Wishing all our readers a prosperous Dhanteras!
“On this Dhanteras, let conviction compound and optimism shine bright — Happy Investing!”
🎉 Market Overview: Diwali Comes Early on Dalal Street!
Festive cheer swept across Dalal Street, with the Nifty posting gains for the third consecutive week.
Investors witnessed an upbeat mood as indices rallied sharply on the back of global optimism, rate-cut hopes, and improving liquidity conditions.
Weekly Market Performance (13 Sept – 17 Oct 2025):
| Index | LTP | Weekly % Change |
|---|---|---|
| Nifty 50 | 25,710 | +1.68% |
| Sensex | 83,952 | +1.76% |
| Bank Nifty | 57,713 | +1.95% |
| Nifty Midcap | 15,529 | -0.19% |
| India VIX | 11.66 | +15.07% |
Global Indices:
- Dow Jones: +1.56%
- Nasdaq: +2.46%
- Bovespa: +1.93%
Commodities & Currency:
- Crude Oil: $57.47 (-2.42%)
- Gold: ₹4,248 (+5.71%)
- Silver: ₹51.97 (+3.21%)
- USD/INR: ₹87.99 (-0.87%)
📈 Key Highlights: Bulls Keep the Momentum Alive
Our Call of the Week — “Diwali Comes Early at Dalal Street” — rings true as optimism builds around Nifty’s next resistance at 26,277.35.
The rally was supported by positive catalysts, including:
- PM Modi–President Trump talks rekindling trade optimism.
- Fed Chair Powell’s comments strengthening expectations of an October rate cut.
- Global tailwinds from strong Wall Street cues.
- Easing trade war fears and supportive RBI policy signals.
- Crude oil prices staying weak near $58 per barrel, reducing inflationary pressure.
Bottom Line:
Dalal Street ends the week on a high, setting the tone for a strong festive season rally ahead.
🔍 Sectoral Performance: Bulls Dominate Realty, FMCG & Auto
Top Performing Sectors:
- Nifty Realty: +4.14%
- Nifty FMCG: +3.00%
- Nifty Auto: +1.90%
- Nifty Infra: +1.70%
Underperformers:
- Nifty Media: -2.70%
- Nifty IT: -1.85%
- Nifty Metal: -0.61%
🏦 Stock-Specific Action: Q2 Results Drive Volatility
- LG Electronics made a stellar debut — listed nearly 50% above issue price.
- Persistent Systems (+7.43%) posted strong BFSI and healthcare growth with record deal wins of $609 million (+15% YoY).
- HDFC AMC (+3.54%) rallied after announcing its first-ever 1:1 bonus issue.
- JSW Steel saw PAT jump 270% YoY to ₹1,623 crore.
- Reliance Industries reported Q2FY26 profit up 14% to ₹22,092 crore.
- Tech Mahindra (-0.66%), Infosys (-4.87%), and Wipro (-3.14%) declined on muted guidance and margin pressures.
- Zee Entertainment (-5.43%) slumped as profits dropped 63% YoY.
Top Gainers (Nifty 50):
NESTLE (+7.50%), ASIAN PAINTS (+7.16%), M&M (+5.57%), ADANI PORTS (+4.97%), BAJAJ FINANCE (+4.52%)
Top Losers (Nifty 50):
INFOSYS (-4.87%), TATA MOTORS (-3.51%), WIPRO (-3.14%), TCS (-2.10%), ETERNAL (-1.62%)
🧭 What’s Next for Nifty?
Dalal Street heads into the new week with a measured sense of optimism, driven by ongoing Q2 earnings and FII inflows.
Key focus areas include results from HDFC Bank, ICICI Bank, Ultratech Cement, and PNB.
Technical Outlook:
- Support: 25,300
- Resistance: 26,277.35 (ATH), then 28,000 (psychological level)
The trend remains bullish, with Nifty trading above all key moving averages — 21 DMA, 50 DMA, and 100 DMA.
🗓️ Key Earnings on the Radar
- Oct 23: HUL, Colgate Palmolive, Laurus Labs
- Oct 24: SBI Life, Dr. Reddy’s, SBI Card, Coforge
- Oct 25: Kotak Mahindra Bank
Expect stock-specific action to dominate as investors hunt for quality names with strong earnings visibility.
💬 Global Watch: Trade Talks and Rate Cuts in Focus
Encouraging signs emerged as President Trump confirmed plans to meet China’s Xi Jinping, calling current tariffs “unsustainable.”
Meanwhile, RBI and Fed policy cues continue to anchor bullish sentiment amid easing global inflationary pressures.
💎 Bottom Line
“The only thing glittering brighter than Gold and Silver this Diwali could be the Nifty Index itself!”
Stay bullish but balanced — focus on quality, fundamentals, and risk management as markets ride the festive wave.
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