Episodios

  • BL Morning report: October 6, 2025
    Oct 6 2025
    Russia retains top spot in India’s September crude imports In September 2025, India stuck with its preference for heavy middle distillates, sourcing over 75% of its crude from Russia and the Middle East. Russia led with a 34% share, while the Middle East contributed just over 44%. Although Russian imports dipped by over 10% month-on-month, they remain a cost-effective choice for Indian refiners. US pressure is showing some effect, but any cuts to Russian barrels are expected to be minor and mostly symbolic. Meanwhile, imports from the US and Africa stayed limited, as American crude faces logistical and refinery compatibility issues, keeping its growth potential modest. Read more here Stock market outlook: Will Nifty 50, Sensex & Nifty Bank sustain the bounce? Markets recovered last week, easing pressure from the previous fall. Nifty and Sensex rose about 1%, while Nifty Bank gained over 2%, showing strong bullish signals. BSE Metals and PSU sectors led the rally, up nearly 4% and 3%. However, Foreign Portfolio Investors sold Indian equities for the second week, with outflows of $1.15 billion. Nifty faces resistance at 25,500, with support at 24,500, keeping the medium-term bullish outlook intact. Nifty Bank is forming a bullish pattern; a break above 55,850 could push it to 58,000. Sensex support at 80,000 held well, eyeing a rise toward 83,400. Midcaps and Smallcaps remain strong, aiming for higher levels in the coming months. Read more here Cough syrup deaths In Madhya Pradesh’s Chhindwara, 14 children died from suspected kidney failure linked to a toxic cough syrup. Cough syrup Coldrif’s samples taken from Sresan Pharma’s Kanchipuram plant in Tamil Nadu contain contaminants Diethylene Glycol (DEG), the Union Health Ministry said on Saturday, raising more questions on the death of children in Madhya Pradesh and Rajasthan. States including Kerala, Tamil Nadu and Madhya Pradesh have banned the syrup, while Rajasthan reportedly took action against other cough syrups (containing Dextromethorphan) from Jaipur-based Kaysons Pharma. Both pharma companies have not made any public statements, following the developments. Read more here India-EU FTA Senior officials from India and the 27-nation European Union will begin the 14th round of talks on a proposed free trade agreement in Brussels on October 6. The five-day negotiations aim to resolve outstanding issues and finalize the pact by December. Commerce Minister Piyush Goyal recently expressed optimism about an early agreement. He is also expected to meet EU Trade Commissioner Maros Sefcovic later this month to review progress. The India-EU trade deal seeks to boost two-way commerce and investment, covering 23 policy areas including goods, services, intellectual property, and sustainable development. Bilateral trade in goods reached $136.5 billion in 2024-25, with the EU accounting for 17% of India’s exports. Services trade between the two stood at $51.45 billion in 2023. Read more here
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  • BL Morning report: October 3, 2025
    Oct 4 2025
    The Indian government is actively looking at supporting and promoting homegrown options in a whole range of areas beyond just messaging platforms or business software, sources in the know of the plans, said to businessline’s Sindhu Hariharan The idea is to develop and highlight India’s own solutions across categories like Operating Systems, social media platforms, email systems, mapping technologies, cybersecurity, app stores, and others, to avoid “access disruptions” due to use of global providers, they added. While government agencies like C-DAC steer R&D across various emerging tech, the authorities realise that they will have to align with academic institutions to create more Indian IP and also bring private sector enterprises into the discussion to promote the various homegrown options that already exist, the source added. 2.In other news, The government on Thursday said the Electronics Component Manufacturing Scheme (ECMS) has received 249 applications with investment proposals worth ₹1.15 lakh crore, which is much higher than expected, and also employment and production targets multifold when compared to the goals set during formulation of the scheme. The scheme was approved by the Cabinet in March this year and its application window closed on September 30. Ashwini Vaishnaw, Minister for Electronics and Information Technology said “It’s resulting into investment, employment and extra production against a target which was again a very ambitious target we have taken of ₹59,350 crore investment, we have received applications for ₹1,15,351 crore. Against a production target of ₹4,56,500 crore, we have received production estimates more than ₹10,34,000 crore. So, that is more than double what we have targeted,” , reports S Ronendra Singh 3.The government on Thursday issued detailed rules under the Promotion and Regulation of Online Gaming Act, 2025, creating a framework to govern India’s fast-growing digital gaming ecosystem. The rules, published by the Ministry of Electronics and Information Technology (MeitY), set out the powers of a newly established Online Gaming Authority of India, procedures for registration of games, grievance redressal systems for users, and penalties for violations. The rules are expected to bring long-awaited clarity for companies straddling the line between casual play, e-sports and money-based gaming. Under the framework, the Authority will determine whether a game qualifies as an “online money game” — involving wagers, stakes or cash prizes — or whether it falls under “social games” or “e-sports.” 4.Despite a slowdown in sales for nearly 20 days during the new GST 2.0 transition, the pure electric vehicle two-wheeler (e-2W) registrations rose by 2 per cent in September 2025 to 92,536 units as against 91,091 units in August 2025, according to data collated from the Vahan portal on October 1 , reports TE Raja Simhan. TVS Motor led the table with 21,132 units but saw a 4.3 per cent drop in volume over August. Magnet availability continues to pose challenges in the short to medium term, the company said in a release. Bajaj reported a 67 per cent growth to 19,469 units, and dislodged Ola to take the second spot. Ather took the third spot with 13,933 units, up by 5 per cent. Ola was at the fourth spot with 13,069 units, down by 28 per cent. Hero Motocorp was fifth with 12,730 units, down by 4.37 per cent, according to Vahan data.
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  • BL morning report: October 2, 2025
    Oct 2 2025
    1.Reserve Bank of India expectedly left its key interest rates unchanged on Wednesday as it waited for greater clarity on the impact of US tariffs as well as playout of earlier rate cuts and recent tax reductions. RBI Governor Sanjay Malhotra, however, signalled scope for easing in the coming months to support the economy from any possible hit from US tariffs. The six-member monetary policy committee voted unanimously to keep the repurchase rate unchanged at 5.5 per cent and decided to continue with a "neutral" policy stance, giving it flexibility to move in either direction if needed in future. The rate-setting panel, headed by the central bank governor and comprising half of external experts, had cut interest rates by a total of 100 basis points this year before hitting a pause at its previous bimonthly meeting in August. The Reserve Bank of India (RBI) has decided to remove the ₹10,000 crore ceiling imposed on bank loans to each corporate entity and said if concentration risk increases, the regulator will take macro-prudential measures to tackle the same. The Reserve Bank of India (RBI) is also expected to soon issue Expected Credit Loss (ECL) norms for banks and all-India financial institutions to align Indian banks’ provisioning norms with global standards. 2.South Korean electronics giant LG Electronics Inc will sell shares worth up to ₹11,628 crore through the initial public offer of its India arm, in which it will offload up to 10.2 crore shares. This values LG Electronics India at around $8.6 billion at the upper end of the price band of ₹1080-1140 per share. The company had obtained regulatory approval for the IPO in March but in April decided to call a halt to it, citing uncertain market conditions. The issue is open October 7-9, while the anchor book is open October 6. Investors can bid for a minimum of 13 shares. 3.India's manufacturing sector expansion lost some momentum last month, slipping to its weakest pace in four months but remaining strong, while factory gate prices surged at the fastest rate in nearly 12 years to combat mounting input costs, a survey showed on Wednesday. HSBC's India Manufacturing Purchasing Managers' Index (PMI), compiled by S&P Global, fell to 57.7 in September from August's more robust 59.3 and lower than a preliminary reading of 58.5, reflecting the slowest improvement in operating conditions since May. 4.The government on Wednesday announced a 6.59 per cent increase in the minimum support price (MSP) for wheat to ₹2,585 per quintal for 2026-27 marketing year. The decision was taken in the Cabinet meeting chaired by Prime Minister Narendra Modi here. Last year, wheat MSP was fixed at ₹2,425 per quintal for 2025-26 marketing year.
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  • BL Morning Report: October 1, 2025
    Oct 1 2025
    1.The Reserve Bank of India’s interest rate decision, Today,(October 1) will likely be a close call, with policymakers facing multiple reasons to lower borrowing costs as inflation stays low and economic growth takes a knock from high US tariffs. While a majority of economists — 24 of 39 surveyed by Bloomberg — predict the repurchase rate will remain on hold at 5.5%, 15 expect a quarter-point reduction, citing India’s growth prospects. Even many of those forecasting a hold say there’s justification to ease. The six-member monetary policy committee, led by Governor Sanjay Malhotra, will need to juggle a number of competing objectives this week. Inflation, which is hovering near the lower end of the 2%–6% target band, is expected to ease further after recent tax cuts, while growth is likely to face a hit from US President Donald Trump’s 50% export tariffs. Read more here 2.The government’s push to go ‘Swadeshi’ in tech, endorsement by senior ministers, and the overall social media buzz have taken the downloads and Daily Active Usage (DAU) of Zoho’s messaging app Arattai to record highs, report Sindhu Hariharan and Rohan Das. According to data from the market intelligence firm Sensor Tower, shared with BusinessLine, Arattai’s downloads and daily active users in India have skyrocketed — increasing by 185 times and 40 times respectively, compared to the previous week. This massive jump happened between September 21st and 27th, right after the app came under the spotlight thanks to mentions by government officials. The instant messaging app from software firm Zoho, that is being touted as a WhatsApp rival, has seen an exponential growth across all parameters such as installs and usage, and app store rankings. Read more here 3.South Korean consumer electronics giant LG Electronics has decided to go ahead with the initial public offer of its Indian subsidiary, and its board has approved the sale of 10.18 crore shares in the Indian unit, according to a regulatory filing. This will translate into a 15 per cent dilution of its stake in its Indian arm, LG Electronics India Ltd, in which it will hold 85 per cent stake post the IPO. Read more here 4.The government has placed e-commerce platforms under scrutiny as it monitors prices of daily use FMCG products ranging from shampoo to pulses to ensure that the benefits of Goods and Services Tax (GST) rate cuts are being appropriately passed on to consumers. Authorities are monitoring whether these platforms are complying with pricing norms and not withholding the intended consumer benefits from tax reductions. Sources said the e-commerce platforms cited ‘technical glitches’ when discrepancies in pricing pre- and post-GST reduction were pointed out. Read more here Donald Trump’s H-1B visa crackdown will hasten US firms’ shift of critical work to India, turbocharging the growth of global capability centres (GCCs) that handle operations from finance to research and development, economists and industry insiders say. The world’s fifth-largest economy is home to 1,700 GCCs, or more than half the global tally, having outgrown its tech support origins to become a hub of high-value innovation in areas from design of luxury car dashboards to drug discovery. Trends such as growing adoption of artificial intelligence and increasing curbs on visas are pushing U.S. firms to redraw labour strategies, with GCCs in India emerging as resilient hubs blending global skills with strong domestic leadership. Read more here That’s a wrap for today’s news. Check out the hindu businessline’s website. Thank you for joining us. stay informed and stay ahead
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  • BL Morning report: September 30, 2025
    Sep 30 2025
    The Reserve Bank of India (RBI) will likely consider approving Tata Sons’ request to de-register as an upper layer non-banking finance company (NBFC), subject to meeting certain conditions, sources say. As the RBI’s deadline for upper layer NBFCs to list by September end approaches, the regulator may also extend the timeline for Tata Sons to meet those conditions, writes Piyush Shukla. Tata Sons has been engaging with the regulator on several aspects of its classification as an upper layer NBFC and sources indicated a favourable response, especially its request for de-registration. There was no response from Tata Sons to a clarification request. Jaguar Land Rover to resume production in ‘coming days’ British luxury carmaker Jaguar Land Rover (JLR) is taking steps to resume vehicle production, and as the first step will restart some sections of its manufacturing in the coming days following the cyberattack, reports Aroosa Ahmed. “Today we are informing colleagues, retailers and suppliers that some sections of our manufacturing operations will resume in the coming days. We continue to work around the clock alongside cybersecurity specialists, the UK Government’s NCSC and law enforcement to ensure our restart is done in a safe and secure manner,” it said in a statement. The company stated that, as part of the controlled phased restart of operations, it is taking further steps towards recovery and returning to manufacturing its vehicles. JLR had shut its vehicle manufacturing up till October 1 after a cyberattack. On Sunday the UK government said it will guarantee a £1.5 billion loan to JLR, which will support its supply chain. The British luxury carmaker had suffered an overall impact on its system and plant operations due to a cyberattack that was discovered on August 30, which led to the closure of its manufacturing plants. Read more: https://www.thehindubusinessline.com/companies/jaguar-land-rover-to-resume-production-in-coming-days/article70108403.ece Moody’s affirms India’s sovereign rating at ‘Baa3’ with stable outlook Moody’s Ratings on Monday affirmed India’s sovereign rating at ‘Baa3’ with outlook stable. This is last investment grade rating by the agency which helps investors to take a decision and also impact borrowing from overseas, reports Shishir Sinha. Earlier, S&P Global, Morningstar, DBRS, and Japanese credit ratings agency R&I had upgraded India’s rating to ‘BBB’ from ‘BBB-‘. That’s a wrap for today’s news. Check out the hindu businessline's website. Thank you for joining us. stay informed and stay ahead
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  • BL Morning Report: September 29, 2025
    Sep 29 2025
    Welcome to The morning report brought to you by Shakthi H — your quick dive into the top stories shaping the business world today. Fast, insightful, and to the point. Check out the top news for the day!
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  • BL Morning report: September 26, 2025
    Sep 26 2025
    Final flight, festive highs, and financial shifts this Friday. 🎧 On today’s episode: the MiG-21 bids farewell after 62 years, festive e-commerce sales soar with premium buys, outward remittances take a surprising dip, and Ladakh simmers under curfew after violent protests. Stay informed with The Morning Report — crisp business news in under 5 minutes. ⁠https://www.thehindubusinessline.com/multimedia/audio/
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  • BL Morning report: September 25, 2025
    Sep 25 2025
    Big shifts this Thursday. 🎧 We unpack Elon Musk’s legal loss in India, the Centre’s ₹70,000 crore boost for shipbuilding, a private sector shake-up in the AMCA fighter jet race, and the rising trend of gold loan buyouts. Stay sharp with The Morning Report — fast, focused business news in under 5 minutes. https://www.thehindubusinessline.com/multimedia/audio/
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