Markets

Sensex and Nifty slide as rising crude and investor caution pressure stocks

• Sensex fell more than 500 points, while Nifty opened below 23,000
• Fourteen of 16 major sectors logged losses
• Rising crude oil and investor caution were cited among the pressures
• Higher crude costs weigh on oil-sensitive sectors; broad losses pressure Indian equities

Sensex falls 900 points as crude rebounds; Nifty slips below 22,900

• Sensex fell 900 points intraday and Nifty dropped below 22,900
• Midcap and smallcap indices were down 1 per cent in early trade
• Crude-led selling pressures Indian equities, with small- and midcap stocks also under strain

GIFT Nifty signals weak start as Asian markets trade mixed

• GIFT Nifty signalled a negative start for Indian equities
• Asian markets were mixed amid uncertainty over the US-Iran war; crude rebounded
• Oil-price and foreign-flow swings expose Indian equities, especially oil-sensitive sectors

Sensex, Nifty plunge over 1%; investors lose Rs 6 lakh crore as Brent crude crosses $107

Markets open lower as crude surge, FII selling and geopolitical jitters weigh on sentiment

• Nifty fell 0.88% to 22,937 as markets opened lower
• Brent crude topped $105 after Trump rejected Iran’s plan; FIIs sold ₹3,694 crore on Friday
• Higher crude pressures oil marketers and airlines; FII selling weighs on Indian equities

Sensex tanks 730 points amid surging crude oil prices, geopolitical uncertainties

• Sensex fell 730 points to 73,170.12 in early trade
• Nifty dropped 231.50 points to 22,908.95
• A broad sell-off weighs on Indian equities, with crude-sensitive sectors particularly exposed

Top 10 Mid-Cap Losers As Stock Market Falls Over 1%

• Nifty 50 and Sensex fell over 1% on Monday
• Bank of India, Yes Bank and NAM-India were among the top losers
• Mid-cap weakness pressures Bank of India, Yes Bank and Nippon Life India Asset Management shares

India VIX spikes 14% as oil, geopolitical risks trigger market sell-off

• India VIX spiked 14% as oil and geopolitical risks triggered a market sell-off
• Rising volatility may pressure Indian equities, particularly oil-sensitive sectors and Nifty constituents

INR stays pressured as oil prices rebound amid the ongoing West Asia conflict

• The rupee fell 20 paise to 95.95 against the US dollar in early trade
• The dollar strengthened as oil prices rebounded amid the West Asia conflict
• A weaker rupee and dearer oil pressure Indian airlines, paint makers and other import-dependent businesses

Sensex, Nifty plunge over 1%; realty shares skid

• Sensex and Nifty plunged over 1%
• Realty shares skidded as investors watched crude prices, primary-market developments and upcoming IPOs
• The sell-off pressures Indian real-estate stocks and broader equity holdings

Feeling blue: Near 40% of Nifty stocks down over 20%; ₹31 trn wiped out

• 18 of 50 Nifty stocks are more than 20% below their 52-week highs
• Market capitalisation erosion reached ₹31.35 lakh crore
• Broad losses weigh on Indian equities, particularly the affected Nifty companies and midcaps

H1 digest: Small caps overtake precious metals as H1 FY27’s best performer

• Small-cap stocks surged 23% in H1 FY27
• Resilient earnings and strong liquidity fueled the rally, but valuations were stretched and global risks were rising
• Stretched valuations and rising global risks raise downside exposure for Indian small-cap investors

Stock Market LIVE: GIFT Nifty signals tepid open; Kospi down 2%; Brent rises on US-Iran tension

• GIFT Nifty signalled a tepid open; Kospi fell 2% and Brent rose
• Higher crude prices can pressure Indian oil-sensitive sectors and weigh on equities

Geopolitics, crude oil and macro signals expected to steer markets in a shortened week

• US-Iran diplomatic talks and crude oil prices are in focus
• Investors will also track bond yields and macroeconomic data announcements

A $4 billion fund manager is going against the market on insurance stocks

• Bajaj Asset Management is repositioning its portfolio around insurance stocks
• The shift reflects higher crude prices, elevated interest rates and the AI investment cycle
• Portfolio shifts may affect Indian insurers and insurance-distribution companies

'Don't Think Indian Markets Are Ready For More Rise In Brent': UBS' Chhaochharia

Amazon, Flipkart accelerating in quick-commerce race with nearly 1,000 dark stores, says Bernstein

• Amazon and Flipkart are nearing a combined 1,000 dark stores, Bernstein says
• The report discusses quick-commerce competition and profitability

Foreign Funds Not Jumping In, Brent Holds The Key: UBS' Chhaochharia

Nifty faces crucial test at key support level of 23,000: Analysts

• Nifty is nearing support at 23,000, with downside risk to 22,600

Earnings Momentum Faster Than Stock Prices, Says ASK Private Wealth's Vinay Jaising

• Vinay Jaising remains positive on defence despite the pessimistic market environment
• He is also positive on financials
• A constructive view supports sentiment toward Indian defence and financial stocks

BLUEDEX: The Startup That Puts Its Team Before Its Clients

• NSE is valued at ₹4.4 trillion, among the world’s largest exchanges
• Analysts flagged rich valuations despite strong growth prospects

Sensex over 700 pts down after longest weekly losing streak in years; crude soars above $106

• Sensex fell 512.04 points, or 0.69%, to 73,383.70 at 9:17 am
• Losses reached 700 points by 9:24 am as crude rose above $106
• Surging crude pressures Indian oil marketing companies and raises costs for fuel-consuming sectors

Market under pressure; PSU Bank shares drop

• PSU bank shares dropped as the market came under pressure
• Investors focused on crude oil prices, primary-market developments and upcoming IPOs
• Weakness weighs on PSU bank stocks; crude-price moves also matter for Indian equities

Bulls out of steam, it’s slow & steady on D-Street

• Foreign portfolio investors withdrew significant funds from Indian equities
• Domestic mutual fund inflows helped cushion market losses
• FPI selling pressures Indian equities, while domestic mutual funds provide a counterweight

Trade Setup For Sept 28: Nifty's Key Support Returns To 23,000 Level; Analysts Expect Market To Consolidate

• Nifty’s key support is at 23,000; analysts expect consolidation
• Sustaining above 23,600 would shift the near-term bias from “sell on rallies” to neutral

Chart of the Day | Markets’ top performer: The Taxman

Pre-market action: Here's the trade setup for today's session

• Indian markets are correcting amid global geopolitical tensions and excessive valuations

Nifty Prediction Today – September 28, 2026: Nifty 50 Futures: Bearish; more fall is on the cards

• Nifty 50 September Futures are bearish, with a possible fall to 22,780–22,760

Two years on, Indian equities remain stuck in a grind

• Indian equities have faced a challenging phase since September 2024, with mixed returns
• A prolonged grind tests Indian equity investors’ patience across sectors

NSE shares fall below IPO price amid broader market crash; here's how you should trade

Mint Exclusive | How is Indian stock market bottom linked to the US 10-year bond yield? Chris Wood of Jefferies explains

• Chris Wood believes US 10-year bond yields will be actively suppressed, if not fixed
• US yield suppression could support valuations across Indian equities, including rate-sensitive stocks

Market drift lower in early trade; breadth weak

• The market drifted lower in early trade, with breadth weak
• All NSE sectoral indices were in red; realty, metals and PSU banks fell most
• Weakness in realty and PSU banks weighs on exposure to those sectors

Indian shares on track for tepid open as US-Iran stalemate lifts oil prices

Indian Equities Turn Attractive After Sharp Valuation Correction; Motilal Oswal Names Top 26 Stock Picks — Full List Inside

• Nifty-50 has declined 12% from its September 2024 peak
• Broader market performance has remained range-bound
• Valuation resets may shift risk appetite for Indian equities, including Motilal Oswal Financial Services

ETMarkets Smart Talk | US bonds offer attractive yields again: Nachiketa Sawrikar on the challenge for Indian equities

• US bonds are again offering attractive yields
• Sawrikar says the Fed rate hike may be largely priced in
• Higher US yields can pressure Indian equities, particularly richly valued stocks

Gold, silver ETFs tumble up to 3.6% as precious metals slide on US Fed rate-hike fears

'High US bond yield not a reason to be negative on Indian equities'

• A high US bond yield is not a reason to be negative on Indian equities

Nifty's tech setup extremely weak, says Osho Krishan; shares 3 stock ideas

• Osho Krishan of Angel One says Nifty’s technical setup is extremely weak
• 23,000 is a key support level bulls need to defend, he said
• A Nifty break below support could pressure Indian equities, including stocks recommended by Angel One

'Brace for more correction': Mkt outlook cautious after 7 weeks of decline

• Nifty 50 matched its seven-week losing streak during the 2020 Covid crash
• Elevated crude, rising US Treasury yields and weak foreign flows weighed on markets
• Continued pressure may weigh on Indian equities, especially import-dependent sectors and rate-sensitive stocks

When will FIIs return to the Indian equity market? Bernstein has an answer

NSE partners with Augmont to promote Electronic Gold Receipts

• The partnership supports creation and extinguishment of Electronic Gold Receipts
• It aims to ease conversion between physical gold and EGRs within the regulated ecosystem
• More EGR activity may benefit NSE and Augmont, while widening regulated access to gold trading

Nifty falls for seven weeks as 23,000–23,200 support zone comes into focus

• Nifty fell 0.88% to 23,140.50, extending its losing streak to seven weeks
• The 23,000–23,200 zone is identified as crucial support
• Further weakness could weigh on Indian equities and index-heavy stocks

Nifty outlook for today: Bears to keep volatility elevated in monthly expiry week; Check resistance, support levels

• Nifty's technical structure remains weak, with lower highs and lower lows
• Elevated volatility may weigh on Indian equities, particularly derivatives-heavy stocks

Sensex Today | Stock Market LIVE Updates: Nifty aims to sustain small bounce as template remains sell-on-rallies

• Bulls have defended 23,000 on the downside so far
• Market template remains sell-on-rallies
• A fragile market tone may pressure Indian equities, especially high-valuation stocks

Dubai is an important market for us, says SBI Funds’ MD & CEO Debasish Mishra

• SBI Funds Management is expanding into overseas hubs such as Dubai and deeper Indian markets
• SBI’s expansion may support its asset-management business and SBI’s financial-services exposure

At 43 times earnings, NSE valued way higher than its global peers

• NSE is valued at ₹4.4 trillion, or 43 times earnings
• Analysts flag rich valuations despite strong growth prospects
• NSE’s valuation matters to Indian investors through potential exchange-listing prospects

Rising US bond yields weigh on Indian stocks, add pressure on valuations

• Sensex earnings yield minus the US 10-year Treasury yield turned negative, its lowest in 14 months
• Higher US yields pressure Indian equity valuations, particularly for expensive growth stocks

Six Investing Pros Weigh In on Surging Yields—and How to Trade Them

• BlackRock’s Rick Rieder sees opportunity in bonds
• Ray Dalio recommends caution
• U.S. yield moves can affect Indian bond yields and rate-sensitive banks

Asian Markets Today: Nikkei Gains, Kospi Slips As Crude Oil Prices, Treasury Yields Rise

• MSCI's gauge of Asian stocks declined
• Kospi fell over 1% as markets reopened after a holiday, while Japanese shares advanced
• Higher crude prices and Treasury yields can pressure Indian equities and raise costs for fuel-sensitive sectors

Nifty below 22,850: Where does next support lie for benchmark index? Check key trading levels

ETMarkets Smart Talk | Easy bond rally is over: Vinit Bolinjkar on where fixed income goes from here

• Indian bond yields are currently above 7%
• Yields above 7% shape fixed-income choices for Indian investors and can affect banks’ bond portfolios

Gift Nifty hits record $23.67 billion single-day turnover, open interest crosses $21.87 billion

Nifty Nears Oversold Zone After Longest Weekly Losing Streak in Over Six Years

Stock selection key as earnings and valuation gaps widen: Tata MF’s Chandraprakash Padiyar

• Tata MF’s Chandraprakash Padiyar said stock selection is critical as earnings and valuation gaps widen

FMCG Sector Under Pressure As Rural Volumes Fall 5% In June Quarter: NielsenIQ

• Rural FMCG volumes fell 5% in the June quarter
• Weak rural demand pressures sales growth at Indian FMCG companies

Rich valuations, elevated crude narrow equity opportunities: Andrade

• Andrade says high valuations and macroeconomic headwinds are narrowing equity-market opportunities

ETMarkets PMS Talk | The biggest de-rating warning? When market expectations outrun business reality: Swati Khemani

• Swati Khemani called de-rating the “other side of alpha” and an underappreciated investment risk

Street signs: Slump in domestic flows adds to largecap woes, and more

• Active largecap funds saw outflows as Nifty 50 approached oversold territory
• IPO launches continued, but issue sizes were set to shrink
• Fund outflows and smaller IPOs point to softer domestic demand for Indian equities

Triple shock rattles India’s FMCG basket as 68% of categories lose volume

• 68% of FMCG categories lost volume amid higher costs and rural income pressures
• Weak volumes threaten growth at Indian FMCG companies, including Hindustan Unilever, Dabur and Nestlé India

Currency Check: Rupee opens marginally lower against dollar; Asian peers fall

Moneycontrol Pro Market Outlook | Markets brace for more volatility ahead

India investment future: FIIs remain net sellers in Sept 2026 but these 5 factors can bring them back - Experts decode

• FIIs sold a net ₹18,531 crore of Indian equities so far in September
• DIIs invested ₹52,617 crore over the same period
• Domestic buying is cushioning FII selling; Indian equities remain exposed to foreign-flow reversals

Changing trends of retail participation in G-Secs

Flat to negative opening seen for Indian stocks

• Analysts expect trading to remain low-key due to the shortened trading week

GIFT Nifty down 81 points; Clean Max, SAIL, Aequs, Signatureglobal, PCJ among top stocks in focus

Stock Market Today: All You Need To Know Before Going Into Trade On Sept 28

• The report previews stocks in the news, brokerage calls and the trade setup for September 28

Sensex, Nifty 50 prediction today: Stock market outlook for Monday, 28 Sept - GIFT Nifty, Kospi, Nikkei signals

• GIFT Nifty traded around 23,161.50, down nearly 25.20 points from Nifty futures

Week Ahead On D-Street: Auto Sales, Crude Oil, US-Iran Conflict Among Key Triggers To Drive Sensex, Nifty

• Sensex and Nifty entered the final week of September after a seven-week losing streak
• Crude oil and US-Iran tensions were among the week’s key market triggers
• Crude prices and geopolitical risks may influence Indian auto stocks and broader equities

Stocks in news: Adani Power, SAIL, BCCL, SAIL, Cupid and CleanMax Enviro

• Indian equity benchmarks rose on Friday
• Volatility in crude oil and bond yields affected investor sentiment

E-commerce’s share to FMCG sales in top eight metros at 21% in June quarter: NIQ

• E-commerce held 7% share of FMCG sales in the June quarter, up 3%
• Rising online sales may benefit Indian consumer-goods companies investing in e-commerce and quick-commerce channels

Stock Markets This Week: Geopolitical Developments, Crude Oil To Be Key Drivers, Say Analysts

• Markets will track geopolitical developments and crude oil prices
• US consumer confidence, JOLTS job openings and eurozone September inflation are also in focus

Ahead of Market: 10 things that will decide stock market action on Monday

• Sensex and Nifty closed higher Friday at 73,896 and 23,140.50, respectively
• The market rebound affects broad Indian equity exposure, while the report cites factors shaping Monday’s trading