NSE close · Thu, 1 OctNifty 5022,421.95▼ 0.88%Nifty Bank54,450.75▼ 0.33%Midcap 10058,732.00▼ 1.01%Smallcap 25017,589.05▼ 1.18%India VIX14.46▲ 7.19%IT28,304.70▲ 2.17%Auto25,384.95▼ 3.46%Pharma26,311.55▼ 0.48%FMCG43,789.85▼ 1.61%Metal12,460.70▼ 2.35%Realty835.00▼ 1.46%Energy36,388.15▼ 0.68%PSU Bank7,937.80▼ 0.98%Financials24,556.10▼ 0.38%Media1,546.30▼ 2.33%Defence9,142.55▼ 1.45%Durables35,927.80▼ 1.91%Biggest movesMONEYVIEW▲ 58.5%MOLBIO▲ 15.6%THOMASCOTT▲ 12.3%AUGMONT▲ 10.0%HEROMOTORS▲ 10.0%VIVIANA▲ 10.0%LOKESHMACH▲ 9.5%ANAWIL▼ 11.0%
Economy: what is moving
- Nirmala SitharamanRising · 10 in 6h
▲ bullish +18%10 stories11 reports
FM Sitharaman calls for open, predictable global economic ties amid rising uncertainty
1 source · 49m
- Nirmala Sitharaman urged open, predictable global economic ties amid rising uncertainty
- She cited geopolitical tensions, trade barriers and thinner buffers as reshaping the global economy
- Trade uncertainty may affect Indian exporters and companies reliant on global supply chains
- ▲India weathered global shocks, retained policy space to respond: FM Nirmala Sitharaman2 sources · 4h
- ●Next phase needs private investment, higher R&D spend: Sitharaman1 source · 3h
- ●Indian economy’s fundamentals intact and strengthening, says FM Sitharaman1 source · 3h
- ●FM Sitharaman: Need to keep building resilience, not a one time exercise1 source · 4h
- Economic growthRising · 11 in 6h
● mixed ±0%18 stories21 reports
Fuel, finance shocks already hitting global economy; India better placed but not insulated: Neelkanth Mishra
2 sources · 5h
- Higher fuel costs and tighter financial conditions are weighing on global demand and raising capital costs
- Higher oil and financing costs may pressure Indian airlines, transport firms and rate-sensitive companies
- ▲Over 7% growth looks certain this year, but next year needs lower oil prices says Nilesh Shah1 source · 31m
- ●India likely to grow around 7% this year despite oil, rainfall concerns: Nilesh Shah1 source · 4h
- ●35 years after liberalisation, India’s global integration remains a work in progress, says Shankar Sharma1 source · 8h
- ●Democracy makes India's economic reforms durable, says vice-president1 source · 9h
with GDPAll 18 stories → ▲ bullish +33%7 stories9 reports
The U.S. jobs market just took a turn for the worse. Or did it?
1 source · 3h
- September hiring was slow, but the U.S. labor market did not collapse
- ●White-collar hiring shifts towards specialised AI skills, experienced professionals in September: Report1 source · 12h
- ▲US economy adds just 29,000 jobs in September as hiring slows sharply3 sources · 1d
- ●Switching jobs to get higher pay works best in these industries1 source · 19h
- ●Falling wages, soaring energy prices and inflation: It’s beginning to look a lot like the 1970s1 source · 18h
with US jobs data, US economyAll 7 stories →▲ bullish +25%3 stories4 reports
Panagariya sees no major food or fertiliser crisis for India amid global disruptions
2 sources · 4h
- India’s role as an agricultural exporter could lift demand for its exports
- Disruptions among major producers such as Ukraine could increase demand for Indian exports
- Potential export demand benefits Indian agricultural producers and exporters
- ●The week in charts: Lower foodgrain target, deficient rains, cheaper stocks1 source · 7h
- ▼Don't blame El Niño alone1 source · 22h
- ●India can sustain around 7% growth despite global concerns: Nilesh Shah1 source · 4h
- ▼Rs 60,000 Crore Drought Loss? Karnataka Seeks Relief As Central Teams Assess Damage1 source · 7h
with MonsoonOpen Agriculture →● mixed ±0%1 story2 reports
▼ bearish −75%6 stories16 reports
Forex reserves post record $18.34 billion weekly fall as RBI supports rupee
5 sources · 1d
- Reserves fell $18.34 billion to $747.56 billion, the biggest weekly decline on record
- Moneycontrol reports reserves at $757.46 billion; other reports give $747.56 billion
- Rupee pressure and reserve drawdown matter for banks, importers and oil companies
- ▼Economists expect RBI to raise repo rate by 25 bps to 5.5%4 sources · 2d
- ▼RBI Rate Hike Ahead? SBI Research Flags Inflation, Rupee Risks For October MPC1 source · 23h
- ●A tricky rate hike to consider, but change in RBI’s policy stance unlikely1 source · 13h
- ●RBI Governor: Today's resilience may not imply tomorrow's immunity2 sources · 8h
with Repo rateAll 6 stories →● mixed ±0%2 stories2 reports
- ●The downside of an ageing population1 source · 3h
● mixed ±0%1 story1 report
8th Pay Commission Arrear calculator: These employees could face losses of up to ₹3.32 lakh — here's why
1 source · 8h
- Delays could cost central government employees up to ₹3.32 lakh in arrears and allowances
- The Eighth Pay Commission's report is anticipated by 2027
▼ bearish −67%3 stories3 reports
Datanomics: Services cushion shrinks as trade deficit pushes CAD deeper
1 source · 22h
- Q1FY27 current account deficit reversed the surplus seen in Q4FY26
- A deeper CAD can pressure the rupee and raise risks for import-dependent Indian companies
● mixed ±0%2 stories2 reports
▲ bullish +100%1 story2 reports
UPI volume rises 27% to touch 145 billion in first half of FY27
2 sources · 1d
- UPI volume rose 27% to 145 billion in the first half of FY27
- Volume was 114 billion in April-September of the previous financial year
- Rising digital payments activity puts Indian fintech and payment companies in focus
▼ bearish −38%9 stories13 reports
Inflation target should align with advanced economy average of 2%: Patra
1 source · 21h
- Patra says India’s inflation target should align with the advanced-economy average of 2%
- He says anti-inflationary monetary policy makes the biggest contribution to growth
- A 2% target could affect RBI rate policy and Indian banks, lenders and rate-sensitive stocks
- ▲Over 7% growth looks certain this year, but next year needs lower oil prices says Nilesh Shah1 source · 31m
- ●Falling wages, soaring energy prices and inflation: It’s beginning to look a lot like the 1970s1 source · 18h
- ●India likely to grow around 7% this year despite oil, rainfall concerns: Nilesh Shah1 source · 4h
- ●10 years of inflation targeting: How elephant was driven away to the jungle1 source · 22h
▼ bearish −33%3 stories3 reports
India’s resilience lies in adapting to geopolitical, trade, and technology shifts: VP Radhakrishnan
1 source · 8h
- Radhakrishnan said India is entering global uncertainty from a position of economic strength
- He cited real GDP growth of 7.8%
● mixed ±0%2 stories2 reportsIndia Manufacturing −1.7%
▼ bearish −100%2 stories2 reports
Rs 60,000 Crore Drought Loss? Karnataka Seeks Relief As Central Teams Assess Damage
1 source · 7h
- 217 taluks have been declared drought-affected
- Losses in 177 taluks are assessed at about ₹46,000 crore
- Drought losses put Karnataka agriculture and rural demand at risk
- ▼Don't blame El Niño alone1 source · 22h
● mixed ±0%2 stories3 reports
Investing in resilience is economically rational, says Principal Secretary PK Mishra
2 sources · 10h
- PK Mishra said investing in resilience is economically rational amid uncertainty
- He made the remarks at the 5th Kautilya Economic Conclave
● mixed ±0%3 stories3 reports
India’s resilience lies in adapting to geopolitical, trade, and technology shifts: VP Radhakrishnan
1 source · 8h
- Radhakrishnan said India is entering global uncertainty from a position of economic strength
- He cited real GDP growth of 7.8%
- Nilesh ShahRising · 3 in 6h
▲ bullish +33%3 stories3 reports
India likely to grow around 7% this year despite oil, rainfall concerns: Nilesh Shah
1 source · 4h
- India is likely to grow around 7% this year, with second-quarter momentum strong
- Higher oil prices could affect inflation, interest rates, the rupee and earnings
- Oil-driven inflation and currency pressure could weigh on Indian companies and rate-sensitive sectors
- Crude oilRising · 3 in 6h
▼ bearish −56%4 stories9 reports
▼ bearish −88%3 stories8 reports
RBI Rate Hike Ahead? SBI Research Flags Inflation, Rupee Risks For October MPC
1 source · 23h
- SBI Research expects the RBI to begin raising rates in October
- It cites inflation, rupee weakness, global risks and tighter liquidity
- Higher-rate expectations may weigh on Indian borrowers and rate-sensitive stocks
▲ bullish +67%2 stories3 reports
The week in charts: Lower foodgrain target, deficient rains, cheaper stocks
1 source · 7h
- The weekly chart compilation covers a lower foodgrain target, deficient rains and cheaper stocks
- Deficient rains and lower grain targets may raise food-price risks for Indian consumer companies
▼ bearish −100%2 stories6 reportsSBIN −0.6%
Economists expect RBI to raise repo rate by 25 bps to 5.5%
4 sources · 2d
- SBI economists expect a 25-bps hike, from 5.25% to 5.50%
- The MPC is scheduled to meet from October 5-7
- Higher rates may pressure rate-sensitive Indian sectors, including real estate and automobiles
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