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%
Markets: what is moving
▲ bullish +86%2 stories7 reportsCapital Markets −0.9%
SEBI examines non-agri contract position limits to improve liquidity
6 sources · 6h
- The regulator is also working to reduce structural friction in commodity markets
- Higher commodity-market liquidity could benefit Indian exchanges and brokers
● mixed ±0%2 stories3 reports
RBI Governor sees AI valuation correction as India opportunity but flags global risks
2 sources · 8h
- RBI Governor Sanjay Malhotra said an AI valuation correction could boost capital flows to India
- India’s market pullback from recent highs has remained controlled, Mint reported
- Potentially stronger foreign flows may support Indian equities, while global risks could unsettle markets
● mixed ±0%2 stories2 reports
▼ bearish −58%9 stories12 reportsNifty 50 −0.9%
FPIs pull out over ₹35,000 cr in Indian stocks in Sept: Why SEBI’s easier access reforms alone may not help
2 sources · 22h
- FPIs withdrew ₹35,860 crore from Indian equities in September
- They had invested ₹20,200 crore in July and ₹29,630 crore in August
- Foreign outflows can pressure Indian equities, particularly stocks reliant on overseas portfolio flows
- ●Dalal Street Week Ahead: Oversold Nifty may rebound as volatility stays high1 source · 6h
- ●F&O Talk: 22,600 is a key Nifty support; Sudeep Shah discusses PB Fintech, Infosys, TCS strategy ahead of Q21 source · 8h
- ▲Indian stocks face a cyclical correction, not a deeper earnings reset: Mahindra Manulife MF CIO1 source · 10h
- ▼Is October a market crash month? 1929 crash to Black Monday 1987 - Why October scares equities, stocks investors1 source · 12h
▼ bearish −50%2 stories4 reports
FPIs pull out over ₹35,000 cr in Indian stocks in Sept: Why SEBI’s easier access reforms alone may not help
2 sources · 22h
- FPIs withdrew ₹35,860 crore from Indian equities in September
- They had invested ₹20,200 crore in July and ₹29,630 crore in August
- Foreign outflows can pressure Indian equities, particularly stocks reliant on overseas portfolio flows
▲ bullish +50%2 stories2 reports
Jefferies puts 25% of sovereign bond portfolio in Indian 15-year debt at 7.38% yield
1 source · 7h
- Jefferies allocated 25% of its sovereign bond portfolio to Indian 15-year debt
- The allocation signals foreign interest in Indian government bonds, though no listed company is directly exposed
● mixed ±0%1 story1 report
● mixed ±0%1 story1 report
Robinhood pushes toward 24/7 trading: When does one trading day end and another begin?
1 source · 7h
- Robinhood plans weekend trading for selected stocks and ETFs
- More trading access may increase competition for Indian brokers and stock exchanges
▼ bearish −50%4 stories4 reportsSmallcap 250 −1.2%
Concurrent Losers: 14 midcap stocks decline for 5 consecutive sessions
1 source · 11h
- Sensex fell 2.27%, or 1,671 points, to 71,909 over five sessions ended October 1
- The extended sell-off signals pressure across Indian equities, including midcap stocks
● mixed −13%8 stories8 reports10-yr G-Sec (price) −0.2%
Bleak Winter! Why analysts are hinting at painful October even after 8 weeks of Nifty correction?
1 source · 11h
- US yields above 5%, a firm dollar, higher crude prices and rupee weakness weigh on India
- Higher crude and a weaker rupee pressure Indian importers and raise inflation risks for rate-sensitive sectors
- ▼As Treasury yields touch generational highs, investors brace for the market fallout1 source · 4h
- ●After Sept, bond yields to peak in Oct too? Experts decode future of Indian bond market; RBI's next move holds key1 source · 6h
- ●Rising gilt yields attract retail investors hunting for tax-efficient assets1 source · 12h
- ●How much higher can bond yields rise — and what does it mean for stocks?1 source · 22h
● mixed ±0%1 story1 report
Luxury Stocks Are Selling at Fast-Fashion Prices
1 source · 6h
- Trends that made luxury companies such as LVMH strong investments over 20 years are fading
▼ bearish −33%2 stories3 reports
How the French Bond Trade Backfired on Investors
2 sources · 6h
- Hedge funds made leveraged French bond bets over the summer, expecting political conditions to remain stable
▼ bearish −36%8 stories11 reports
Fortune India: Boardroom | Indian equities at a crossroads: What comes next?
1 source · 4h
- Indian equities face shifting valuations, improving earnings growth and reassessment by global investors
- Improving earnings could support Indian equities, while valuation shifts matter for listed companies
- ▼More than half of mid-to-large cap companies fail to deliver returns in 20261 source · 13h
- ●RBI Governor sees AI valuation correction as India opportunity but flags global risks2 sources · 8h
- ●Large caps face investor apathy, mid and small caps fuel euphoria1 source · 13h
- ●Jio sees base valuation above ₹13 lakh crore despite dull market1 source · 4h
- AI1.6× usual
▲ bullish +20%4 stories5 reportsAI Catalysts −0.4%
AI Is Squeezing Out the Rest of the Stock Market
1 source · 17h
- Stocks outside tech may struggle as AI narrows market gains
- Earnings may expand more slowly, while credit-risk concerns grow
▲ bullish +33%3 stories3 reports
Rising gilt yields attract retail investors hunting for tax-efficient assets
1 source · 12h
- 30-year gilt yields are above 6% for the first time since 1998
▼ bearish −50%2 stories2 reports
As Treasury yields touch generational highs, investors brace for the market fallout
1 source · 4h
- Investors are watching for market fallout as Treasury yields reach generational highs
- Higher US yields may pressure Indian equities, especially rate-sensitive sectors and foreign-investor flows
- ●Treasuries are losing their moneyness1 source · 23h
● mixed −14%6 stories7 reports
Is October a market crash month? 1929 crash to Black Monday 1987 - Why October scares equities, stocks investors
1 source · 12h
- Indian stocks began October with eight consecutive weekly losses, their longest streak in 25 years
- The report cites the 1929 crash and Black Monday 1987 among October market crashes
- October volatility could weigh on Indian equities, including Nifty and Sensex stocks
- ●AI Is Squeezing Out the Rest of the Stock Market1 source · 17h
- ●Friday's rally in the S&P 500 might not be enough, but Linde is out of this world1 source · 22h
- ●Warsh’s Top Fed Deputies Step in to Give Markets a Clear Message2 sources · 22h
- ●Gold or S&P 500? The answer changes depending on when you started investing1 source · 15h
▲ bullish +100%1 story1 report
Steel sector eyes stronger quarters as demand and realisations improve
1 source · 1d
- Low inventories, stronger seasonal demand and firm prices could support steel makers
- Raw material costs and domestic supply-demand trends remain key factors
- Improving demand and realisations may support Indian steelmakers, while input costs remain a risk
● mixed ±0%1 story1 reportPower −2.0%
The sector in the cross hairs of the bond sell-off looks poised for a bounce, says Mike Khouw
1 source · 1d
- Utilities are among the market's hottest sectors, with an interesting tug of war underway
▲ bullish +86%2 stories7 reports
F&O Talk: 22,600 is a key Nifty support; Sudeep Shah discusses PB Fintech, Infosys, TCS strategy ahead of Q2
1 source · 8h
- Sudeep Shah identified 22,600 as a key Nifty support
- Shah discussed PB Fintech, Infosys and TCS strategies ahead of Q2
- Nifty support and stock strategies may shape trading in PB Fintech, Infosys and TCS
▼ bearish −50%2 stories2 reports
Treasuries are losing their moneyness
1 source · 23h
- The report argues US Treasuries may be losing their long-standing role as both securities and money
▲ bullish +50%2 stories2 reports
Indian stocks face a cyclical correction, not a deeper earnings reset: Mahindra Manulife MF CIO
1 source · 10h
- The CIO characterises the market decline as a cyclical correction, not a deeper earnings reset
- Near-term uncertainties include energy price volatility, geopolitical tensions and AI-led impacts
● mixed ±0%4 stories4 reports
AI earnings shield US stocks, but bond risks rise: Jefferies' Wood
1 source · 13h
- US equities have remained strong, supported by earnings growth from the AI capital expenditure cycle
- Rising bond yields and geopolitical risks are increasing risks
)
