Key Highlights: Stocks in News, Economic & Global Updates 15th October 2026 by GEPL Capital Ltd
Stocks in News
• HYUNDAI MOTORS: The company Inaugurates Manufacturing Unit in Talegaon, Pune. To Invest Up to Rs 11,000 Cr at Pune Plant in Phases. Current Annual Production Capacity at 1.7 Lakh Units; To Expand Capacity to 3.2 Lakh Units by 2030.
• ADANI ENTERPRISES: The company TO gives Rs 324 Cr Dividend to Gujarat Government for FY26, Its Highest-Ever Dividend to the State Government.
• GNG ELECTRONICS: The company sing Pact to Lease Land in UAE's SAIF Zone with Government of Sharjah. SAIF Stands for Sharjah Airport International Free Zone.
• DR REDDY’S LAB: US FDA Issues 3 Observations to Visakhapatnam Unit. US FDA Concludes Inspection at Vizag Manufacturing Unit, Inspected from October 8-9.
• MPHASIS: Income Tax Department Revises Tax Demand to Rs 2,418 Cr from Rs 2,287 Cr. Gets Rectification Order from Bengaluru Tax Body.
• IFGL REFRACTORIES: The company Terminates Marvel JV Agreement After Marvel Did Not Infuse Capital. Company Retains 100% JV Stake.
• ENVIRO INFRA: The company gets EPC Order Worth Rs 228 Cr from Arie Energy for Development of 100 MW Ajani Wind Power Project. Order to Be Executed by July 2027
• SERVOTECH RENEWABLE: Two Company Employees Arrested in Rs 2-2.5 Cr Fraud Probe.
• NLC INDIA: The company arm Wins Bid for Hooghly 50 MW/200 MWh BESS Project.
• LLOYDS METALS: The company to Raise Rs 3,000 Cr via NCDs and $130 Mn via Dollar-Denominated Notes.
• Economic News
• Early crushing to shore up sugar supplies before Diwali: A quarter of Maharashtra's sugar mills will begin operations this week to alleviate sugar shortages before Diwali. Sugar prices have increased by approximately 4% recently due to dwindling supplies and farmer protests. Millers anticipate new sugar reaching markets after October 20, following crushing activities. Farmers are encouraging quicker harvesting of sugarcane due to crop conditions, leading to lower sugar content.
Global News
• IMF warns AI investment slowdown, prolonged Middle East conflict and rising debt could threaten global growth and financial stability.: The IMF has projected global GDP growth at 3.1% in 2026 and 3.4% in 2027, supported by strong AI infrastructure investment, while warning that a prolonged Middle East conflict, elevated oil prices and rising debt levels pose significant risks. If oil prices remain above $130 per barrel through Q1FY28, global growth could decline by 0.5 percentage points in 2027, while a sharp slowdown in AI investment could reduce global GDP by 1.1% by 2028 and US output by 1.8%. The IMF also cautioned that an AI market correction could trigger asset price declines, weaken consumption and trade, and increase financial stability risks. Additionally, rising bond yields and debt-servicing costs could strain government finances, particularly in developing economies, prompting calls for fiscal consolidation and tighter control over public borrowing.
Government Security Market:
* The Inter-bank call money rate traded in the range of 4.85% - 5.85% on Wednesday ended at 5.20% .
* The 10 year benchmark (6.94% GS 2036) closed at 7.3999% on Wednesday Vs 7.3655% on Tuesday
Global Debt Market:
U.S. Treasury yields inched lower on Wednesday as investors awaited the latest consumer price inflation reading, due later in the session. The September consumer price index report will be released later on Wednesday morning. Headline inflation is expected to rise 0.6% on the month and 3.6% on an annual basis, according to economists polled by Dow Jones. The projected annual number shows that price growth is accelerating away from the Federal Reserve’s target inflation rate of 2%. Core inflation, which excludes volatile food and energy prices, is expected to rise 0.2% from August and 2.5% on an annual basis. Deutsche Bank analysts noted Wednesday that the CPI comes just two weeks before the Fed’s next interest rate decision.
10 Year Benchmark Technical View :
The 10 year Benchmark (6.94% GS 2036) yield likely to move in the range of 7.3775% to 7.40% level on Thursday.
SEBI Registration number is INH000000081.
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