Markets

Bajaj Finance approves ₹17,500 crore fundraise through QIP and warrants

• The company approved a ₹11,700 crore QIP and ₹5,800 crore in warrants to Bajaj Finserv
• The fundraise could total up to ₹17,500 crore
• Dilution may weigh on Bajaj Finance shares, while proceeds support the lender’s growth

FPIs turn net sellers, pull out ₹35,860 crore in September

• 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

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

Investors worried over bloodbath as Nifty 50 sees longest weekly losing streak in 25 yrs - Outlook for H2 from experts

• Nifty 50 and Sensex fell 3.1% and 2.7%, respectively, during an eighth consecutive losing week
• A prolonged selloff pressures Indian equities, including Tube Investments of India

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%

Tracking the outliers: 10 stocks zoom ahead amid weak and volatile markets

• Just about 38% of BSE 500 stocks delivered positive returns in the past year

Global equity funds attract $34.76 billion for a second straight week

• Global equity funds drew $34.76 billion in the week through September 30
• Inflows continued for a second straight week amid optimism around AI investment

Treasuries are losing their moneyness

• The report argues US Treasuries may be losing their long-standing role as both securities and money

Global Credit Market Starts to Sputter as Jumbo Deals Drag

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

Market crash wipes out Rs 26 lakh cr in 8 weeks! Why soaring bond yields may hurt Sensex, Nifty more than elevated oil prices

• Sensex and Nifty have fallen for eight straight weeks, wiping out more than Rs 26 lakh crore in market capitalisation
• Rising yields and oil pressure Indian equities, with exposure across rate- and fuel-sensitive sectors

Indian Equities Are Falling: These Are The Reasons

• Foreign investors have been pulling money from Indian markets
• FII outflows pressure Indian equities, including Nifty and Sensex constituents

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

Steel sector eyes stronger quarters as demand and realisations improve

• 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

Sleepless on Wall Street: All-night stock exchanges coming soon

• US equity exchanges will add an overnight session from 9 p.m. to 4 a.m. starting December 6
• The extended hours aim to cater to growing demand for overnight trading

Issuers rush to bond market ahead of rate hike cycle

D-Street logs longest spell of week slump in 25 years

• D-Street’s week-long slump is its longest spell in 25 years
• Surging US bond yields helped drive a record selloff in the Sensex and Nifty
• The selloff directly affects Indian equity investors across sectors

Rupee sinks to 96.31, logs biggest fall in over 2 months

• The rupee fell to 96.3150 against the US dollar, its biggest drop in over two months
• The decline was attributed to escalating US bond yields
• A weaker rupee raises import costs for Indian companies and can weigh on foreign investor returns

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

Rupee near 97: Rupee faces multi-front pressure; SBI Research calls for immediate protective measures

The rupee is facing multi-front pressure from FPI outflows, stronger dollar demand and a sharp rise in global bond yields, with the currency nearing the 97-per-dollar mark. SBI Research said the RBI’s ability to intervene meaningfully and thwart speculative forces will be a key test as pressure on the currency intensifies.

The secret signs the bond sell-off might be ending

• An options bet involving the utility sector could signal a peak in bond yields
• A shift in global yields can affect Indian bond yields and rate-sensitive stocks

High Government Debt Is Adding Fuel to the Global Bond-Market Selloff

• Oil prices are pushing rates higher, while high government debt adds risk to the global bond selloff
• Higher global yields may pressure Indian government bonds and rate-sensitive stocks