India's Q2 2025 GDP Growth at 7.8%; Supreme Court Orders Revival Fund for Stressed Real Estate
Key Takeaways
- Supreme Court orders creation of revival fund for stressed real estate projects in India.
- India's Q2 2025 GDP growth reached 7.8%, but structural reforms are urgently needed.
- Stock market performance hinges on Fed Chair Powell's statements regarding monetary easing next week.
- USTR to meet Chinese officials in Madrid to discuss trade and economic issues.
- US consumer sentiment hits a four-month low of 55.4 in September 2025.
Top Stories
Supreme Court orders revival fund for stressed real estate projects.
On September 12 and 13, 2025, the Supreme Court directed the government to create a revival fund for stressed real estate projects, emphasizing the right to housing under Article 21. The court ruled against speculative investors misusing IBC provisions, aiming to protect homebuyers and the economy.
India's Q2 2025 GDP growth at 7.8%, reforms needed.
India’s economy grew 7.8% in Q2 2025, but structural reforms are urgently needed to sustain growth and address challenges. Without these reforms, India’s 7% growth may not deliver broad prosperity.
Stock market hinges on Fed's monetary policy decisions.
The stock market's performance next week (September 15-19, 2025) hinges on Federal Reserve Chair Jerome Powell's statements regarding monetary easing. The Fed is widely expected to cut rates by 25 basis points.
USTR to meet Chinese officials to discuss trade.
On September 14, 2025, USTR Jamieson Greer will meet with Chinese officials in Madrid to discuss trade and economic issues. Discussions will include U.S. tariffs and China's new anti-discrimination investigation.
US consumer sentiment hits four-month low.
In September 2025, consumer sentiment in the U.S. reached a four-month low of 55.4. The decline was particularly sharp among lower- and middle-income individuals.
Financial Analysis
Indian companies announce dividends, bonus issues, and stock splits.
From September 15 to 19, 2025, numerous Indian companies will have ex-dates for corporate actions, including dividends, bonus issues, and stock splits. Notable payouts include dividends from Honda India Power Products, GMDC, and others.
Adani Power shares surge, stock split planned.
Adani Power shares have risen significantly, driven by new projects and approvals, with a stock split set for September 22. Analysts predict continued momentum, citing technical patterns and enhanced retail participation.
India's IPO market to see major surge.
In October 2025, India's IPO market is set for a significant surge, with Tata Capital and LG Electronics planning large offerings. Over a dozen companies are also poised to launch IPOs, aiming to raise approximately ₹10,000 crore.
Fed rate cuts may not significantly lower mortgage rates.
On September 12, 2025, Jeremy Blum stated that Fed Funds rate cuts are unlikely to significantly lower 30-year mortgage rates. Historical data indicates that mortgage rates often drop by only a fraction of Fed Funds cuts.
Market Insights
US financial firms invest £1.25 billion in the UK.
On September 13, 2025, US financial firms announced investments totaling £1.25 billion in the UK. These investments underscore the strong US-UK economic relationship.
US labor market weakness seen as the new normal.
On September 12, 2025, MRB Partners stated that the weakness of the US labor market is the new normal, not a recession. The Federal Reserve could resume rate cuts next week.
Pfizer and Moderna shares fall after report.
On September 12, 2025, Pfizer and Moderna shares fell after a Washington Post report. The report stated that Trump officials plan to link Covid vaccines to the deaths of 25 children.
Analyst warns of looming market top.
On September 12, 2025, analyst Peter Berezin warned of a looming market top, citing weakening labor markets and a shaky housing sector. He highlighted record highs in the Dow, S&P 500, and Nasdaq.
Dow Jones Industrial Average hits record high.
On September 12, 2025, the Dow Jones Industrial Average reached a record high of 46,000 during a trading session. This sparked debate among analysts about whether the rally will continue.
Policy Watch
IMF assesses Pakistan's fiscal policies after floods.
On September 13, 2025, the IMF expressed condolences for the loss of life caused by Pakistan’s floods and will evaluate the country’s fiscal policies. The IMF approved a $1.4 billion loan in May to help Pakistan strengthen its economic resilience.
Crisil projects lower inflation, RBI may cut rates.
On September 13, 2025, Crisil projected India's headline inflation to moderate to 3.2% during 2025-26, potentially prompting RBI rate cuts. Bank of Baroda expects India’s CPI to settle at about 3.1% in FY26.
FTC investigates Amazon and Google over advertising practices.
On September 12, 2025, the US Federal Trade Commission (FTC) began investigating Amazon and Google. The investigations are looking into whether the companies misled advertisers about the terms and pricing of ads.
US and Japan to continue currency discussions.
On September 12, 2025, the US and Japan confirmed that their finance chiefs will continue discussions on currency issues. They reaffirmed their commitment to market-determined exchange rates.
China's central bank faces policy dilemma.
On September 12, 2025, China's central bank, the PBOC, faces a policy dilemma as the U.S. Federal Reserve is expected to cut rates. The PBOC is balancing the need to support a weak economy with concerns about fueling a stock market bubble.