Share Market News

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a gain of 90.00 points (or 0.35%) in early trade, suggesting that the Nifty 50 could open in the green in today’s special Mahurat trading session.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 790.45 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 2,485.46 crore in the Indian equity market on 20 October 2025, provisional data showed.

According to public data, FPIs had puchased shares worth Rs 203.69 crore in the cash market so far in October 2025. This is in contract to their cash sales of shares worth Rs 35,301.36 crore in September 2025.

Global Markets:

Asian shares rose on Tuesday as the prospect of easing trade tensions between the world's top two economies boosted risk sentiment.

U.S. President Donald Trump reportedly said he expects to reach a fair trade deal with Chinese President Xi Jinping and downplayed risks of a clash over the issue of Taiwan.

Meanwhile, Japan’s benchmark Nikkei 225 erased its early gains Tuesday, falling from record highs, after hardline conservative Sanae Takaichi won the lower house vote, to become Japan’s first woman prime minister.

U.S. equity futures were little changed in early Asian hours, ahead of a busy earnings week from big-name companies and inflation data.

Overnight, the three key benchmarks in the U.S. rose on a rally in Apple shares after Loop Capital upgraded it to buy from hold.

The Dow Jones Industrial Average closed 515.97 points, or 1.12%, higher at 46,706.58. The S&P 500 also climbed 1.07% to settle at 6,735.13, while the Nasdaq Composite advanced 1.37% to settle at 22,990.54.

Domestic Market:

The headline equity indices ended higher for the fourth straight session, supported by strong Q2 earnings, renewed FII inflows, festive optimism, and positive global cues. The Nifty closed above the 25,800 mark, led by gains in PSU banks, energy, and IT stocks, extending the market’s winning streak.

The S&P BSE Sensex advanced 411.18 points or 0.49% to 84,363.37. The Nifty 50 index added 133.30 points or 0.52% to 25,843.15. In four consecutive sessions, the Sensex gained 2.84% and the Nifty rose 2.77%.

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a gain of 68.00 points (or 0.26%) in early trade, suggesting a positive start for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 308.98 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,526.61 crore in the Indian equity market on 17 October 2025, provisional data showed.

According to public data, FPIs had sold shares worth Rs 586.76 crore in the cash market so far in October 2025. This follows their cash sales of shares worth Rs 35,301.36 crore in September 2025.

Global Markets:

Asian markets traded higher on Monday as investors awaited a series of key economic releases from China.

China’s economy expanded slightly above expectations in the third quarter of 2025, though growth continued to moderate amid ongoing disinflationary pressures and persistent U.S. trade tensions.

Official data released Monday showed that gross domestic product grew 4.8% year-on-year in the three months to September 30 — just above market estimates of 4.7%, but slower than the 5.2% growth recorded in the previous quarter.

Separately, China’s central bank kept its benchmark lending rates unchanged for the fifth consecutive month, in line with expectations. The one-year loan prime rate was held steady at 3.0%, while the five-year rate remained at 3.5%, despite signs of cooling economic momentum.

On Wall Street, all three major U.S. indices closed higher last Friday. The Dow Jones Industrial Average rose 238.37 points (0.52%) to 46,190.61, supported by easing concerns over regional banks and a softer U.S. stance in trade discussions with China.

The S&P 500 and Nasdaq Composite each advanced 0.53%, ending at 6,664.01 and 22,679.98, respectively.

Domestic Market:

The key equity benchmarks ended higher for the third straight session on Friday, supported by renewed foreign inflows, easing U.S. bond yields, a stronger rupee, and festive optimism. The Nifty closed above the 25,700 mark, lifted by gains in FMCG, healthcare, and consumer durables stocks, while IT and metal counters edged lower. The Nifty Bank index touched a record high of 57,830.20 on expectations of strong earnings from major lenders.

The S&P BSE Sensex advanced 484.53 points or 0.58% to 83,952.19. The Nifty 50 added 124.55 points or 0.49% to 25,709.85. In the past three trading sessions, the Sensex and Nifty jumped 2.34% and 2.24% each, respectively.

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a gain of 2.50 points (or 0.01%) in early trade, suggesting a mildly positive start for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 997.29 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 4,076.20 crore in the Indian equity market on 16 October 2025, provisional data showed.

According to public data, FPIs had sold shares worth Rs 895.74 crore in the cash market so far in October 2025. This follows their cash sales of shares worth Rs 35,301.36 crore in September 2025.

Global Markets:

Asia-Pacific markets opened weaker Friday, tracking losses on Wall Street as fears over the banking sector and trade tensions intensified.

On the data front, Singapore’s non-oil domestic exports posted a sharp rebound in September, jumping 6.9% from a year earlier, and reversing an 11.3% fall in August.

In the U.S., shares of regional lenders plunged on Thursday amid fears of hidden loan losses. Zions Bancorporation dropped 13% after revealing a $50 million third-quarter loss tied to two loans from its California division, while Western Alliance Bancorporation fell 11% after filing a fraud lawsuit against Cantor Group V, LLC.

The sell-off weighed broadly on Wall Street. The Dow Jones Industrial Average slipped 301.07 points, or 0.7%, to 45,952.24 after briefly gaining 170 points earlier in the session. The S&P 500 lost 0.6% to 6,629.07, and the Nasdaq Composite declined 0.5% to 22,562.54.

Domestic Market:

The key equity indices ended with strong gains today, marking their second consecutive session of advances. The rally was driven by stock-specific momentum amid the ongoing Q2 earnings season and renewed foreign fund inflows.

The Nifty closed above the 24,550 mark, led by gains in FMCG, realty, and consumer durables stocks. The Q2 FY26 earnings season boosted sentiment in banking and FMCG counters, while optimism over a possible India-US trade deal further lifted market mood.

Easing crude oil prices and expectations of monetary easing by the RBI also supported buying interest. Market breadth remained positive, indicating renewed investor appetite across large-cap, mid-cap, and small-cap segments.

The S&P BSE Sensex surged 862.23 points or 1.04% to 83,467.66. The Nifty 50 soared 261.75 points or 1.03% to 25,585.30. In two sessions, the Sensex and Nifty have jumped 1.75% each.

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a gain of 30.00 points (or 0.12%) in early trade, suggesting a mildly positive start for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 68.64 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 4,650.08 crore in the Indian equity market on 15 October 2025, provisional data showed.

According to public data, FPIs had sold shares worth Rs 1,893.03 crore in the cash market so far in October 2025. This follows their cash sales of shares worth Rs 35,301.36 crore in September 2025.

Global Markets:

Asian markets edged higher on Thursday, led by South Korea’s Kospi index, which touched a record high during the session.

The International Monetary Fund (IMF) raised its 2025 growth forecast for South Korea to 0.9% from 0.8% in its October outlook, while also upgrading its projection for global economic growth.

The IMF said the impact of U.S. tariffs remained “at the modest end of the range,” citing the private sector’s agility in front-loading imports and reorganizing supply chains, the signing of new U.S. trade deals, and the overall openness of the global trading system as key supporting factors.

In the U.S., equity futures were largely steady in early Asian hours after major banks reported better-than-expected earnings, even as the government shutdown extended into its third week and trade tensions with China persisted.

Overnight, the Dow Jones Industrial Average slipped 17.15 points, or 0.04%, to 46,253.31. The S&P 500 rose 0.4% to 6,671.06, while the Nasdaq Composite advanced 0.7% to 22,670.08.

Domestic Market:

The domestic equity benchmarks rebounded sharply today, ending a two-day losing streak amid improved global sentiment and easing domestic inflation. The Sensex and Nifty rose in tandem with other Asian markets, with the Nifty closing above the 25,300 level. The rally was driven by strong buying in realty, PSU bank, and metal stocks.

Easing inflation in India boosted hopes of a potential RBI rate cut in December. An improvement in U.S.-China trade relations, a firmer rupee, and a steady start to the earnings season lifted investor confidence. Additionally, rating agencies reaffirming India’s positive outlook helped counter persistent concerns over global growth.

The S&P BSE Sensex advanced 575.45 points or 0.70% to 82,605.43. The Nifty 50 index rose 178.05 points or 0.71% to 25,323.55. In the past two trading sessions, the Sensex and Nifty slipped 0.57% and 0.55%, respectively.

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a gain of 23.00 points (or 0.09%) in early trade, suggesting a possible flat opening for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 1,508.53 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 3,661.13 crore in the Indian equity market on 14 October 2025, provisional data showed.

According to public data, FPIs had sold shares worth Rs 1,961.67 crore in the cash market so far in October 2025. This follows their cash sales of shares worth Rs 35,301.36 crore in September 2025.

Global Markets:

Asia-Pacific markets advanced on Wednesday, diverging from Wall Street’s overnight declines as investors shrugged off escalating trade tensions between the U.S. and China.

U.S. President Donald Trump on Tuesday accused China of failing to purchase soybeans — calling it an “economically hostile act” — and warned of possible retaliation, including a cooking oil embargo.

On the data front, China’s consumer price index declined 0.3% year-on-year in September, moderating from the 0.4% drop recorded in August, according to the National Bureau of Statistics.

Overnight in the U.S., markets were volatile. The S&P 500 slipped 0.2% to 6,644.31 after swinging between losses of 1.5% and gains of 0.4%. The Nasdaq Composite fell 0.8% to 22,521.70, while the Dow Jones Industrial Average gained 0.4%, or 202.88 points, to close at 46,270.46.

Meanwhile, Federal Reserve Chair Jerome Powell signaled that the central bank may soon end its balance sheet reduction and hinted at further interest rate cuts ahead.

Domestic Market:

The domestic equity benchmarks ended lower for the second straight session, as weak global cues and persistent foreign fund outflows weighed on sentiment. The market opened higher following positive inflation data, but the early gains quickly fizzled out amid selling pressure.

As the session progressed, profit booking intensified, dragging indices deeper into the red. The Nifty closed below the 25,150 mark, with PSU banks and consumer durables leading the decline.

The S&P BSE Sensex declined 297.07 points or 0.36% to 82,029.98. The Nifty 50 index fell 81.85 points or 0.32% to 25,145.50. In the past two trading sessions, the Sensex and Nifty slipped 0.57% and 0.55%, respectively.

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a gain of 11.50 points (or 0.05%) in early trade, suggesting a possible flat opening for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 240.10 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 2,333.42 crore in the Indian equity market on 13 October 2025, provisional data showed.

According to public data, FPIs had sold shares worth Rs 453.14 crore in the cash market so far in October 2025. This follows their cash sales of shares worth Rs 35,301.36 crore in September 2025.

Global Markets:

Asian markets traded mixed on Tuesday after U.S. President Donald Trump struck a softer tone toward China, helping to ease some of the trade-related tensions that rattled investors last week.

In China, shares of chipmaker Wingtech Technology plunged 10% at the open, hitting the daily limit for a second consecutive session, after the Dutch government took control of its Netherlands-based subsidiary Nexperia.

The Netherlands’ Minister of Economic Affairs announced on October 12 that the move — made under the Goods Availability Act in September — was aimed at “preventing a situation in which the goods produced by Nexperia would become unavailable in an emergency.”

Nexperia plays a crucial role in Europe’s semiconductor supply chain, producing high-volume chips used in automobiles, consumer electronics, and industrial products.

Elsewhere in Asia, Singapore’s economy expanded 2.9% in the third quarter, according to preliminary government data released Tuesday, moderating from 4.4% growth in the previous quarter.

Overnight in the U.S., major indices rebounded sharply after Trump’s conciliatory comments. “Don’t worry about China, it will all be fine!” he posted on Truth Social Monday, following weeks of tit-for-tat trade restrictions.

China has recently imposed fees on U.S. ships docking at its ports — a retaliatory move mirroring Washington’s new charges on Chinese vessels — with both sets of fees taking effect Tuesday.

The Dow Jones Industrial Average climbed 587.98 points, or 1.29%, to 46,067.58, recovering roughly two-thirds of its losses from Friday. The S&P 500 gained 1.56% to 6,654.72, while the Nasdaq Composite surged 2.21% to 22,694.61, buoyed by a strong rebound in technology shares.

Domestic Market:

The domestic equity benchmarks ended marginally lower on Monday, snapping a two-day winning streak. Sentiment was hit by renewed trade tensions between the U.S. and China after President Donald Trump escalated tariff threats in response to Beijing’s tighter controls on rare earth exports.

Weakness in IT, FMCG, and consumer durables stocks weighed on the indices, with the Nifty closing below the 25,250 level. Q2 earnings, key economic data, and global cues will guide market direction in the coming sessions.

The S&P BSE Sensex declined 173.77 points or 0.21% to 82,327.05. The Nifty 50 index fell 58 points or 0.23% to 25,227.35. In the past two trading sessions, the Sensex and Nifty jumped 0.89% and 0.96%, respectively.

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a cut of 172.00 points (or 0.68%) in early trade, suggesting that the Nifty 50 could open with some cuts today.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 459.20 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,707.83 crore in the Indian equity market on 08 October 2025, provisional data showed.

According to public data, FPIs had sold shares worth Rs 213.04 crore in the cash market so far in October 2025. This follows their cash sales of shares worth Rs 35,301.36 crore in September 2025.

Global Markets:

Asian markets fell on Monday after the U.S. and China tightened trade restrictions and exchanged sharp accusations, reigniting tensions between the world’s two largest economies.

China’s Ministry of Commerce reportedly said on Sunday that the country was "not afraid of” a trade war, responding to U.S. President Donald Trump’s vow to impose punitive new tariffs on Chinese imports.

Beijing also reportedly accused Washington of a "textbook double standard” following Trump’s threat to levy an additional 100% tariff after China imposed fresh export controls on rare earth minerals.

In a Truth Social post later that day, Trump appeared to temper his tone, suggesting the administration “may not follow through” with a “massive increase of tariffs” on China. However, the remarks did little to calm markets.

On Friday, U.S. equities tumbled amid escalating trade tensions. The Dow Jones Industrial Average sank 878.82 points, or 1.9%, to close at 45,479.60. The S&P 500 slid 2.71% to 6,552.51, and the Nasdaq Composite dropped 3.56% to 22,204.43 — marking the S&P’s steepest one-day decline since April 10.

For the week, the Dow lost 2.7%, the S&P 500 shed 2.4%, and the Nasdaq fell 2.5%. The sell-off deepened after Trump announced plans for additional tariffs and new export controls on critical U.S.-made software, a move that sent Big Tech stocks sharply lower and reignited fears of a renewed trade war with China.

Trump’s latest measures have rattled global markets and raised concerns about further deterioration in U.S.–China relations ahead of a scheduled meeting with President Xi Jinping in two weeks — a meeting Trump now says may not take place.

Domestic Market:

Benchmark indices ended sharply higher, extending gains for the second straight session. Sentiment improved on the back of renewed foreign portfolio investor (FPI) inflows seen over the past three days, while optimism ahead of the quarterly earnings season further supported the rally. The Nifty closed above the 25,280 mark, with realty, PSU bank, and pharma stocks leading the gains.

The S&P BSE Sensex, advanced 328.72 points or 0.40% to 82,500.82. The Nifty 50 index added 103.55 points or 0.41% to 25,285.35. In the two trading session, the Sensex and Nifty jumped 0.89% and 0.96%, respectively.

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a gain of 34.50 points (or 0.15%) in early trade, suggesting a mildly positive opening for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 1,308.16 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 864.36 crore in the Indian equity market on 08 October 2025, provisional data showed.

According to public data, FPIs had sold shares worth Rs 672.24 crore in the cash market so far in October 2025. This follows their cash sales of shares worth Rs 35,301.36 crore in September 2025.

Global Markets:

Asian stocks limped towards the end of the week on a shaky footing on Friday as declines on Wall Street lingered into early trading.

Meanwhile, shares of South Korean chipmakers SK Hynix and Samsung Electronics hit record highs Friday, after a near-weeklong holiday, boosted by a series of artificial intelligence deals.

The two companies are set to benefit from an OpenAI and Advanced Micro Devices deal that could see Sam Altman’s company take a 10% stake in AMD. Shares of AMD rallied on the news and are up more than 40% so far this week.

On Wall Street, major U.S. indices retreated as investors digested the ongoing government shutdown and took profits after recent record highs.

The S&P 500 fell 0.28% to 6,735.11, the Nasdaq Composite edged down 0.08% to 23,024.63, and the Dow Jones Industrial Average declined 243.36 points, or 0.52%, to 46,358.42.

Domestic Market:

Equity benchmarks ended sharply higher today as optimism built up ahead of TCS' Q2 results. The Nifty climbed steadily after an early bout of volatility to close above the 25,180 mark, supported by gains in metal, IT, and healthcare stocks. Buying interest in heavyweight counters gathered pace through the session, buoyed by positive global cues and a pause in foreign outflows.

The S&P BSE Sensex advanced 398.44 points or 0.49% to 82,17210. The Nifty 50 index added 135.65 points or 0.54% to 25,181.80.

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a gain of 22.50 points (or 0.09%) in early trade, suggesting a mildly positive start for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 81.28 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 329.96 crore in the Indian equity market on 08 October 2025, provisional data showed.

According to public data, FPIs had sold shares worth Rs 1,980.40 crore in the cash market so far in October 2025. This follows their cash sales of shares worth Rs 35,301.36 crore in September 2025.

Global Markets:

Asian market resumed its ascent on Thursday as investors doubled down on all things AI-related. South Korean markets are closed for a holiday.

Japan's Nikkei index traded strong after data showed offshore funds bought a net 2.5 trillion yen ($16.40 billion) worth of Japanese shares in the week through 04 October 2025.

Meanwhile, Beijing announced new restrictions on the export of rare earth minerals and equipment that have been a sticking point in trade talks with the United States.

In Hong Kong, shares of Hang Seng Bank skyrocketed nearly 30% after HSBC proposed to take it private, valuing the bank at more than 290 billion Hong Kong dollars ($37 billion). HSBC reportedly owns around 63% of Hang Seng Bank, pegging the deal value at HK$106 billion.

HSBC has asked Hang Seng Bank’s board to put forward a privatization proposal to shareholders via a scheme of arrangement under Hong Kong’s Companies Ordinance.

Overnight, the broad index S&P 500 climbed 0.58% to close at 6,753.72, notching its eighth winning day of the last nine. Gains on the index were led by the information technology, utilities and industrials sectors, which notched fresh closing highs.

The Nasdaq Composite rose 1.12% to finish at 23,043.38. That’s the first time the technology-heavy index has closed above the 23,000 mark. However, the Dow Jones Industrial Average fell 1.20 points to end the day at 46,601.78.

Domestic Market:

The key equity indices closed with minor losses today, snapping their four-day winning streak. Investors remained cautious ahead of the Q2 earnings season, with TCS set to kick off the earnings season on 9 October 2025. Market participants also kept a close watch on quarterly business updates and ongoing IPO activity. The Nifty settled below 25,050 mark after hitting day’s high of 25,192.50 in morning trade.

Selling was seen in realty, media, and auto counters, whereas IT and consumer durables stocks witnessed buying interest.

In the barometer index, the S&P BSE Sensex declined 153.09 points or 0.19% to 81,773.66. The Nifty 50 index fell 62.15 points or 0.25% to 25,046.15. In four consecutive trading sessions, the Sensex and Nifty had gained 2.07% and 2.02%, respectively.

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a gain of 10.00 points (or 0.04%) in early trade, suggesting a flat opening for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 1,440.66 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 452.57 crore in the Indian equity market on 07 October 2025, provisional data showed.

According to public data, FPIs had sold shares worth Rs 2,061.68 crore in the cash market so far in October 2025. This follows their cash sales of shares worth Rs 35,301.36 crore in September 2025.

Global Markets:

Asia-Pacific markets traded mixed Wednesday after the World Bank raised the region’s growth forecast Tuesday. Markets in Mainland China and South Korea are closed for the holidays.

The World Bank on Tuesday raised its 2025 growth forecast for China as part of an overall boost in projections for East Asia and the Pacific, after a summer that saw U.S. tariff-led uncertainty rock the global economy.

The World Bank now projects China’s economy to expand by 4.8%, compared with 4% predicted in April. The new forecast is closer to China’s official target of around 5% growth in gross domestic product in 2025.

A decline in China’s GDP by 1 percentage point lowers growth in the rest of developing East Asia and Pacific by 0.3 percentage points, according to World Bank estimates. With the China GDP upgrade, the region is expected to expand by 4.8% this year, versus 4% forecast earlier this year, according to the World Bank.

Overnight in the U.S., the three major averages closed lower. The S&P 500 struggled Tuesday, bogged down by a drop in Oracle shares as investors worry about the profitability of the artificial intelligence trade. Wall Street also looked for more developments out of Washington with the U.S. government shutdown in its second week.

The broad market index pulled back 0.38% to close at 6,714.59, snapping a 7-day winning streak, while the Nasdaq Composite fell 0.67% to finish at 22,788.36. The Dow Jones Industrial Average fell 91.99 points, or 0.2%, to end at 46,602.98.

Domestic Market:

The domestic equity indices ended with minor gains today, extending their winning run for the fourth consecutive session. The market remained volatile amid the NSE’s weekly F&O expiry. The Nifty settled above 25,100 level. Realty, oil & gas and pharma shares advanced while FMCG, media and PSU Bank shares declined.

The barometer index, the S&P BSE Sensex jumped 136.63 points or 0.17% to 81,926.75. The Nifty 50 index gained 30.65 points or 0.12% to 25,108.30. In four consecutive trading sessions, the Sensex and Nifty jumped 2.07% and 2.02%, respectively.

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a gain of 60.00 points (or 0.24%) in early trade, suggesting a positive opening for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 313.77 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 5,036.39 crore in the Indian equity market on 06 October 2025, provisional data showed.

According to public data, FPIs had sold shares worth Rs 3,502.34 crore in the cash market so far in October 2025. This follows their cash sales of shares worth Rs 35,301.36 crore in September 2025.

Global Markets:

In Asia, Japan’s Nikkei 225 hit a record high Tuesday for the second straight session, lifted by a tech rally on Wall Street after a massive deal between OpenAI and AMD.

Chinese, Hong Kong and South Korean markets are closed for the holidays.

The Nikkei 225 hit a fresh high Monday after Japan’s ruling Liberal Democratic Party elected staunch conservative Sanae Takaichi as its new leader Saturday, positioning her to become the country’s first female prime minister.

Overnight, the S&P 500 gained 0.36% to end the day at a fresh record for the 32nd time this year. Meanwhile, the tech-heavy Nasdaq advanced 0.71% to finish at 22,941.67, after notching its 31st all-time high of 2025.

The Dow Jones Industrial Average, however, fell 63.31 points, or 0.14%, to close at 46,694.97.

Shares of AMD skyrocketed almost 24% to boost both indexes after the company announced a deal with OpenAI, which could see the latter take a 10% stake in the chipmaker.

Domestic Market:

The headline equity indices ended with strong gains on Monday as investors tracked quarterly business updates from corporates. The Nifty settled above the 25,070 mark, led by buying in IT, healthcare, and private bank stocks.

Sentiment remained upbeat after the Reserve Bank of India, in its policy review last week, raised its GDP growth forecast for the current fiscal to 6.8% from 6.5% and lowered its CPI inflation estimate to 2.6% from 3.1%.

The S&P BSE Sensex jumped 582.95 points or 0.72% to 81,790.12. The Nifty 50 index gained 183.40 points or 0.74% to 25,077.65. In three consecutive trading sessions, the Sensex and Nifty jumped 1.9%, respectively.

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a gain of 5.50 points (or 0.02%) in early trade, suggesting that the Nifty 50 could start the session on a muted note today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 1,583.37 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 489.76 crore in the Indian equity market on 03 October 2025, provisional data showed.

According to public data, FPIs had sold shares worth Rs 3,188.57 crore in the cash market so far in October 2025. This follows their cash sales of shares worth Rs 35,301.36 crore in September 2025.

Global Markets:

Japanese markets surged on Monday even as their Asian counterparts traded mixed on Monday. Markets in China and South Korea were closed for holidays.

The Nikkei 225 index, which the barometer index of the Tokyo Stock Exchange (TSE), jumped over 4% to hit a record high Monday after the country’s ruling Liberal Democratic Party elected staunch conservative Sanae Takaichi as its new leader Saturday, positioning her to become the country’s first female prime minister.

Given the government’s economic policy of a “high-pressure economy,” Takaichi is likely to ask the Bank of Japan to maintain its accommodative monetary policy, media report said. They further said that she would be open to a 25-basis-point rate hike by the BOJ by January 2026.

Last Friday in the U.S., the three major averages closed higher. The S&P 500 retreated from a record on Friday but held on to solid weekly gains despite a U.S. government shutdown dragging on for a third day, ticking up just 0.01% at 6,715.79.

The Nasdaq Composite declined 0.28% to settle at 22,780.51. The Dow Jones Industrial Average outperformed, trading higher by 238.56 points, or 0.51%, to finish at 46,758.28. The Russell 2000 also popped 0.72% to close at 2,476.18.

Domestic Market:

The headline equity indices closed with modest gains on Friday, extending their winning run to a second session. Sentiment was buoyed by the Reserve Bank of India’s latest policy announcement and strength in global equities. The Nifty ended above the 24,890 level, supported by buying interest in metals, PSU banks and consumer durables.

The S&P BSE Sensex, jumped 223.86 points or 0.28% to 81,207.17. The Nifty 50 index gained 57.95 points or 0.23% to 24,894.25. In two consecutive sessions, the Sensex added 1.17% while the Nifty added 1.15%.

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a cut of 8.50 points (or 0.03%) in early trade, suggesting that the Nifty 50 could open near the flat line today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 1,605.20 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 2,916.14 crore in the Indian equity market on 01 October 2025, provisional data showed.

According to public data, FPIs had sold shares worth Rs 35,301.36 crore in the cash market in September 2025. This follows their cash sales of shares worth Rs 46,902.92 crore in August 2025.

Global Markets:

Asian equities were on track for solid weekly gains on Friday, supported by rising expectations of near-term Federal Reserve rate cuts, which helped offset concerns over a U.S. government shutdown.

Investors appeared largely unfazed by the shutdown—reportedly the 15th since 1981—even though it has halted scientific research, financial oversight, and delayed key economic data. Market participants are waiting to gauge the duration of the closure before assessing its broader economic impact, with history showing that such shutdowns rarely trigger significant market moves.

In Japan, unemployment edged up to 2.6% in August from 2.3% in the prior month, government data showed.

Meanwhile, the S&P Global Japan Services PMI rose to 53.3 in September from 53.1 in August, supported by strong domestic demand despite weakening export orders.

Overnight on Wall Street, the S&P 500 added 0.06%, the Dow Jones Industrial Average rose 78 points, or 0.2%, and the Nasdaq Composite advanced 0.4%.

The U.S. shutdown also forced the Labor Department to suspend operations, delaying the release of the September nonfarm payrolls report. While this reduces the data available for the Fed’s October policy meeting, it also removes a near-term source of pressure on equities.

Domestic Market:

The Indian stock markets remained closed on Thursday, 02 October 2025, on account of ‘Dussehra’ and ‘Gandhi Jayanti’.

The domestic equity indices ended higher on Wednesday, snapping an eight-day losing streak, after the Reserve Bank of India’s Monetary Policy Committee left the repo rate unchanged at 5.5%. The Nifty closed above the 24,800 mark, led by gains in private banks and financial services stocks.

Investor sentiment improved as the RBI announced pro-market measures and signalled a stronger macro outlook, with Governor Sanjay Malhotra highlighting a shift in growth-inflation dynamics since August. The central bank lowered its FY26 inflation forecast and raised its GDP growth projection.

The S&P BSE Sensex jumped 715.69 points or 0.89% to 80,983.31. The Nifty 50 index gained 225.20 points or 0.92% to 24,836.30. In the past eight trading sessions, the Sensex plummeted 3.31% and the Nifty tumbled 3.20%.

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a cut of 10.00 points (or 0.04%) in early trade, indicating a possible flat start to the Nifty 50 today.

The Reserve Bank of India’s Monetary Policy Committee (MPC) is concluding its three-day meeting today, with Governor Sanjay Malhotra set to announce the outcome at 10 AM. The repo rate currently stands at 5.5%. While some reports hint at a possible rate cut amid controlled inflation and weak demand, others expect the RBI to hold steady and gauge the impact of recent GST reforms. In its previous meeting in August, the MPC had unanimously kept the rate unchanged.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 2,327.09 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 5,761.63 crore in the Indian equity market on 30 September 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 35,301.36 crore in the cash market in September 2025. This follows their cash sales of shares worth Rs 46,902.92 crore in August 2025.

Indian Economy:

India's fiscal deficit in April-August was 5.98 trillion rupees ($67.34 billion) or 38.1% of the estimate for the financial year ending March 31, government data showed on Tuesday.

India’s net tax receipts stood at Rs 8.1 trillion, lower than the Rs 8.7 trillion collected in the same period last year. Non-tax revenue rose to Rs 4.4 trillion from Rs 3.3 trillion a year ago. Total government expenditure increased to Rs 18.8 trillion compared with Rs 16.5 trillion in the year-earlier period. Capital expenditure, which refers to spending on physical infrastructure, came in at Rs 4.3 trillion, up from Rs 3 trillion a year ago.

Global Markets:

Asia market traded mixed on Wednesday, following gains on Wall Street as investors appeared unperturbed by a looming U.S. government shutdown.

Markets in mainland China and Hong Kong were closed for a holiday.

Over in Japan, the central bank released the results for its third-quarter Tankan survey.

The index for business optimism among large Japanese manufacturers increased to +14 for the third quarter from +13 in the previous quarter but was lower than the +15 expected by economists polled by Reuters. The non-manufacturing index held steady at +34.

Overnight in the U.S., stocks ended higher on Tuesday as investors looked past concerns over a potential government shutdown and marked an unusually strong September.

The S&P 500 rose 0.41% to close at 6,688.46, while the Nasdaq Composite gained 0.31% to finish at 22,660.01. The Dow Jones Industrial Average advanced 81.82 points, or 0.18%, to settle at 46,397.89, setting a new closing high.

Domestic Market:

Equity benchmarks closed with minor losses on Tuesday, marking the eighth straight day of decline. Volatility from the NSE’s monthly F&O expiry and caution ahead of the RBI's MPC outcome kept investors on edge, dragging the Nifty below 24,650. Consumer durables and media shares slipped, while PSU banks, metal and auto counters advanced.

Investors now await the RBI's policy commentary on Wednesday, with no rate change expected. Tariff policies and the upcoming earnings season are set to shape the market's next direction.

The S&P BSE Sensex declined 97.32 points or 0.12% to 80,267.62. The Nifty 50 index lost 23.80 points or 0.10% to 24,611.10. In eight trading sessions, the Sensex has plummeted 3.31% and the Nifty has tumbled 3.20%.

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a gain of 16.00 points (or 0.06%) in early trade, indicating a possible muted opening for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 2,831.59 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 3,845.87 crore in the Indian equity market on 29 September 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 32,973.27 crore in the cash market in so far in September 2025. This follows their cash sales of shares worth Rs 46,902.92 crore in August 2025.

Global Markets:

Asian market traded mixed on Tuesday as China’s official reading showed manufacturing activity contracted for a sixth straight month.

The Chinese Manufacturing Purchasing Managers’ Index came in at 49.8, data from the National Bureau of Statistics showed. While still in contraction, the latest reading was the strongest since March.

Meanwhile, private surveyor RatingDog’s manufacturing purchasing managers’ index came in at 51.2 for September, marking its highest level since May.

Investors are also awaiting the Reserve Bank of Australia’s (RBA) interest rate decision later in the day. As per media reports, the RBA is expected to hold its cash rate steady at 3.6% as high inflation has restricted its ability to loosen monetary policy.

U.S. markets remained cautious as the risk of a government shutdown grew, with Vice President JD Vance warning that talks between President Trump and Democrats had stalled.

A closure would delay key jobs data, leaving the Labor Department’s JOLTS report on August openings as the main focus ahead of Friday’s September employment report.

Overnight stateside, the three major averages closed higher. The S&P 500 rose as Wall Street regained some of its footing after a week in which the artificial intelligence trade lost a bit of steam.

The broad market index climbed 0.26% to finish at 6,661.21, and the Nasdaq Composite advanced 0.48% to close at 22,591.15. The Dow Jones Industrial Average settled up 68.78 points, or 0.15%, at 46,316.07.

Domestic Market:

The headline equity indices ended marginally lower on Monday, extending their losing streak to a seventh straight session. Investors stayed cautious ahead of the Reserve Bank of India’s Monetary Policy Committee (MPC) decision.

The Nifty closed below the 24,650 level, weighed down by weakness in private banks and consumer durables, while PSU banks and energy stocks outperformed.

The S&P BSE Sensex slipped 61.52 points, or 0.08%, to 80,364.94. The Nifty 50 declined 19.80 points, or 0.08%, to 24,634.90. Over the seven sessions, the Sensex has dropped 3.19% and the Nifty has lost 3.10%.