Stocks in News & Key Economic Updates 14th October 2025 by GEPL Capital
Stocks in News
* KEC INTERNATIONAL: The company secured orders worth Rs.1,174 crore for transmission and distribution projects across India and the Middle East.
* OIL INDIA: The company entered a 15-year agreement with NEEPCO to ensure continued gas supply to its Bokuloni power plant in Assam.
* KFIN TECHNOLOGIES: The company, through its Singapore arm, completed the initial transaction and signed a definitive agreement to acquire a 51% stake in Ascent Fund Services (Singapore) Pte.
* LT FOODS: The company signed a share purchase agreement with Global Green International N.V. to acquire three entities through LT Foods Europe Holdings or its subsidiaries.
* MARICO: The company received the winding-up order for its arm, MBL Industries, which was voluntarily liquidated effective September 18.
* RBL BANK: Emirates NBD will acquire a ~60% stake in Thea Bank for ~$3 billion via fresh equity, according to sources.
* EICHER MOTORS: Mario Alvisi, Chief Growth Officer of Electric Vehicles, resigns as the company merges EV brand and commercial teams with its core commercial and brand divisions.
* AEGIS VOPAK TERMINAL: The company's board will consider a private placement of NCDs for fundraising on October 16.
* LLOYDS ENGINEERING: The company signed an MOU with Poland’s Flyfocus to develop advanced FPV drones for the defense sector.
* LODHA DEVELOPER: The company acquires nearly 8.37 acres land in Bengaluru via acquiring 100% stake in Chaitanya Bilva.
Economic News
* US trade talks may be cracking India’s opposition to GM crops: India is reconsidering its long-standing ban on genetically modified food crops. This shift could open doors for agricultural trade with the United States. A Supreme Court ruling on GM rapeseed is anticipated. Proponents believe this technology can boost farm productivity and reduce import reliance. Opposition from farmer groups remains a significant factor.
Global News
* U.S. consumer confidence steady amid shutdown, inflation worries persist: U.S. President Trump’s threat of 100% tariffs on Chinese imports, set for November 1, has rattled retailers and trade experts, who warn of higher prices and weaker demand just as the crucial holiday season begins. While some firms may accelerate shipments to beat the deadline, duties could still hit upon arrival, causing supply-chain disruptions. The ongoing U.S.-China trade tensions have already raised costs for goods from clothes to electronics, adding volatility that retailers struggle to manage. Most holiday inventory is already in the U.S., shielding this season, but sustained escalation could push prices higher next year. Retail stocks, including Abercrombie, Best Buy, and Nike, dipped after Trump’s remarks, though he later downplayed concerns. Analysts note this holiday season will test the effectiveness of companies’ diversification strategies amid tariff uncertainty, with retailers giving mixed forecasts Target and Best Buy holding, Walmart and Macy’s raising, and Mattel lowering expectations.
Government Security Market:
* The Inter-bank call money rate traded in the range of 4.75%- 5.60% on Monday ended at 5.24% .
* The 10 year benchmark (6.33% GS 2035) closed at 6.5198% on Monday Vs 6.5370% on Friday .
Global Debt Market:
US Treasury futures are slightly lower on Monday, but the path for US bonds is higher in the weeks ahead. The US economy is in a weaker position than it was around Liberation Day, with more job losses expected amid the government shutdown (h/t Valerie Tytel), so bonds are looking more like a haven now. Moreover, the Federal Reserve is showing it is more focused on risks to employment than the inflation outlook. Two-year Treasury yields are on a path which is set to fully price for a Fed rate around 3%. The spillover from that could trigger a grab for longerdated bonds to lock in higher rates, flattening the curve in the process. Meanwhile, US equities aren’t far from record levels going into a quarterly earnings season where it will be tough for companies to meet high expectations, especially around AI themes. All the more reason for investors to stick with Treasuries in the near term.
10 Year Benchmark Technical View :
The 10 year Benchmark (6.33% GS 2035) yield likely to move in the range of 6.51% to 6.5250% level on Tuesday.
SEBI Registration number is INH000000081.
Please refer disclaimer at https://geplcapital.com/term-disclaimer
