Stocks in News & Key Economic Updates 10th November 2025 by GEPL Capital
Stocks in News
* COAL INDIA: Damodar Valley Corporation has partnered with the company to develop a 1,600 MW thermal power project through a joint venture.
* ZYDUS LIFE: The company has received tentative US FDA approval for Olaparib tablets, used in treating ovarian, breast, pancreatic, and prostate cancers.
* HAVELLS INDIA: The company has signed a Rs 130 crore settlement agreement with the HPL Group to resolve disputes over the 'Havells' trademark, with HPL acknowledging the company’s rights to the mark since 1971 and agreeing to cease its use entirely.
* WINDSOR TECH: The company has signed a share purchase agreement to acquire 100% equity of Unitech Workholding for Rs 42 crore and will additionally purchase non-agricultural land in Gujarat for Rs 55 crore.
* CENTRUM ELECTRONIC: The company will acquire Unitech Workholding for Rs 42 crore through a 100% equity purchase and invest Rs 55 crore in nonagricultural land in Gujarat.
* HAL: The company has signed an agreement with US-based General Electric to supply 113 F404-GE-IN20 engines.
* CONTAINER CORPORATION OF INDIA: The company has secured multiple orders totaling Rs 462 crore from Touax Taxmaco Railcar Leasing, TIL, and GATX India.
* PANACEA BIOTECH: The company has filed its statement of defence and counterclaims in response to the case filed by Human Vaccine.
* REC: The company has incorporated two new subsidiaries WR ER Part C Power Transmission and WR ER Part A Power Transmission.
Economic News
* CII urges govt to establish India Development and Strategic Fund to finance growth: Industry lobby CII has urged the government to create a new India Development and Strategic Fund. This professionally managed fund aims to finance India's long-term growth and secure critical economic interests globally. The proposal envisions a substantial corpus by 2047, funded through asset monetisation and equity transfers. It will invest in domestic development and strategic overseas acquisitions.
Global News
* China’s inflation shows early signs of recovery, but weak demand keeps deflation risks alive: China’s producer price deflation eased in Oct while consumer prices turned positive, signaling early signs of stabilization as the government steps up efforts to curb overcapacity and excessive competition. The PPI fell 2.1% year-on-year, slightly better than expectations, while the CPI rose 0.2%, reversing two months of decline. Core inflation climbed to a 20-month high of 1.2%, indicating supply-side measures are beginning to take effect. However, analysts caution that deflationary pressures persist amid weak demand, subdued factory activity, and geopolitical uncertainty. Economists note that stronger demand-side policies may be needed to sustain recovery. Despite modest improvements, China’s economic momentum remains fragile, with Q3 growth at a one-year low and youth unemployment still elevated. Policymakers have so far avoided aggressive monetary easing, relying instead on targeted fiscal support such as 500 billion yuan in policy-based instruments and 200 billion yuan in special local government bonds. While the economy is expected to achieve around 5% growth in 2025, persistent producer deflation and weak exports suggest that the recovery remains uneven.
Government Security Market:
* The Inter-bank call money rate traded in the range of 4.85%- 5.45% on Friday ended at 4.95%.
* The 10 year benchmark (6.33% GS 2035) closed at 6.5142% on Friday Vs 6.5150% on Thursday .
Global Debt Market:
U.S. Treasury yields were higher on Friday as investors continued to face an economic data blackout amid the government shutdown. At 5:12 a.m. ET, the 10-year Treasury yield was more than 1 basis points higher at 4.108%, while the 2-year note yield also added 1 basis point reaching 3.576%. The 30-year bond yield rose 1 basis point to 4.704%. The nonfarm payrolls report would have been slated to be released on Friday by the Bureau of Labor Statistics, but it is unable to do so for the second month in a row as a result of the government shutdown. Economists surveyed by Dow Jones had been expecting the report to show a decline of 60,000 jobs and an increase in the unemployment rate to 4.5%. Investors are instead turning to alternative data sources including a survey from Challenger,Gray & Christmas which revealed a sharp rise in jobs cuts in October, coming in at 153,074 in the period, triple September’s level and climbing 183% monthly. It’s also 175% higher than the same period a year ago. It’s the highest number of layoffs for any October since 2003 while 2025 was the was worst year for announced layoffs since 2009, per the Challenger survey.
10 Year Benchmark Technical View :
The 10 year Benchmark (6.33% GS 2035) yield likely to move in the range of 6.50% to 6.52% level on Monday.
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