Cautious Start: Markets Flat Ahead of RBI Policy & Holiday Week

📰Daily Market Wrap-Up by Stock Whisperers- September 29, 2025

Author

thestock whisperers
September 29, 2025

September 29, 2025

📈 Market Overview:

Market Overview

Summary of the Day's Market Performance

  • The Sensex fell 61.52 points (-0.08%) to close at 80,364.94, ending a volatile session flat.

  • The Nifty dropped 19.80 points (-0.08%) to 24,634.90, reflecting cautious trading.

  • Midcap index rose 0.3%, while Smallcap index dipped marginally, showing mixed broader market trends.

  • Oil & Gas, PSU Bank, Energy, and Realty added 1% each, while Media shed nearly 1%.

💸 Market Transactions:

  • Foreign Institutional Investors (FII): Sold ₹2,831.59 crore

  • Domestic Institutional Investors (DII): Bought ₹3,845.87 crore

DII inflows offset FII selling, stabilizing the market ahead of a holiday week.

📊📑 Important Observations and Market Sentiments: Editor Special

  • The domestic market ended flat in a volatile session as investors grew cautious before a holiday-truncated week and ongoing FII outflows. Uncertainty in U.S.-India trade deals (50% tariff impact) and pressure on IT & Pharma indices due to visa hikes ($100,000 cap) and tariffs are near-term concerns.

  • Investors await the RBI policy outcome, expected to maintain rates to curb rupee volatility (84.15 low), with supportive fiscal measures and a strong H2FY26 demand outlook potentially lifting the FY26 GDP forecast. Analysts expect Nifty to hover around 24,500–24,800, with support at 24,400—watch RBI and trade updates.

❓ DO YOU KNOW?

The rupee’s record low of 84.15, driven by U.S. tariff pressures, has prompted RBI to signal a steady repo rate (6.5%) at its October 2 meeting, per market speculation.

📰Stock News:

Key Stock Movements and News

  • Top Gainers: Eternal, Bharat Electronics, IndusInd Bank, Titan Company, and Wipro

  • Top Losers: Axis Bank, Maruti Suzuki, L&T, Apollo Hospitals, and Dr Reddy's Labs

  • BPCL, HPCL, and IOC rose up to 4.5% as brokerages turned upbeat on pricing reform clarity for crude oil and LPG under-recovery.

  • PG Electroplast gained 1.5% after acquiring a 50-acre land parcel in Andhra Pradesh’s Sri City.

  • IndusInd Bank rose 2.5% as Morgan Stanley upgraded it, citing inexpensive valuations despite a 50% drop last year.

  • Mahindra Logistics announced Ashay Shah’s resignation as Head of Customer Excellence, effective September 30.

  • Zaggle Prepaid Ocean Services partnered with IDFC First Bank for forex solutions, effective September 26, targeting corporate clients.

  • Uttam Distilleries Limited’s subsidiary approved expanding distillery capacity from 40 KLPD to 160 KLPD, with shares trading flat.

  • Ganesh Consumer shares settled 9% below IPO price on debut, listing at ₹295 on BSE (market cap ₹1,192.18 crore).

  • Tata Capital IPO GMP reached 9%, with allotment expected by October 9 and listing on October 13.

Markets Eye Fresh Triggers: Fed Cut Tailwinds, US Jobs Data & India-US Deal Buzz to Steer the Week Ahead

Weekly Stock Markets Rundown: September 29 To 3 October 2025

The week of September 29-October 3, 2025, follows a corrective close with Sensex at 82,323.62 and Nifty at 25,202.35, pressured by sector selloffs but buoyed by global records and trade progress. US Labor Day holiday kicks off a data-packed stretch, with ISM PMI (Sep 30), ADP jobs (Oct 1), and non-farm payrolls (Oct 3) in focus, alongside India's PMI final. FII outflows continue, but DIIs stabilize; India-US deal hopes and exemptions mitigate risks. Nifty eyes 25,200 breakout above 25,000 support—opportunities in banking, IT, pharma, and autos amid easing signals.

👀Stocks to Focus:

  • IndusInd Bank: Upgrade impact to monitor.

  • PG Electroplast: Land acquisition to watch.

  • Tata Capital: IPO buzz to observe.

📝Summary:

Indian markets fell 0.08%, with Nifty at 24,634, as caution ahead of a holiday week triggered volatility. Oil & Gas and PSU Banks gained, while Media lagged. DII buying offset FII outflows—focus on RBI policy next week!

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