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

Good morning! Welcome to your India Business Morning Brief for October 14, 2025. Below is a mix of top news, key numbers, and events lined up today. Let’s get into it.

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Top Headlines You Shouldn’t Miss

1. Retail inflation drops to 1.54% in September
   India’s consumer price inflation fell sharply to 1.54% year-on-year in September — the lowest in over eight years. 
   This is down from 2.07% in August. 
   Food inflation stayed negative for the fourth straight month, with a –2.28% reading for the food basket.
   These low numbers give the RBI room to consider easing policy later in the year.

2. Tata Capital IPO opens with muted listing
   The Tata Group’s NBFC, Tata Capital, made its stock market debut but with modest response. The shares listed at roughly ₹330 — about 1.2% premium over its issue price of ₹326.
   Its valuation on debut stood at around $15.78 billion (≈ ₹1.4 lakh crore).
   Analysts point to the lack of a steep discount versus peers, and competition from other IPOs (like LG Electronics India) as reasons for lukewarm investor enthusiasm.
   JM Financial has assigned an “Add” rating with a target of ₹360.

3. Global trade tension weighs on sentiment
   Indian markets were under pressure yesterday, largely due to renewed friction between the U.S. and China over tariffs. 
   The Nifty50 fell about 0.36%, and the Sensex declined nearly 0.35%. 
   Mid- and small-cap stocks also took a hit, sliding around 0.4% and 0.2% respectively.

4. Steel sector under stress
   Amidst falling demand and loosening prices, smaller steelmakers have slowed their production. Input costs, however, remain unpredictable, especially for raw materials and energy.

5. IPO wave continues in October
   With estimates of $5 billion worth of IPOs, October is likely to be a strong month for IPOs in India.Attention of investors is likely to be drawn to Tata Capital, LG Electronics India, and other marquee names.

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Market Snapshot (Based on Yesterday’s Moves)

• Indian markets closed in the red: Sensex down ~174 points, Nifty slipped past 25,200.

• Sectors that lagged included IT, FMCG, and auto. Banking and financials held relatively firm.

• The rupee remained under pressure against the dollar, weighed by foreign fund outflows and global uncertainties.

• Crude oil remained volatile, adding to cost concerns for importers and sectors dependent on fuel.

Because you’re writing this before markets open, I’m not including forward forecasts, only facts based on what has already happened.

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Corporate & Policy Spotlight — What to Watch Today

• LG Electronics India is expected to make its stock market listing today, adding another big name to October’s IPO wave.

• Major companies across sectors may release their quarterly earnings later in the day — keep an eye on announcements from financials, automobiles, and tech.

• The government may release more updates on its rare earth stockpiling plan, which is part of the strategic push to reduce dependence on imports.

• Responses from large players or policy changes accommodating medium and small units will be noticed in the steel sector.

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Today’s Business Calendar (October 14, 2025)

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Understanding the Importance of These Trends (In Simple Terms)

• Dealing with low inflation means people are less overwhelmed with the constant increase in prices. If this continues the Reserve Bank of India might reduce interest rates in the future.

• Equity markets are flooded with attention and money when big names in the stock market are listed. Tata capital’s subdued capital market debut proves that just hype is not enough. Valuation and timing are critical too.

• Global conflicts and tariff announcement are keen and important factors that influence the investment patterns in India.

• There is a balance that is expected. In steel and the manufacturing sector there are policies, input, and demand that are sensitive to the raw material.

If you keep track of these threads daily, you’ll see how they link  inflation, interest rates, investor mood, policy – all pushing and pulling each other.

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That wraps up your India Business Morning Brief for October 14, 2025.  I’ll see you with the upcoming Morning Brief tomorrow with how markets moved, winners & losers, and key takeaways. Stay tuned, and feel free to share this with your readers.

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References

• Moneycontrol – India’s retail inflation eases to 1.54% in September

• Reuters – Tata Capital makes muted debut on Indian stock exchanges

• Times of India – India plans rare earth stockpile to counter China curbs

• Economic Times – OP Mobility to invest $300 million in India

• Reuters – India’s small steelmakers cut output as weak demand hits prices

• Business Standard – Stock Market Updates, October 13

• Economic Times – Market Closes Lower Amid Global Trade Tensions

• Financial Times – India’s IPO market set for record October

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