Markets Stay Sleepy as RBI Decision Looms, Rupee & Gold Steal the Show

📰Daily Market Wrap-Up by Stock Whisperers- September 30, 2025

Author

thestock whisperers
September 30, 2025

September 30, 2025

📈 Market Overview:

Market Overview

Summary of the Day's Market Performance

  • The Sensex fell 97.20 points (-0.09%) to close at 80,267.62, marking a dull session.

  • The Nifty dropped 23 points (-0.09%) to 24,611.10, with investors sidelined ahead of the RBI decision.

  • Midcap index dipped 0.01% to 58,496, while Smallcap index rose 0.16% to 17,282.60, showing minimal movement.

  • PSU Banks gained 1.8%, Metals up 1.2%, while Real Estate shed 0.8%, with other sectors mixed.

💸 Market Transactions:

  • Foreign Institutional Investors (FII): Sold ₹2,327.09 crore

  • Domestic Institutional Investors (DII): Bought ₹5,761.63 crore

DII inflows provided stability, countering FII selling before the RBI policy.

📊📑 Important Observations and Market Sentiments: Editor Special

  • Indian markets ended a lackluster day flat as investors awaited the RBI’s rate cut decision tomorrow, with the rupee hitting a lifetime low of 84.25 and gold reaching a record high of $2,650/oz adding to the quiet backdrop. FII outflows and U.S.-India trade uncertainties (50% tariff) kept sentiment cautious, though PSU Banks and Metals showed resilience.

  • Expectations of unchanged rates (6.5%) to manage rupee volatility, alongside H2FY26 demand and GST 2.0 benefits (effective September 22), may support recovery. Analysts expect Nifty to consolidate around 24,500–24,800, with support at 24,400—watch RBI and trade talks.

❓ DO YOU KNOW?

The rupee’s new low of 84.25 today, driven by U.S. tariff pressures and Fed rate cut speculation, has fueled gold demand, with India’s imports up 15% year-on-year in September.

📰Stock News:

Key Stock Movements and News

  • Top Gainers: -

  • Top Losers: -

  • Coforge rose 2.5% after CLSA initiated coverage with an ‘outperform’ rating and a ₹2,346 target (+51.1% upside).

  • Blue Dart Express surged up to 10% to a two-month high, following a 9-12% average shipment price hike.

  • PVR INOX and Prime Focus declined up to 5% as Trump’s proposed 100% tariff on non-U.S. films loomed.

  • Anand Rathi shares ended 7.5% above IPO price on debut, following a strong ₹745 crore IPO response.

  • Jaro Institute shares listed at a 15.4% discount to IPO price, marking a weak debut despite a ₹450 crore IPO.

  • Seshaasai Tech settled 3% lower on debut, listing at ₹436 on BSE (market cap ₹6,731.93 crore).

  • Solarworld Energy closed 8% below IPO price on debut, aligning with an 11% grey market expectation.

  • LG Electronics IPO will open October 7, with a full offer-for-sale of 10,18,15,859 shares by the Korean parent.

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:

  • Coforge: Upgrade impact to monitor.

  • Blue Dart Express: Price hike effect to watch.

  • Anand Rathi: Listing momentum to observe.

📝Summary:

Indian markets fell 0.09%, with Nifty at 24,611, as investors awaited the RBI decision amid a dull session. PSU Banks and Metals gained, while Real Estate lagged. DII buying offset FII outflows—focus on RBI policy tomorrow!

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