Indian Stock Markets

Alembic Pharma's revenue from operations increased by 36 per cent YoY to ₹2,603 crore during the said period from ₹1,910 crore a year ago.

For equity markets, the political uncertainty comes at a time when US stocks are trading with considerable momentum, but financial conditions have tightened and energy prices remain elevated.

Ajay Khandelwal says valuations have moderated and earnings remain resilient, with manufacturing, pharma, healthcare and capital markets among his preferred sectors

Indian stocks have underperformed global markets for more than two years, losing nearly half their value, as foreign capital fled

The Nifty 50 has fallen about 12% so far in 2026 after 10 straight years of gains, pressured by higher oil prices following the US-Israeli war on Iran and record foreign outflows of $31.3 billion

Historically, US equities have performed strongly following midterm elections. The S&P 500 has gained an average of around 6 per cent over the subsequent 60 trading days, data shows.

Sudeep Shah of SBI Securities flags that the Adani Ports stock has broken out above the downward sloping trendline on the daily chart.

FPI selling is driven mostly by global factors

While concerns around margin trajectory remain, analysts largely retained a positive outlook over the medium term, driven by strong domestic demand and balance sheet strength.

Besides, Jio Platforms' market debut, trading activity of foreign investors and global trends would also dictate investors' sentiment

In 2026 alone, FPIs have poured in ₹55,524 crore into the primary market, while selling in the secondary market hit a record ₹3.15 trillion till September so far.

The selling pressure, in fact, has intensified in recent months. After offloading equities worth ₹35,861 crore in September, FPIs sold another ₹47,417 crore through October 12.

Major quarterly earnings from companies like Wipro and HCL Tech, along with inflation figures, global trends, and crude oil price movements, will drive stock market movement this week, analysts said. Market investors will also watch foreign investor trading activity, rupee movement, US Treasury yields, and geopolitical developments. "September CPI inflation will be the first major domestic test this week. A stronger-than-expected reading could revive concerns over further RBI tightening, putting rate-sensitive sectors such as banking, automobiles and real estate under pressure while raising the risk of a broader drag on consumer demand. "A softer print could ease concerns over the eventual peak in interest rates, but any relief may prove short-lived if Brent crude remains above USD 100 a barrel. Wholesale price inflation data will offer a further indication of how elevated energy and logistics costs are filtering through to producer prices," Hariselvan Radhakrishnan, Founder & CEO

Revenue growth improved in Q2FY27, but inconsistent same-store sales, rising quick-commerce competition and premium valuations remain key concerns for DMart

RBI's interest rate decision, TCS' earnings, crude oil prices and global bond yields will be important factors to determine stock market movement this week, analysts said. Macroeconomic data announcements and foreign investors' trading activity will also guide market trends, they added. "RBI's monetary policy meeting will be closely watched. The policy stance, inflation outlook and growth projections will provide important cues on the near-term trajectory of domestic interest rates and financial markets. "This week will also mark the beginning of the earnings season, with index heavyweight TCS and retail major DMart among the key companies scheduled to announce their results," Ajit Mishra, SVP Research, Religare Broking, said. On the data front, India's final HSBC Services PMI and Composite PMI readings for September are scheduled to be released on October 6, he said. TCS is slated to announce its September quarter earnings on October 8. "Crude oil remains the most immediate ...

Investors will focus on geopolitical developments, crude oil prices, bond yields and macroeconomic data announcements to determine market trends during the holiday-shortened week ahead, analysts said. According to experts, the US-Iran diplomatic talks and crude oil prices will drive global market sentiment. Moreover, the market is likely to remain cautious as crude oil prices, geopolitical developments and global bond yields continue to influence near-term direction, they said. Equity markets would remain closed on Friday for Mahatma Gandhi Jayanti. "Globally, developments around US-Iran diplomacy and crude oil prices will remain critical. Any progress on a framework for reopening the Strait of Hormuz could ease energy prices and provide some relief to India's import bill and the rupee, while renewed geopolitical tensions could keep volatility elevated," Ajit Mishra, SVP Research, Religare Broking, said. On the domestic front, industrial production data for August and the HSBC ..

Stock market crash: All sectoral indices closed in the red, while India VIX spiked 22 per cent. Banking and financial shares were the top losers.

"Several stocks from a "popular" sector can enter the index simultaneously, while sectors that are out of favour may become under-represented," the report said.

Market investors would track any implications arising from US President Donald Trump signing the Sanctioning Russia and Iran Act, with crude oil and geopolitical developments remaining the key driving trends for equities this week, analysts said. Besides, trading activity of foreign investors and trends in global markets would also be tracked, they added. "Indian equities enter the coming week with crude oil, global bond yields and geopolitical developments likely to remain the main drivers of sentiment. A new source of uncertainty for Indian markets is emerging on the trade front. "US President Donald Trump has signed into law legislation giving his administration expanded powers to impose tariffs of up to 100 per cent on imports from major buyers of Russian oil and gas, with India among the countries potentially exposed given its significant purchases of Russian crude," Ponmudi R, CEO - Enrich Money, an online trading and wealth tech firm, said. US President Donald Trump signed t

Over a five- or 10-year view, if I were an Indian mutual fund investor, it makes sense to allocate half of your inflows into small- and mid-cap funds, Wood said.