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Monday, September 22, 2025 News Archive

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Markets Edge Up as Fed Rate Cuts, Visa Fee Shock Mix for Sentiment

Global markets nudged higher as investor focus remains on possible Federal Reserve rate cuts later this year, tempered by recent U.S. visa policy changes. Asian equities rose, led by gains in Tokyo and Taiwan, offsetting weaker performance in India where tech stocks remain under pressure from new H-1B application fees. The U.S. dollar held steady. Oil prices crept up and gold stayed near highs as geopolitical risks persist. Overall, markets are cautiously optimistic but sensitive to macro policy announcements.
Tags:
  • global markets
  • Fed rate cuts
Reuters• By
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positive

Nvidia & UAE Launch AI-Robotics Lab in TII to Build Regional Innovation Hub

Nvidia has teamed up with Abu Dhabi’s Technology Innovation Institute (TII) to launch a joint AI and robotics research lab — the first Nvidia AI Technology Center in the Middle East. The center will focus on robotics, humanoids, robotic arms, and advanced AI computing using Nvidia’s new Thor chip. The lab supports the UAE’s strategic push to become a global AI leader, and aims to attract talent and investment. Observers see this as part of a broader trend of tech firms expanding R&D outside traditional hubs.
Companies:
  • Nvidia
  • TII
Tags:
  • Nvidia
  • UAE
Reuters• By
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positive

Chery Automobile Sets IPO Price at Top Range, Eyes $1.2B in Hong Kong

Chery Automobile has set its Hong Kong IPO share price at HK$30.75, the top of its indicated range, aiming to raise about $1.2 billion. The automaker is capitalizing on investor appetite in electric and smart vehicles, leveraging its Jetour and iCAR brands. Though expected to be one of HK’s biggest auto IPOs this year, it is slightly surpassed by Zijin Gold. The listing reflects both strong demand and confidence in the EV and smart mobility space amid global green automotive trends.
Companies:
  • Chery Automobile
Tags:
  • Chery
  • IPO
Reuters• By
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negative

Global Markets Seek Stability Amid Fed Outlook & U.S. Visa Fee Shock

Global equity markets saw mixed movement as investors digested diverging signals: expectations of additional U.S. Federal Reserve rate cuts by year-end weighed against the impact of the new $100,000 fee on U.S. H-1B visas for new applicants. Asian markets were modestly up, led by Japan and Taiwan, while Indian markets fell back due to exposure in IT sectors. The rupee weakened and foreign portfolio flows remain cautious. Trade risk and rate policy remain front of mind for global investors seeking reliable entries.
Companies:
  • Infosys
  • TCS
  • Wipro
Tags:
  • Fed
  • H1B
Reuters• By
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positive

RCEP May Expand and Revitalize Trade Amid Global Tariffs

Malaysia has announced that the RCEP summit in October will consider admitting new members and boosting trade flows through reforms. The bloc, which includes ASEAN nations, China, Japan, South Korea, Australia, and New Zealand, aims to address concerns over rising U.S. tariffs on Asian goods. Malaysia’s Trade Minister emphasised that proposed enhancements will focus on trade facilitation, membership expansion, and balancing trade dominance within the bloc. For members, this could mean more resilient supply chains and better access to regional markets as global protectionism intensifies.
Tags:
  • RCEP
  • trade bloc
Reuters• By
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positive

China Holds LPR Rates Steady as Trade Tensions Ease

China’s central bank maintained its benchmark one-year LPR at 3.0% and the five-year LPR at 3.5% for the fourth month in a row, signaling a cautious stance despite slowing retail demand and weak factory output. The move comes amid easing Sino-U.S. trade friction and resilient exports that give China room to avoid aggressive stimulus. Analysts believe China could still cut rates or adjust reserve requirement ratios in Q4, particularly if growth remains fragile through year-end or trade protections increase globally.
Tags:
  • China
  • monetary policy
Reuters• By
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negative

IT Stocks Lead Indian Market Declines After U.S. Visa Fee Hike

Indian equity markets dropped today, with tech stocks under pressure after the U.S. imposed a $100,000 fee on new H-1B visa applications. The NIFTY IT index plunged ~2.96%, and industry heavyweights like Infosys, TCS, and Wipro saw declines around 2-4%. Sensex fell over 150 points, with Nifty slipping below 25,300. Meanwhile, SBI and Bharti Airtel bucked the trend, adding to their market cap this week as defensive plays. Foreign investor sentiment appears cautious, and the rupee moved slightly weaker amid the policy shock.
Companies:
  • Infosys
  • TCS
  • Wipro
  • State Bank of India
  • Bharti Airtel
Tags:
  • Indian markets
  • IT stocks
Reuters• By
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negative

IT Stocks Drag Indian Markets Amid U.S. Visa Fee Shock

Indian equity markets are under pressure today as the U.S. introduced a $100,000 fee for new H-1B visa applications, spooking the IT sector heavily reliant on skilled labor mobility. Key firms like Infosys, Wipro, and TCS are down around 2%, while the NIFTY IT index dropped ~2.6% intraday. Broader indices Nifty50 and Sensex are also trading lower, influenced by global dollar strength and foreign outflows. The rupee has slipped slightly to ₹88.16/USD. Investor sentiment remains fragile as markets adjust to policy crosswinds.
Companies:
  • Infosys
  • Wipro
  • TCS
Tags:
  • IT sector
  • H1B
Reuters• By
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positive

H-1B Visa Fee & Tariffs Push India Toward Accelerated Automation

As U.S. imposes a $100,000 fee for new H-1B visa filings and hikes tariffs on Indian goods, firms are recalibrating hiring and growth strategies. India’s technology sector is under pressure to fill more roles locally or lean on automation and AI tools. Analysts suggest this could speed up investments in domestic AI talent, learning ecosystems, and tools that reduce dependency on foreign labor. In the near term, some roles may shrink—but over time this stress may trigger structural strength and a more capable workforce at home.
Companies:
  • Infosys
  • TCS
  • Microsoft
  • Oracle
Tags:
  • H1B
  • automation
Reuters• By
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positive

AP CM Naidu Launches GST 2.0 Initiative, Emphasises Support for Small Businesses & Farmers

In Vijayawada, Andhra Pradesh Chief Minister Chandrababu Naidu launched a people-first campaign around GST 2.0 reforms, describing them as a cost-cutting, compliance-easing strategy for households, students, small businesses, and farmers. He said reducing tax burdens on essentials like textbooks, medicines, and farm equipment would have long-term gains for citizen welfare. The initiative aims to ensure reforms are not only top-down but felt bottom-up, especially in rural communities. Local leadership is mobilizing to spread awareness and ensure smooth implementation ahead of festival season.
Tags:
  • GST2.0
  • Chandrababu Naidu
Timesofindia• By
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positive

GST 2.0 Implementation Sees Companies Preemptively Lowering Prices

With GST 2.0 taking effect, companies across India have begun trimming prices ahead of the formal rollout. The simplified tax structure is expected to enhance transparency and reduce compliance costs. Sectors including FMCG, electronics, and apparel are already seeing small price adjustments. Industry leaders believe the reforms will boost demand, especially given the festive season. This early movement also reflects confidence in the government’s tax reforms and may encourage more consumer spending in the coming weeks.
Tags:
  • GST2.0
  • price changes
Timesofindia• By
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neutral

China Approves U.S. Control of TikTok Amid Strategic Calculations

In a significant move, China has agreed to a U.S.-led framework deal that will transfer TikTok's U.S. operations to American control. Under the agreement, ByteDance will retain a minority stake of 19.9%, while U.S. investors, including Oracle, Silver Lake, and Andreessen Horowitz, will hold an 80% majority. A seven-member board will oversee the new entity, with six seats held by Americans and one by ByteDance. The deal also includes provisions for U.S. user data to be stored on Oracle-run infrastructure and the algorithm to be retrained under American supervision. This agreement aims to resolve national security concerns while allowing TikTok to continue operating in the U.S.
Companies:
  • ByteDance
  • Oracle
  • Silver Lake
  • Andreessen Horowitz
Tags:
  • TikTok
  • ByteDance
Reuters• By
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positive

AI Sector Eyes Startup Cohorts Amid New H-1B Fee Changes

With the U.S. announcing a $100,000 fee for new H-1B visa petitions, India’s AI & tech firms are evaluating long-term impact. Existing H-1B holders and renewals are explicitly exempted, easing immediate concerns. However, new talent movement, on-shore rotations, and hiring in fresh roles may slow. Analysts expect firms to lean more on remote work and offshore delivery models. The change could lead to accelerated investment in domestic AI talent development, startup R&D centres, and policy advocacy to retain global competitiveness amid visa constraints.
Companies:
  • TCS
  • Infosys
  • Cognizant
  • Meta
  • Microsoft
Tags:
  • H1B
  • AI startups
Reuters• By
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positive

India’s AI Startups Poised for $100M Funding Surge

India’s AI sector is gearing up for a major funding wave, with WestBridge Capital estimating $100 million could flow into startups over the next 6–12 months. Demand from businesses for AI-led solutions in customer engagement, automation, and productivity is driving interest. Early-stage investors are seeing heightened activity, while growth-stage firms prepare for larger rounds. The funding momentum suggests India’s AI ecosystem may enter a consolidation phase, with winners scaling rapidly and expanding globally, potentially attracting strategic partnerships with U.S. and Asian firms.
Tags:
  • AI
  • startups
Live Mint• By
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positive

Tata Motors Cuts Car Prices Up to ₹1 Lakh Post GST 2.0 Rollout

Tata Motors has reduced prices across its passenger vehicle range by up to ₹1 lakh after GST 2.0 tax revisions on small cars. Models including Tiago, Tigor, Nexon, and Punch now come with lower ex-showroom prices, which is expected to boost affordability during the festive season. Analysts believe Tata’s timely move will help sustain its strong sales momentum, especially in SUVs and compact cars. The cuts also put competitive pressure on rivals, potentially driving higher volumes and improved dealer throughput.
Companies:
  • Tata Motors
Tags:
  • Tata Motors
  • GST 2.0
Economic Times• By
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positive

Atul Auto Surges 27% in Two Days on GST Cut for Three-Wheelers

Shares of Atul Auto surged nearly 27% over two sessions after GST 2.0 reduced tax on three-wheelers from 28% to 18%. The Vijay Kedia-backed company is expected to see stronger rural and urban demand for last-mile mobility solutions. Analysts believe the GST cut aligns with government efforts to boost affordable transport and small business productivity. The rally highlights how targeted tax reforms can quickly influence stock momentum in niche segments. Long-term impact depends on sustained demand and input cost trends.
Companies:
  • Atul Auto
Tags:
  • Atul Auto
  • three-wheelers
Economic Times• By
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positive

Nomura Flags Mahindra, TVS, Ashok Leyland as GST 2.0 Winners

Nomura has highlighted Mahindra & Mahindra, TVS Motor, Hyundai Motor India, and Ashok Leyland as top beneficiaries of GST 2.0. Lower levies on passenger vehicles and two-wheelers are set to improve affordability, driving festive season demand. Suppliers like Motherson Sumi and CEAT also stand to gain as volumes pick up. The brokerage noted that with demand recovery, market leaders in SUVs, tractors, and two-wheelers could deliver earnings surprises in Q3. Analysts recommend tracking order books and margin improvements closely.
Companies:
  • Mahindra & Mahindra
  • TVS Motor
  • Hyundai Motor India
  • Ashok Leyland
Tags:
  • Nomura
  • Mahindra
M• By
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positive

Maruti Suzuki Slashes Prices Up to ₹1.29 Lakh After GST 2.0 Cuts

Maruti Suzuki has cut prices of popular models including Alto K10, Swift, Dzire, Brezza, and S-Presso by up to ₹1.29 lakh following GST 2.0 tax reductions on small cars. The move is expected to revive demand in the compact and entry-level segment, giving buyers immediate savings this festive season. Analysts suggest Maruti’s proactive price cuts could sharpen its edge over Hyundai and Tata, boosting market share. Investors will closely watch whether this translates into stronger Q3 volumes and margin stability.
Companies:
  • Maruti Suzuki
Tags:
  • Maruti Suzuki
  • GST 2.0
Timesofindia• By
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positive

Discretionary & Lending Stocks Set to Gain from GST-Driven Demand Surge

Recent expert commentary suggests discretionary sectors (auto, RAC, consumer durables) along with NBFCs and consumer lenders are positioned to benefit from GST rate rationalization. As lower GST reduces product prices, demand for goods like air-conditioners, TVs, and two-wheelers is expected to rise. This, in turn, could increase usage of EMI financing and consumer credit. Stocks tied to auto component suppliers, financing arms, and durable goods distributors may see improved earnings as order books and credit off-take pick up post-festive season demand kick-off.
Companies:
  • TVS Motor
  • Maruti Suzuki
  • Ashok Leyland
  • Eicher Motors
  • Mahindra & Mahindra
Tags:
  • discretionary
  • auto components
Economic Times• By
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positive

FMCG & Consumer Staples Poised for Uptick with GST Relief

GST 2.0 reforms are giving FMCG and consumer staple companies a boost. Items like food snacks, personal care goods, and daily household consumables have seen cuts from 18%/12% to 5%. This will reduce consumer prices and likely increase demand. Stocks in companies like Hindustan Unilever, Dabur, Britannia, Marico, Colgate are expected to benefit from volume growth and improved margins as input tax credits smooth out costs. The reforms may also shift household spend toward branded staples.
Companies:
  • Hindustan Unilever
  • Britannia
  • Marico
  • Dabur
  • Colgate
Tags:
  • FMCG
  • GST 2.0
M• By
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positive

GST Cuts Spark Auto Sector Rally Ahead of Festive Season

India’s auto sector has seen strong earnings momentum following GST rate cuts. Stocks like Mahindra & Mahindra, TVS Motor, Hyundai Motor India, and Ashok Leyland are particularly well placed, according to analysts at Nomura. The reduction of GST on small cars and two-wheelers from 28% to 18% boosts affordability. With festival demand expected to rise, auto sales volume gains may follow. This policy change is likely to improve margins and revive discretionary spending in rural and semi-urban markets.
Companies:
  • Mahindra & Mahindra
  • TVS Motor
  • Hyundai Motor India
  • Ashok Leyland
Tags:
  • auto
  • GST 2.0
Economic Times• By
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positive

GST Reform Timed to Boost Festive Demand, Says PM Modi

PM Modi linked the new GST reforms with India’s upcoming festive season, branding them a 'festival of savings' for households. By reducing tax rates on essential items and simplifying compliance, the government expects to enhance consumer sentiment at a critical time for retail. The announcement is likely to support demand in segments such as housing, electronics, and FMCG. Experts note that positioning tax reform as a festive benefit could give immediate psychological relief to consumers and aid market stability.
Tags:
  • GST reforms
  • festive season
Hindustantimes• By
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positive

PM Modi Calls for Swadeshi Push Amid Trade Pressures

Prime Minister Narendra Modi urged Indians to reduce dependence on foreign-made products and boost local manufacturing under the 'Aatmanirbhar Bharat' vision. Speaking in Bhavnagar, he stressed that everything from 'chip to ship' must be produced domestically, positioning self-reliance as both an economic and strategic necessity. Analysts believe this aligns with the government’s PLI schemes for electronics, telecom, and semiconductors. While challenges remain in scale and technology, the speech underscores India’s intent to transform trade headwinds into a manufacturing-led growth opportunity.
Tags:
  • self-reliance
  • Swadeshi
Timesofindia• By
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positive

PM Modi Launches GST 2.0 With Two-Tier Structure

Prime Minister Narendra Modi today announced the rollout of GST 2.0, simplifying the tax regime into two main slabs of 5% and 18%, with a special 40% for luxury and sin goods. Modi called it the 'GST Bachat Utsav', promising relief for the poor, middle class, and youth by reducing prices of essential items. Economists expect improved compliance, better revenue buoyancy, and a stronger consumption-led boost ahead of the festive season. The reforms mark one of the most significant overhauls of India’s indirect tax system.
Tags:
  • GST
  • tax reforms
Ndtv• By
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