News & Impact on India –

India Implements Four Labour Codes Unifies 29 labour laws into four Codes from 21 Nov 2025. Impact: Easier compliance, better formalisation (esp. MSMEs), stronger worker welfare, improved attractiveness for global labour-intensive investments. Rupee Hits Lifetime Low (89.49/$) Driven by FPI outflows and reduced RBI support. Impact: Higher imported inflation, CAD pressure, exporters benefit, RBI may smooth volatility. Russian Crude Imports May Reduce US sanctions complicate Russian supply. Impact: Loss of discounted crude, higher reliance on Middle East/Africa, potential rise in domestic fuel and refining costs. Private-Sector Capex Weakens ₹14.3T worth of corporate projects shelved. Impact: Slower investment cycle, job impact, government capex drives growth, weaker corporate loan demand. Rethink on Chinese FDI Curbs NITI Aayog suggests easing post-2020 restrictions. Impact: Higher capital inflows to electronics/EV/telecom, stronger supply chains, supports Make in India. U.S. Manufacturing Slows 4-month low amid tariff pressures. Impact: Softer Indian export outlook, high US inventories may delay new orders. Japan Announces ¥21.3T Stimulus Large post-pandemic support package. Impact: Boost to Japanese FDI into India, stronger infra/logistics/clean-energy partnerships. Japan Strengthens Defence Near Taiwan Missile deployments planned. Impact: Possible commodity volatility, stronger QUAD cooperation, India diversifies supply chains. Asia-Pacific Markets Rebound Fed cut expectations lift sentiment. Impact: Supports Indian equities/bonds, potential FPI inflows, INR stabilisation.