Business and Market News – Top Headlines & Key Events to Watch

Good morning! Here’s your India Business Morning Brief for October 15, 2025. From Google’s massive investment plans to Infosys’ landmark overseas deal and fresh inflation data. it’s a packed day for business watchers. Let’s dive in.

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Top Headlines

Google to invest $15 billion in Visakhapatnam AI Hub

Google to invest $15 billion in Visakhapatnam AI Hub Google is going to invest $15 billion over five years to develop its first large-scale AI hub in India, Visakhapatnam, Andhra Pradesh.

The hub will comprise several data centres, a cloud infrastructure park, and AI research arms meant to assist Google’s services and third-party developers as well. Google plans to start construction in Q1 2026, with the first phase going live in late 2027.

This will likely create 20,000 jobs related to data engineering, cybersecurity, facility management, and a few other support sectors. Experts say this investment will boost India’s position as an AI development hub in Asia.

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Infosys bags ₹1.3 lakh crore NHS deal in the UK

Infosys has won a £1.2 billion (~₹1.3 lakh crore / $1.59 billion), 15-year deal to overhaul the UK National Health Service’s staff record system.

The deal covers digital workforce management for 1.9 million NHS employees. Infosys will provide cloud infrastructure, automation tools, and advanced HR tech solutions.

This is one of Infosys’ largest overseas contracts in recent years, strengthening its European business pipeline and potentially boosting its Q4 and FY26 revenue guidance.

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Wholesale Inflation at 0.13% in September

India’s Wholesale Price Index (WPI) rose 0.13% year-on-year in September, easing from 0.52% in August.

A big reason for this moderation in inflation is a 24.3% drop in the price of vegetables. Overall food articles fell by 1.9%. A near 4% decrease in the price of fuel and power contributed as well.

There has been soft wholesale inflation for 6 consecutive months. There is stability in cost for producers. Adding to this, the recently released retail inflation of 1.54% enables the RBI to have more leeway for policy in the upcoming quarters.

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Foxconn announces ₹15,000 crore investment in Tamil Nadu

Foxconn new investment of ₹15,000 crore in Tamil Nadu is to AI components, advanced manufacturing, and R&D expansion.

The new facilities will be set up near Sriperumbudur, creating an estimated 14,000 engineering and manufacturing jobs. A state government–industry meet is scheduled later today to outline timelines for plant construction and local sourcing policies.

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India to resume postal services to USA from today

The new system will collect customs duties upfront at the time of booking and remit them directly to U.S. authorities.

This will lower delays for exporters, SMEs, and individuals using cheaper post for shipments.

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Market Snapshot (October 14, 2025)

Indian markets continued to bear losses for the 2nd consecutive day on Tuesday

• The Sensex ended down 297 points (-0.36%), closing at 82,029.98.

• The Nifty50 fell by 81.85 points (-0.32%), closing at 25,145.50.

• Mid-cap and small-cap indices also fell more steeply, most striking the 0.8 – 0.9% range.

Key loosers included Bajaj Finance, TCS, Bharat Electronics, and Tata Steel. Weak global cues and mixed domestic signals dorve the investor sentiment.

Crude oil prices lost consistency as the balance of the rupee became weak and crude oil prices lost consistency and increased uncertainty for sectors with high imports.

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Corporate & Policy Watch — October 15

Its a busy day today, Several corporate updates and policy events have been set for today:

• At 10:30 AM IST, a presser with the AP government officials and Google’s AI Hub announcement most likely leads to a Google presser focused on AI Hub and provides guidance on timelines and regulatory approvals.

• Infosys will likely have a presser at 12:00 PM IST on the roadmap and revenue implications of the NHS contract.

• At 3:00 PM IST, the signing of the Tamil Nadu-Foxconn investment MoU will take place in Chennai. The state ministers and company executives will attend.

• The WPI print and subsequent bond market activity will have analysts and economists estimating RBI policy directions.

• Analysts are expecting Q2 earnings for the tech, banking, and auto sectors today.

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Today’s Business Calendar — October 15, 2025

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Wrap-Up

Big-ticket foreign investments, business innovations, and stable macro data are all well-represented in today’s briefing. Foxconn’s manufacturing drive and Google’s AI hub highlight how multinational corporations are increasing their bets on India. Inflation data gives policymakers more leeway, and Infosys’ NHS deal adds a powerful international perspective.

These stories will influence market sentiment and longer-term economic trends, so keep an eye on them throughout the day.

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References

• Reuters – Google to invest $15 billion in AI hub in Visakhapatnam

• BSS News – Google to build large AI hub in India

• Reuters – Infosys wins £1.2 billion NHS deal in the UK

• Reuters – India’s wholesale price inflation eases to 0.13% in September

• Hindustan Times – Foxconn announces ₹15,000 crore investment in Tamil Nadu

• PTI News – India to resume postal services to USA from October 15

• Economic Times – Market live blog, October 14, 2025

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