategic Outlook: According to Managing Director Prad Navaratnam, this investment provides the necessary infrastructure for Advice Lab to scale operations rapidly while maintaining leadership in financial services outsourcing.

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Manning Market Goes Digital with New Online Payment System 📈

The Urban Development Authority (UDA) has launched a dedicated online payment platform at the Peliyagoda Manning Market, marking a major step in Sri Lanka's digital economy strategy to modernize wholesale trade and financial inclusion. • Digital Infrastructure: Traders can now process tax and routine payments via the mobile-friendly web portal fmis.uda.lk. The system integrates with the government’s GovPay platform to facilitate secure, real-time transactions. • Sector Impact: The shift targets over 1,400 registered businesses at the country’s largest wholesale hub. Key benefits include: Time Efficiency: Eliminates long queues and manual processing for high-volume traders. Financial Security: Reduces risks associated with cash handling through traceable, digital records. Revenue Admin: Improves transparency between traders and the UDA through automated revenue collection. • Expansion Roadmap: The government plans to scale this model to other economic centres island-wide. A second phase is already set to integrate 13,500+ residents of UDA housing schemes for utility and assessment tax payments. _Note: Based on official UDA and Ministry of Digital Economy launch data (Feb 2026)._

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## Domino’s Pizza Partners with Mintpay for Rewarding Dining 📈

Sri Lanka’s premier payments platform, Mintpay, has announced a strategic partnership with Domino’s Pizza Sri Lanka to integrate flexible payment solutions across all island-wide outlets. • Core Features: The collaboration introduces Buy Now, Pay Later (BNPL) and "Pay Now" options for diners, aimed at increasing accessibility and convenience in the food & beverage sector. • Rewards Ecosystem: Customers can earn up to 3% Cashback (issued as Mint Coins) on every transaction. This follows Mintpay’s 2025 evolution into a unified rewards ecosystem. • Strategic Impact: • Retail & Dining: Strengthens the digital payment footprint in everyday consumer spending. • Business Growth: Domino’s aims to leverage Mintpay’s 2,500+ partner store network and digital-first user base to drive store traffic. • Financial Tech: Reinforces the shift toward fintech integration in traditional brick-and-mortar retail to enhance customer retention. • Background: Launched in 2020 as the country's first BNPL platform, Mintpay continues to diversify its presence across dining, fashion, and lifestyle sectors, supporting Sri Lanka’s digital economy goals.

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📈 IFC to Invest US$ 20 Mn in SAGT Expansion

The International Finance Corporation (IFC) has proposed a US$ 20 million investment to bolster the capacity of the South Asia Gateway Terminals (SAGT) at the Port of Colombo. • Investment Details: The funding, structured through the IFC’s Managed Co-Lending Portfolio Program and parallel lenders, will finance the acquisition of new ship-to-shore cranes. • Operational Impact: The expansion aims to enhance operational productivity and competitiveness of the terminal, while simultaneously reducing fuel consumption and carbon emissions. • Strategic Significance: As a primary transshipment hub for India, Bangladesh, Pakistan, and the Maldives, this upgrade supports the maritime and logistics sector's regional dominance and sustainability. • Broader IFC Context: This move follows recent IFC commitments in Sri Lanka, including US$ 40 million for food manufacturing (CBL Group) and a US$ 166 million package targeting SMEs, agri-business, and women-owned enterprises. Note: Based on proposed investment data as of February 2026.

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## Verteil Technologies Partners with Mack Air to Launch NDC Platform in Sri Lanka 📈

Global technology provider Verteil Technologies has officially entered the Sri Lankan market, appointing Mack Air (a member of the John Keells Group) as its General Sales Agent (GSA). The collaboration aims to modernize airline distribution through New Distribution Capability (NDC) technology. • Core Offering: Travel agents in Sri Lanka gain access to Verteil’s NDC Aggregator platform, enabling real-time fares, dynamic airline content, ancillaries, and enhanced post-booking services from global carriers. • Strategic Impact: The partnership focuses on accelerating digital transformation within the local travel and tourism sector, moving away from traditional distribution systems toward modern retailing. • Operational Support: Mack Air will provide dedicated local support, commercial onboarding, and training to facilitate NDC adoption among Sri Lankan travel sellers. • Market Context: Launched on January 22, 2026, this move targets Sri Lanka’s high-potential travel market, equipping local agencies with tools to compete via "next-generation" distribution standards.

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ILM Shipping Promotes Sri Lanka as Strategic Vessel Repair Hub 📈

• Maritime Strategy: ILM Shipping is actively positioning Sri Lanka as a preferred destination for vessel repairs, maintenance, and marine services across all major ports, including Colombo, Hambantota, Galle, and Trincomalee. • Strategic Advantage: Located along one of the world's busiest East-West shipping lanes, Sri Lanka offers unmatched accessibility. Nearly two-thirds of global maritime traffic passes near its waters, allowing for repairs with minimal route deviation. • Economic Impact: • Recent collaborations with two of the world’s largest ship-owning groups have successfully brought vessels to Colombo and Hambantota. • These activities contribute directly to increased port activity, foreign exchange earnings, and the growth of the local maritime economy. • Technical Capability: The country’s ports are equipped for diverse needs, ranging from routine maintenance to highly specialized technical work. ILM Shipping acts as a single point of contact, managing technical assessments and on-site supervision to ensure regulatory compliance. • National Context: This initiative strengthens Sri Lanka's role as a key Indian Ocean maritime hub, leveraging its geographical position to boost the logistics and marine support sectors.

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📈 Visa & NDB Launch South Asia’s First 'Card Present Connect' Solution

Visa and National Development Bank PLC (NDB Bank) have pioneered the launch of Card Present Connect (CPC) in Sri Lanka, marking the first implementation of this digital payment solution in the South Asia region. • Core Innovation: Powered by the Cybersource platform, the solution allows merchants to accept EMV chips, contactless, and mobile wallet payments via Android SmartPOS devices, bridging the gap between online and offline transactions. • Economic Impact: Targetted at Small and Medium-sized Businesses (SMBs) and mid-market enterprises, the initiative aims to reduce infrastructure costs, simplify merchant onboarding, and accelerate the transition toward a cashless economy. • Strategic Benefits: • For Merchants: Lower operational costs, enhanced security, and broader access to international card schemes. • For Acquiring Banks: Faster go-to-market capabilities and elimination of complex in-house payment infrastructure maintenance. • Sector Focus: This collaboration strengthens the Digital Finance and ICT/BPM landscape by democratizing card acceptance and fostering financial inclusion for the local business community.

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## 📈 APB Sri Lanka Secures Key Platinum Partners for 2026 Convention

The Association of Professional Bankers (APB) Sri Lanka has announced the inclusion of several Banking and Financial Services giants as Platinum Partners for its upcoming 2026 Annual Convention. • Core Partners: New signatories include People’s Leasing & Finance PLC, LankaPay, and People’s Bank, signaling strong institutional backing for professional development in the sector. • Strategic Theme: The convention is centered on "Navigating complexity and accelerating impact through regional synergy," aiming to position Sri Lankan bankers within the global financial landscape. • Economic Impact: Professional Services: The event focuses on knowledge sharing to equip the workforce for evolving international demands. Regional Synergy: Emphasizes the importance of ICT/BPM integration and cross-border collaboration to maintain relevance in a shifting global economy. Financial Stability: Strong participation from state and private entities reinforces the resilience of the Banking sector, a critical pillar for national economic stability and employment. • Leadership: The initiative is led by APB President Anton Arumugam and Convention Chair Dilshan Perera, focusing on professional standard-setting for the island's banking community. _Note: Summary based on current corporate announcements for the 2026 convention cycle._

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Politics & Government Impact

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Sri Lanka Establishes Tax Policy Analysis Unit (TPAU) 📈

The Ministry of Finance has formally established the Tax Policy Analysis Unit (TPAU) under the Department of Fiscal Policy to strengthen evidence-based fiscal reforms and revenue management. • Core Functions The unit is tasked with comprehensive revenue analysis, evaluating tax expenditures, and conducting distributional analysis of tax policies. It will also provide critical support for international taxation and regional tax cooperation. • Strategic Objectives • Support the design, appraisal, and monitoring of national tax reforms. • Utilize internationally accepted methodologies for data-driven policy making. • Engage with key stakeholders to ensure transparent and effective tax administration. • IMF Collaboration Marking its operational launch, the unit completed a foundational capacity-building programme conducted by the International Monetary Fund (IMF) from January 19–30, 2026. Discussions with the Treasury Secretary and Director General of Fiscal Policy focused on integrating the unit into the broader national reform agenda. • Context The establishment of the TPAU is a key component of Sri Lanka’s structural reform commitments, aimed at enhancing fiscal discipline and ensuring long-term debt sustainability through modernized tax frameworks.

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Sri Lanka Independence 2026: Economic Growth Amid Calls for Structural Reform 📈

The 78th Independence Day serves as a critical junction for Sri Lanka, balancing resilient macroeconomic recovery against a backdrop of public frustration over the pace of systemic change and reconciliation. • Overall Economic Performance Based on provisional data for 2025, the economy maintained a positive trajectory with GDP growth accelerating to 5.4% in Q3 2025. Total export earnings for 2025 reached US$ 17.25 Bn, a 5.6% YoY increase, although the trade deficit widened to approximately US$ 7.9 Bn due to a surge in imports, including vehicle purchases totaling US$ 2.05 Bn. • Sector Breakdowns (2025 Performance) • Apparel & Textiles: Remained the primary revenue driver, growing 5.34% to US$ 4.91 Bn. • Tea: Earnings rose 4.97% to US$ 1.51 Bn, bolstered by a 10.18% increase in tea packets. • ICT/BPM: Continued to lead the services sector with an 8.81% growth, reaching US$ 1.64 Bn. • Coconut products: Emerged as a standout performer with a 42.66% surge to US$ 1.23 Bn. • Top Markets & Outlook The United States remains the largest export destination (US$ 3 Bn), followed by India (US$ 1 Bn), which saw a sharp 17.2% growth. For 2026, the government targets an ambitious 5-6% growth rate, supported by a planned Rs. 1.4 Tn in capital expenditure. However, the World Bank and IMF maintain more conservative forecasts of 3.1% to 5.2%, citing the need for sustained structural reforms and debt sustainability.

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Sri Lanka: Debate Rises Over Executive Power and AG Independence 📈

The legal and political landscape in Sri Lanka is facing a critical review as the role of the Executive Presidency and the Office of the Attorney General (AG) comes under intense scrutiny regarding the public trust doctrine and institutional independence. • Executive Presidency & Reform: Current discussions emphasize the shift of power from the President to independent commissions. While the 1978 Constitution centralized authority, recent jurisprudence and the 21st Amendment have increasingly held the Executive accountable to Parliament and the Judiciary. There is a growing call for a new Constituent Assembly to ensure a constitution with broad public legitimacy. • Attorney General’s Mandate: The AG remains the "face of the government" in criminal and public law, exercising quasi-judicial powers like nolle prosequi (terminating proceedings). Concerns persist over whether the office should be fully independent, as an autonomous AG could potentially conflict with the Executive’s role in national security and foreign relations. • Legal & Financial Accountability: • Article 12: Ensures equality before the law; recent Supreme Court rulings have used this to hold public officials accountable for "indecisions." • Public Finance: Under Article 148, Parliament maintains full control. Experts warn that any attempt to withhold funds from the Executive to curb power could render the government unworkable. • Presidential Immunity: Article 35 provides immunity during office, but private acts remain subject to legal challenge after the term ends. • Sector Impact: Strengthening the rule of law is viewed as vital for the ICT/BPM and investment sectors to ensure policy consistency and protect the public trust doctrine in state resource management.

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## 📈 Maersk Secures Strategic Control of Panama Canal Ports

Danish shipping giant Maersk (via APM Terminals) has been appointed as the "temporary administrator" of the Balboa and Cristobal ports, located at opposite ends of the Panama Canal. The move follows a landmark Supreme Court ruling in Panama that invalidated existing contracts held by Hong Kong-based CK Hutchison. ### Key Developments: • Judicial Shift: Panama's Supreme Court ruled that the concession to CK Hutchison (operating as Panama Ports Company since 1997) was unconstitutional due to "disproportionate bias." • Geopolitical Context: The change aligns with significant pressure from the United States, citing concerns over Chinese influence on the strategic waterway which handles 40% of US container traffic. • Economic Scale: The Panama Canal facilitates approximately 5% of total world trade; the management shift to a Western-aligned firm marks a pivot in global maritime governance. ### Strategic Impact for Sri Lanka: • Integrated Logistics: As Maersk also controls the Panama Canal Railway, this takeover strengthens their end-to-end global supply chain. This is highly relevant for Sri Lankan exporters in apparel & textiles and tea targeting the US East Coast. • Transshipment Reliability: Enhanced operational stability at this major chokepoint reduces the risk of global equipment imbalances. This supports the Port of Colombo, which recently hit a record 8.29 million TEU throughput in 2025, in maintaining predictable vessel schedules for East-West trade. • Trade Security: The reduction in geopolitical friction over the canal may stabilize shipping costs for South Asian transshipment hubs. _Note: This transition is based on a temporary administrative order following the court's annulment of the 25-year concession renewed in 2021._

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India Increases Sri Lanka Assistance to INR 4 Bn 📈

India has significantly raised its budgetary support for Sri Lanka, positioning the island as a key recipient of bilateral aid within the region for the 2026-27 fiscal year. • Financial Overview: India has allocated INR 4 billion (approx. US$ 43.6 million) for Sri Lanka, reflecting a 33% increase from the INR 3 billion (US$ 32.7 million) provided in the 2025-26 revised estimates. • Regional Context: Despite a slight decrease in India's total foreign aid budget (INR 56.86 billion), Sri Lanka remains a high-priority partner. Other major recipients include Bhutan (INR 22.89 billion), Nepal (INR 8 billion), and the Maldives (INR 5.5 billion). • Historical Trend: The new allocation marks a recovery in aid volume compared to the actual expenditure of INR 3.17 billion recorded in 2024-25. • Strategic Impact: This increased funding is directed toward strengthening bilateral relations and supporting regional stability, which remains vital for Sri Lanka’s infrastructure development and economic recovery efforts.

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📈 Public Approval High for Cyclone Ditwah Response Amid Infrastructure Gaps

A recent survey by the Social Scientists’ Association (SSA) reveals strong public satisfaction with the relief efforts following Cyclone Ditwah, particularly praising executive leadership and first responders. • Overall Institutional Performance • Head of State: 80% satisfaction rating for President Anura Kumara Dissanayake’s crisis handling. • Political Gap: Satisfaction with NPP politicians stood at 46%, while opposition figures trailed at 24%. • First Responders: Military, police, and volunteers secured over 80% approval. • Relief & Recovery Metrics • Immediate Action: 70% approval for rescue, relief distribution, and service restoration. • Early Warning: Only 52% satisfied with evacuation alerts; 67% with rebuilding support. • Transparency: 71.4% viewed the management of donor funds as transparent; 69% termed relief distribution as fair. • Key Sector Impacts & Gaps • Housing & Land Use: Over 50% cited settlements in high-risk zones and weak land-use enforcement as primary factors worsening the disaster. • Critical Gaps: 58% noted a lack of aid for lost documentation, while 47% lacked psycho-social support in safety centres. • Infrastructure: Inadequate drainage and water management remain significant systemic weaknesses. • Economic Context Based on provisional data, the cyclone caused an estimated US$ 4.1 Bn in direct damage (approx. 4% of GDP). While agriculture suffered US$ 814 Mn in losses, the construction and ICT/BPM sectors are expected to drive 2026 growth during the recovery phase. _Note: Findings based on an island-wide survey of 1,251 respondents across all 25 districts._

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Election Commission calls for 2026 political party recognition 🗳️

The Election Commission of Sri Lanka has officially opened applications for politically active organizations seeking formal recognition for the year 2026. This move ensures a transparent framework for parties intending to participate in the democratic process and contest future elections. • Application Timeline: Submissions are accepted from 28 January until 28 February 2026. Applications must be received by 3:00 p.m. on the closing date. • Strict Compliance Requirements: Parties must provide evidence of continuous political activity for at least four years. Documentation required includes: • Party constitution and current policy statement. • Audited financial statements and a list of office bearers. • Specific details of female office bearers over the past four years to promote gender inclusivity. • Approved symbol selection in accordance with official Gazette notifications. • Submission Channels: Prescribed forms are available at the Election Commission’s official website, district election offices, and the Office of the Election Secretary. Completed files must be submitted by post or by hand, clearly labeled for recognition. • Status Note: Recognition is contingent on a full review of the submitted documentation. Failure to meet the 28 February deadline or provide all required evidence will result in disqualification for the 2026 cycle.

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Trump Weaponizes Tariffs to Choke Cuba’s Oil Supply 📈

U.S. President Donald Trump has signed an executive order declaring a national emergency, threatening new tariffs on any nation supplying oil to Cuba. The move aims to dismantle the island's energy lifeline following the recent ouster of the Venezuelan leadership. • Global Trade Impact: The order establishes a mechanism to impose additional ad valorem duties on imports from countries that "directly or indirectly" provide petroleum to Cuba. This functions as a secondary-sanction tool via the U.S. tariff system. • Key Nations at Risk: While no specific countries were named, the policy primarily pressures Mexico (previously supplying 44% of Cuba's oil), Russia (10%), and Algeria. Venezuela, formerly the top supplier (33%), has already seen flows halted by U.S. military actions. • Economic Context: Trump is leveraging his second-term tariff strategy as a foreign policy tool, asserting that Cuba is near collapse. The apparel & textiles and rubber sectors in trading partner nations—including Sri Lanka—remain on high alert as the U.S. continues to implement "reciprocal tariffs" (currently averaging 20-30% for many nations) to reduce trade deficits. • Sri Lankan Context: While not a direct oil supplier to Cuba, Sri Lanka monitors these developments closely due to potential "collateral damage" in global shipping routes and the broader impact of U.S. protectionism on its own apparel exports to its largest market.

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Türkiye Reaffirms Strategic Ties and Regional Stability Goals 🌍

At the Pathfinder Foundation’s first Ambassador’s Roundtable of 2026, Republic of Türkiye Ambassador Dr. Semih Lütfü Turgut outlined Ankara’s foreign policy priorities, emphasizing the shared aspirations for peace and sustainable development between Türkiye and Sri Lanka. • Bilateral & Global Cooperation: Despite geographical distance, the Ambassador called for strengthened bilateral and multilateral ties to navigate a period of heightened global turbulence and shifting power balances. • Key Regional Insights: • Middle East & Europe: Addressed ongoing conflicts in Ukraine and Gaza as "defining crises," highlighting the humanitarian costs and the limits of military power. • Security & Trade: Stressed the importance of securing the Black Sea for global food security and highlighted Türkiye’s role in mediating the Russia-Ukraine conflict. • Strategic Interests: Reaffirmed that EU membership remains a priority, alongside engagement in Central Asia via the Organisation of Turkic States, focusing on energy and transport corridors. • Economic Outlook: Noted that global economic pressures and austerity measures are fueling political extremism, necessitating diplomacy as the "least costly instrument" of foreign policy. • Sri Lanka Context: The session concluded with an interactive dialogue on enhancing Türkiye-Sri Lanka cooperation in economic and strategic sectors to mitigate the ripple effects of distant global conflicts.

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## 📈 Education Reforms 2026: PM Launches Student-Centred Framework

The Prime Minister and Education Minister, Dr. Harini Amarasuriya, officially launched the national program for 2026 education reforms, focusing on systemic transformation and equal access. • Core Objective: Transition from a teacher-centred model to a student-centred approach, ensuring that a child’s education quality is independent of their parents' financial status. • Primary Education Focus: Technology, Engineering, and Mathematics (STEM): Strengthening foundational skills. Language Proficiency: Enhanced focus on English and second-language instruction. Environment & Science: Grounding early learning in scientific and ecological principles. • Key Structural Changes: Grade One (2026): Initial rollout of the new curriculum focusing on a "pressure-free" and child-friendly atmosphere. Continuous Implementation: Reforms for Grade Six, initially delayed for 2026, are planned for subsequent years to ensure continuity. Exam Culture: Moves away from the traditional exam-driven model to reduce student dropouts and mental stress. • Professional Development: Focus on strengthening teacher competencies and protecting teacher professionalism to better support social development and values. • Economic Impact: By modernizing primary education and reducing dropouts, the reforms aim to build a more resilient workforce for the ICT/BPM and technical sectors, addressing long-term employment needs.

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⚖️ Indictments against Ranil Wickremesinghe set for March

• Legal Proceedings: The Attorney General (AG) informed the Colombo Fort Magistrate’s Court that indictments against former President Ranil Wickremesinghe will be filed before a three-judge Bench of the High Court in March 2026. • Investigation Status: Investigations into Wickremesinghe, named as the first suspect, are complete. The inquiry into the second suspect, former Secretary Saman Ekanayake, is expected to conclude within the next month. • Case Nature: The charges relate to the alleged misappropriation of State funds. The AG’s office confirmed that the move to the High Court follows the finalization of these investigative processes. • Next Steps: The formal filing is scheduled for March once the remaining elements of the investigation into the second suspect are finalized.

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### SC Notices Ex-President Gotabaya Over Aragalaya Compensation Scrutiny 📈

The Supreme Court directed that notices be issued to several high-profile respondents, including former President Gotabaya Rajapaksa, regarding a Fundamental Rights (FR) petition. The legal challenge seeks a transparent audit of compensation paid for property damage during the 9 May 2022 violence. • Legal Scrutiny: The petition, filed by Dr. Ravindranath Dabare, calls for an investigation into the distribution of public funds to ensure payments were made fairly and without political bias. • Financials & Scope: Based on parliamentary disclosures from February 2025, a total of Rs. 1.22 billion was distributed among 43 individuals, including several politicians. • Key Allegations: The petitioner contends that some former MPs used political influence to secure compensation amounts that significantly exceeded standard legal limits. • Key Respondents: Former President Gotabaya Rajapaksa Former Defence Secretary Gen. (Retd.) Kamal Gunaratne Former Public Security Minister Tiran Alles General (Retd.) Shavendra Silva • Timeline: The case has been fixed for further consideration on 8 May 2026 to allow for the serving of notices to all parties.

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Corporate News

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⚖️ Arrest Warrant Issued for Shamindra Rajapaksa in Airbus Fraud Case

The Colombo Fort Magistrate’s Court has ordered the Criminal Investigation Department (CID) to arrest and produce Shamindra Rajapaksa, the youngest son of former Speaker Chamal Rajapaksa, in connection with the long-standing SriLankan Airlines Airbus scandal. • Case Context: The inquiry focuses on alleged financial fraud and bribery during the 2013 purchase of 14 Airbus aircraft for the national carrier. • Suspect Status: Shamindra Rajapaksa has been named the 3rd suspect. The court also directed the CID to seek an INTERPOL Red Notice, as the suspect is currently reported to be in the US. • Primary Accusations: • Kapila Chandrasena (former CEO) and his wife are the 1st and 2nd suspects. • Allegations involve a US$ 2 Mn bribe accepted from a French Airbus entity, later laundered through international accounts. • Investigations revealed a transfer of US$ 160,000 into an account belonging to Shamindra Rajapaksa in 2013. • Impact: The fraudulent deal and subsequent cancellation of aircraft orders reportedly cost the debt-burdened national carrier approximately US$ 400 Mn in losses and penalties. _Status: Based on ongoing magisterial inquiry and CID submissions (Feb 2026)._

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📈 Commercial Bank to Raise Rs. 20 Bn via Debentures & Launch ESOP

Commercial Bank of Ceylon PLC has announced major capital-raising and internal equity plans to strengthen its financial position and align with Basel III requirements. • Debenture Issue Details: The bank aims to raise up to Rs. 20 billion through Basel III-compliant Tier II listed, rated, unsecured, subordinated, redeemable debentures. • Structure: Initial tranche of Rs. 10 billion (100 million debentures), with two optional tranches of Rs. 5 billion each in case of oversubscription. • Maturities: Options of five, seven, and 10 years at a face value of Rs. 100 each. • Key Feature: Includes a non-viability conversion feature as per regulatory standards. • Employee Share Option Plan (ESOP): A new ESOP will be established for the 2026-2028 period to drive employee engagement within the banking & financial services sector. • Equity Dilution: Capped at 3% of ordinary voting shares (up to 46,195,156 shares). • Current Capital: As of Jan 29, 2026, stated capital is ~Rs. 91.65 billion, represented by over 1.5 billion voting shares. • Regulatory Status: Both the debenture issue and ESOP are subject to approvals from the Colombo Stock Exchange (CSE) and shareholders. _Note: Based on official bank disclosure as of February 3, 2026._

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Galle Face Capital Partners Announces 1:4 Share Split 📈

Galle Face Capital Partners PLC (WAPO) has approved a subdivision of its ordinary shares to enhance market liquidity. The decision, finalized by the Board on 31 January 2026, follows a period of significant share price appreciation. • Share Subdivision Details • Existing shares: 29,582,029 units. • New total shares: 118,328,116 units. • Split ratio: 1 share split into 4. • Stated capital: Remains unchanged at approx. Rs. 650 Mn. • Market Performance • Market Reaction: Share price rose by Rs. 22 (+20.7%) to close at Rs. 128. • Trading Volume: Over 1 million shares traded with a turnover exceeding Rs. 138.8 Mn. • Net Assets: Reported at Rs. 97.68 per share as of Dec-2025. • Ownership & Governance • Major Shareholders: Ceylon Land & Equity PLC (27.76%) and Shaw Wallace & Hedges (23.88%). • Public Float: 29.99% held by over 500 shareholders, meeting CSE compliance. This move by the investment & capital markets firm is intended to make shares more accessible to retail investors without altering the company's underlying value. The effective date for the split will be announced via the Colombo Stock Exchange (CSE) shortly. _Note: Based on provisional corporate disclosures._

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📈 Ceylon Land & Equity to Raise Rs. 4.3 Bn via Rights Issue

Ceylon Land & Equity PLC has announced a major 2-for-1 Rights Issue to raise approximately Rs. 4.3 Billion, aimed at debt settlement and expanding its property development and portfolio management segments. • Issue Details • Proportion: Two (2) new ordinary voting shares for every one (1) existing share held. • Price: Issued at Rs. 7.00 per share (614.1 Mn new shares). • Total Capital: Expected infusion of ~Rs. 4.3 Bn. • Strategic Utilization of Funds • Settle short-term bank loans and inter-company borrowings. • Finance a Rs. 1.7 Bn investment in Shaw Wallace & Hedges Ltd to increase shareholding to 49.2%. • Fund future real estate and investment portfolio growth. • Market & Financial Context • Market Reaction: Share price closed at Rs. 15.20 (+Rs. 2.80), significantly above the issue price. • Net Assets: Reported at Rs. 14.95 per share as of Dec 2025. • Ownership: Major stakes held by Galle Face Properties (33.4%) and Almas Holdings (22.4%). _Note: Subject to CSE in-principle approval and shareholder vote at an EGM._

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📈 PMF Finance Reports 140% Surge in Nine-Month Profit

PMF Finance PLC has showcased strong growth momentum for the nine months ended 31 December 2025, driven by a significant expansion in its loan book and improved margins within the financial services sector. • Financial Performance Highlights • Gross Income: Rs. 3.84 Bn (up 24.2% YoY). • Net Interest Income: Rs. 2.17 Bn (up 46.5% YoY). • Profit Before Tax (PBT): Rs. 456.7 Mn (up 139.5% YoY). • Net Profit: Rs. 266.1 Mn (up 39.4% YoY). • Earnings Per Share (EPS): Increased to Rs. 0.66 from Rs. 0.47. • Balance Sheet & Solvency • Total Assets: Rs. 23.08 Bn (up 6.8% since March 2025). • Loans and Advances: Rose by 13.4% to Rs. 19.47 Bn. • Equity: Strengthened by 8.7% to Rs. 3.31 Bn. • Debt-to-Equity: Improved to 5.74x from 5.93x, reflecting prudent leverage. • Market & Investor Outlook • Share Price: Closed at Rs. 14.00, nearly doubling from Rs. 7.90 YoY. • Ownership: Sterling Capital Investments Ltd. remains the dominant shareholder (81.6%), followed by Peoples Bank (8.3%). • Strategy: The results reflect resilient growth in core lending and improved asset quality, positioning the firm for further 2026 expansion. _Note: Based on provisional nine-month financial data._

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LB Finance Secured A+ Entity Rating with Stable Outlook 📈

Lanka Rating Agency has assigned an initial A+ rating to LB Finance PLC, highlighting its dominant position in the leasing and finance sector and superior asset quality. • Market Position: As of September 2025, the company holds a significant 12.3% share of the sector's total assets and 12.4% of total deposits. It operates a nationwide network of 221 branches. • Portfolio Breakdown: The lending book is diversified across gold loans (38%) and leasing and vehicle loans (42%), with the balance in mortgage and term loans. • Financial Performance: • Net Interest Income: Reached Rs. 14.2 Bn in 1H FY2026. • Profitability: Reported Rs. 5.8 Bn for 1H FY2026, a 23.7% YoY increase. • Asset Quality: Maintained exceptional standards with a Gross NPL ratio of 1.55%, significantly below industry averages. • Capital Strength: The Capital Adequacy Ratio stands at 23.66%, far exceeding the Central Bank’s 14% requirement for large finance companies. The outlook remains stable, backed by strong controls and its status as a subsidiary of the Vallibel One Group (51.75% stake).

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LB Finance Secures US$ 45 Mn Swiss Funding for MSME Growth 📈

• Overall Funding: Secured US$ 45 million in long-term senior debt facilities from two premier Swiss impact investors. • Investor Breakdown: The facility includes US$ 25 million from BlueOrchard Finance Ltd. (Schroders Group) and US$ 20 million from responsAbility Investments AG. • Strategic Focus: Funds are dedicated to expanding credit access for Sri Lanka’s micro, small, and medium-sized enterprise (MSME) sector, a critical driver of national employment and economic recovery. • Economic Impact: The capital injection strengthens LB Finance’s balance sheet and liquidity, specifically targeting underserved businesses to stimulate job creation and support export growth. • Context: The deal was formalized at AFIFORUM 2026 in Bangkok, reflecting international confidence in the company’s A-(lka) Stable Outlook (Fitch) despite the global financial environment.

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### 📈 Ceylon Land to Invest Rs. 1.7 Bn in Shaw Wallace & Hedges

Ceylon Land & Equity PLC has approved a major capital infusion into Shaw Wallace & Hedges Ltd, an unlisted entity, through a strategic Rights Issue. • Investment Details Total Investment: Rs. 1.7 Billion. Voting Shares: 86.32 million shares at Rs. 17 each (Rs. 1.47 Bn). Non-Voting Shares: 21.5 million shares at Rs. 11 each (Rs. 236.5 Mn). • Ownership Impact The investment increases Ceylon Land’s total stake to 49.2% of issued ordinary shares. Post-transaction, it will hold 43.6% of voting power and 100% of all non-voting shares. Funding will be secured via internal cash reserves, temporary bank financing, and group borrowings. • Corporate & Market Context Ceylon Land & Equity focuses on property, equity, and debt investments, operating under the Renuka Group umbrella. Financial Health: As of Sept 2025, the company reported a Rs. 4.1 Bn balance sheet with Rs. 2 Bn in retained earnings and zero reported borrowings. Stock Performance: Shares closed at Rs. 12 (down Rs. 0.10) with 567,854 shares traded; net asset value stands at Rs. 13.44 per share.

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📈 JKH 3Q Earnings: Group EBITDA Surges 68%

Top blue-chip John Keells Holdings PLC (JKH) reported a robust performance for 3Q FY2025/26, driven by strong momentum across its diverse portfolio. • Financial Performance: - Group Revenue: Up 54% YoY to Rs. 125.05 Bn. - Group EBITDA: Grew 68% YoY to Rs. 23.76 Bn. - Profit Before Tax (PBT): Increased by 113% to Rs. 12.89 Bn. - 9-Month Cumulative PBT: Rose 193% to Rs. 23.79 Bn. • Sector Highlights: - Leisure & Retail: Primary drivers of PBT growth. Sri Lankan Leisure saw high occupancy via increased tourist arrivals. - City of Dreams Sri Lanka: Recorded its first positive EBITDA of Rs. 1.43 Bn since launch. - Ports & Logistics: The West Container Terminal (WCT-1) recorded steady throughput growth and hit profitability ahead of expectations. - Automotive: John Keells CG Auto maintains a strong pipeline with over 3,900 vehicle deliveries pending. • Dividends & Outlook: - Declared a second interim dividend of Rs. 0.10 per share (Rs. 1.77 Bn outlay). - Management expects performance momentum to sustain, noting minimal impact from recent weather disruptions (Cyclone Ditwah).

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📈 LVL Energy Fund to Raise Rs. 507 Mn via Rights Issue

LVL Energy Fund PLC (LVEF) has announced a Rights Issue to strengthen its balance sheet and manage liquidity. The move follows recent challenges with dividend remittances from foreign investments in Bangladesh and Nepal. • Issue Details: • Amount to be Raised: Up to Rs. 507.15 Mn. • Ratio: 3 new ordinary voting shares for every 31 existing shares. • Price: Rs. 7.50 per share (a discount to the recent market close of Rs. 9.70). • New Shares: Up to 67,619,394 shares to be issued. • Objective: • Proceeds will be used exclusively to settle outstanding debt already recognized as due. • As of Sept 2025, the company held long-term borrowings of Rs. 2.2 Bn and short-term debt of Rs. 466 Mn. • Market & Financial Context: • Stated Capital: Currently stands at Rs. 3.37 Bn. • Net Assets: Reported at Rs. 8.79 per share (as of Sept 2025). • Major Shareholder: Lanka Venture PLC remains the parent with a 52.48% stake. • Next Steps: • The issue is subject to in-principle approval from the Colombo Stock Exchange (CSE) and shareholder approval at an upcoming Extraordinary General Meeting (EGM).

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📈 PickMe Achieves Record 9-Month Growth

Digital Mobility Solutions Lanka PLC (PickMe) reported a resilient performance for the first nine months of FY25/26, driven by record user engagement and expansion across its service verticals. • Overall Financials: Revenue: Rs. 6.2 Bn (↑ 50% YoY) Operating Profit: Rs. 2.1 Bn (↑ 93% YoY) Net Profit: Rs. 1.5 Bn (↑ 89% YoY) • Platform Performance: Gross Transaction Value (GTV): Rs. 59.5 Bn (↑ 46% YoY) Total Platform Activity: ↑ 47% YoY Average Driver Earnings: ↑ 14% YoY, highlighting the platform’s role in local employment and income generation. • Sector & Regional Insights: 3QFY26 revenue reached Rs. 2.3 Bn (↑ 48% YoY), despite disruptions from Cyclone Ditwah in late 2025. Growth in the ride-hailing and logistics sectors was supported by strong seasonal demand in the Western Province, which offset weather-related declines in the Central Province. • Strategic Outlook: The company’s platform-led strategy in the ICT/BPM and digital mobility space continues to scale efficiently through disciplined cost management and a growing supply base of third-party earners. _Source: Based on 3QFY26 provisional financial disclosures._

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📈 Virtusa’s $5 Billion AI & Expansion Strategy

Virtusa CEO Nitesh Banga has detailed a strategic roadmap to scale the company into a US$ 5 billion enterprise, positioning the firm as a leader in domain-driven engineering for the AI era. • Strategic Growth Pillars: The plan balances organic growth with aggressive inorganic expansion. Recent acquisitions like Valentia Partners (regulatory/advisory), Maverick (Salesforce/Cloud), and SmartSoC (Semiconductors) are designed to broaden the technology stack and market reach. • The "Chip-to-App" Advantage: Through the SmartSoC acquisition, Virtusa is pivoting toward "chip-to-app" engineering. This end-to-end capability integrates foundational silicon engineering with cloud and enterprise applications, essential for complex AI infrastructure. • Sri Lanka’s Strategic Role: Sri Lanka remains a cornerstone of Virtusa’s global delivery network. • A new innovation hub in Colombo, partnered with British insurer CFC, underscores the country's shift from a delivery center to a hub for AI-powered insurance solutions. • The Virtusa Thrive Academy is actively upskilling local talent to meet global AI and ICT/BPM demands. • AI Transformation: The Virtusa Helio suite is the primary vehicle for embedding AI into core business processes. The focus is on "human plus agent" workflows, emphasizing desirability, feasibility, and ROI-driven viability. _Note: Growth targets and regional impacts are based on executive strategy outlines as of January 2026._

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Uncategorized

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OBITUARY: Media Professional Marian Candappa Passes Away 🕊️

• Industry Impact: Marian J. Rodrigo Candappa, a veteran of the Sri Lankan media landscape, has passed away. Her professional career was notably spent with major publishing houses Virakesari and Wijeya Newspapers, contributing to the country's Information & Media sector. • Community & Social Roles: Beyond her professional life, she was a prominent figure in civil society, holding active memberships in the Lions Club, the Colombo Chetty Association, and the Parish of Kotahena. • Final Rites: • The remains will lie at Lanka Florists, Punchi Borella, today (Feb 3) from 9:00 a.m. to 3:00 p.m. • Cremation is scheduled for 4:00 p.m. at the Old Crematorium, General Cemetery Kanatte. • Legacy: As the relict of the late Modestus Candappa, her passing marks the loss of a figure connected to the long-standing traditions of the Sri Lankan newspaper and printing industry.

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48th Navam Maha Perahera Bolsters Colombo’s Tourism Activity 📈

The 48th Annual Navam Maha Perahera of the Hunupitiya Gangaramaya Temple concluded yesterday in Colombo, serving as a significant driver for the capital's cultural tourism and activity economy. The two-day procession (Jan 31 – Feb 1) drew massive crowds, including high-profile state officials and foreign visitors, highlighting its role in the national tourism calendar. • Overall Impact: The event acts as a critical "growth lever" for Colombo’s urban economy during the first quarter, traditionally a high-traffic period for international arrivals. With Sri Lanka targeting 3 million tourists and US$ 4.30 Bn in revenue for 2026, such large-scale cultural events are vital for reaching these milestones. • Sector Highlights: • Tourism & Hospitality: Attracted thousands of foreign spectators, boosting occupancy for Colombo-based hotels and informal accommodation sectors. • Handicrafts & Traditional Arts: Provided a commercial platform for hundreds of traditional dancers, drummers, and artisans, supporting rural livelihoods through cultural preservation. • Transport & Services: High domestic and international footfall stimulated local transport and retail activity in the Western Province, the nation's primary economic hub. • Patronage: The event saw bipartisan attendance, including Prime Minister Dr. Harini Amarasuriya and former Presidents, signaling strong institutional support for the creative economy and religious heritage.

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Sri Lanka's Economic Resilience: The Case for Comprehensive Sex Education 📈

The recent focus on systemic gaps in Sri Lanka's education highlights a critical need for Comprehensive Sex Education (CSE) to safeguard social and economic stability. Addressing these gaps is framed as a long-term investment in human capital. • Systemic Gaps & Productivity: Taboos surrounding reproductive health contribute to school absenteeism (up to 50% in certain regions due to period poverty) and poor health outcomes, directly impacting future workforce participation. • Legal & Social Literacy: Education on consent and legal boundaries is vital to navigate power dynamics in Sri Lanka’s hierarchical society, aiming to reduce the rising cases of child abuse and youth HIV infections (104 cases in 2023). • Sector Impact: • Healthcare: Improved literacy reduces the economic burden of reproductive disorders and unplanned pregnancies. • Labour Force: Empowering the youth (approx. 5.2 Mn by 2032) with informed decision-making skills is essential for national development. • Provisional Data Highlights: • Only 0.4% of surveyed adolescents demonstrate satisfactory reproductive health knowledge. • 50% of households face period poverty, affecting female education and economic mobility. • CSE is recognized as a "cost-effective" intervention by the UNFPA to bridge the 30–35% stagnation in female labour force participation.

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📈 Sri Lanka: Addressing the Growing Crisis of Sexual Violence

A recent judicial decision dismissing an appeal by a man convicted of raping a 15-year-old girl has brought renewed focus to the rising incidence of sexual violence in Sri Lanka. The case highlights a systemic crisis where social silence often empowers offenders. • Overall Trends: Reports of sexual violence continue to rise across the country, with a high concentration of cases involving minors. A 2026 UN report highlights that a legacy of impunity and the failure to address harmful attitudes have led to a "climate of fear," with many cases remaining unreported due to social stigma. • Sector & Social Factors: • Education & Awareness: Lack of proper education on consent and gender equality is cited as a primary driver for dangerous misconceptions. • Social Influences: Factors compounding the crisis include substance abuse and exposure to violent content. • Impact on Human Capital: Trauma from survivors significantly hinders national employment and education outcomes, as victims face lifelong mental and emotional health challenges. • Global Comparison & Legal Gaps: • Singapore: Utilizes strict laws including long prison sentences, strokes of the cane, and professional reassessment of offenders before release. • Sri Lanka: Faces urgent calls for faster legal processes and stronger enforcement. Current legal obstacles include a 20-year statute of limitations and the lack of legal recognition for the rape of men (based on UN monitoring data). • Provisional Outlook: While the dismissal of recent appeals sends a message of zero tolerance, experts emphasize that prevention through community and religious leadership, along with parent-led education on boundaries, is essential for a sustainable solution.

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Headline: Heritage Tourism & The Ravana Legacy: A Multi-Billion Rupee Opportunity 📈

The Colombo Institute for Human Sciences (CIHS) recently explored the evolving role of Ravana, highlighting its transition from myth to a strategic asset in Sri Lanka’s cultural tourism and political landscape. • Overall Figures & Economic Impact • Sri Lanka welcomed a record 2.36 Mn tourists in 2025 (up 15.1% YoY), surpassing the 2018 peak. • Tourism earnings exceeded US$ 3.2 Bn for 2025, driven by a surge in high-value experiential travel. • The "Sri Ramayan Trails" project targets millions of pilgrims, leveraging AI and AR to monetize 50+ historical sites. • Sector & Market Breakdown • Top Market: India remains the undisputed leader with 531,511 arrivals in 2025 (22.5% share), growing by 27% YoY. • Heritage Tourism: A key growth driver; global markets are projected to reach US$ 641.64 Bn in 2025. • Tourism Diversification: Local narratives in Kandy and the Knuckles range are being "repackaged" as a consumable brand for the ICT/BPM and digital nomad segments. • Strategic Outlook • Scholars warn of "hegemonic" North Indian versions eclipsing local traditions, affecting how sites like Seetha Eliya are marketed. • The commercialization of the "Ravana" brand is seen as a stabilizing force for national sovereignty and foreign exchange recovery. _Summary based on 2025 SLTDA provisional data and CIHS academic proceedings._

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🇻🇦 Cardinal Malcolm Ranjith Meets Pope Leo XIV at the Vatican

• Archbishop of Colombo, Cardinal Malcolm Ranjith, held an official meeting with Pope Leo XIV at the Vatican on Friday, January 23, 2026. • The meeting was formally documented in the Holy See News Bulletin, marking a significant engagement between the Sri Lankan Catholic hierarchy and the global papacy. • Accompanying the Cardinal was Fr. Derinton Subasinghe, Secretary to Cardinal Ranjith. • While specific discussion points were not detailed in the provisional bulletin, such high-level meetings typically address ecclesiastical matters and the current socio-economic landscape of Sri Lanka.

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🎓 Fulbright Scholarship Opportunities for Sri Lankan Citizens (2027-2028)

The US-Sri Lanka Fulbright Commission (US-SLFC) has announced its awards competition for the 2027-2028 academic year. These programs focus on human capital development, education, and professional capacity building to strengthen bilateral ties. • Academic & Professional Fellowships Master’s Fellowships: For outstanding graduates with a 4-year degree and 1 year of work experience. Deadline: May 31, 2026. Visiting Scholar Awards: For post-doctoral research or professional projects. Priority is given to fields benefiting Sri Lanka's national context. Deadline: October 1, 2026. Hubert H. Humphrey Fellowship: A 10-month non-degree program for mid-career leaders committed to public service. Deadline: June 30, 2026. • Teaching & Institutional Support Teaching Excellence (TEA): Six-week exchange for secondary-level teachers with 5+ years of experience. Deadline: March 31, 2026. Specialist Awards: Enables Sri Lankan higher education, government, and NGO institutions to host U.S. experts for 2-6 weeks. Rolling Deadline. • Impact & Heritage Established in 1952, the US-SLFC has facilitated exchanges for over 2,000 Sri Lankans and Americans over 73 years. Programs aim to build institutional planning and workforce development through collaborative linkages with U.S. entities.

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India-Sri Lanka Bilateral Ties: Sacred Relics Veneration in Colombo 📈

• Event Overview: The sacred corporeal relics of the Buddha, discovered in Gujarat, India, will be brought to Sri Lanka for public veneration at the Hunupitiya Gangaramaya Temple from 4 to 11 February. • Diplomatic Context: This historic event follows discussions between President Anura Kumara Dissanayake and Indian Prime Minister Narendra Modi. This marks the first time these specific relics have ever been moved outside of India. • Logistics & Governance: Preliminary arrangements are being coordinated by the Presidential Secretariat, involving the Ministry of Public Security and the Ministry of Buddhasasana. The relics arrive at Bandaranaike International Airport on 4 February. • Economic & Social Impact: • Expectation of a vast influx of devotees to Colombo, necessitating extensive state and private sector patronage for crowd management and facilities. • Viewed as a significant milestone for the tourism (religious/cultural) and services sectors, fostering a local Buddhist revival and strengthening bilateral cultural diplomacy. • Key Officials: The initiative involves the Tri-Forces, Police, and the Colombo Municipal Council to ensure public safety and logistical efficiency during the seven-day period.

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Sri Lanka Reaffirms Solidarity with Palestine at Book Launch 📈

• Event Overview: Former Minister Imthiaz Bakeer Markar launched his latest publication, _‘The Heritage of the Homeland Trampled by a Superpower’_, at the Lakshman Kadirgamar Institute, Colombo. The book compiles decades of speeches and reflections advocating for Palestinian self-determination and human rights. • Diplomatic Context: The event underscored Sri Lanka’s consistent historical alignment with the Palestinian cause. Palestinian Ambassador Ihab M. Khalil and high-ranking local officials, including the Deputy Speaker of Parliament, emphasized that the issue is a principled defense of humanity rather than religious advocacy. • Key Humanitarian Data: • Casualties: Over 72,000 civilians killed since October 7, 2025. • Displacement: Hundreds of thousands remain displaced despite a current ceasefire. • Status: The humanitarian crisis is reported as critical with no signs of immediate easing. • National Policy Reflections: Speakers, including former diplomats and legal experts, highlighted that foreign policy reflects national values. Notable concern was raised regarding the consistency of Sri Lanka’s historical stance, specifically criticizing recent decisions such as sending local journalists to Israel for training. • Conclusion: The publication serves as a historical record of Sri Lanka-Palestine relations and a call for international institutions to uphold international law and protect civilian lives in conflict zones. 🇱🇰

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NIE Officials Disciplined Over Grade 6 English Module Scandal 📈

The Ministry of Education has taken stern disciplinary action following the controversy surrounding an inappropriate web reference in the new Grade 6 English module. • Compulsory Leave & Suspensions: NIE Deputy Director General Darshana Samaraweera has been sent on compulsory leave. Additionally, two other officials have been interdicted (suspended) as investigations into alleged irregularities intensify. • Status of Reforms: The Cabinet has decided to postpone the implementation of the Grade 6 education reforms to 2027. Distribution of the printed modules remains suspended following the discovery of a link to an adult-content website. • Financial Impact: The Ceylon Teachers’ Union (CTU) estimates that nearly Rs. 1 Billion has already been spent on these reforms. Concerns have been raised regarding the recovery of these taxpayer funds and the additional costs required for content revision. • Ongoing Probes: The Criminal Investigation Department (CID) and an internal NIE committee are conducting parallel inquiries. The Director General of the NIE, Prof. Manjula Vithanapathirana, previously stepped down to facilitate these probes. _Note: Action is based on provisional findings from internal and CID investigations._

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BASL Intervention: A Milestone Toward Ending University Ragging ⚖️

The Bar Association of Sri Lanka (BASL) has initiated a landmark Fundamental Rights (FR) petition (SC/FR/101/2025) before the Supreme Court, challenging the systemic failure to prevent violent ragging in higher education. • The Incident: The petition follows the tragic suicide of Charith Dilshan, a second-year student at Sabaragamuwa University, after a brutal and degrading ragging ordeal on 26 April 2025. • Legal Stand: The BASL argues that ragging is a violation of Article 11 (freedom from torture) and Article 12(1) (equal protection of the law), rather than a mere "student tradition." • Supreme Court Action: The Court has granted leave to proceed and issued 11 interim orders. These include directives to the IGP and University Grants Commission (UGC) to report on the status of investigations and the enforcement of the Anti-Ragging Act No. 20 of 1998. • Systemic Accountability: The case names 69 respondents, including university officials and state authorities, addressing long-standing institutional "inertia" and the normalization of student violence. • Future Outlook: Beyond justice for the victim, the initiative seeks a national anti-ragging strategy and mandatory safety guidelines to protect the ICT/BPM and academic talent pools essential for Sri Lanka’s future human capital.

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📈 Jerusalem Church Leaders Warn Against Christian Zionism

Senior clergy in the Holy Land have issued a joint statement condemning the rise of "Christian Zionism," labeling it a "damaging ideology" that threatens the historical presence and unity of Christianity in the region. • Core Allegations: The Patriarchs and Heads of Churches in Jerusalem accused outside political actors and local individuals of advancing agendas that fracture the "unity of the flock" and disregard the authority of established church leadership. • Geopolitical Concerns: Church leaders expressed deep concern over the support these ideologies receive from "certain political actors in Israel and beyond," noting that such interference undermines the future of the world’s oldest Christian communities across the Middle East. • Economic & Social Impacts: • Advocates of the "prosperity gospel" are linked to significant financial donations supporting Israeli settlement expansion and land confiscation. • Leaders claim these actions marginalize Palestinian Christians and entrench the occupation, creating an "erosion" of the Christian presence. • The statement highlighted that these outside agendas are increasingly "welcomed at official levels" both locally and internationally, which the clergy deem an unacceptable intrusion into internal church life. • Current Status: Based on the statement released on January 17, 2026, Jerusalem’s historic leadership remains in high alert over the potential displacement of their communities and the loss of church property due to shifting political and religious alliances.

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Appointments & Executive Moves

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⚠️ WCIC Concerns Over National Commission on Women Resignation

The Women’s Chamber of Industry and Commerce (WCIC) has expressed formal concern following the resignation of Ramani Jayasundara, Chairperson of Sri Lanka’s first National Commission on Women (NCW). The Chamber urges the Government to maintain momentum on gender-related structural reforms. • Key Concerns: The WCIC warns against a potential rollback on progressive steps concerning women’s rights and the low economic participation of women in Sri Lanka. • Commission Mandate: The NCW is tasked with critical functions including: Addressing gender-based violence. Providing legal aid. Ensuring women’s participation in decision-making processes. • WCIC Recommendations: The Government must provide necessary resources and legislative power to ensure a viable commission. Urgent action is needed to restore trust and continue the agenda for female representation and employment stability. • Context: The WCIC highlights that a functional Commission is vital for addressing structural barriers that hinder women's contribution to the national economy.

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Sri Lankan Expert Dr. Ruchitha Perera Re-elected as CIM UK Co-Vice Chair 📈

• Leadership Milestone: Dr. Ruchitha Perera has been re-elected as the Honorary Co-Vice Chair of the Board of Directors for the Chartered Institute of Marketing (CIM), UK, extending his term through April 2028. • Professional Standing: First elected to the Board in 2022, Dr. Perera’s re-appointment underscores his 30+ years of expertise in marketing, business strategy, and innovation. • Key Contributions: • Specializes in digital transformation, AI, and financial sustainability within global academic and master’s programs. • Actively mentors entrepreneurs, contributing to the development of the ICT/BPM and professional services sectors. • Local Impact: Currently serves as Executive Director of The Family Planning Association of Sri Lanka (FPA), leading strategic initiatives in medical service delivery and social enterprise development. • Strategic Value: His dual role highlights the global influence of Sri Lankan professionals in high-level governance and education, bridging international standards with local community development.

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### Dankotuwa Porcelain Appoints Miyuru Rajapakshe as CEO 📈

Dankotuwa Porcelain PLC has officially appointed industry veteran Miyuru Rajapakshe as its new Chief Executive Officer, leveraging his extensive background in the manufacturing and export sectors. • Executive Profile: Rajapakshe is an alumnus of the University of Moratuwa (Mechanical Engineering) and holds an MBA from the University of Colombo. He is a certified Lean/Six Sigma Black Belt, specializing in operational efficiency. • Internal Growth: He has served the company for nine years, progressing from Group Head of Manufacturing Processes to Senior General Manager of Operations, and most recently, Chief Operating Officer (COO). • Strategic Experience: His career includes pivotal roles at blue-chip firms including Ceylon Tobacco Company, Ansell Lanka, De La Rue Lanka, and Unilever Sri Lanka. • Economic Impact: His leadership is expected to focus on transforming manufacturing operations into highly profitable enterprises, a key factor for Sri Lanka's tableware and ceramics export strength.

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📈 Würth Lanka Resets for Growth with Leadership Shift

Following a period of accelerated growth throughout 2025, Würth Lanka has entered 2026 with a restructured management team aimed at sharpening execution and deepening customer focus. • Leadership & Strategy: Under CEO Suranga Kekuluwalage, the company has introduced a younger leadership team to drive agility. This shift is anchored by the "Unbeatable" framework, focusing on three pillars: customers, the sales team, and disciplined product portfolio management. • Operational Expansion: • Direct Sales Force: Expanded by 66% in 2025, signaling strong market optimism. • Product Portfolio: Currently manages 5,000–6,000 products, with 40–50 new items launched in the 2024-2025 period. • New Divisions: Launched a Trade division last year to complement existing Automotive, Construction, Metal, and Maintenance sectors. • Investment & Outlook: The company has committed to heavy investments in employee training and product development. Management reports a clear increase in revenue and market share, positioning the firm to navigate 2026 with a more diversified market presence across the construction and industrial maintenance segments.

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📈 SLCGE Signals Policy Push for SME Apparel Exports

The Sri Lanka Chamber of Garment Exporters (SLCGE) held its 28th AGM, appointing Nishantha Bakmeege (Managing Director of Screenline Holdings) as President to lead a renewed focus on policy advocacy and competitiveness for the SME segment of the apparel & textiles sector. • Leadership Transition: Outgoing President Bandula Fernando concluded a 13-year tenure, credited with navigating the industry through global market volatility and economic shocks. The new leadership includes Rumesh Perera as Vice President and Hemantha Perera continuing as Secretary General. • Strategic Focus: The Chamber's 2026 agenda prioritizes: • Digitalization, innovation, and sustainability-led manufacturing. • Strengthening the resilience of SME exporters within the national value chain. • Value addition and technology adoption to meet global sourcing trends. • Policy Advocacy: The SLCGE pledges to engage policymakers to address structural bottlenecks, including: • Access to finance and cost competitiveness. • Compliance burdens and regulatory ease. • Improving productivity to sustain Sri Lanka’s apparel competitiveness in international markets. • Economic Impact: As a vital component of the national economy, the SME apparel sector remains a critical driver for employment and regional industrial development. The new committee aims to align national export strategies with the realities of smaller-scale manufacturers.

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CC to Reconsider AG Nomination Tomorrow 📈

The Constitutional Council (CC) is scheduled to meet tomorrow, February 3, at 2:00 p.m. to deliberate on the President’s re-nomination for the post of Auditor General (AG). This key oversight role has remained vacant for nearly nine months following the retirement of Chulantha Wickramaratne. • Nomination Details: President Anura Kumara Dissanayake has re-submitted the name of Senior Deputy Auditor General L.S.I. Jayarathne. This follows the CC's previous rejection of her name and the subsequent withdrawal of the nomination for W.M.K.P.A. Wickremesinghe. • Institutional Context: Despite the recent appointment of new CC members—Austin Fernando, Prof. Wasantha Seneviratne, and Ranjith Ariyaratna—a final decision remains pending. The vacancy has been temporarily filled by Acting AG Dharmapala Gammanpila, who has not been formally nominated for the permanent position despite public support from religious leadership. • Economic Significance: The AG office is a critical pillar for public sector accountability and fiscal transparency. Delays in a permanent appointment can impact the oversight of state expenditure and the efficiency of the public audit process during a crucial period of economic reform.

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Ministry Clarifies AASL Leadership Change 📈

The Ministry of Ports and Civil Aviation has officially dismissed media reports linking the removal of former Airport and Aviation Services (AASL) Chairman, Rhasa Abeywickrama, to a dispute over a Buddhist prelate’s airport access. • Administrative Restructuring: The Ministry stated the leadership change was a strategic decision following a review on 21 January 2026. This move is part of broader shifts in the administrative structure of the aviation sector and institutional management needs. • The Permit Issue: Claims regarding a special permit for Ven. Banagala Upatissa Thero were clarified as "entirely unrelated." • A permit extension was requested on 29 December 2025. • Formal approval with "appropriate conditions" was issued by the former Chairman on 09 January 2026. • The Ministry emphasized there was no conflict between the Minister and the Chairman regarding this request. • New Protocol: Current AASL leadership has informed the Thero that future access to Bandaranaike International Airport (BIA) must be coordinated via official designated channels to ensure security standards are maintained. • National Context: These changes come at a critical time as the aviation sector faces structural reforms to improve efficiency and address institutional matters within the national transport framework.

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## AIA Insurance Lanka Strengthens Board with Key Appointments 📈

AIA Insurance Lanka has announced the appointment of two prominent corporate leaders, Asoka Pieris and Deepthi Lokuarachchi, as Non-Executive Independent Directors to bolster its strategic growth and governance. • Strategic Focus: The move aims to integrate deep financial oversight with specialized healthcare and insurance expertise to support long-term value creation. • New Appointments: Asoka Pieris: A seasoned finance professional (CIMA, CASL) with extensive local and international experience in financial management and sustainable value creation. Deepthi Lokuarachchi: An Attorney-at-Law and Chartered Insurance Risk Manager. His background in both insurance and healthcare sectors is expected to drive AIA’s initiatives in health-related insurance products. • Market Impact: These appointments reflect a focus on diversifying board perspectives to navigate the evolving financial services and health insurance landscape in Sri Lanka.

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## Kishan Vairavanathan Appointed to Ceylon Land and Equity Board 📈

Ceylon Land and Equity PLC has announced the appointment of Kishan Vairavanathan as an Independent Non-Executive Director, effective January 2026. • Professional Profile: A seasoned veteran in the financial services and capital markets sectors with extensive leadership experience across major Sri Lankan firms. • Key Past Roles: • CEO of Asia Wealth Management Ltd (2023–2024). • Managing Director at Assetline Capital and Assetline Securities (2016–2022). • Former CEO/Director within the Capital Alliance (CAL) Group for eight years. • Previous senior roles at Janashakthi Insurance (GM Investments) and NDB Stockbrokers. • Current Engagements: He currently serves as an Independent Director for Galle Face Capital Partners PLC and Premier Wealth Management Ltd, and functions as a Consultant at Nestor Stockbrokers. • Academic Background: Holds an MBA in Finance and Investments (USA) and a BSc in Mathematics from the University of Sussex, UK. This appointment brings significant expertise in investment management and corporate governance to the board, strengthening the company's strategic oversight within the real estate and equity sectors.

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### Zakir Mohamedally Appointed to CT Land Development Board 📈

CT Land Development PLC has announced the appointment of Zakir Mohamedally as a Non-Independent Non-Executive Director, strengthening its leadership with over 20 years of expertise in audit, assurance, and capital markets. • Professional Profile: Currently serving as the Group COO and Head of Investment Banking at CT Smith Holdings Group, Mohamedally has led major transactions in Equity Capital Markets, Debt Capital Markets, and Mergers & Acquisitions (M&A). • Strategic Leadership: Since August 2025, he has held the role of Managing Director at Odeon Holdings (Ceylon) Ltd, the parent entity of CT Holdings PLC. • Background & Qualifications: • Began career at PricewaterhouseCoopers (PwC) Sri Lanka in 2005. • Fellow of ACCA (UK) and Associate Member of CIMA (UK) and CMA Sri Lanka. • Holds a Postgraduate Diploma in Marketing from CIM (UK). This appointment brings specialized technical and financial services depth to the board, particularly in navigating complex cross-border deals and corporate restructuring. ---

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Harendra Uyanage Appointed CCO of MullenLowe Group Sri Lanka 📈

• Leadership Change: MullenLowe Group (MLG) Sri Lanka has named Harendra Uyanage as Chief Creative Officer (CCO). A veteran with over 20 years of experience, Uyanage ascends from paste-up artist to the C-suite, highlighting a career of strategic creativity and filmmaking excellence. • Sector Impact: His portfolio spans critical sectors including personal care, healthcare, financial services, and telecommunications. He has been pivotal in securing multiple Effie wins (Gold and Silver) and leading brand revivals that achieved long-term commercial success. • Strategic Role: As CCO, Uyanage will oversee creative vision and talent development for Sri Lanka’s largest integrated brand communications company. He remains a key figure in mentoring the next generation of talent within the ICT/BPM and creative services landscape. • Agency Profile: MLG Sri Lanka serves 43 of the nation’s top corporates and manages 111 brands across 33 categories. The agency currently holds 80% of the top 10 most advertised categories in the country and is ranked among APAC’s top 20 most effective creative organisations. • Global Context: Operating as a full member affiliate of MullenLowe Worldwide (now merged with Omnicom), the move strengthens the agency's ability to bridge local insight with global creative benchmarks.

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📈 Crisis Looms in State Sector Amid High-Profile Resignations

Public sector stability in Sri Lanka is under pressure as key government-appointed heads exit their roles, signaling growing friction between the administration and state institutions. • High-Profile Exits: Airport and Aviation Services SL Chairman, Air Chief Marshal Harsha Abeywickrama (retd), and National Women’s Commission Chairperson Ramani Jayasundara have resigned. Reports cite "interference" as a primary driver for these departures. • Healthcare in Turmoil: The health sector faces a major crisis as the GMOA (Government Medical Officers' Association) launched an indefinite strike this week. Issues include medical shortages and the controversial suspension of high-ranking medical officers. • Education Setbacks: Implementation of the Grade 6 new modules has been postponed to 2027. This follows a major scandal involving an inappropriate link in the English language module, which the government attributed to "editorial inefficiency." • Oversight & Accountability: • The Auditor General post has remained vacant for nearly 10 months. • Maha Nayaka Theras have formally urged the President to appoint an internal senior official to ensure fiscal transparency. • The Deputy Secretary General of Parliament was recently interdicted, further fueling claims of a "hostile" environment for state employees. The government, which holds a two-third majority, faces mounting criticism for alleged "politicization" of independent bodies, risking long-term support from the 1.5 million-strong state workforce.

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Industry & Sector News

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📈 Sri Lanka to Secure Massive 3.1 Bn Ton Vein Quartz Deposit

The Government has initiated urgent measures to protect and reassess the Kotikambokka vein quartz deposit in Monaragala, identified as one of the largest mineral reserves in the country. • Resource Potential: Preliminary studies estimate the deposit spans 700 metres with a volume of approximately 3.1 billion tons. The Government has ordered a scientific recalculation to confirm quality and commercial viability. • Security & Protection: Minister of Industry and Entrepreneurship Development, Sunil Handunnetthi, directed the immediate implementation of a protection programme to prevent illegal mining. The Forest Conservation Department will formally demarcate the site boundaries. • Strategic Development: The site is currently not being mined. Future plans include: Resolving legal and environmental hurdles through inter-agency collaboration. Integrating the deposit into the national industrial and mineral development strategy. Calling for Expressions of Interest (EOIs) for a transparent, competitive mining process. • Economic Impact: The project aims to leverage high-purity quartz to diversify the economy and enhance national industrial output. Authorities emphasized that formal extraction will only commence following strict environmental safeguards and regulatory compliance. _Note: Resource estimates are based on provisional preliminary data._

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Roadmap Launched for Sri Lanka’s Critical Minerals Sector 📈

The Pathfinder Foundation (PF) has convened its Seventh Diplomatic Dialogue to position Sri Lanka in global supply chains, following the "Mining Potential" report launched in Dec 2025. • Strategic Focus: Establishment of an International Study Group on Critical Minerals with partners from Australia, India, Japan, and the USA to facilitate FDI and pilot projects. • Key Resources: Focus on high-purity vein graphite (99.9% carbon), mineral sands, apatite, quartz, mica, and rare-earth elements (REEs) for EV batteries and energy transitions. • Industrial Development: Proposals for strategic processing zones, specifically in Trincomalee, to move from raw exports to high-value-added downstream products using nanotechnology. • Policy & Reform: The sector is to be included in the upcoming 5-year National Export Development Plan. Key priorities include: • Transitioning to a digital, one-stop licensing system. • Reducing institutional bottlenecks and regulatory delays. • Enhancing public-private partnerships to modernize mining operations. _Summary based on Pathfinder Foundation dialogue proceedings._

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Enterprise AI to Drive Productivity & Trust in Sri Lankan Firms 📈

Salesforce South Asia CEO Arundhati Bhattacharya highlights a strategic shift in Sri Lanka, where Enterprise AI is moving from experimental use to a core driver of resilience and long-term competitiveness. • Strategic Focus Areas • Banking & Financial Services: AI is being integrated to strengthen operational efficiency and risk management amidst ongoing reforms. • Public Sector: Modernizing citizen-facing systems to improve responsiveness and service delivery. • Data Governance: Increased emphasis on data integrity, regulatory alignment, and ethical guardrails. • The "Agentic Enterprise" Model • Introduction of "Intelligent Agents" that work alongside humans to support customer engagement and compliance. • Focus on "explainable AI" to ensure transparency and maintain institutional trust. • Shift toward a digital workforce that balances automated productivity with human oversight. • Economic Impact • Positioned as a key opportunity for Sri Lanka to build sustainable economic momentum following a period of stabilization. • Aims to boost ICT/BPM and related high-growth tech sectors by fostering a "connected intelligence" framework.

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Sri Lanka Tourism Records All-Time High January Arrivals 📈

Sri Lanka’s tourism sector has hit a major milestone, recording its highest-ever January arrivals with 277,327 visitors. This marks a 10% YoY increase, surpassing the previous record of 252,761 set in 2025. • Overall Performance • Total Arrivals: 277,327 (Highest-ever for January) • YoY Growth: 10% • Daily Average: 8,946 visitors (up from 8,154 in 2025) • Peak Day: 15 January (10,483 arrivals) • Top Source Markets • India: 52,061 arrivals (19% share, up 20% YoY) • UK: 29,540 arrivals (11% share, up 36% YoY) • Russia: 27,134 arrivals (Declined 26% YoY) • Germany: 17,776 arrivals • China: 14,003 arrivals • Strategic Outlook • 2026 Target: 3 million arrivals (following record 2.36 million in 2025). • Policy Moves: A free-visa scheme is slated for launch before the end of Q1 2026 to stimulate key markets. • Branding: Plans are underway to roll out a long-delayed nation branding initiative within the year. The strong start reflects robust recovery momentum despite previous disruptions, with European markets largely offsetting a dip in Eastern European arrivals.

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📈 Global Air Cargo Hits Record Volumes in 2025

Full-year 2025 data from IATA reveals a resilient global air cargo market, driven by e-commerce and shifting trade routes despite geopolitical uncertainties. • Overall Performance Global demand (CTK) rose 3.4% YoY in 2025. Global capacity (ACTK) increased by 3.7% YoY. Yields saw a minor dip of 1.5%, remaining 37.2% above 2019 levels. • Regional Highlights Asia-Pacific: Led global growth with a robust 8.4% increase in demand, benefiting from strong intra-Asia and Asia-Europe flows. Africa: Recorded 6.0% annual growth, ending December with a massive 10.1% surge. North America: The only region to contract, with demand falling 1.3% YoY due to tariff pressures and trade stagnation with Asia. • Economic Context & Outlook Global trade in goods grew 4.4% through November 2025. Growth was fueled by "front-loading" of deliveries ahead of new tariffs and the strength of global e-commerce. For Sri Lanka, these trends highlight the critical role of logistics and transportation hubs in tapping into the high-growth Asia-Europe corridors. 2026 forecast: Growth is expected to moderate to 2.4%, aligning with historical trends. _Source: IATA (Based on provisional full-year 2025 data)_

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📈 Digital Frontier: Sri Lanka’s Shift Toward Cashless Tourism

Sri Lanka is at a critical juncture in digitizing its tourism economy. Despite strong 2026 arrivals—exceeding 223,000 in early January—a significant "paperweight" remains as the retail and transport sectors resist cashless transitions. • Economic Landscape & Informal Sector • An estimated 40% of Sri Lanka’s GDP remains informal and "off the books." • Cashless transactions in the retail sector hover at just 20-25%, far behind regional competitors like Thailand and Vietnam. • Approximately 30-35% of the adult population lacks a bank account, hindering basic financial inclusion. • Barriers to Digital Adoption • High Processing Fees: Global cards (Visa/MasterCard) charge vendors 1.5%–3.5%, eroding thin profit margins. • Tax Anxiety: Vendors fear digital footprints will invite complex tax audits and para-tariffs. • Infrastructure Gaps: While digital literacy is fair, internet penetration lags behind tourism rivals. • Sector Highlights & Solutions • Apparel & Textiles and ICT/BPM sectors continue to lead formalization, but the tuk-tuk and SME tourism segments face "predatory pricing" and scams due to lack of transparent digital records. • LankaQR and Just Pay are existing tools that could emulate India’s UPI success, which handles 50% of global real-time retail transactions. • The proposed Unique Digital ID offers a foundation for a national Digital Payment Wallet to unify the tourism experience.

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Global Air Travel Demand Hits Record High in 2025 📈

Global air passenger demand rose 5.3% in 2025, returning to historical growth patterns. This surge drove the passenger load factor (PLF) to a record 83.6%, reflecting high efficiency in filling seats despite significant supply chain constraints. • Sector Performance: • International Demand: Surged 7.1% YoY, reaching a record load factor of 83.5%. • Domestic Demand: Grew by 2.4%, with a load factor of 83.7%. • Capacity: Total available seats increased by 5.2% globally. • Regional Highlights: • Asia-Pacific: The top performer with 10.9% growth in international traffic and the highest load factor (84.4%). • Africa: Recorded the strongest load factor improvement (+0.9 ppt) to a record 74.9%. • North America: Reported the slowest growth at 2.1%. • Economic Implications: The aviation sector faced over US$ 11 Bn in extra costs due to supply chain delays for aircraft and engines. For Sri Lanka, this global momentum supported a historic milestone, with total tourist arrivals reaching a record 2.36 Mn in 2025 (up 15.1% YoY). • Challenges: IATA identifies decarbonization (via Sustainable Aviation Fuel) and supply chain reliability as the primary hurdles for sustaining this growth into 2026.

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LNG Investment in Sri Lanka: A Risky Road Ahead 📈

Sri Lanka’s decade-long pursuit of Liquefied Natural Gas (LNG) and Floating Storage and Regasification Units (FSRUs) remains stalled, facing significant financial and contractual hurdles. Despite numerous MOUs, no project has reached operational status. • Financial Risks & Credit Hurdles Sri Lanka’s poor credit rating prevents reputable global suppliers (e.g., Golar, Hoegh) from bidding. LNG infrastructure is highly capital-intensive; globally, only 6%-10% of proposed FSRU projects reach fruition. Dual-fuel plants like Yugadanavi (300 MW) and Sobadhanavi (350 MW) currently run on costlier HFO/diesel due to lack of LNG. • Contractual & Market Complexities "Take-or-pay" clauses risk heavy penalties; India previously faced a US$ 1 Bn penalty for contract breaches. Global price volatility is extreme, with costs ranging from US$ 12 to US$ 70 per MMBTU. Vessel leases often exceed 15 years, creating long-term liabilities. • Operational & Social Barriers Environmental clearances can take decades due to high population density and safety concerns. Pipeline projects face "NIMBY" (Not In My Back Yard) protests, similar to challenges seen in Thailand and local oil line leaks in Colombo. • Strategic Outlook Energy Minister Kumara Jayakody has signaled a cautious pause on further commitments. Experts urge a shift toward renewable energy resources to ensure a resilient and diversified national energy strategy.

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📈 Finance Company Assets Surge 44% to Rs. 2.77 Tn in 2025

The Finance Company sector in Sri Lanka saw a massive expansion in 2025, driven by aggressive lending and improved asset quality. Based on provisional CBSL data: • Overall Growth: Total assets reached Rs. 2.77 Tn (+44% YoY), while total loans surged by 56% to Rs. 2.22 Tn. • Funding & Capital: Sector deposits grew 19.8% to Rs. 1.26 Tn. Borrowings saw a sharp 178% spike to Rs. 849 Bn, while equity capital rose 13.4% to Rs. 62.8 Bn. • Profitability: Sector profits jumped 45% YoY to Rs. 61.5 Bn. Net interest income reached Rs. 185.1 Bn (+26%), supported by a 26.5% rise in non-interest income. • Asset Quality: Significant improvement as Gross Non-Performing Loans (NPLs) fell to 6.1% (from 11.5% in 2024). Net NPLs dropped to 3.2%. • Efficiency: Return on Equity (ROE) improved to 16.3% (from 12.8%), with Return on Assets (ROA) rising to 6.3%. In comparison, the banking sector (data as of Sept 2025) maintained a larger footprint with assets of Rs. 24.5 Tn and profits of Rs. 279 Bn.

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Sri Lanka Unveils Strategic Interventions to Accelerate Tourism Development 📈

The Government, led by Tourism Minister Vijitha Herath and the Presidential Task Force, has finalized several key infrastructure and policy measures to streamline the tourism sector: • Digital & Visa Reforms: Plans are underway to introduce a digital entry pass for tourist attractions and expedite the processing of tourist visas to reduce arrival friction. • Transport & Connectivity: Expansion of domestic air services to improve inter-city travel. Launching dedicated bus services linking Bandaranaike International Airport (BIA) directly to major tourist hubs. • Asset Utilization: A new initiative to repurpose circuit bungalows owned by the Mahaweli Authority and Irrigation Department to expand available state-owned accommodation. • Site Maintenance & Safety: Ongoing cleaning and beautification of the Beira Lake area. Strengthening the Tourist Police to resolve visitor grievances. Targeted interventions at whale-watching centers to improve service standards and safety. • Stakeholder Collaboration: The meeting included high-level representation from the National Budget Department and the private sector (John Keells Holdings), signaling a unified approach to infrastructure investment and employment growth.

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### 📈 Webinar Today: Post-Ditwah Recovery & SME Support

A high-level webinar focused on the recovery of Small and Medium Enterprises (SMEs) following the "Ditwah" period is scheduled for today, featuring top financial and industry leaders. • Event Details Time: 4.00 p.m. onwards, Saturday, 31st January 2026. Access: Live via Facebook (ICCSL, WIM, MBA Alumni, and ACCA platforms). Collaborators: Daily FT, ICCSL, ACCA, WIM, SLID, EFC, and other key business associations. • Key Speakers & Leadership Banking Sector: Keynotes by Kavinda De Zoysa (Bank of Ceylon Chairman) and Damith Pallewatte (HNB MD/CEO). Tourism & Industry: Insights from Dileep Mudadeniya (Sri Lanka Tourism Advisory Council) and Anura Lokuhetty (Asian Council on Tourism). SME & MSME Focus: Representation from Mahendra Perera (Ceylon Federation of MSME) and Mohan Fernando (Commercial Bank Head of SME). • Significance The session aims to provide actionable strategies for SMEs—a vital sector for national employment and economic stability—to navigate post-crisis recovery. Panelists include experts from retail, insurance, tourism, and investment sectors. • Moderation The discussion will be led by Dinesh Weerakkody (SLID Chairman) and Romali Tudawe (Tudawe Brothers CEO).

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## 🛤️ Low-Cost Road Breakers Proposed to Curb Railway Crossing Accidents

Official data reveals a critical safety gap in Sri Lanka’s transport infrastructure, with over 400 railway level crossings currently classified as unsafe. • Safety Crisis: Between 2020 and 2024, 385 accidents occurred at level crossings, resulting in 37 deaths and 105 injuries. • Infrastructure Gap: Of the 1,177 crossings under the Department of Railways, only 300 have gates and 438 have signaling systems. Roughly 439 crossings remain high-risk. • Proposed Solution: Experts advocate for the installation of "sleeping policemen" (road humps/speed breakers) as a low-cost alternative to expensive technical signaling, which often fails during heavy rain or goes unnoticed by distracted motorists. • Implementation Status: While the Department of Railways has begun constructing humps in coordination with the Road Development Authority (RDA), the proposal urges the new government to fast-track these installations at all unprotected sites. • Strategic Impact: Utilizing humps painted in red with "Stop-Railway Crossing" signage in all three languages is seen as the most effective way to force driver compliance, particularly where private crossings (185 identified) lack formal oversight. Based on provisional data and official department reports.

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Market News

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Rs. 120 Bn Treasury Bill Auction Amid Declining Yields 📈

• Auction Overview: The Central Bank of Sri Lanka (CBSL) has announced a Rs. 120 Bn Treasury Bill auction for today. The offer includes Rs. 30 Bn (91-day), Rs. 55 Bn (182-day), and Rs. 35 Bn (364-day) maturities. Notably, the total offer is below the estimated maturing volume of Rs. 137.17 Bn. • Yield Trends: Previous auction results show a downward trend for the second consecutive week. • 91-day: 7.84% (down 9 bps) • 182-day: 8.26% (down 10 bps) • 364-day: 8.36% (down 11 bps) • Market Liquidity & Demand: The government securities market remains buoyant with strong investor demand. Last week’s auction was oversubscribed, and current net liquidity surplus stands elevated at Rs. 212.54 Bn. Secondary market activity was healthy, specifically focusing on 2029 maturities and short-term bills. • Currency Movement: The Sri Lankan Rupee (LKR) showed slight depreciation against the US Dollar. Spot contracts closed at Rs. 309.55/309.63, compared to the previous close of Rs. 309.25/309.35. Daily trade volume for USD/LKR was recorded at $ 103.75 Mn. • Interest Rates: Overnight call money and Repo rates remained stable at 7.70% and 7.75% respectively, reflecting consistent conditions in the banking and finance sector.

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CSE Opens February on a Down Note 📉

The Colombo Stock Exchange started the month in the red, with benchmark indices retreating despite maintaining healthy market participation levels. • Overall Market Performance • ASPI: Dropped 130.63 points (0.55%) to close at 23,681.68. • S&P SL20: Fell by 43.95 points (0.66%) to settle at 6,597.20. • Turnover: Recorded at Rs. 5.17 Bn (approx. US$ 16.7 Mn), a decrease from the previous session's Rs. 9.19 Bn. • Sector & Stock Highlights • Capital Goods: Emerged as the most active sector, contributing Rs. 2.1 Bn to the daily turnover. • Banking: Commercial Bank (down 1.0%) announced plans to raise Rs. 20 Bn via Basel III-compliant debentures. • Manufacturing & Industrials: Colombo Dockyard saw a sharp decline of 5.97% to Rs. 145.00 following recent stake acquisition news. • Deltas: Major negative contributors included Ceylinco Holdings, Melstacorp, and Commercial Bank. • Investor Sentiment • Foreign investors were net sellers (Rs. 453.1 Mn), while domestic participation remained the primary driver of liquidity. • The downturn follows a strong January where the ASPI gained 5.25%, suggesting a period of short-term profit-taking as the market enters the new month. _Note: Based on provisional market data for February 02, 2026._

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📈 Global Gold Outlook: JP Morgan Targets US$ 6,300 by Year-End

JP Morgan has issued a strongly bullish forecast for gold, projecting prices to reach US$ 6,300 per ounce by the end of 2026. This comes despite recent volatility, where bullion fell over 5% on Monday to US$ 4,677.17/oz, retreating from a record high of US$ 5,594.82. • Core Drivers: The rally is powered by a "structural diversification trend," with central banks and private investors shifting from paper assets to real assets. • Institutional Demand: JP Morgan forecasts central bank purchases to reach 800 tons in 2026, maintaining a high floor for the market. • Silver Outlook: While silver fell 6% to US$ 78.90/oz (down from its US$ 121.64 peak), analysts expect a support floor between US$ 75–US$ 80/oz. • National Context: For Sri Lanka, the global surge significantly impacts local jewelry and investment sectors. In late 2025, local 24K gold reached a historic Rs. 410,000 per sovereign, reflecting the 66% YoY global gain in 2025. _Note: Forecasts are based on current market trends and provisional demand data for 2026._

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Rupee Treasury Holdings Surge to Two-Year High 📈

• Overall Figures: Foreign holdings in rupee-denominated Government Securities saw a net inflow of Rs. 6.63 Bn, bringing the total to Rs. 146.56 Bn—the highest level since November 2023. • Liquidity & Rates: Market liquidity reached a five-year high of Rs. 233.13 Bn. This surplus pushed inter-bank call money and repo rates down to 7.70% and 7.72% respectively, compared to December highs of over 8%. • Market Performance: The Secondary Bond market saw robust activity with yields trending lower, particularly in the 2029–2037 segment. Treasury Bill auctions were fully subscribed, raising Rs. 137.50 Bn amid strong demand. • Key Indicators: • Inflation: January CCPI recorded at +2.3%, remaining well below the Central Bank’s 5.0% target. • Currency: The Sri Lankan Rupee (LKR) appreciated against the US Dollar, closing the week at Rs. 309.25/35 vs. the previous week’s Rs. 309.76. • Bond Auctions: Successfully raised Rs. 179.06 Bn (87.35% of offer), with weighted averages aligning with or falling below market rates.

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📈 JKSB Forecasts ASPI to Hit 28,000 in 2026

John Keells Stock Brokers (JKSB) anticipates the All Share Price Index (ASPI) will reach 28,000 this year, driven by recurring earnings growth and stable macroeconomic reforms. • Market Performance & Valuation: The ASPI stood at 23,812 as of Friday, marking a 115% increase since September 2024. Market coverage indicates trading at 10.8x FY26E earnings, with a forward expectation of 9.2x for FY27E. Increased foreign participation and IPO activity are expected over the next 2-3 years due to attractive valuations. • Macroeconomic Outlook: GDP Growth: Forecasted at 4-5% for 2026. Inflation: Expected to remain muted at 4-5% in the second half of 2026. Fiscal Health: Primary fiscal surplus projected at ~4%; Revenue-to-GDP expected to rise from 15.6% to 16%. Credit & Consumption: Private credit growth is maintaining a rate of Rs. 200 Bn per month. • Key Economic Drivers: Sustained IMF program reforms and fiscal discipline. Growth in digitization and capital market deepening. Normalization of profit margins following the previous hyperinflation crisis.

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📈 DFCC Bank to Raise Rs. 10 Bn via Bond Issue

The Colombo Stock Exchange (CSE) has granted in-principle approval for DFCC Bank PLC to issue Basel III compliant, Tier 2 subordinated bonds to strengthen its capital base. • Issue Details: The bank will initially offer 70 million bonds at Rs. 100 each, with an option to issue an additional 30 million bonds if oversubscribed, totaling Rs. 10 billion. • Bond Structures & Rates: The offering consists of three types of unsecured, redeemable GSS+ bonds: Type A: 5-year tenure at 11.50% fixed p.a. Type B: 7-year tenure at 11.75% fixed p.a. Type C: 10-year tenure at 12.00% fixed p.a. • Timeline: The subscription list is scheduled to open on 6 February 2026. This move reflects ongoing efforts within the banking sector to enhance regulatory capital requirements and support long-term lending capacity.

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📈 CSE Records 5.25% Monthly Growth Amid Mixed Trading

Despite closing the final sessions of the month on a downward note, the Colombo Stock Exchange (CSE) demonstrated strong resilience throughout January 2026, driven by sustained investor interest in key financial and industrial sectors. • Market Performance: The All Share Price Index (ASPI) gained 5.25% overall in January, despite a daily dip of 88.58 points (-0.37%) to close at 23,812.31 on the 30th. • Blue-Chip Activity: The S&P SL20 Index fell by 14.51 points to 6,641.15 during the final session, reflecting a slight correction in large-cap stocks. • Liquidity: Daily market turnover remained robust at Rs. 9.19 billion, indicating high participation levels compared to historical averages. • Summary: While the month ended with two consecutive days of losses, the overall 5.25% monthly appreciation signals a positive start for the year for Sri Lanka's capital markets. _Note: Based on provisional market data as of January 30, 2026._ ---

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Indonesia Market Turmoil: $80 Bn Rout Triggers Regulatory Action 📈

• Market Crash: Indonesian stocks faced a massive selloff, erasing $80 billion in market value after an 8% drop over two days. This follows a warning from index provider MSCI regarding a potential downgrade to "frontier-market" status due to transparency concerns. • Economic Impact: The rupiah hit near-record lows of 16,745 against the US Dollar. Foreign capital outflows in 2025 reached $834 million, the worst since 2020. Goldman Sachs warns of potential further outflows of up to $7.8 billion if a downgrade occurs. • Regulatory Response: To restore investor confidence, authorities are doubling the free-float requirement for listed firms to 15% and increasing disclosure on shareholdings. Markets saw a modest late-day recovery following these announcements. • National Context: Analysts note that a downgrade would place Indonesia—currently an emerging market—into the "frontier market" category alongside countries like Sri Lanka, Vietnam, and Bangladesh. • Investor Concerns: Sentiment remains fragile due to a widening fiscal deficit and leadership changes at the central bank, which have shaken confidence in the nation's fiscal stewardship and institutional strength. _Note: Data based on market reports as of Jan 30, 2026._

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Bullish Rs. 205 Bn Bond Auction Drives Yields Down 📈

Sri Lanka’s debt market displayed strong bullish momentum yesterday as the Public Debt Management Office successfully raised Rs. 179.06 Bn (87.35% of the total offer) across three maturities. The results reflect high market liquidity and a general decline in interest rates. • Auction Performance The auction saw robust demand with a bid-to-acceptance ratio of 2.38x. 01.03.30 maturity: Fully raised at 9.72%. 15.06.34 maturity: Fully subscribed at 10.92%. 01.07.37 maturity: Undersubscribed, issued at 11.08%. • Secondary Market Highlights The secondary bond market saw yields drop notably post-auction as traders shifted to the belly-to-long end of the curve. 2029 maturities traded between 9.60% and 9.65%. 2034-2037 tenors saw a bullish decline, trading down to 10.85% and 11.00% respectively. Total transacted volume reached Rs. 60.69 Bn. • Economic Indicators Liquidity: The money market surplus remained high at Rs. 194.26 Bn, keeping overnight rates stable around 7.69%–7.72%. Currency: The Rupee appreciated slightly, with the USD/LKR spot closing at Rs. 309.35/45 compared to the previous Rs. 309.60/67.

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📈 CSE Ends Lower as ASPI Retreats from 24,000 Milestone

The Colombo stock market ended in the red for the fourth consecutive session as early gains above the 24,000 mark succumbed to profit-taking and cautious investor sentiment. • Market Performance Overview • ASPI: Down 0.38% (-91.22 points) to 23,900.89. • S&P SL20: Down 0.22% (-14.55 points) to 6,655.66. • Turnover: Rs. 6.9 Bn with 277.3 Mn shares traded. • Foreign Activity: Net outflow of Rs. 20.9 Mn. • Sector & Stock Highlights • Capital Goods: Led turnover (22% share) at Rs. 1.55 Bn, despite a sector index dip of 0.64%. Key activity seen in Hemas Holdings and Colombo Dockyard. • Real Estate: Second highest contributor; sector index rose 0.70% driven by Prime Lands Residencies (up Rs. 2.60 to Rs. 46.80). • Finance & Consumer: Softlogic Capital gained Rs. 1.40, while Ceylon Tobacco Company fell by Rs. 49.75. • Investor Sentiment & Liquidity • Market breadth was weak with 140 decliners against 77 gainers. • High net worth and institutional interest remained selective, while increased retail participation supported liquidity. • Crossings accounted for Rs. 1.76 Bn (25% of total turnover), notably in Prime Lands Residencies. Based on daily market provisional data.

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Riyadh Hosts Landmark "Invest Sri Lanka" Capital Market Forum 📈

The first-ever Sri Lankan capital market investor forum was held in Saudi Arabia on 24 January 2026, aimed at showcasing the country's economic progress and high-growth opportunities to the Saudi business community and expatriate professionals. • Strategic Engagement: Organized by the SEC and CSE, the forum focused on educating participants on capital market developments and the broader macroeconomic recovery of Sri Lanka. • Key Highlights: - Focus on policy reforms, corruption-free governance, and financial sector stability. - Emphasis on banking, finance, manufacturing, construction, and ICT/BPM sectors as drivers for collaboration. - Highlights of the newly established Saudi–Sri Lanka Business Council to foster bilateral economic ties. • Leadership Presence: A high-level delegation, including the CBSL Governor, the Deputy Minister of Industry and Entrepreneurship, and the SEC/CSE leadership, engaged with attendees regarding regulatory frameworks and investment incentives. • Impact: The event served as a platform for professionals in Riyadh to explore investment pathways contributing to Sri Lanka's long-term prosperity and resilience.

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## Equities Growth Driven by Domestic Investors in 2026 📈

Asia Securities PLC projects a strong year for Sri Lankan equities, forecasting a 20%–25% market upside driven primarily by record-level local participation rather than foreign inflows. • Investor Participation & Liquidity Active equity investors surged to 98,000 in 2025 (up from 60,000 in 2024). New CDS accounts tripled YoY, rising from 19,000 to 57,000. In the first three weeks of 2026 alone, 5,000 new accounts were opened. • Macro-Economic Drivers Interest Rates: Expected to fluctuate within a narrow range of 50–100 bps, maintaining the relative attractiveness of equities over fixed income. Taxation: Growth is supported by a 0% capital gains tax and a 15% withholding tax environment. Credit Confidence: Improving sovereign credit confidence is seen as vital for long-term foreign interest ahead of 2028 debt obligations. • Sector & Market Outlook Foreign Inflows: Viewed as "incremental upside" rather than a necessity for growth. Sector Trends: Investor interest is shifting from traditional blue chips toward growth-oriented digital and telecom sectors. Structural Needs: Emphasis placed on increasing market liquidity and listing larger companies, including potential State-Owned Enterprise (SOE) reforms, to attract global capital.

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Awards & Recognitions

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### Bajaj Rides High with Superbrands Status 📈

Bajaj has been conferred the prestigious Superbrands Sri Lanka Status for 2025, reinforcing its four-decade dominance in the local automotive market. This global recognition highlights the brand’s exceptional performance, quality, and consumer trust within the transport and mobility sector. Key Performance Highlights: • Market Leadership: Bajaj remains the #1 brand in both the motorcycle and three-wheeler segments in Sri Lanka, a position held consistently for over 40 years. • Infrastructure: Distributed via David Pieris Motor Company (DPMC), the brand maintains an extensive network of over 2,000 touchpoints islandwide for sales, service, and spare parts. • Brand Loyalty: Previously named Sri Lanka’s ‘Most Loved Motorcycle Brand’ by Brand Finance Lanka for five consecutive years (2019–2023). Strategic Impact: • Economic Role: The brand is central to Sri Lanka's last-mile connectivity and small-scale logistics, providing essential mobility for millions. • Future Readiness: The award underscores DPMC’s focus on evolving mobility needs and innovative product portfolios, including recent expansions into sustainable transport solutions like electric vehicles.

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INSEE Sanstha Crowned Sri Lanka’s Most Awarded Cement Brand in 2025 🏗️

• Overall Performance: INSEE Sanstha dominated the 2025 industry awards, securing top honors for quality, sustainability, and innovation, reinforcing its position as the market leader in the construction sector. • Key Accolades: • SLIM Kantar People’s Awards: Won ‘People’s Housing and Construction Brand of the Year’ for an unprecedented 14th consecutive year. • Sustainability: Named ‘Sustainable Cement Brand of the Year’ by the Ceylon Institute of Builders (CIOB) and received the ‘People’s Pinnacle – Best Cement Brand of the Year 2025’. • Certifications: First in Sri Lanka to achieve ‘EcoLabel’ (NCPC) and Environmental Product Declarations (EPD) for its entire portfolio, alongside a 5-Star Green Label certification. • Strategic Impact: As the country’s only manufacturer with an integrated cement plant, INSEE’s focus on Portland Composite Cement (PCC) and blended technology supports Sri Lanka’s transition toward greener construction practices and low-carbon infrastructure. • Industry Context: With a 55-year heritage, the brand’s dominance reflects strong consumer trust among builders and engineers, critical for national infrastructure development and the domestic manufacturing economy.

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📈 Union Assurance Wins Silver for Life Insurance at SAFA BPA Awards 2024

Sri Lanka’s longest-standing private life insurer, Union Assurance PLC, has secured the Silver Award in the Life Insurance category at the SAFA Best Presented Annual Report Awards 2024. The recognition, awarded for its 2024 Annual Report “Folds of Value,” highlights excellence in financial reporting, transparency, and corporate governance in South Asia. • Regional Milestone: This Silver Award is the highest recognition earned by a Sri Lankan company in the Life Insurance segment at this year's ceremony held in Islamabad. • Financial Strength: As of end-September 2025, the company maintains a robust Market Capitalisation of Rs. 46.2 Bn and a Life Fund of Rs. 91.1 Bn. • Corporate Context: A subsidiary of John Keells Holdings PLC, the company operates an island-wide network with over 3,000 employees focusing on health, investment, and retirement solutions. • Industry Leadership: The award underscores the company's commitment to international financial communication standards and its role in the evolution of the local insurance sector.

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## Heritance Hotels & Resorts Awarded 'Superbrands Sri Lanka 2025' Status 🏨

• Hospitality Sector Leader: Heritance Hotels and Resorts, the flagship brand of Aitken Spence Hotels, has been officially recognized as a 'Superbrands Sri Lanka’s Choice 2025'. • Selection Process: The status is awarded by invitation only following an independent evaluation by the Superbrands Council, which assesses brand excellence, market differentiation, and consumer trust. • Brand Strength: The recognition highlights Heritance's commitment to experience-led hospitality and its role as the custodian of the largest portfolio of hotels designed by legendary architect Geoffrey Bawa. • Regional Footprint: The brand operates across diverse geographical regions in Sri Lanka and includes the flagship Maldives property, Heritance Aarah, reinforcing its tourism and export services footprint. • Strategic Impact: This accolade underscores the brand's ability to command a premium in the market through a focus on sustainability, tropical modernism, and wellness, positioning it as a regional benchmark for responsible exclusivity. • Leadership Note: Leadership at Aitken Spence PLC emphasized that the award validates their long-term commitment to design integrity and authentic hospitality in alignment with evolving global travel trends.

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Samsung Honored as Sri Lanka’s Choice Superbrand 2025 📈

Samsung has been conferred the prestigious Superbrands – Sri Lanka’s Choice 2025 award in the consumer electronics category. This recognition highlights the brand’s dominance in the local ICT/BPM and technology sectors, driven by high consumer trust and continuous innovation. • Brand Leadership: The award solidifies Samsung’s position as a market leader in Sri Lanka. Globally, the company has maintained its status as the No. 1 TV manufacturer for 19 consecutive years, a trend reflected in the strong local demand for its premium Neo QLED and OLED ranges. • Market Presence: Samsung operates via a robust island-wide retail network through major distributors including Singer, Singhagiri, Damro, and Softlogic. This extensive footprint ensures high accessibility and after-sales support across the country. • Strategic Value: To enhance local affordability, the brand has partnered with leading banks to offer flexible payment plans, facilitating broader access to smart living solutions and energy-efficient appliances. • Product Reliability: A key differentiator in the local market is Samsung’s 20-year warranty on Digital Inverter Motors and Compressors, emphasizing long-term value for Sri Lankan households. • Technological Integration: The brand is aggressively expanding its connected ecosystem via the SmartThings platform and Knox Security, catering to the growing demand for secure, automated home environments.

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📈 Mobil Lubricants Named Best Brand at People’s Pinnacle Awards 2026

McLarens Lubricants Ltd, the authorized distributor for Mobil Lubricants, has secured a top honor at the People’s Pinnacle Awards 2026. The brand was recognized for its leadership in the lubricants industry, reflecting high consumer trust and market presence. • Award Recognition: Mobil Lubricants was crowned "Best Lubricants Brand of the Year 2025" at a ceremony held at Shangri-La Colombo. • Market Position: McLarens Lubricants currently operates as Sri Lanka’s largest importer of finished lubricants, maintaining a partnership with ExxonMobil for over 25 years. • Key Sectors: The brand supports critical economic drivers including maritime, industrial manufacturing, and the automotive sector. • Service Coverage: The company maintains islandwide availability, providing essential support to local logistics and motorsport development even during economic recovery periods. > These accolades, organized by the MUGP Organisation, are based on consumer voting, highlighting brand reliability and product performance across the energy and transport sectors.

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### 📈 Allianz Secures World’s No. 1 Insurance Brand for 7th Year

Allianz has retained its title as the world’s leading insurance brand in the Interbrand Best Global Brands 2025 ranking, marking seven consecutive years of leadership. • Brand Valuation & Growth: The brand achieved its highest-ever value of US$ 28.2 Bn, reflecting a record-breaking 20% increase from the previous year’s US$ 23.5 Bn. • Global Standing: Allianz moved up two positions to rank No. 27 among the top global brands across all industries. • Strategic Drivers: The growth is attributed to strong financial performance and a consistent global brand strategy centered on trust and innovation. • Local Context: Allianz Insurance Lanka Ltd. operates as a fully owned subsidiary of the Munich-based global giant, contributing to the local financial services and insurance landscape through its parent company's expertise.

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## 📈 Inaugural National Corporate Director Awards to Recognize Governance Excellence

The Sri Lanka Institute of Directors (SLID) and the Association of Chartered Certified Accountants (ACCA) will host the first-ever National Corporate Director Awards 2025 tonight in Colombo. The initiative aims to enhance board professionalism and align Sri Lankan businesses with global best practices. • Event Details: Scheduled for 6:30 p.m. at Cinnamon Grand Colombo, featuring British High Commissioner Andrew Patrick as Chief Guest and SEC Chairman Prof. D.B.P.H. Dissabandara as Guest of Honour. • Core Objectives: To celebrate directors demonstrating leadership and integrity, specifically focusing on strengthening corporate governance to build resilient institutions and attract quality investment. • Economic Impact: By promoting financial stewardship and sustainable value creation, the awards seek to enhance national credibility and contribute to Sri Lanka’s long-term economic progress. • Key Partnerships: The collaboration with ACCA integrates global standards into the local finance and professional services sector, reinforcing the link between ethical leadership and economic stability.

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Global Cinema Record: Implications for Sri Lanka’s Creative Economy 📈

The global film industry marks a historic milestone as the horror film Sinners secures a record-breaking 16 Oscar nominations, signaling a robust era for high-production content with potential ripple effects for Sri Lanka's emerging ICT/BPM and creative services. • Market Impact & Performance: Sinners broke the previous 14-nomination record, outperforming its closest competitor, which holds 13 nominations. This surge in high-value global production aligns with Sri Lanka’s 2025-2026 push to modernize its cinema industry, currently valued at approximately Rs. 10 Bn. The domestic box office showed strong recovery in 1H 2025, reaching Rs. 1.5 Bn, a massive leap from just Rs. 7 Mn in early 2024. • Sectoral Context (Creative & Digital): ICT/BPM and Creative Services: Increased global demand for high-end content supports Sri Lanka's strategy to move beyond service-outsourcing to original IP, such as the country's first 2026 global animated feature release. Service Exports: The ICT/BPM sector grew by 26.71% in late 2025, generating US$ 154.50 Mn monthly, highlighting the potential for Sri Lanka to capture more VFX and post-production contracts. • Key Outlook: The 2026 Budget aims for 7% GDP growth, focusing on digitalization and export diversification. Industry stakeholders are advocating for the removal of import quotas on foreign films to utilize the US$ 30 Mn+ (Rs. 10 Bn) invested in modern 4K and IMAX multiplexes.

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## CleanTech Achieves Sri Lanka’s First Good Plastic Certification 📈

CleanTech has marked a milestone in the nation's circular economy by becoming the first company to receive the Good Plastic Standard (GP 5040: 2025) certification. This national benchmark verifies the quality, sustainability, and ethical processing of post-consumer recycled plastic pellets. • Strategic Impact: The certification validates CleanTech's recycled materials as reliable alternatives to imported virgin plastics, supporting the domestic manufacturing and packaging sectors. • EPR Compliance: This milestone provides a credible local pathway for FMCG companies to meet Extended Producer Responsibility (EPR) obligations through verified recycled content and traceable downstream processing. • Sector Highlights: • Recycling & Waste Management: Shifts the industry from basic collection to high-grade, certified material production. • Sustainability: Enhances Sri Lanka's profile in the global green economy by diverting waste from landfills and ecosystems. • Supply Chain: Enables brands to integrate ethically sourced recycled materials into their supply chains with confidence. • Future Outlook: As a certified industry leader, CleanTech is positioned to drive demand for ethical recycling, reducing reliance on imports and fostering a more resilient, self-sustaining circular economy.

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📈 Lion Brewery Secures Dual Honors at FMCG Asia Awards 2025

Lion Brewery (Ceylon) PLC has achieved regional recognition at the FMCG Asia Awards 2025 held in Singapore, underscoring the competitiveness of Sri Lanka’s consumer goods sector on an international stage. • Major Awards Won: • New Brand Launch of the Year: Awarded for the introduction of the True Born brand, cited for insight-led execution. • Seasonal Campaign of the Year: Awarded for the Carlsberg Display Drive and Merchandising initiative, highlighting excellence in retail execution and trade partnerships. • Economic Impact: • The company has contributed over Rs. 500 billion to Sri Lanka’s national tax base over the past decade, supporting fiscal stability. • These accolades reflect the company’s 140-year heritage combined with modern operational rigour in the manufacturing and retail value chain. • Strategic Significance: • The awards validate the capability of local FMCG brands to meet global benchmarks through "flawless last-mile delivery" and purposeful design. • CEO Rajiv Meewakkala emphasized that the strategy focuses on balancing leadership with brand authenticity to meet evolving consumer demands in the local market.

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Sri Lanka Insurance Life Honors Top Performers at Star Awards 2025 📈

Sri Lanka Insurance Life (SLIC Life) recently hosted its "Star Awards 2025" at Cinnamon Life, Colombo, celebrating the exceptional performance of its sales force during the 2024 financial year. The event underscored the company's drive toward becoming the nation's leading life insurer. • Event Overview Under the theme "Rise of the Legends," the ceremony recognized over 300 top-performing achievers for their resilience and professional excellence in the insurance sector. • Top Individual Honors Key awards for "All Island Best" performers included: Regional Manager: P. Sathiyan (Northern Region) Branch Manager: A. Supesan (Jaffna Branch) Group Leader: A.G.R. Amiyangoda (Gampaha) Adviser: K.G.A.S.L. Weerasinghe (Battaramulla) Bancassurance Relationship Manager: A.L.T.M. Liyanage • Sector Focus & Recognition The awards spanned multiple categories, highlighting the importance of the Bancassurance channel and traditional agency networks. Recognition was also extended to the Platinum Star Club and Platinum Club members, reinforcing a corporate culture centered on performance excellence. • Strategic Impact The event reflects SLIC Life’s commitment to a dynamic sales force as a primary driver for employment and financial services growth in Sri Lanka. The company aims to leverage this talent to deliver superior customer value and solidify its market-leading position.

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Startups & Entrepreneurship

📈 AI Funding Surge Targets Blue-Collar Automation

A significant shift in AI investment is targeting physical environments, potentially extending automation risks to traditionally manual sectors. Startups are raising billions to develop "software brains" for robots capable of navigating complex, real-world settings. • Investment Highlights: Toronto-based Waabi raised up to US$ 1 Bn for autonomous transport, marking a record Canadian startup round. Skild AI (Pittsburgh) secured ~US$ 1.4 Bn at a US$ 14 Bn valuation, while Field AI raised nearly US$ 400 Mn for hazardous sectors. • Sector Impact: Automation is moving beyond white-collar tasks toward logistics, construction, energy, and food preparation. Key applications include plumbing, welding, and vehicle repairs by robots that understand physics and varying physical conditions. • Strategic Approaches: Developers are split between using vast real-world data and "world models" (simulated environments incorporating gravity and physics). The latter is championed by AMI Labs, a new venture by former Meta AI lead Yann LeCun. • Economic Implications: While hardware costs and transition expenses may slow immediate adoption, the shift poses long-term questions for labor-intensive industries. For an economy like Sri Lanka, this trend highlights the future importance of ICT/BPM integration within manufacturing and logistics to maintain global competitiveness.

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📈 SLASSCOM Propels 25 Startups to Global IIT Madras Program

SLASSCOM has selected 25 high-potential Sri Lankan startups for a fully-funded, six-week international residential entrepreneurship program at IIT Madras Pravartak, India. Supported by the High Commission of India, the initiative aims to scale local innovation into the global market. • Program Details: Titled "Mastering the Startup Journey," the residency runs from 2 February to 14 March 2026. It focuses on strategy, product-market fit, and internationalization within India’s vast investor ecosystem. • Sector Diversity: The cohort represents a broad spectrum of the ICT/BPM and advanced manufacturing sectors, including AI, automation, health-tech, and renewable energy. • Strategic Impact: Part of a broader bilateral agreement, this follows the creation of 700 training slots for Sri Lankans to enhance national competitiveness and export-led growth. • Key Participants: Selected from over 100 applicants, the group includes startups such as SpectrifyAI, Volfpack Energy, and MediMan Life, highlighting the country's diversifying tech landscape. This initiative underscores SLASSCOM's goal of positioning Sri Lanka as a global innovation hub by fostering cross-border collaboration and entrepreneurial capacity.

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## Sri Lanka Tech Startup Ecosystem Gains Traction at AsiaBerlin 2025 📈

Sri Lanka’s innovation ecosystem marked a significant milestone at the AsiaBerlin Summit 2025, positioning the nation as a strategic digital partner for Europe. A self-funded delegation of 11 tech companies showcased solutions across high-growth verticals, strengthening the country's footprint in the global ICT/BPM and technology sectors. • Core Participation & Representation The delegation, led by Chief Adviser to the President on Digital Economy Dr. Hans Wijayasuriya, represented diverse sectors including healthtech, biotech, greentech, e-mobility, fintech, and deeptech. Key participating entities included hSenid Business Solutions, PayMedia, ChargeNet, and DiabSense. • Strategic Outcomes & Networking The summit facilitated high-level engagement with European policymakers and global industry leaders from organizations like Porsche Consulting and Charité. Networking data indicates high commercial traction: 80% of delegates initiated new business leads or partnerships. 80% of participants established at least 4-7 meaningful business connections. 20% of the delegation secured over 13 high-value contacts. • Economic Impact & Future Outlook The initiative aligns with Sri Lanka’s national digital vision to drive export growth and international collaboration. The self-funded nature of the participation underscores the maturity and determination of the local startup ecosystem to integrate into the global supply chain, shifting from regional presence to cross-continental innovation partnerships.

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🚀 First Technology Incubation Centre Opens at Vavuniya University

The Ministry of Science and Technology has launched the nation's first Technology Incubation Centre at the University of Vavuniya, marking a significant step in regional innovation and startup development. • Strategic Objective The centre aims to commercialize research and foster entrepreneurship in the Northern Province. It is part of a broader national initiative to establish 24 such centres across island-wide state universities to strengthen the SME sector and improve product standards for export markets. • Grassroots Integration Operated in collaboration with the Vidatha Program, the initiative focuses on transferring technology to rural areas and supporting small-scale enterprises to bridge the gap between academic research and commercial application. • Youth & Education Focus The launch included the establishment of 172 Young Inventors Clubs (YICs) and School Science Societies across Vavuniya, Mullaitivu, and Mannar. These programs, supported by the Sri Lanka Inventors Commission (SLIC) and the National Science Foundation, are designed to promote STEM education and creative thinking among students. • Economic Impact By providing infrastructure for ICT/BPM and tech-based startups, the project seeks to diversify the regional economy and enhance the global competitiveness of Sri Lankan-made products. ---

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📈 BOV Capital Records Historic Tech Exits and Listing for 2025/26

BOV Capital, a pioneer in Sri Lanka's venture capital space, has announced landmark exits and a public listing, signaling a maturing startup ecosystem and high investor confidence. • Key Milestones (2025/26): • Exits: Successfully exited from IFINITY (Fintech), Roar Global (Digital Marketing), and Cultiv8 (Agri-Tech). • Public Listing: Insureme.lk (Insure-tech) was officially listed on the Colombo Stock Exchange (CSE). • Fund Performance: Exits were realized from Fund 1 and Fund 2 (Dialog Axiata Digital Innovation Fund - DADIF). • Strategic Portfolio & Impact: • Ongoing investments include Scybers (Cybersecurity), MyDoc (Digital Health), and iConic Devices (Industrial IoT). • The firm manages US$ 15 Mn in Assets Under Management (AUM), focusing on $500,000 ticket sizes for high-growth tech ventures. • These successes contribute to economic diversification, high-value job creation, and positioning Sri Lanka as a regional digital hub. • Future Outlook: • Fund 3 Launch: Finalizing for 2026; deployment is pending the Government of Sri Lanka’s resolution of double taxation issues expected by early 2026. • Investment Focus: Targeted at the next wave of "legendary" high-growth startups to drive FDI and innovation.

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### 📈 Female Entrepreneurship Drives Forest Conservation Shift

WNPS PLANT, in collaboration with the Dutch Otter Fonds and the Lanka Environment Fund (LEF), has launched a groundbreaking initiative to empower female entrepreneurs through forest plant nurseries. The project addresses a critical bottleneck in Sri Lanka’s reforestation efforts—the shortage of native montane plants. • Economic Empowerment: 5 female entrepreneurs from Ginigathhena, Welimada, Bandarawela, Nawalapitiya, and Ratnapura have been selected to own and manage nurseries. The initiative provides startup funding, intensive training, and a guaranteed buy-back safety net for their output. • Conservation Impact: The nurseries will supply essential native and endemic species required to create connected forest corridors in the southwestern quarter of the island. This "community-bridge" model ensures that restoration is locally led and sustainable. • Sector Focus: • Environmental Restoration: Targets high-demand, slow-growing native species for large-scale reforestation. • Micro-Entrepreneurship: Transitions rural women from daily labor to business leadership, providing financial independence and uplifting families. • Private Sector Engagement: Leverages donor funding (Otter Fonds and LEF) to fill gaps where traditional nurseries have struggled. • Strategic Shift: Moving beyond mere tree planting, the program integrates livelihood enhancement as a core pillar of conservation, transforming local residents into long-term custodians of the ecosystem. _Based on news data from Jan 07, 2026._ --- Would you like me to track the expansion of these forest corridors or find more details on current LEF funding opportunities for SMEs?

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Sustainability, ESG & Corporate Responsibility

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## Holcim Bets on Carbon Capture for Near-Zero Cement 📈

Global building materials giant Holcim has announced a strategic investment in Capsol Technologies, a Norwegian leader in carbon capture, to accelerate its goal of industrial-scale decarbonization. • Core Investment Goals Part of a CHF 2 billion (US$ 2.2 Bn) global commitment to carbon capture by 2030. Target to capture over 5 million tons of CO2 annually. Aiming for a 22% reduction in Scope 1 emissions per ton of cementitious material by 2030. • Technology Highlights Uses Hot Potassium Carbonate (HPC) solvent technology for post-combustion capture. Integrates a specialized heat recovery system to maximize energy efficiency. Designed to address the cement industry’s heavy footprint (approx. 8% of global CO2 emissions). • Sector & National Impact Cement & Construction: Critical for "hard-to-abate" sectors where 900kg of CO2 is typically emitted per 1,000kg of cement. Sustainability: The move aligns with global demand for "near-zero" building materials, supporting sustainable infrastructure and long-term employment in green tech. Regional Context: While the tech is being piloted in Europe (Germany), Holcim's global roadmap influences its wide footprint, including markets like Sri Lanka where sustainable construction is increasingly prioritized.

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JFMH Trust Funds Modernization of Histopathology at USJ 📈

The Joseph Fraser Memorial Hospital (JFMH) Trust has pledged significant funding to modernize the Histopathology Unit at the University of Sri Jayewardenepura (USJ), aimed at enhancing healthcare infrastructure and diagnostic capabilities. • Phase 1 Initiatives: Focuses on establishing Immunohistochemistry (IHC) testing facilities. The JFMH Trust has already disbursed the first tranche of a full donation to enable in-house hormone receptor testing for breast cancer specimens. • Current Service Gap: The unit currently processes 3,800 - 4,000 specimens annually. Previously, approx. 500 - 600 cancer cases required external lab transfers for essential tests; Phase 1 will eliminate this dependency. • Future Expansion (Phases 2 & 3): The Trust and University have explored further restructuring, including: Automated diagnostic machinery and modern grossing stations. Digital Pathology software for instant clinician access to reports. Educational Tech: Multi-header microscopes for medical education and research collaboration with foreign universities. • Impact: This partnership strengthens Sri Lanka's medical research and diagnostic services sector, improving patient outcomes through faster, localized cancer diagnostics and advanced training for the next generation of medical professionals. _Status: Phase 1 implementation underway; detailed proposals for future phases pending._

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Mastercard ‘Tap for Change’ to Fund Sri Lanka’s Largest Community Cancer Hospital 🏥

Mastercard has launched the ‘Tap for Change’ campaign in partnership with the Colours of Courage Trust to support national healthcare infrastructure and oncology services. • Financial Commitment: Mastercard has pledged US$ 750,000 towards the construction of the Trail Cancer Hospital in Karapitiya. • Project Scope: The facility will be a 10-storey, 160-bed hospital serving both adult and paediatric patients. It features a bone marrow transplant unit, advanced diagnostics, and operating theatres. • Mechanism: Starting January 2026, every contactless (tap-to-pay) and e-commerce transaction made using a Mastercard debit or credit card in Sri Lanka will contribute to the donation pool. • Strategic Impact: The initiative leverages the growing ICT/digital payments ecosystem to address critical gaps in the healthcare sector, specifically expanding access for underserved patients in the Southern region. • Partnership: Collaboration between Mastercard and the Colours of Courage Trust (co-founded by Mahela Jayawardene) highlights the role of the private sector and NGOs in driving social impact through financial technology.

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📈 Carbon-Neutral Symposium Urges Sustainable Shift in Tourism

Industry leaders and global experts convened at the Amba Yaalu symposium to address the urgent transition toward environment-responsive tourism, highlighting a shift from quantitative to qualitative growth. • Economic & Workforce Dynamics Tourism is recognized as a primary global job creator, yet local female participation remains low at only 10% of the hospitality workforce. In contrast, other major foreign currency earners like tea and apparel & textiles maintain significantly higher employment rates for women. Average per-day visitor spend has decreased from US$ 170 (2018) to below US$ 140 currently, despite rising arrival numbers. • Environmental & Waste Management Sri Lanka faces a "terrorism against the environment," utilizing 20M shopping bags, 15M lunch sheets, and 10M PET bottles daily. The current plastic recycling rate stands at a low 3%. New regulations mandate plastic manufacturers to recover 40% of their production or face registration cancellation. • Strategic Sustainable Initiatives Launch of the island’s first carbon-calculated tour itinerary specifically targeting the high-spending, eco-conscious EU market. Focus on "slow travel," renewable energy integration, and increasing EV penetration to safeguard environmental assets. Emphasis on climate-responsive investments and data-driven decisions to bridge the gap between national adaptation plans and fiscal execution.

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📈 IEPSL CEO Forum: Navigating ESG Amid Economic Recovery

The Institute of Environmental Professionals Sri Lanka (IEPSL) will host a high-level CEO Forum tomorrow, 30 January 2026, focused on maintaining Environmental, Social, and Governance (ESG) standards during economic hardship. The event serves as a precursor to the EcoConvergence 2026 technical sessions. • Strategic Mandatory Compliance: As of January 2025, Sri Lanka has adopted SLFRS S1 and S2 sustainability disclosure standards. All listed entities on the Colombo Stock Exchange are mandated to achieve full compliance by 2026. • Key Economic Drivers: • Green Productivity: Aims to combine environmental stewardship with cost savings and profitability. • Growth Potential: The Asia-Pacific green economy is estimated to drive up to US$ 120 Bn in GDP growth and create 900,000 new jobs. • Export Market Access: Robust ESG credentials are now non-negotiable for exporters to retain access to the European Union and other major global trading partners. • Expert Panel: • Dr. Nandalal Weerasinghe (Central Bank Governor) on financial stability and sustainable development. • Kapila Rajapakse (CEA Director General) on navigating the evolving regulatory landscape. • Prof. Sugeeth Patabandige on the shift of capital toward environmentally responsible enterprises. The forum emphasizes that for the private sector, sustainability has transitioned from a discretionary initiative to a critical strategic growth lever for national economic resilience.

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## 🌿 Genesis Series Features Global Expert on Rainforestation Farming

The Genesis Thought leadership series today hosts Prof. Friedhelm Goeltenboth to discuss Rainforestation Farming, a sustainable land-use model designed to restore biodiversity and boost rural incomes in the humid tropics. • Key Concept: Unlike conventional replanting, this system uses native forest and fruit tree species in a near-natural structure. It creates quick canopy cover to suppress invasive species and restore soil health before introducing shade-loving forest species. • Economic & Environmental Impact: • Diversified Income: Provides rural communities with revenue from fruit, timber, and shade-tolerant crops. • Ecosystem Services: Proven to restore endangered wildlife habitats within 4 years, reduce erosion, improve water retention, and enhance carbon sequestration. • Sector Relevance: Highly applicable to Sri Lanka’s agriculture and sustainability sectors, addressing the balance between food security and forest conservation. • Expert Profile: Prof. Goeltenboth brings 25+ years of experience across Asia, including Sri Lanka. His model is currently adopted by government agencies in the Philippines as a viable solution for landscape rehabilitation. • Event Details: Taking place today, 29 January, at 5.00 p.m. at the GENESIS: Dilmah Centre for Sustainable Future.

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📈 CICT & WNPS Partner for Colombo Coastal Conservation

Colombo International Container Terminals (CICT) has launched a three-year (2025–2028) partnership with the Wildlife and Nature Protection Society (WNPS) to protect sea turtles and coastal ecosystems. The initiative, titled the Turtle and Coastal Health United Programme (TACHUP), targets the urbanized shoreline from Colombo Port City to Mount Lavinia. • Conservation Focus: Protection of five out of the seven global sea turtle species that nest along Colombo’s coast. Efforts include safeguarding nests, restoring coastal vegetation, and enhancing data collection via citizen science. • Proven Impact: The project scales up existing work that has recorded 680+ turtle visits in a single season, protecting over 15,900 eggs with a hatching success rate exceeding 80%. • Sustainability & ESG: This partnership aligns with Colombo’s status as a Ramsar Wetland City and reflects CICT’s commitment to responsible port operations and long-term ecological resilience. • National Context: By integrating local communities and schools, the programme promotes environmental stewardship within a critical trade gateway, balancing industrial growth with biodiversity.

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SLAF & Aitken Spence Partner for ‘Clean Today, Green Tomorrow’ 🌿

The Sri Lanka Air Force (SLAF) Seva Vanitha Unit, in collaboration with Aitken Spence PLC, successfully concluded the “Clean Today, Green Tomorrow” initiative, marking a significant shift toward environmental stewardship as part of the SLAF's 75th Anniversary celebrations. • Core Objectives: The program moved beyond temporary clean-ups to embed long-term, measurable sustainability into daily military operations across all island-wide establishments. • Sector Focus & Champions: • Waste Management: Focused on segregation and eliminating single-use plastics. Champion: SLAF Trade Training School, Ekala. • Reforestation & Tree Planting: Aimed at biodiversity enhancement and green belts. Champion: SLAF Station Sigiriya. • Eco-Gardening: Promoted food security through organic cultivation. Champion: SLAF Base Katunayake. • Energy & Water Conservation: Implemented solar solutions, LED conversions, and rainwater reuse. Champion: SLAF Station Sri Jayewardenepura. • Public-Private Synergy: Aitken Spence PLC served as the sustainability partner, providing technical expertise and exposure to best practices at Heritance Kandalama and their tea estates. The Spence Impact Award was specifically awarded to SLAF Station Iranamadu for responsible operations in sensitive ecosystems. • Economic Relevance: By integrating sustainability into national defence, the initiative supports long-term resource resilience and aligns with global military trends where climate change is viewed as a national security risk.

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📈 Suwanda Industries Recertified as ZeroCarbon Manufacturer for 2025

Suwanda Industries, the producer of the globally recognized brand Cycle Pure Incense, has officially secured its ZeroCarbon Manufacturer recertification for 2025. This achievement solidifies its position as Sri Lanka’s only carbon-neutral manufacturer in the incense sector. • Environmental Sustainability: The certification was awarded by The Sustainable Future Group (SFG) following a comprehensive audit. Key drivers included the adoption of renewable energy, enhanced energy efficiency, and sustainable manufacturing processes. • Social Impact & Inclusion: Born from a 2009 initiative to support conflict-affected, women-led households, the company continues its focus on economic inclusion. Its "Women Packing Units Concept" empowers local women, integrating social responsibility with industrial growth. • Market Footprint: A joint venture between Sri Lanka’s Eswaran Brothers Ltd (a leader in value-added tea) and India’s N. Ranga Rao & Sons Ltd. The brand now exports to over 75 countries, featuring innovations like the heritage-inspired Parampara sticks. • Strategic Context: The recertification highlights the company's commitment to operational resilience and purpose-driven business, aligning environmental stewardship with community empowerment in the manufacturing sector.

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Prioritizing Workplace Mental Health in South Asia 📈

The latest Global Workplace Report highlights a critical need for integrated wellness strategies as South Asia records the highest regional levels of daily anger and sadness among employees. Addressing mental health stigma is now a strategic priority for HRM and organizational sustainability. • Regional Context & Data South Asia leads globally in workplace emotional distress due to socio-economic pressures and societal stigma. The WHO reports ~1 billion people globally suffer from mental health disorders, with anxiety and depression being the most prevalent. • Integrated Wellbeing Framework Organizations are encouraged to adopt a holistic approach covering physical, mental, social, and financial wellbeing. Financial wellbeing is linked to performance, emphasizing the need for "paying worth" and providing access to financial management resources. • Strategic Workplace Interventions Leadership Role: Authentic conversations from the top regarding burnout and anxiety are essential to set the cultural tone. Policy & Training: Implementation of wellness and anti-harassment policies, coupled with regular training for the middle tier and line managers. Professional Support: Providing discreet access to in-house or on-call counselors to ensure confidentiality and professional diagnosis. • Innovation & Retention Psychological safety is a prerequisite for the ICT/BPM and creative sectors; management tolerance for project risks encourages new ideas. Public ridicule is cited as a primary driver for absenteeism and "quiet quitting," whereas private feedback preserves employee trust.

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## Sri Lanka Rethinks Disaster Strategy to Break Poverty Cycle 📈

Experts and private sector leaders warn that reactive disaster management is deepening poverty, calling for a shift toward risk-informed development and resilient infrastructure. • Economic Impact & Poverty Link Natural disasters in Sri Lanka are increasingly intersecting with poverty and inequality. Experts note that repeated climate shocks expose structural weaknesses, often pushing vulnerable communities back into poverty cycles due to weak policy planning. • Private Sector & Recovery Funding The Rebuilding Sri Lanka Fund, established following Cyclone Ditwah, has mobilized Rs. 4.2 Billion from the private sector. John Keells Holdings Chairman Krishan Balendra emphasized that private investment must prioritize sustainability and community wellbeing to ensure long-term economic continuity. • Strategic Policy Shifts • Urban Planning: Warnings against unplanned expansion that places low-income groups in high-risk zones. • Nature-based Solutions: Utilizing wetlands and floodplains as protective assets rather than obstacles to development. • Institutional Reform: Moving from mere recovery to "building back smarter" by addressing underlying risks. • Priority Actions Panelists identified seven key priorities, including strengthening school-level awareness, improving early warning systems, and fostering blended public-private collaborations to bridge governance gaps.

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📈 Climate Crisis: A Strategic Risk for Sri Lankan Business

The Global Climate Risk Index ranks Sri Lanka as the 88th most vulnerable nation. Climate-related disruptions could cost the country up to 3.5% of GDP annually by 2050 if mitigation is not prioritized. • Economic Impact & Losses • Annual average disaster losses: US$ 380 Mn. • Floods: Cost approx. US$ 240 Mn per year. • Energy: 2019 drought slashed hydropower to 15% of total generation, increasing reliance on costly fuel imports. • Sector Breakdowns • Agriculture: Contributes 7.5% to GDP. 2023/24 rice production losses exceeded US$ 150 Mn. Coconut production saw US$ 166 Mn in damages during 2017/18 droughts. • Tourism: 40% of assets are in high-risk coastal zones. Threats include coral bleaching and severe beach erosion. • Apparel & Textiles: Facing pressure from the EU Green Deal and Carbon Border Adjustment Mechanism (CBAM) to verify environmental credentials. • SMEs & Emissions • SMEs comprise 75% of businesses but lack resources to buffer climate shocks. • National Emissions: Energy (64.1%), Agriculture (29.5%), and Industrial Processes (2%). • Strategic Response • Mandatory Reporting: Top 100 listed firms must disclose climate risks (SLFRS S1 & S2) starting January 2025. • Opportunities: Investing in renewable energy (70% target by 2030) and green finance (sustainability-linked loans) to build resilient supply chains.

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Real Estate

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Colombo Luxury Apartment Market: A Focus on Stability 📈

Colombo’s high-end real estate has transitioned into a mature investment phase in 2026, prioritizing performance metrics and risk management over speculative growth. • Overall Market Performance Average asking prices in Colombo’s Central Business District (CBD) rose by 48% between 2018 and 2023. While surges moderated in 2024–2025, the market remains resilient as an inflation hedge, with 2025 price increases ranging from 0.2% to 2.9%. • Sector Growth & Construction The construction sector saw a strong rebound in 2025, recording 12.2% growth in Q3 and a 10.5% cumulative expansion over the first nine months. This momentum is driving the completion of late-stage developments, which are now preferred by risk-averse investors. • Investment & Development Trends • Tier 1/Luxury: High demand for near-complete projects to avoid delivery risks. • Quality Standards: Buyers now prioritize visible, high-end finishes and branded fixtures to protect long-term resale value. • Developer Credibility: A shift toward PLC-listed developers due to stricter regulatory oversight and financial accountability. • Legal & Financial: Legal clarity, bank approvals, and flexible post-completion payment plans have become critical differentiators for savvy investors. • Regional Highlights Colombo 5 and the CBD remain top-performing regions. The real estate sector is being further bolstered by tourism recovery and increased interest from the diaspora and international markets (USA, UK, Australia).

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📈 HNB and Baili Investments Partner for Silk Rajagiriya Financing

Hatton National Bank PLC (HNB) has signed a Memorandum of Understanding (MoU) with Baili Investments Lanka Ltd to provide tailored home loan solutions for the Silk Rajagiriya mixed-development project. The partnership, valid until December 31, 2026, aims to streamline access to premium urban living for prospective homeowners. • Project Overview: Silk Rajagiriya is a high-scale development by a BOI-registered developer with Hong Kong-based backing. It features six high-rise towers, a shopping complex, a cinema, and luxury amenities including a clubhouse and indoor golf. • Construction Status: Currently at the 8th floor, with full completion projected for September 2028. • Financial Solutions: HNB will offer structured home loan options with simplified documentation and competitive terms to boost confidence in the real estate sector. • Strategic Impact: The collaboration focuses on urban modernization and community-focused living, addressing the high demand for residential and commercial integration in the Rajagiriya suburb. _Summary based on official partnership data._

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### 🌊 Icon V Talpe: Redefining Luxury Real Estate in Sri Lanka’s South

Odiliya Group’s Icon V Talpe is emerging as a major landmark in the real estate and hospitality sector, attracting significant foreign capital and local interest. • Project Overview: A 17-level twin-tower development featuring 227 fully furnished, sea-facing apartments. It is uniquely positioned as the only project in the area complying with Sri Lanka Tourism Development Authority (SLTDA) requirements. • Investment Appeal: Strong demand from Sri Lankan expatriates, international investors, and foreigners. A significant portion of units are already sold or reserved. Strategically located near Galle and the Southern Expressway, enhancing its value for the tourism and leisure sectors. • Economic Impact: The project supports the diversification of the construction and real estate industries by offering a flexible ownership model (permanent living or rental), tapping into the growing demand for high-end coastal property. • Key Features: V-shaped architectural design for panoramic ocean views, infinity pool, direct beach access, and five-star hotel-style amenities.

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### Cinnamon Life Office Tower Reaches Full Occupancy 📈

John Keells Properties has announced that The Offices at Cinnamon Life, a key component of the landmark City of Dreams Sri Lanka, has reached 100% occupancy. This milestone highlights the surging demand for Grade-A commercial spaces within Colombo’s first fully integrated urban destination. • Tenant Profile: The 30-storey tower hosts a diverse portfolio of leading local and international corporates, with several floors sold to institutional investors. • Strategic Integration: Occupiers benefit from direct access to the Cinnamon Life and NUWA hotels, The Shoppes retail mall, and luxury residential towers, creating a seamless "live-work-play" ecosystem. • Connectivity Hub: The project is centrally located with seamless links to the Colombo Port City, the Central Business District, and major transport nodes including the railway and expressway networks. • Investment Outlook: With the office tower fully let and generating attractive rental yields, investment opportunities in the remaining The Residences at Cinnamon Life are now reported as increasingly limited. _Note: This summary is based on the latest corporate announcement by John Keells Properties._ ---

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📈 Altair Executes 100+ Title Deeds Under New Blackstone Ownership

Altair Residences has reached a major legal milestone, executing over 100 individual title deeds in the last six months. This move provides owners with clear, registered legal titles in compliance with Sri Lankan property law, following the project's strategic transition to Blackstone India. • Key Governance & Management Updates • Ownership transition to Blackstone India has led to the formal constitution of the Altair Management Council, empowering residents in building governance. • Realty Management Services (RMS), a subsidiary of Overseas Realty Ceylon PLC, has been appointed as the new facility manager to ensure long-term asset stewardship. • Shareholders have recently injected approximately US$ 2 million (approx. Rs. 600 million) to fund safety, security, and aesthetic upgrades. • Strategic Outlook • The issuance of deeds is expected to accelerate in the coming months as Indocean Developers Ltd (IDPL) continues building improvements. • TWC Holdings, representing Blackstone's interests, highlighted that structured title issuance and professional facility management are critical for value creation in the real estate and luxury housing sectors.

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Cabinet Greenlights Major Recreational Hubs in Battaramulla & Nuwara Eliya 📈

The Government of Sri Lanka has approved calling for international investment proposals to develop high-value State land for leisure and tourism, aiming to boost urban infrastructure and foreign exchange earnings. • Frolic Island Recreational Hub (Battaramulla) The Urban Development Authority (UDA) will lease 13.57 acres across nine plots along the Diyawanna Oya. Part of the Kaduwela Urban Development Plan, this project focuses on the leisure and recreation sector. Infrastructure, including flood prevention in the Battaramulla wetland, is already finalized. • Gregory Lake Tourism Project (Nuwara Eliya) A prime 10-acre land parcel on Badulla Road has been cleared for a 50-year lease. This development targets the tourism sector, specifically designed to attract foreign travelers to the hill country. • Key Investment Details Process: Selection via international competitive bidding to ensure transparency. Strategy: Utilization of under-utilised State lands to drive urban development and economic diversification. Status: Based on official Cabinet approvals granted on January 28, 2026.

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## C M Holdings Secures Rs. 260 Mn Property Divestment 📈

• C M Holdings PLC has entered into a Sale and Purchase Agreement with Vogue Real Estate Ltd to dispose of its property in Thalangama South. • Transaction Details: • Total Sale Value: Rs. 260 million. • Property Size: 109.20 perches (valued at approximately Rs. 2.38 million per perch). • Payment Structure: An advance of Rs. 26 million has been paid; the remaining Rs. 234 million is due by 31 March 2026. • Financial Standing: • The company reported a strong retained earnings reserve of Rs. 6.8 billion and net assets of Rs. 467 per share at the group level (as of Sept 2025). • Major Shareholder: The Colombo Fort Land & Building PLC holds a 63.49% stake. • Market Performance: Following the announcement, the share price closed at Rs. 59.60, down by Rs. 0.70. The final Deed of Transfer remains subject to the full receipt of the purchase consideration. ---

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📈 Sampath Bank & Prime Group Launch 0% Equity Housing Solution

Sampath Bank PLC has partnered with Prime Lands Ltd. and Prime Lands Residencies PLC to introduce a unique financing facility aimed at easing property ownership in the real estate sector. • The Offer: Customers can access a 0% equity financing solution, removing the traditional requirement for an initial down payment on selected condominium projects. • Financing Structure: • For completed projects, the bank will finance 100% of the purchase price or loan amount. • For under-construction projects, 30% of the purchase price will be released upfront to provide financial flexibility for both buyers and developers. • Strategic Impact: This initiative addresses a primary barrier to homeownership in Sri Lanka—upfront capital—while supporting the growth of the construction and condominium markets. • Eligibility: The facility is exclusive to condominium properties developed by Prime Group that maintain an existing partnership with Sampath Bank. This collaboration leverages Sampath Bank’s financial expertise and Prime Group’s three-decade track record to create accessible pathways for middle and high-income homeowners.

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🏠 Land Donation Drive for Cyclone "Ditwah" Victims

The Government of Sri Lanka has launched a land donation initiative under the Rebuilding Sri Lanka programme to provide permanent housing for families completely displaced by the "Ditwah" cyclone. • Objective: Secure land for the construction of new homes for families whose properties were destroyed, focusing on restoring the social and economic stability of affected communities. • Programme Scope: A nationwide appeal for generous citizens to contribute land assets to support the national rebuilding effort. • Key Sectors: The initiative integrates housing, disaster recovery, and community development to ensure a transparent recovery process. • How to Contribute: - Website: www.rebuildingsrilanka.gov.lk - Hotline: 1800 - Fax: 011 233 1246 The government maintains a commitment to rebuilding lives to a higher standard than before the disaster. (Based on provisional government data). ---

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📈 Port City Colombo Enters Active Phase with First Residential Groundbreaking

• Project Milestone: Port City Colombo has officially transitioned from regulatory readiness to active private-sector delivery with the groundbreaking of its first residential project, "Bay One Residences Colombo." • Investment Details: Developed by ICC Port City (Pvt) Ltd, the project represents a total investment of approximately US$ 112 Mn. The development is situated on a 13,945-square-meter waterfront plot. • Residential Capacity: The complex will feature 231 luxury apartment units designed to international standards, targeting both local and global investors within the Special Economic Zone (SEZ). • Economic Impact: This move signals growing private-sector confidence in Sri Lanka’s flagship urban development project. The SEZ aims to position the nation as a competitive hub for global capital, services, and talent. • Development Status: With the first phase of infrastructure on the 269 hectares of reclaimed land completed, the project marks the physical shaping of the city’s mixed-use ecosystem.

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### Colombo Ranked World’s Most Unaffordable City for Property 📈

A report by Numbeo for 2026 has identified Colombo as the least affordable city globally for property buyers, surpassing major hubs like Hong Kong and Mumbai. • Price-to-Income Ratio: A staggering 55.3, indicating that the average property price is over 55 times the average annual household income. • Mortgage & Affordability: The mortgage burden is equivalent to 774% of average annual income. The city’s affordability index has plummeted to 0.1, reflecting extreme barriers to entry for local buyers. • Investment Yields: City Center: Gross rental yield is just 3.0%. Outside Center: Yields slightly higher at 3.8%. Low yields combined with high prices are impacting the real estate sector's attractiveness for traditional investors. • Regional Context: Colombo now ranks as more expensive relative to income than Kathmandu, Manila, Shanghai, and Hong Kong. _Note: Data based on Numbeo’s 2026 Property Prices Index._ ---

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📈 Land Prices Surge in Outskirts as Colombo Growth Stabilizes – LPI 2025

The latest Land Price Index (LPI) for 2025 reveals a strategic shift in the real estate market, with suburban areas and the broader Western Province outperforming the capital's core. • Overall Growth Trends • Colombo 1–15: Average price rose 4% YoY to LKR 12 Mn per perch. • Colombo Suburbs: Increased 8% YoY, averaging LKR 2.3 Mn per perch. • Gampaha District: Recorded a significant 15% YoY increase to LKR 769,097. • Kalutara District: Gained 10% YoY, reaching LKR 486,396 per perch. • Top Performing Suburbs (YoY) • Yakkala & Homagama: Both surged by 35%, reaching LKR 831,015 and LKR 916,912 respectively. • Negombo: Up 35% to LKR 1.56 Mn. • Bandaragama: Grew 34% to LKR 545,533. • Piliyandala: Posted 30% growth to LKR 1.22 Mn. • Long-Term Appreciation (2020–2025) • Ingiriya: Led 5-year growth with a massive 322% increase. • Padukka: Rose 221% over the same period. • Ragama: Up 183%, highlighting the high returns in the construction & infrastructure linked corridors. • Market Outlook Investor interest is pivoting toward affordable, well-connected suburban belts driven by residential projects and infrastructure improvements, while central Colombo shows more restrained, stable growth.

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Economic News

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## 📈 Asia’s Factory Activity Surges on Strong Global Export Demand

Private-sector surveys indicate a robust start to 2026 for Asian manufacturing, driven by resilient demand from the U.S. and the ongoing AI investment boom. • Regional Performance Overview Japan recorded its strongest growth since August 2022 with a PMI of 51.5. South Korea followed suit, hitting its highest level since mid-2024 at 51.2, signaling a recovery in major export powerhouses. • China’s Strategic Pivot The RatingDog China General Manufacturing PMI rose to 50.3 (up from 50.1). This expansion was fueled by a rebound in export orders, helping offset sluggish domestic consumption and supporting a 5.0% GDP growth rate for the previous year. • Southeast Asian Momentum Manufacturing activity expanded across the region, reflecting broader global trade stability: Indonesia: 52.6 (up from 51.2) Taiwan: 51.7 (up from 50.9) Vietnam, Malaysia, and the Philippines also reported expansionary readings. • Global Economic Outlook The IMF has raised its 2026 global growth forecast, citing receding fears over U.S. tariff impacts. For Sri Lanka’s apparel & textiles and ICT/BPM sectors, this strengthening of global demand and regional manufacturing stability provides a positive backdrop for export-led growth.

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📈 SLEA International Conference to Chart Path for Services-Led Growth

The Sri Lanka Economic Association (SLEA) will host its Annual International Conference on February 6-7, 2026, focusing on "Transforming the Services Sector for Economic Revival." The event aims to transition Sri Lanka from basic service delivery to high-value, knowledge-based exports. • Sector Impact: The services sector contributes over 60% to Sri Lanka's GDP and is identified as the primary driver for value addition and economic restructuring. • Key Focus Areas: • ICT/BPM & AI: Integrating Artificial Intelligence and data analytics to modernize traditional service models and enhance global competitiveness. • Tourism & Hospitality: Shifting focus to "Tourism Economics" to increase value-per-visitor and ensure equitable wealth distribution to the rural economy. • Finance: Proposing resilient frameworks for banking and regulatory governance as debt restructuring reaches advanced stages in 2026. • Education: Addressing the skills mismatch in Human Capital to prepare the workforce for a globalized, modern services economy. • Strategic Goal: The conference will produce actionable policy briefs to guide the Government’s Public Investment Program (PIP) for 2026–2030, leveraging current macroeconomic stability for an export-oriented recovery. • Event Details: Inauguration at BMICH (Feb 6) featuring PM Dr. Harini Amarasuriya and CBSL Governor Dr. Nandalal Weerasinghe; technical sessions at the University of Colombo (Feb 7).

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📈 Avoiding the 2027 IMF Cliff: Strategy for Sustainable Growth

Sri Lanka faces a critical juncture as it prepares for the conclusion of IMF support in 2027. To prevent a "cliff fall" fiscal shock, the focus must shift from basic stabilization to deep structural transformation. • Strategic Focus: Transitioning from crisis management to a resilient, export-led economy to generate stable FX and quality employment. • Export Diversification: Urgent need to move beyond traditional tea and apparel & textiles. Growth must be driven by ICT/BPM, high-value manufacturing, logistics, and agri-processing. • Fiscal & SOE Reform: • Revenue growth via a broader tax net rather than ad-hoc levies. • Restructuring loss-making state-owned enterprises (SOEs) in energy and transport to reduce the drain on public finances. • Investment & Productivity: • Enhancing human capital to combat brain drain and skill mismatches. • Attracting FDI by reducing red tape and ensuring policy consistency. • Transitioning to renewable energy (solar, wind) to lower the trade deficit and energy costs. • Governance: Strengthening the rule of law and transparency is deemed a prerequisite to maintaining investor trust and avoiding a repeat cycle of bailouts.

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CBSL Net Foreign Exchange Purchases Hit US$ 2 Bn in 2025 📈

The Central Bank of Sri Lanka (CBSL) maintained its role as a significant net buyer of foreign currency in 2025, according to the latest Market Operations Report. These interventions aimed to bolster national buffers while managing currency volatility. • Overall FX Operations & Reserves • CBSL recorded net foreign exchange purchases of US$ 1.99 Bn for the full year 2025. • Gross official reserves rose to US$ 6.8 Bn by year-end, the highest post-crisis level. • Total absorption reached US$ 2.10 Bn against a supply of US$ 108.0 Mn. • Reserves include a People’s Bank of China swap facility equivalent to US$ 1.4 Bn. • Money Market & Liquidity • FX operations injected approximately Rs. 788.9 Bn of net liquidity into the domestic market. • Year-end liquidity surplus stood at Rs. 175.2 Bn, slightly up from Rs. 168.1 Bn in 2024. • Liquidity was partially offset by Rs. 356.1 Bn in net government foreign loan repayments and Rs. 210.2 Bn in currency withdrawals. • Exchange Rate & Sector Impact • The Sri Lankan Rupee depreciated by 5.6% against the US Dollar in 2025. • Depreciation was driven by increased demand for motor vehicle imports and infrastructure-related outflows. • External stability was supported by steady inflows from workers’ remittances and export proceeds, facilitating continued reserve accumulation.

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Sri Lanka's Current Account Surplus Surges 44% in 2025 📈

Sri Lanka concluded 2025 with a current account surplus of US$ 1.7 Bn, a 43.8% increase YoY, driven by record remittances and service inflows despite a widening trade deficit. • External Sector Highlights: The surplus was anchored by workers' remittances, which hit a historic high of US$ 8 Bn (+22.8% YoY). Net inflows from services rose to US$ 3.7 Bn, supported by a 170.4% YoY surge in December alone. • Trade Performance: The trade deficit widened as imports grew by 14% to US$ 21.47 Bn, significantly impacted by vehicle imports exceeding US$ 2 Bn. Exports grew more modestly by 6.3% to US$ 13.58 Bn. • Tourism & Investment: Tourism earnings saw a marginal 1.6% annual growth to US$ 3.2 Bn, despite arrivals surpassing 2018 levels. Government securities saw a net inflow of US$ 248 Mn for the year, a reversal from the previous year's outflows. • Reserves & Currency: Gross official reserves stood at US$ 6.8 Bn by year-end. The Sri Lankan Rupee depreciated 5.6% against the US Dollar in 2025 but showed a slight recovery of 0.2% in January 2026. _Data based on provisional Central Bank of Sri Lanka (CBSL) reports._ ---

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Urgent Need for 'Big Bang' Reforms to Secure Sri Lanka's Recovery 📈

• Strategic Shift Required: Dr. Ganeshan Wignaraja (ODI Senior Fellow) warns that gradual, incremental reforms are insufficient. A "big bang" reform agenda is essential to transition from cyclical stabilization to durable, investment-led growth. • Economic Vulnerabilities: While the 2023 IMF-led recovery is credible, the economy remains exposed to debt distress and external shocks. Current progress is often "two steps backward and one step forward" due to systemic inertia. • Impact of Cyclone Ditwah: • Damage estimated at US$ 4.1 Bn (approx. 4% of GDP). • Unlike the tsunami, this disaster affected a larger geographical area, highlighting critical gaps in national preparedness and coordination. • Priority Reform Areas: • Regulatory Environment: Eliminating 20 years of "red tape" that strangles businesses. • Energy & Productivity: Addressing high factor costs and labor skills shortages to attract foreign investment. • Global Integration: Deepening links with global supply chains to move beyond debt-driven cycles. • Fiscal Outlook: Recommendations include mobilizing domestic resources and engaging the IMF for limited fiscal flexibility to manage rising poverty levels post-disaster. • National Context: Stabilization has opened a narrow "reform window." Decisive action on energy costs and productivity is required to reassure markets and prevent a return to debt distress.

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## Sri Lanka Construction Sector Activity Hits 67.1 in Dec 2025 📈

The construction sector showed significant momentum at the end of 2025, with the Total Activity Index reaching 67.1, up from previous months, signaling a robust expansion despite weather-related disruptions. • Sector Growth: Most firms reported a notable increase in activity, overcoming initial delays caused by adverse weather conditions during the period. • New Orders & Projects: The New Orders Index saw continued expansion, fueled by a dual rise in government-funded infrastructure projects and new private-sector developments. • Labor & Supply Chain: • Employment: Remained at a neutral level, indicating stable workforce conditions. • Purchasing: The Quantity of Purchases Index expanded as firms stocked up for increasing project demands. • Logistics: Suppliers’ Delivery Time remained extended, reflecting continued supply chain pressures. • Outlook: Based on provisional data, the industry reflects a strong recovery phase, contributing to national economic diversification and infrastructure development. ---

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📈 Colombo Inflation Ticks Up to 2.3% in January 2026

Sri Lanka's consumer prices saw a slight uptick at the start of the year, driven primarily by rising costs in the food sector. • Overall Inflation: The Headline Inflation (CCPI) rose to 2.3% on a Year-on-Year (YoY) basis in January 2026, up from 2.1% in December 2025. • Food Sector: Inflation in the Food Group increased to 3.3% in January 2026, compared to 3.0% in the previous month, reflecting upward pressure on essential commodities. • Non-Food Sector: The Non-Food Group remained stable, with inflation holding steady at 1.8% YoY, unchanged from December 2025. Based on provisional data from the Department of Census and Statistics.

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## FDI Strategy: High Reforms vs. Tax Holidays? 📈

The Sri Lankan government and BOI present a multi-pronged, yet contrasting strategy to boost Foreign Direct Investment (FDI) as global competition intensifies. • Key Targets & Performance 2026 Target: US$ 1.5 Bn - US$ 2.0 Bn. 2025 Realized FDI: Over US$ 1 Bn (provisional), a 72% YoY increase. Top Sectors: Manufacturing (46%), Port Development (26%), and Tourism (11%). Top Sources: Singapore, India, France, Netherlands, and Luxembourg. • Strategic Divergence BOI Stance: Chairman Arjuna Herath emphasizes hard structural reforms (lower costs, institutional efficiency) over "concession-heavy" regimes the state cannot afford. Ministry Pitch: Deputy Minister Chathuranga Abeysinghe is offering tax holidays of up to 15 years to attract UAE investors. Port City: Positioned as a services-led hub for financial services, IT & digital exports, and logistics. It recently secured a US$ 300 Mn FDI commitment for Phase II. • Critical Challenges Execution Gap: Critics warn that "strategy without execution is hallucination," citing the need for targeted campaigns rather than general pageantry. Infrastructure: Success depends on reliable electricity and global connectivity to compete with regional hubs like the UAE (which drew US$ 45 Bn in 2025).

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Cyclone "Ditwah" Economic Impact Limited: Ceylon Chamber 📈

The Ceylon Chamber of Commerce reports a moderate economic impact following the recent cyclone, with core sectors recovering within two months. While the World Bank estimates total damages at US$ 4.1 Bn (4% of GDP), domestic indicators show rapid resilience. • Sector Recoveries & Highlights: • Agriculture: Impact lower than feared; 10% of land fully damaged. Operations have returned to normal with no sustained food inflation or scarcity. • Tourism: Short-term arrivals dipped 5-10% post-cyclone but January 2026 data shows a 10% YoY increase. City hotel occupancy is projected to exceed 70% this month. • Banking: Minimal exposure with only ~1% of loan portfolios affected. • ICT/BPM: Sector earned an estimated US$ 1.65 Bn in 2025; remains a key growth pillar for 2026. • 2026 Growth Drivers: • Construction: Expected to rebound via post-cyclone reconstruction, Port City developments, and resumed infrastructure projects. • Exports: Apparel & textiles and other export sectors saw temporary shutdowns, but December 2025 data suggests no material long-term impact on orders. • Consumption: Supermarket volumes have already returned to pre-cyclone levels, signaling robust domestic demand. • Strategic Outlook: India remains the top source market for tourism. Growth in 2026 will hinge on hotel refurbishments and the entry of international brands to drive higher per-visitor spending.

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## IMF Chief to Visit Colombo: Solidifying Post-Disaster Support 📈

International Monetary Fund (IMF) Managing Director Kristalina Georgieva will visit Sri Lanka next month to review progress under the US$ 2.9 Bn Extended Fund Facility (EFF) and express solidarity following the devastating impact of Cyclone Ditwah. ### Key Visit Objectives • Program Review: Assessment of the "success of the program" following the completion of the 5th review (deferred to early 2026 due to the disaster). • Disaster Solidarity: Reaffirming support after a 20% land area inundation that caused an estimated US$ 6-7 Bn in recovery needs. • Governance Focus: Acknowledging strong public appreciation for the government's governance reforms and anti-corruption efforts. ### Economic Context & Performance • Growth Rebound: GDP growth reached 5.0% in 2024 and 4.8% in H1 2025, though agriculture and tourism face short-term headwinds from recent flooding. • Fiscal Gains: Tax revenue more than doubled from 7.3% to 14.8% of GDP; inflation dropped from 70% to approximately 2-3%. • Emergency Funding: The IMF recently disbursed US$ 206 Mn via the Rapid Financing Instrument (RFI) to address urgent balance-of-payments needs. ### Outlook for 2026 • 6th Tranche: Discussions for the next US$ 330 Mn disbursement are set to resume in March 2026. • Infrastructure: Focus on restoring roads and rural livelihoods, supported by a LKR 500 Bn (approx. 1.4% of GDP) supplementary budget allocation. _Note: Data based on provisional IMF mission assessments and 2026 budget projections._

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📈 EDB Finalizes National Export Development Plan 2025–2029

The Sri Lanka Export Development Board (EDB), supported by the Asian Development Bank (ADB), concluded validation workshops for the National Export Development Plan (NEDP) 2025–2029. This roadmap aims to reposition exports as a primary growth engine, targeting US$ 18 Bn in earnings for 2025 and a long-term goal of US$ 36 Bn by 2030. • Core Objectives The draft plan focuses on three pillars: enhancing trade competitiveness, expanding regional/global market linkages, and driving sustainable, export-led growth. • Six Strategic Focus Areas 1. Logistics & integrated hub operations. 2. Trade facilitation & digitalization (e.g., National Single Window). 3. Trade finance & investment. 4. Trade promotion & market linkages. 5. Quality management & ESG compliance. 6. Skills development, entrepreneurship, and innovation. • Sectoral Context The NEDP addresses the current heavy reliance on apparel & textiles (which account for roughly 77% of industrial exports) and tea by prioritizing diversification into ICT/BPM, electrical & electronic components, and high-value agriculture. • Key Targets & Benchmarks • Export-to-GDP Target: Increase from current 19% to 25%. • Growth Rate: Projecting a rise in sector growth from 8% to 10% YoY. • Strategy: Builds on the 2018–2022 National Export Strategy, specifically tackling institutional coordination bottlenecks. _Note: Summary based on EDB and ADB provisional workshop data (Jan 2026)._

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Financial & Investment News

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📈 Equities Outperform Traditional Assets in Sri Lanka

A 5-year analysis ending December 2025 highlights the superior wealth creation potential of equities over fixed income and real estate in the local market. • Market Performance The Colombo Stock Exchange (CSE) ASPI recorded a 5-year CAGR of ~27.28%. Capital invested at end-2020 more than tripled by end-2025. Annual gains: 41.89% (2025), 25.5% (2024), and 49.66% (2023). • Comparative Returns Fixed Income: T-bills and bank deposits averaged ~10% annually, often yielding negative real returns when adjusted for inflation and taxes. Real Estate: Hampered by high transaction costs (8–10%), low liquidity, and rental yields rarely exceeding mid-single digits. Gold: Underperformed productive assets over full cycles; globally, equities (8.1%) outpaced gold (6.7%) from 1990–2025. • Sector & Unit Trust Insights Diversified equity unit trusts saw 5-year CAGRs exceeding 20%. Balanced funds underperformed pure equities due to fixed-income "drag." Equity growth is driven by corporate earnings reinvestment and valuation normalization post-economic crisis. • Key Takeaway While fixed income is essential for liquidity, long-term wealth accumulation in Sri Lanka is most effectively achieved through equities, benefiting from compounding and business growth.

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📈 2026 Financial Outlook: The Rise of the ‘Intentional Consumer’

Sri Lanka enters 2026 with a strategic shift toward financial resilience, as households navigate a "cost of living crunch" despite stable inflation. Amidst a projected GDP growth of 3.2% - 5.0%, consumer behavior is evolving from impulsive spending to "intentional" daily habits to preserve disposable income. • Overall Economic Context • Inflation: Projected to average 2.8% in 2026, remaining below the Central Bank’s 5% target due to subdued demand. • Reserves: Gross Official Reserves reached US$ 6.8 Bn by end-2025, the highest since the crisis. • Exchange Rate: The LKR is under pressure, with forecasts around Rs. 307.8 per US$, raising the cost of essential imports. • Key Consumer Trends for 2026 • Loud Budgeting: A shift toward vocalizing financial boundaries, reducing the social pressure to spend and fostering shared financial values. • Micro-Saving: Adoption of "round-up" resolutions to the nearest Rupee on digital transactions—a modern "penny jar" for the ICT/BPM enabled economy. • Tactical Retail: Growth in "yellow sticker" shopping and a 24-hour "cooling-off" period for online checkouts to combat retail impulse spending. • Sector Impact • Retail & FMCG: Supermarket markdowns are reducing monthly food bills by up to 30% as price sensitivity peaks. • Banking: Increased focus on micro-savings and digital "Pay by Bank" features to mobilize domestic liquidity. • Apparel & Textiles: High-margin sectors face pressure as Gen Z consumers prioritize value and brand authenticity over fast fashion.

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Investing for Success: The Case for Simplicity 📈

A "Keep It Simple and Smart" (KISS) strategy is recommended for retail investors to achieve long-term goals with minimal stress and decision fatigue. • Investment Strategy: Shift from complex stock-picking to low-cost index funds or target-date funds that automatically adjust risk based on retirement timelines. For 5-10 year goals, high-quality bond index funds or moderate-risk allocation funds are advised. • Economic Context: While the Colombo Stock Exchange (CSE) saw the ASPI gain over 40% in 2025, experts warn against "market timing." Consistent saving is emphasized as more critical than chasing record returns. • Market Performance: The CSE remains a key vehicle for wealth, with the market trading at a P/E of 10.5x. Industrials and Renewable Energy are currently leading growth, though a simple diversified approach helps mitigate volatility. • Psychological Gains: Streamlined portfolios reduce management stress and ensure easier transitions for family inheritance or shared financial management. _Provisional data indicates Sri Lanka's 2026 GDP growth is projected at 4-5% by CBSL, supporting a stable long-term outlook for simplified equity investments._

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NTB Secures US$ 70 Mn IFC Funding for SME Recovery 📈

• Nations Trust Bank (NTB) has secured a US$ 70 million debt financing package from the International Finance Corporation (IFC), marking the first post-crisis multilateral debt transaction in Sri Lanka's financial sector. • Funding Breakdown: • US$ 50 million: Senior unsecured loan. • US$ 20 million: Global Trade Finance Program line. • Target Sectors: • Primary focus on Small and Medium Enterprises (SMEs), particularly women-owned businesses. • Aims to bridge the SME financing gap, which currently exceeds 20% of national GDP. • Economic Impact: • The investment signals a return of international investor confidence in the banking and financial services sector. • Supports national recovery by providing credit access to segments vital for employment and inclusive growth. • Context: Based on provisional data, this is a strategic move to address the credit shortfall for the private sector following the 2022 financial crisis.

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📈 Unit Trust Industry Hits Rs. 587 Bn in 2025

Sri Lanka’s unit trust sector closed 2025 with strong growth, reflecting a significant shift in investor sentiment toward capital appreciation and market-linked products. • Overall Performance: Assets Under Management (AUM) grew 7.8% YoY to reach Rs. 587 Bn. The industry hit a peak of Rs. 613 Bn during the year, managed by 16 companies across 86 funds. • Sector Shifts: While fixed-income holds the largest AUM share, equity-related funds dominated new inflows with Rs. 30 Bn (vs. just Rs. 2 Bn for fixed-income). Open-ended growth (equity) funds saw a massive 79% YoY increase. • Investor Base: Total unit holders reached 143,976, a robust 25.4% YoY increase. The industry added 30,485 new investors in 2025 alone, with a 2.0% monthly growth recorded in December. • Market Trends: Investors moved away from ultra-safe money-market instruments toward medium-term growth, balanced, and sector funds, signaling a rising risk appetite and long-term focus. _Note: Based on provisional industry data for the 2025 calendar year._

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📈 Sri Lanka Investment Outlook: "Very Compelling" Crisis Reset

Hosking Partners, Sri Lanka’s largest foreign capital market investor, highlights a rare investment window as assets trade well below their long-term potential following the economic "reset." • Market Valuation & Opportunity The scale of capital destruction has left established businesses trading below replacement costs. Foreign participation in the CSE fell sharply post-2020, creating significant valuation distortions that favor patient, long-term investors. • Sector Breakdowns • Property & Hotels: Identified as high-recovery sectors due to limited new capacity and depressed valuations. • Banking & Finance: Private credit contracted from 60% to 40% of GDP, while mortgage credit stands at a mere 2.7% of GDP, signaling massive room for expansion. • Construction & Diversified Conglomerates: Core areas where Hosking Partners deployed capital during the crisis. • Key Economic Indicators • Market Cap: Declined by ~70% in US$ terms during the downturn, allowing for acquisitions at fractions of rebuild costs. • Portfolio Growth: Hosking’s holdings have more than doubled since early 2023, aided by lower inflation and currency appreciation. • Strategic Outlook Sustained progress depends on disciplined fiscal policy and domestic bond market development. Sri Lanka is positioned to benefit from capital scarcity and potential economic integration with India, contrasting with "overcrowded" global tech themes.

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📈 WealthTrust Securities Surges 167% in CSE Debut

WealthTrust Securities Limited (WLTH.N0000) marked a stellar entry into the equity market today, with its share price skyrocketing on the first day of trading. • Market Performance: The share closed at Rs 18.70, a massive 167.14% increase (up Rs 11.7) from its IPO price of Rs 7.00. • IPO Recap: The initial offer on 17th December 2025 was oversubscribed, raising LKR 500.84 Mn through the issuance of 71.54 Mn ordinary voting shares. • Strategic Shift: Known as a leading primary dealer in government debt, this listing on the Diri Savi Board signals a major move to diversify into the equity market. • Financial Standing: The company holds an "A- (Positive)" rating from the Lanka Rating Agency. • Broader Context: This debut follows a record-breaking 2025 for the CSE, which saw 24 new listings and ended the year with a market cap of Rs 8.068 Tn. Diversification into the equity market is expected to leverage the firm's expertise in treasury bonds to deliver enhanced value to its new shareholder base.

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### Building Resilient Portfolios: Strategy for Growth 📈

A robust investment strategy requires shifting from single-share ownership to diversified portfolios to mitigate macro and company-specific risks. • Risk Framework Risk is categorized into four tiers: Country risk (macro shocks), Market risk (inflation/interest rates), Sector risk (industry-level plunges, e.g., tourism), and Company risk (governance or debt issues). • Asset Class Breakdown • Equities: Vital for long-term wealth. Export-oriented stocks offer a natural currency hedge for the Sri Lankan context. • Fixed Income: Bonds, Treasury Bills, and corporate debentures provide stable, predictable income backbones. • Cash/Alternatives: Money market funds offer liquidity (optionality), while real estate and gold act as inflation buffers. • Life-Stage Allocation • Growth Phase: Younger investors may lean toward 70% equities, 20% fixed income, and 10% cash/alternatives. • Stability Phase: Retirees should prioritize capital protection, shifting toward 60% fixed income and 30% equities. • Key Takeaway Resilience is built through diversification across apparel, banking, and consumer staples to offset concentration risk. Discipline and periodic rebalancing are more critical than market timing.

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📈 WealthTrust Securities Debuts on CSE Diri Savi Board

Shares of WealthTrust Securities Ltd (WTS) officially commence trading on the Colombo Stock Exchange (CSE) today, Jan 7, 2026, following a highly successful Initial Public Offering (IPO). • IPO Highlights: The issue offered 71,548,244 ordinary voting shares at Rs. 7.00 per share, successfully raising approximately Rs. 500.8 Mn. • Investor Demand: The IPO saw exceptional interest, being oversubscribed by 14.9 times within minutes of opening. It attracted over 10,000 applications across all investor categories. • Market Entry: WTS will trade under the ticker symbol “WLTH-N-0000” on the Diri Savi Board. • Strategic Use of Funds: Proceeds are earmarked to bolster the company’s core capital base. This expansion aims to mitigate interest-rate risks and scale its Government securities trading portfolios. • Sector Role: As a licensed Primary Dealer and debt stockbroker/dealer, WTS is a key intermediary in Sri Lanka’s capital markets, specializing in the trading and distribution of government debt.

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Market News **Next Step:**

📈 Gold Rallies Near US$ 5,600/oz Amid Global Tensions

Global precious metal prices hit unprecedented highs on Thursday as safe-haven demand intensified due to geopolitical uncertainty and economic shifts. • Overall Market Figures • Gold: Surged to a record US$ 5,591.61/oz, gaining over 10% this week. • Silver: Reached a peak of US$ 119.34/oz, up 60% year-to-date. • Platinum: Rose to US$ 2,723.40/oz, following a record high earlier in the week. • Local Impact & Prices • 24-Carat Gold: Trading at approximately Rs. 456,850 per 8 grams (pawn) in Sri Lanka, reflecting the global surge. • 22-Carat Gold: Priced at roughly Rs. 418,850 per 8 grams (pawn), a significant jump driven by currency factors and global demand. • Domestic Market: Local prices in the Colombo Pettah market have increased by roughly Rs. 12,000 per sovereign recently. • Key Drivers • Geopolitical friction between the U.S. and Iran and a splintering global trade system. • Central bank buying and the U.S. Fed’s decision to keep interest rates unchanged. • Significant portfolio allocations to physical gold by large institutional entities like Tether (10%–15%). • Sector & Industrial Risks • Apparel & Textiles and ICT/BPM: While gold acts as a hedge for inflation, the soaring price of silver (up 60%) poses a direct cost threat to the tech sector and green energy components. • Investment: Analysts suggest the "parabolic" rally may lead to a brief pullback, though fundamentals remain supportive for 2026.

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**Corporate News** ### Reasoning: While the news mentions a "wealth management business," the core of the announcement is a **corporate development** regarding Sampath Bank's structure and strategy. * **Corporate Strategy & Governance:** The decision was made by the **Board of Directors** and involves the creation/utilization of a **wholly owned subsidiary**, which is a significant change in corporate structure and strategy. * **Regulatory Clearance for Entities:** The focus is on the bank obtaining **regulatory approval** (CBSL and SEC) to operate a new business entity, rather than the launch of a specific consumer-facing product or the details of the service itself. * **Business Expansion:** Under the categorization guidelines, significant structural moves like establishing subsidiaries for new business segments fall under **Corporate News**, as they relate to how the corporation is managed and its long-term strategic direction.

To categorize this news article, I have analyzed the text based on its primary theme, entities involved, and the nature of the information provided. ### Reasoning Process: 1. **Main Subject:** The text discusses the intersection of **Artificial Intelligence** and **Taxation**, specifically how large corporations are using predictive technology to anticipate tax enforcement and legal shifts. 2. **Core Theme:** While it mentions AI (technology) and corporate strategy, the central focus is on **revenue mobilization**, **government tax policy**, **fiscal stability**, and the **macroeconomic risk** posed to state budgets (specifically mentioning the context of Sri Lanka's recovery). 3. **Category Evaluation:** * *Corporate News* is secondary, as the focus isn't on a specific company's earnings or merger. * *Regulatory & Policy News* is a strong contender because it discusses compliance and tax laws, but the article frames these as drivers of broad economic outcomes. * **Economic News** is the best fit because the article's ultimate concern is **National Revenue**, **GDP impact**, **fiscal policy**, and the **long-term stability of the economy** in the face of shifting taxpayer behavior. The mention of tax as a primary source of government funding for public services (healthcare, education) aligns directly with macroeconomic indicators and fiscal health. --- **Economic News**

📈 Future of Revenue: The Rise of Predictive Taxpayers

Artificial Intelligence is fundamentally shifting global taxation from a backward-looking system to one driven by future probability. Large corporations are now using predictive tools to anticipate tax enforcement, potentially undermining long-term revenue stability through "legal anticipation." • Key Shift in Compliance The traditional model of reacting to audits is being replaced by AI-driven forecasting. Firms now adjust investments and business structures based on predicted shifts in policy, public opinion, and enforcement trends before new laws are even passed. • Risks to the National Economy • Revenue Erosion: Assets and supply chains may be relocated as soon as reforms are hinted at, shrinking the tax base before legislation takes effect. • The Fairness Gap: A "two-speed" system is emerging. Large multinationals use expensive AI to navigate risks, while SMEs and individual taxpayers remain reactive, potentially eroding public trust in tax fairness. • Forecasting Instability: Historical data is becoming less reliable for state revenue projections as taxpayer behavior shifts based on rumors and signals. • Strategic Outlook for Sri Lanka While the domestic administration remains largely reactive, multinationals in Sri Lanka already utilize global predictive systems. To protect domestic revenue needed for recovery, the state must: • Develop institutional AI tools to identify avoidance patterns early. • Ensure clear, timely legislation to reduce speculative planning. • Strengthen international data-sharing to track cross-border tax shifts.

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Global & International Business **

Sri Lanka Faces New Tariff Threats Amid Shift to Asia 📈

Sri Lanka is navigating a precarious trade landscape as new 25% US tariffs target nations trading with Iran. The government is responding by fast-tracking trade diversification into Asian markets to mitigate dependency on traditional Western partners. • New Trade Risks & Tariffs The US has announced an immediate 25% tariff on countries doing business with Iran, threatening Sri Lanka’s single largest export market (approx. 25% of total exports). This follows a previously negotiated 20% tariff "shock" from early 2025, creating a potential double-blow for the apparel & textiles and tea sectors. Tea prices have already dipped at recent auctions due to the collapse of the Iranian Rial and heightening geopolitical pressure. • Sectoral Impacts & Diversification Tea: Iran remains a top 10 buyer; the industry faces severe risks if food exemptions are not clarified. Apparel & Textiles: High reliance on the US (US$ 3 Bn annual revenue) necessitates urgent market shifts. ICT/BPM: While services exports rose 2.79% in 2025, legal trade agreements (GATS+) are viewed as essential to protect private investors from "deal culture" risks. • Strategic Pivot to Asia Sri Lanka is prioritizing FTA negotiations with India, China, and ASEAN members (Thailand, Vietnam) to reduce "distant market" logistics costs. A specialist ministerial committee is currently reviewing all existing pacts to eliminate para-tariffs and streamline trade facilitation.

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The news article discusses the post-crisis economic growth strategy of Sri Lanka, specifically focusing on its bilateral partnership with India. It covers various facets of this cooperation, including tourism, remittances, maritime logistics, digital public infrastructure (UPI payments), and energy connectivity (power grid interconnection). The central theme is the strategic economic and trade relationship between two nations to drive long-term competitiveness and resilience. **Global & International Business**

📈 India-Sri Lanka Strategic Growth & Recovery Update 2026

Sri Lanka enters 2026 navigating a recovery path challenged by the US$ 4.1 Bn damage caused by Cyclone Ditwah. The economic strategy shifts from emergency stabilization to long-term competitiveness through deep integration with India. • Economic Context & Resilience The economy is rebuilding post-crisis, with the World Bank estimating climate-related losses at US$ 4.1 Bn. Growth focus has moved toward export diversification, productivity, and strengthening regional linkages to buffer against future macro shocks. • Sectoral Drivers & India Partnership Tourism: India remains a core short-haul market. Strategies include the extended free-visa regime and upgrading local supply chains to reduce import leakage. Logistics & Transshipment: Colombo Port continues its role as a vital hub for Indian cargo. Expansion into the blue economy (shipping, fisheries, offshore energy) is a priority. Remittances: Acting as a steady stabilizer, efforts are underway to channel these inflows into housing finance and small business credit. • Connectivity & Digital Integration Payments: Interoperability via PhonePe and LankaPay (UPI/LankaQR) is boosting the local multiplier of Indian spending. Energy: Progress on the India-Sri Lanka power grid interconnection aims to lower industrial power costs and support renewable energy trade. Physical Links: Financial support for the Nagapattinam-Kankesanthurai ferry enhances business travel and regional trade. • Production Integration Opportunities Sri Lanka is positioning to host stages of Indian value chains in apparel inputs, rubber-based products, pharmaceuticals, and ICT/BPM, leveraging its port connectivity and skilled workforce.

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### **Politics & Government Impact** **Reasoning:** The article focuses on the institutional failures and governance choices surrounding disaster management in Sri Lanka. It identifies a "recurring weakness" in the country's **institutional competence**, **political courage**, and **command structures**. While the catalyst is a natural disaster (Cyclone Ditwah), the core of the text is a critique of **government policy** and a call for **legislative reform** and **political leadership** to empower a technically led command structure under the Ministry of Disaster Management. Since the primary focus is on how political stability, policy shifts, and public governance impact the country's ability to mitigate risks, it falls best under **Politics & Government Impact**.

📈 Sri Lanka Flood Risk: Urgency for Institutional Reform

Following Cyclone Ditwah in late 2025—which caused an estimated US$ 4.1 Bn in direct damages (~4% of GDP)—Sri Lanka faces a critical need to transition from reactive disaster response to proactive risk management. • Economic Impact & Sectors Agriculture suffered US$ 814 Mn in losses, threatening food security and rural livelihoods. Physical infrastructure damage totaled US$ 1.74 Bn, disrupting apparel & textiles logistics and general commerce. The cyclone is expected to trim real GDP growth by 0.5%–0.7%. • Institutional Weaknesses Despite high technical competence in meteorology and hydrology, the absence of an empowered command structure leads to "decision paralysis." Current fragmented responsibility delays critical actions like pre-emptive reservoir water releases. • Proposed Strategic Shift • Command Structure: Establish a technically-led unit under the Ministry of Disaster Management with legal authority to regulate water levels before forecasted extremes. • Technical Integration: Leverage basin-scale modeling and university partnerships for "war-gaming" rainfall scenarios. • Urban Resilience: Prioritize drainage clearance and flood-plain regulations, which are more cost-effective than post-disaster relief. • Fiscal Outlook The government has allocated LKR 30 Bn for 2025 emergency needs, but total recovery costs could reach US$ 7 Bn. While fiscal buffers from a 2025 primary surplus (~Rs. 1.94 Tn) provide some relief, climate-induced risks remain a primary threat to long-term economic stability.

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**Corporate News**

Govt to Hold Pre-EOI Meeting for Canwill Holdings Divestiture 📈

The Ministry of Finance has scheduled a virtual pre-Expression of Interest (EOI) meeting for 21 January 2026 to facilitate the 100% divestiture of Canwill Holdings Ltd, the parent entity behind the stalled Grand Hyatt Colombo project. • Transaction Details: The divestment follows a two-stage competitive process targeting local and international investors. The deadline for EOI submissions is set for 16 February 2026. Non-attendance at the virtual meeting will not disqualify potential bidders. • Asset Profile: - Sinolanka Hotels & Spa: Developing a 47-storey hotel in Colombo 3 with 458 rooms and 100 serviced apartments. The structure is largely complete but requires an estimated US$ 120 Mn (Rs. 36 Bn) for completion. - Helanco Hotels & Spa: Holds 9.42 acres of beachfront land in Hambantota, originally intended for a Hyatt Regency. • Financial & Sector Context: Canwill Holdings received Rs. 18.5 Bn in equity from the Sri Lanka Insurance Corporation (46%), Litro Gas, and the Employees’ Provident Fund (EPF). The move is a critical part of the national SOE reform program to reduce state exposure in the hospitality & tourism sector and unlock private capital for stalled mega-projects. • Historical Background: A 2015 forensic audit revealed major irregularities and cost overruns. A previous divestiture attempt in 2024 saw interest from six firms, primarily from India, but the process has now been revived under fresh guidelines.

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**Politics & Government Impact**

US Doubles Aid for Cyclone Ditwah Recovery to US$ 4 Mn 📈

The U.S. Embassy has announced an additional US$ 2 million in humanitarian assistance to support Sri Lanka’s recovery from Cyclone Ditwah. This follows an initial US$ 2 million grant released in December 2025, bringing total U.S. disaster aid to US$ 4 million. • Key Highlights: • Total Assistance: US$ 4.0 Mn (Doubled from initial commitment). • Impact Area: Targeted relief for Ampara, Badulla, Gampaha, Kegalle, Puttalam, Ratnapura, and Central Province estate communities. • Economic Recovery: Focus on restoring basic infrastructure, small-scale irrigation, and reviving local food production to stabilize rural livelihoods. • Sector Breakdown: • Food Security: Emergency nutrition for mothers/children and essential food items via the World Food Programme (WFP). • Livelihoods: Support for families to resume economic activity and local production. • Infrastructure: Improving drainage and flood-mitigation (e.g., polysacks for sandbagging) to protect SMEs and housing. • Context: The assistance aims to mitigate the disruption caused by Cyclone Ditwah, which impacted all 25 districts and estimated total damages at US$ 4.1 billion (approx. 4% of GDP). The aid is being implemented through trusted partners like World Vision and the WFP to ensure accountability.

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📈 Concerns Rise Over SL-Israel Diplomatic and Labour Expansion

A group of 100 activists, including academics and clergy, has formally condemned the National People’s Power (NPP) government for expanding ties with Israel. They describe the move as a "moral failure" and a reversal of the administration's prior stance on Palestinian rights. • Labour & Employment Highlights • A new Memorandum of Understanding (MoU) was signed on 22 December 2025 by Deputy Minister Arun Hemachandra to facilitate recruitment in the service sector (Protocol 'G'). • This follows existing agreements for agriculture, construction, and caregiving jobs, intended to replace Palestinian labour. • Data shows 6,092 workers secured jobs in Israel's construction sector by March 2025, with 1,018 departures recorded early that year. • Tourism & Diplomacy • Activists criticized the visa fee waiver for Israeli tourists, which includes IDF soldiers on vacation. • The government defended these "readily available economic incentives" as part of a strategy to reach 3 Mn visitors and US$ 5.00 Bn in revenue for 2025. • The delegation's refusal to meet Palestinian Authority representatives in the West Bank was cited as a shift from Sri Lanka's historic non-alignment policy. • Economic Context • The shift is driven by the need for foreign exchange and remittances following the 2022-2023 crisis. • While total foreign employment departures saw a marginal decline in 2025, Israel remains a growing niche market for Sri Lankan labour. _Summary based on activists' letter and provisional 2025/2026 economic data._

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Bangladesh Bans IPL Broadcast Amid Growing Tensions 📈

The Bangladesh Government has indefinitely banned the broadcast and streaming of the Indian Premier League (IPL) 2026. The move marks a significant escalation in diplomatic and sporting friction between the two South Asian neighbors. • Core Dispute: The ban was triggered by the BCCI directing the Kolkata Knight Riders to drop Bangladeshi pacer Mustafizur Rahman. Bangladesh’s Ministry of Information described the "unceremonious" removal as a move that "defied logic" and "aggrieved" the public. • Economic Impact: • Experts estimate the broadcasting ban will have a negligible impact on the IPL's core revenue (less than 2%), as media rights are contractually locked through 2027. • Local Bangladeshi broadcasters and ad agencies face the sharpest losses due to the sudden removal of regional ad inventory. • Major advertisers like Mahindra, Flipkart, and Godrej may see reduced regional reach, though most FMCG giants have already streamlined operations. • T20 World Cup Standoff: • The Bangladesh Cricket Board (BCB) has refused to travel to India for next month’s T20 World Cup, citing "safety and security" concerns. • The BCB formally requested the ICC to relocate its matches to Sri Lanka, the tournament's co-host. • Provisional Update: Reports indicate the ICC has rejected the relocation request, informing Bangladesh they must play in India or risk forfeiting points.

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**Economic News** ### Reasoning: 1. **Core Focus**: The article addresses Sri Lanka's macroeconomic stability, specifically focusing on the **foreign exchange (FX) reserves** and the **balance of payments** under pressure from vehicle imports. 2. **Macroeconomic Indicators**: It discusses the depreciation of the rupee, inflation, and the necessity of meeting **IMF targets** and debt restructuring obligations. 3. **Policy Proposals**: The central theme is a national-level policy recommendation—the "re-exporting of used vehicles"—designed to generate foreign currency and stabilize the exchange rate, which falls under **fiscal and monetary policy** strategies rather than simple industry updates or corporate events. 4. **Dominant Theme**: While it involves the automotive sector, the primary "action" and "impact" described are economic in nature (safeguarding the financial system and managing national reserves), making **Economic News** the most accurate fit.

Strategy to Ease FX Burden via Used Vehicle Re-Exports 📈

Sri Lanka is exploring a disciplined framework for re-exporting used vehicles to stabilize the rupee, which has recently depreciated by nearly 6% due to post-cyclone recovery and a surge in imports. • Overall Figures & FX Impact Vehicle imports cost over US$ 1.5 Bn in foreign exchange following the relaxation of restrictions. The proposal targets the global re-export market of 1.6 million annual shipments to ease pressure on reserves before 2028 debt repayments. A strict 60-day rule would require all FX earnings from re-exports to be repatriated via local banks. • Sector & Market Breakdowns Target Markets: High demand identified in Africa (Nigeria, Kenya, Ghana, Tanzania), South Asia, and the Middle East. Niche Opportunity: Focus on durable Japanese brands and providing refurbishment services for neighboring countries like the Maldives. Industry Growth: Expected stimulus for logistics, shipping, inspection & certification, and technical training through Public-Private Partnerships (PPPs). • Strategic Roadmap Short-term (2026-2027): Establish a Vehicle Re-Export Authority and pilot exports to Africa. Medium-term (2028-2035): Expand into dismantling and parts resale; align with IMF reserve targets. Long-term (2035+): Transition to EV and hybrid re-exports to become a regional green mobility hub. • Key Benefits Earns FX beyond traditional exports like tea or apparel. Modernizes the national fleet by phasing out high-emission vehicles. Protects the finance and banking sector by maintaining stable domestic vehicle valuations.

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**Economic News** ### **Reasoning:** 1. **Analyze the News Text:** The article discusses a report by Verité Research regarding the financing of a Rs. 500 billion supplementary budget for disaster recovery in Sri Lanka. 2. **Identify Key Elements:** * **Main Subject:** National fiscal space, debt-to-GDP ratios, and government budget deficits. * **Actions:** Proposed "non-debt" financing options like **solidarity taxes** (surcharges on high income/corporate profits) and **excise duty hikes** on cigarettes. * **Impacts:** Macroeconomic stability, inflation's effect on nominal GDP, and adherence to the **Public Finance Management Act**. 3. **Compare Against Categories:** * While it mentions taxes, it does so in the context of **fiscal policy** and **macroeconomic indicators** (GDP, debt sustainability). * It is not "Corporate News" because it focuses on the national economy rather than a specific company's earnings. * It is not "Politics & Government Impact" because the core of the report is a technical economic analysis of debt dynamics and fiscal revenue tools, rather than political stability or election-driven policy. 4. **Selection:** Category 3 (**Economic News**) is the best fit as it explicitly covers "Fiscal policy and government budgets" and "Macroeconomic indicators (GDP, inflation)."