Stocks in News & Key Economic Updates 14th Aug 2025 by GEPL Capital
Stocks in News
* SHILPA MEDICARE: The company approved issuing bonus shares in a 1:1 ratio.
* ZYDUSLIFE SCIENCES: The company’s Ahmedabad facility got zero USFDA observations post Aug 11–13 inspection, while its Himachal Pradesh plant received four observations after the Aug 4–13 inspection.
* RVNL: The company secured a Rs.90.6 crore order from Southern Railway to provide a Video Surveillance System.
* PRISM JOHSON: The company signed a cement supply pact with Jabalpur Cement Industries, boosting its Madhya Pradesh capacity from 1.08 MTPA to 1.38 MTPA by September 2025.
* SENORE PHARMA: The company’s US subsidiary will acquire two US FDAapproved ANDA products from Teva Pharmaceuticals USA, funded through IPO proceeds.
* THERMAX: The company will acquire a 23% stake in Thermax Bioenergy Solutions for Rs.16.7 crore.
* JAIN IRRAGITION: The company won a Rs.135 crore order from Maharashtra State Electricity Distribution for 5,438 solar water pumps.
* HDFC BANK: The bank got RBI approval to use its share premium account for issuing bonus shares.
* IRCTC: The company approved initiating winding-up proceedings for its JV, Royale Indian Rail Tours.
* AVENUE SUPERMART: The company opened a new store in Nagpur, taking its total store count to 428.
* REFEX INDUSTRIES: The company secured a Rs.47 crore order to transport pond ash from a Maharashtra-based firm.
Economic News
* Govt to decriminalise 1,000 minor offences, overhaul IP regime: The government will identify 1,000 provisions penalising minor offences for decriminalisation soon. Commerce Minister Piyush Goyal invited stakeholder inputs to simplify intellectual property laws. The initiative aims to make India's IP framework innovation-friendly. Focus is on data exclusivity without patent evergreening. Goyal sees data exclusivity as key to attracting R&D inflows.
Global News
* Australia’s job market rebounds in July, easing jobless rate to 4.2% and tempering rate-cut urgency: Australian employment rebounded in July with a net gain of 24,500 jobs, driven by a 60,500 surge in full-time roles, pulling the jobless rate down to 4.2% from a 3½-year high of 4.3%. Female fulltime jobs rose sharply by 40,000, lifting female participation to a record 63.5%. Hours worked increased 0.3%, while the participation rate edged down to 67.0%. The upbeat labour data eased concerns of a rapid slowdown, reduced urgency for another immediate RBA rate cut after this week’s easing, and lifted the Australian dollar 0.3% to $0.6566. However, policymakers still signal further easing, with markets fully pricing in a November cut to 3.35% if inflation continues to cool from its current 2.7%. Labour demand remains resilient, with vacancies 50% above pre-pandemic levels and just 1.8 unemployed per vacancy. Wage growth stayed stable at 3.4% in Q2, well below its 2023 peak of 4.2%, indicating minimal inflationary pressure.
Government Security Market:
* The Inter-bank call money rate traded in the range of 4.75% - 5.55% on Wednesday ended at 4.95%.
* The 10 year benchmark (6.33% GS 2035) closed at 6.4811% on Wednesday Vs 6.4920% on Tuesday .
Global Debt Market:
U.S. Treasury yields were lower on Wednesday as investors digested the latest inflation data and considered the impact of tariffs on the U.S. economy. At 5:18 a.m., the 10-year Treasury yield was down over three basis points to 4.255%, while the 2-year Treasury yield was over one basis point lower at 3.711%. The 30-year Treasury bond yield was over 4 basis points down to 4.841%.Investors were relieved after July’s inflation reading came in tamer than expected, calming fears that tariffs are not causing prices to accelerate. Traders are now pricing in a nearly 96% chance of a rate cut at the Federal Reserve’s September meeting, according to CME’s FedWatch Tool. “When it comes to analysing the tariff impact, it’s also worth noting that the effective tariff rate has fluctuated significantly in recent months, and hasn’t moved up in a straight line, so that’s also making it trickier to gauge the full impact,” Deutsche Bank analysts said in a note. “So when it comes to the impact on inflation, it may be some time before we get a clear signal, as several tariffs were imposed as recently as August 7, whilst there are potentially more in the pipeline like pharmaceuticals and semiconductors,” they added. The inflation report comes ahead of the Fed’s meeting in Jackson Hole, Wyoming, from Aug. 21-23, and could help shape monetary policy decisions. Investors will now turn their attention to the producer price index on Thursday, which will show how much producers are charging wholesalers or retailers before it reaches the consumer. Other economic data investors will keep an eye out for this week include July’s retail sales data on Friday and the Michigan Consumer Sentiment.
10 Year Benchmark Technical View :
The 10 year Benchmark (6.33% GS 2035) yield likely to move in the range of 6.4750% to 6.50% level on Thursday.
SEBI Registration number is INH000000081.
Please refer disclaimer at https://geplcapital.com/term-disclaimer
