Markets

Below normal monsoon’s impact on rural demand a key concern for FMCG sector

• Analysts expect rural demand to be uneven as rainfall shortages vary by region
• Below-normal monsoon impact on rural demand is a key concern for the FMCG sector
• Uneven rural demand could weigh on sales for Indian FMCG companies

Nifty earnings lag GDP growth and weighing on equities, shows data

• Nifty and Sensex ended September lower despite GDP growth of 7.8 per cent
• Rising US Treasury yields and lagging earnings weighed on equities
• Weak earnings pressure Indian equities, while rising US yields can weigh on rate-sensitive stocks

US Stock Market Today: Nasdaq Jumps 1%, Dow Up 300 Points As Yields Retreat After Weak Jobs Data

• Nasdaq Composite advanced 1.24%
• S&P 500 surged 0.82%, while the Dow Jones Industrial Average rose 0.61%

FII selling keeps Indian stocks under pressure: Brokerages flag crude, global yields as key risks

Nifty 500 stocks fall up to 70% from 52-week highs; why broad market recovery may remain elusive in short term

• Nifty 500 stocks are down by as much as 70% from their 52-week highs
• Deep drawdowns and a weak recovery outlook weigh on Indian small- and mid-cap sentiment

Wall St set to open higher as jobs data dampens rate hike odds, yields fall

Asian shares fall as US jobs data looms after Treasury yield hits 24-year high

• Asian shares fell ahead of US jobs data, with Treasury yields swinging and the dollar gaining
• Oil prices stayed elevated amid a widening military buildup
• Higher yields and elevated crude may pressure Indian equities and raise costs for oil-sensitive sectors

10-year bond yield breaches 7.20%; hits 2.5-year high

• India's 10-year benchmark bond yield reached 7.21%, a 2.5-year high
• Higher yields pressure bond valuations and borrowing costs for Indian banks and rate-sensitive companies

Sensex slides to over 2-year low as FPIs keep selling

US 10-year Treasury yield reaches 5.34%, highest since 2002

• The US 10-year Treasury yield hit 5.34%, its highest level since 2002
• Inflation, oil prices, government borrowing and AI investment are pushing borrowing costs higher
• Higher global yields can pressure Indian equities, especially rate-sensitive sectors and highly valued stocks

Foreign investors sell over ₹3 lakh crore of Indian equities in nine months

• FPIs withdrew more than ₹3 lakh crore from Indian equities in nine months
• September outflows were ₹35,860 crore; another report puts 2026 withdrawals at ₹2.69 lakh crore
• FII selling neared ₹35,000 crore in four sessions, while DII buying cushioned the market
• Sustained foreign selling pressures Indian equities, while domestic institutional buying provides some support