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 Sitharaman5.0× usual
▲ bullish +20%9 stories10 reports
FM Sitharaman calls for open, predictable global economic ties amid rising uncertainty
1 source · 2h
- 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 · 5h
- ●Next phase needs private investment, higher R&D spend: Sitharaman1 source · 4h
- ●Indian economy’s fundamentals intact and strengthening, says FM Sitharaman1 source · 4h
- ●FM Sitharaman: Need to keep building resilience, not a one time exercise1 source · 5h
- Economic growth1.6× usual
● mixed ±0%11 stories13 reports
Fuel, finance shocks already hitting global economy; India better placed but not insulated: Neelkanth Mishra
2 sources · 6h
- 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
- ●India likely to grow around 7% this year despite oil, rainfall concerns: Nilesh Shah1 source · 5h
- ●India GDP forecast stays at 7%, uncertainty range remains wide: NITI Aayog’s Arvind Virmani1 source · 52m
- ▲India weathered global shocks, retained policy space to respond: FM Nirmala Sitharaman2 sources · 5h
- ●Next phase needs private investment, higher R&D spend: Sitharaman1 source · 4h
● mixed ±0%1 story2 reports
▲ bullish +100%1 story2 reports
Panagariya sees no major food or fertiliser crisis for India amid global disruptions
2 sources · 5h
- 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
● mixed ±0%1 story2 reports
RBI Governor: Today's resilience may not imply tomorrow's immunity
2 sources · 9h
- The RBI Governor said today’s resilience may not imply immunity in the future
- India is navigating the West Asia crisis from a position of strength and taking steps to build resilience
● mixed ±0%1 story1 report
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
- Nilesh Shah2.5× usual
● mixed ±0%3 stories3 reports
Over 7% growth looks certain this year, but next year needs lower oil prices says Nilesh Shah
1 source · 1h
- Nilesh Shah said growth above 7% looks certain this year
- He said next year’s growth needs lower oil prices, flagging inflation and supply-chain disruptions
- Higher oil prices would raise costs for Indian manufacturers and transport companies
● mixed ±0%2 stories2 reportsIndia Manufacturing −1.7%
India's answer to a risk-priced world is openness, not fragility: PK Mishra
1 source · 2h
- PK Mishra says India should remain open while limiting vulnerability
- He says resilience must be balanced with energy security, competitive manufacturing and diversification
- The balance could shape policy for Indian manufacturers and energy companies
- ●Why India’s Manufacturing Future Isn’t the China Model1 source · 6h
● mixed ±0%1 story1 report
The downside of an ageing population
1 source · 4h
● mixed ±0%2 stories2 reports
● mixed ±0%3 stories3 reports
India likely to grow around 7% this year despite oil, rainfall concerns: Nilesh Shah
1 source · 5h
- 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
● mixed ±0%2 stories2 reports
India likely to grow around 7% this year despite oil, rainfall concerns: Nilesh Shah
1 source · 5h
- 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



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