Weekly Updates

In the last week, we saw the spotlight firmly on India’s strong economic performance. India’s economy grew by 8.2% in the September quarter, outperforming market expectations of 7.3% and accelerating from the previous quarter's 7.8% growth. This marks the sharpest annual growth since March 2024, reflecting resilience despite the 50% US tariff imposed in August. Key drivers include increased government spending and GST tax cuts, which boosted consumer spending to 7.9% growth,

Last week brought a mix of upbeat and cautionary signals for the Indian economy, with several key data points offering a clearer view of where things stand as we move toward the year-end. From a sharp recovery in passenger vehicle sales to steady unemployment levels and a slight softening in business activity, India continues to show resilience despite global uncertainties. India Total Passenger Vehicle Sales In October 2025, India saw a remarkable 15.8% jump in passenger veh

As we look back on the latest economic developments, there’s a mix of both caution and optimism in the air, with key data points reflecting various challenges and opportunities across global markets. The UK job market took a hit in the third quarter of 2025, with the unemployment rate rising to 5.0%, marking the highest level since May 2021. This was slightly above expectations, with the number of unemployed individuals increasing by 117,000 to 1.789 million. Notably, the ris

The past week, several key economic indicators have shaped the global economic outlook, with significant developments in both developed and emerging markets. In the United States, the ISM Services PMI rose to 52.4 in October, marking the strongest expansion in the services sector since February. Business activity and new orders both rebounded significantly. However, the employment index remained below the neutral level at 48.2, reflecting some caution in hiring, partly due to

As we step into November, the global economy continues to navigate shifting growth patterns and policy adjustments, while India’s industrial engine keeps humming steadily. Here’s a quick look at what shaped markets and economies this week. India’s industrial production expanded 4% year-on-year in September 2025, holding close to the 4.1% growth seen in August and comfortably above the 2.6% market consensus. This marks the 12th straight month of growth, with output staying abo

As we head into October, the global economy is showing a mix of strength and challenges, with inflation still a concern and growth in key areas moving at different paces. India’s infrastructure output grew by 3% year-on-year in September 2025, a sharp slowdown from the 6.5% growth in August, which had been the highest in over a year. This drop was largely driven by weak performance in key sectors like coal (-1.2%), crude oil (-1.3%), and natural gas (-3.8%), with the ongoing

The past week brought a mix of steady progress and subtle shifts across key global and domestic indicators, reflecting the ongoing tug-of-war between inflation, employment, and trade dynamics. Starting with the United Kingdom, the unemployment rate ticked up to 4.8% in the three months to August, slightly above market expectations of 4.7%. This marks the highest reading since mid-2021. The increase mainly came from those unemployed for up to six months and those jobless for o

As we reflect on this past week’s economic data, several key indicators highlight both challenges and resilience across global markets. In India, the HSBC India Composite PMI for September 2025 showed a slight slowdown, dropping to 61.0 from 63.2 in August, marking the lowest level since June. This signals a deceleration in output growth across both manufacturing and services, despite the index still sitting comfortably above the long-term average. New orders saw slower growt

The past week has seen some notable economic developments globally, with India and key international markets showing mixed signals on growth, inflation, and manufacturing. In India, the Reserve Bank of India (RBI) held its key repo rate steady at 5.50% in its October meeting. This was expected, given the easing inflation and the RBI’s cautious approach. Inflation has come down to a manageable 2.6%, and the central bank even raised its GDP growth forecast for FY2025/26 to 6.8%

As September draws to a close, the Indian economy continues to fire on multiple cylinders, though not without a few speed bumps. Infrastructure output is growing at its fastest pace in a year, PMI readings remain comfortably in expansion territory despite easing from record highs, and forex reserves are holding near their historic peak. Together, these signals paint a picture of an economy that is still resilient, even as global headwinds and competitive pressures test its st

India’s wholesale inflation story turned a corner in August. Wholesale prices rose 0.52% year-on-year, bouncing back from July’s steep 0.58% decline and topping market expectations of a 0.30% rise. The driver was food, which inched up 0.21% after a sharp 2.15% fall earlier. Wheat prices shot up 4.75%, while milk rose 2.58%, though pulses (-14.85%) and paddy (-0.84%) continued to ease. Manufacturing costs also increased, with inflation at 2.55%, the fastest pace in four months

Global markets had plenty to digest last week, ranging from India’s steady economic footing to signs of weakness in the US job market, China’s widening trade surplus, and Europe’s cautious monetary stance. Let’s break it down. India: Inflation Rate Starting with India , consumer inflation edged up to 2.07% in August 2025, from 1.61% in July. This was the first monthly increase in ten months, but still comfortably within the RBI’s target range. Food prices actually fell by 0

India ’s economy continued to shine in August with strong PMI readings. The HSBC India Manufacturing PMI rose to 59.3, the fastest improvement in nearly 17 and a half years, reflecting robust demand and a near five-year high in production. New orders surged at the fastest pace in 57 months, while firms rebuilt inventories and continued hiring for the 18th straight month. On the services side, the HSBC India Services PMI came in at 62.5, still marking the strongest expansion

The last week of August brought a mix of encouraging numbers and global signals that investors and businesses will be watching closely. Let’s break it down. India, GDP Annual Growth Rate India’s economy continued to show resilience. Industrial production grew by 3.5% in July 2025, a sharp rise from June’s 1.5% and well above market expectations of 2.1%. Manufacturing was the star performer, expanding 5.4%, while electricity output returned to growth at 0.6%. Mining, though s

India’s economy showed resilience last week with record PMI readings, falling unemployment, and steady infrastructure growth, even as global inflation trends and U.S. tariff pressures added a note of caution.

This week’s market update covers key economic developments across India, the US, UK, Australia, and China. From India’s record-low inflation and a rebound in vehicle sales to rising US core prices and global growth trends, here’s what investors need to know.

From India’s record-high PMI to China’s export surge, and from the RBI’s steady hand to the Bank of England’s surprise rate cut, here’s your quick, country-by-country look at last week’s key market and economy updates.

As we wrap up another week, let’s dive into some of the key economic developments both at home and abroad. In India , industrial production showed a modest 1.5% year-on-year growth in June 2025, which, although an improvement from the 1.2% growth in May, still fell short of expectations for a 2% increase. This slower growth marks the lowest expansion since August 2024, with manufacturing output driving most of the gains (3.9% vs 3.2% in May). On the flip side, the mining and

India's manufacturing and infrastructure continue to shine, even as global markets flash mixed signals. From record-high factory activity to cooling US housing sales and cautious moves by global central banks, here’s a crisp wrap of the week’s key economic updates.

A sharp drop in India’s inflation, China’s growing trade surplus, and inflationary trends in the US and UK shaped the global economic narrative this week. Here's a concise look at the key highlights and what they could mean going forward.