Insights

Weekly Market Commentary – 10th October

13 October 2025

This week the prime minister has been in India trying to improve business links following the signing of the UK/India trade deal earlier this year. Whitehall needs to find low-cost ways of boosting growth in the short-term, and the visit is well timed as India may be more receptive to Starmer as its relationship with the US has cooled. Notably, the trade deal improves market access for UK services firms. It also eases the visa process for skilled workers moving to the UK at a time when the US is making it harder for Indian workers to move there.