Archive · 25 Oct 2025
Air Quality, Festive Sales, and FPIs: Key Trends in India
After Diwali, air quality in Delhi and nearby areas became very poor due to fireworks.
Car sales increased a lot, and more people spent money thanks to the festival and tax cuts.
Foreign investors started putting money into the Indian stock market again after a few months of taking money out.
The US might lower tariffs on Indian goods if they make a trade deal.
Some companies are seeing a slow comeback in how much they lend money.
Also, there is an internal conflict brewing within the Tata Group concerning board appointments, governance, and control, as well as the question if Tata Sons, the group’s unlisted holding company, should go public.
Air quality worsened significantly in Delhi and surrounding areas after Diwali.
Car sales increased by nearly 20% year-on-year in early October.
Foreign investors increased their investments in Indian markets in October.
A potential trade deal could lower US tariffs on Indian exports.
Corporate credit growth is gradually reviving in India.
- Who
- Foreign investors, car buyers, Delhi residents, and Indian companies
- What
- Post-Diwali air quality surge, a rise in consumption, and foreign investment trends in India.
- When
- Diwali season and the month of October.
- Where
- Delhi, NCR, and the Indian market.
- Why
- Festive season influenced consumer behavior and GST cuts.
Optimistic View
Cautious View
Consumption
Optimistic View
Increase in consumption, driven by festive fervor, is indicative of economic recovery.
Cautious View
It's too early to confirm consumption recovery and sustained momentum is needed.
- AQI Spike
- Sevenfold increase in NCR after Diwali
- Car Sales (Oct)
- Jumped nearly 20% year-on-year
- FPI Investment (Oct)
- ₹7,362 crore infused into Indian markets
- US Tariff Deal
- Possible 15-16% rate for Indian exporters
- Meesho IPO
- ₹6,600 crore could be unlocked
- Corporate Loan Growth
- Gradual revival in India