Markets

Bleak Winter! Why analysts are hinting at painful October even after 8 weeks of Nifty correction?

• 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

Rising gilt yields attract retail investors hunting for tax-efficient assets

• 30-year gilt yields are above 6% for the first time since 1998

Concurrent Losers: 14 midcap stocks decline for 5 consecutive sessions

• 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

Is October a market crash month? 1929 crash to Black Monday 1987 - Why October scares equities, stocks investors

• 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

Large caps face investor apathy, mid and small caps fuel euphoria

• Investor sentiment towards large-cap stocks is currently apathetic, despite improved valuations in the market
• Retail investors are increasingly enthusiastic about mid- and small-cap stocks
• Retail-led enthusiasm in mid- and small-caps raises volatility risk for Indian investors in these stocks

More than half of mid-to-large cap companies fail to deliver returns in 2026

• More than half of Indian mid-to-large companies with market caps above ₹1,000 crore have lost value in 2026
• Eight companies have experienced…

AI earnings shield US stocks, but bond risks rise: Jefferies' Wood

• US equities have remained strong, supported by earnings growth from the AI capital expenditure cycle
• Rising bond yields and geopolitical risks are increasing risks

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

AI Is Squeezing Out the Rest of the Stock Market

• Stocks outside tech may struggle as AI narrows market gains
• Earnings may expand more slowly, while credit-risk concerns grow

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%

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

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

Treasuries are losing their moneyness

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

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

Global Credit Market Starts to Sputter as Jumbo Deals Drag

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

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

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

Nifty slips below 22,500 as Sensex sheds 571 points; breakdown below 22,000 flagged

• Nifty 50 may break below 22,000, with no government commentary after successive market crashes
• Sensex shed 571 points as Nifty fell below 22,500
• The sell-off weighs on Indian equities, including large-cap and domestic-market stocks

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

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

Hedge funds struggle for September gains as rate, AI swings bite

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

5 stocks with consistent score improvement and upside potential of up to 33% in 1 year, according to analysts

• The market has been falling for close to a month-and-a-half, with occasional bounces
• The headline cites five stocks with up to 33% analyst upside in one year

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

Wall Street Set To Open In Green? Slipping Oil Among Three Reasons Fueling US Stock Futures

• US stock futures rose, with cooling oil prices among the global cues
• The report said the cues could indicate a positive Wall Street opening
• Lower crude prices can ease costs for Indian oil importers and support broader equities

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.

ETMarkets Smart Talk| ‘Desi to Videsi’: How GIFT City is changing the way Indians invest globally — Mustafa Pardiwala

• GIFT City offers Indian investors access to US stocks, ETFs and sectors such as AI
• Offers Indian investors another route to global diversification

Suzlon, KPIT Tech, RIL, IRFC, HDFC Bank, Infy: 56% Nifty500 stocks in bear grip amid market sell-off

Page 45 of Nse nifty News: Nse nifty Latest News, Nse nifty Today news, Nse nifty Breaking News

Gold or S&P 500? The answer changes depending on when you started investing

Equities post eighth straight weekly loss as global headwinds intensify

• Sensex fell 570.59 points, or 0.79%, to 71,909.70
• Nifty 50 fell 198.50 points as equities posted an eighth straight weekly loss

Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan

Friday's rally in the S&P 500 might not be enough, but Linde is out of this world

• The Homestretch update says Friday’s S&P 500 rally might not be enough

‘Cash flow statement can't lie’ is the most expensive assumption in the stock market. That number can be dressed up too

How much higher can bond yields rise — and what does it mean for stocks?

• The report asks how much further bond yields can rise and what that could mean for stocks

Equities may average 15% over time, but very few years actually return 15%. What should investors expect?

Sleepless on Wall Street: All-Night Stock Exchanges Coming Soon

GECE.M3 - | Stock Price & Latest News

The sector in the cross hairs of the bond sell-off looks poised for a bounce, says Mike Khouw

• Utilities are among the market's hottest sectors, with an interesting tug of war underway

I’m even more bullish about stocks than a year ago

• The writer says they are more bullish on stocks than a year ago, despite having sold everything by late October

Jim Cramer's top 10 things to watch in the stock market Friday

• The September jobs report was described as what stock market bulls needed

Partners Group splits flagship private equity fund as clients demand cash

• Partners Group is splitting its flagship private equity fund as clients demand cash
• The Swiss firm had capped redemptions at 5% in June

Dow Jones| Nasdaq | US Stock Market Today | Live: US stock futures rise as oil eases ahead of jobs report