GAINIPO Market Buzz — Sensex Up 369 Pts as Nifty Crosses 26,000; Oil, Metal Stocks Lead | 29 October 2025
GAINIPO Market Buzz — Sensex Rises 369 pts as Nifty Crosses 26,000; Oil & Metal Stocks Lead | 29 October 2025
The long session ended on a positive note as oil & gas, metals, and energy sectors led the rally. Investors cheered easing global worries and renewed FII interest, sending the Sensex higher by ~369 points and the Nifty50 above 26,000.
#1 — Sensex Gains 369 Points; Nifty Ends Above 26,000
Category: Markets
Key Highlights
- Sensex: Closed at 84,997.13, up 368.97 points (0.44%).
- Nifty50: Settled at 26,053.90, up 117.70 points (0.45%).
- Sectoral Winners: Oil & Gas, Metals, Energy (gains ~1–2%).
- Major Gainers: Power Grid, NTPC, Adani Ports, ONGC.
- Laggards: Auto sector saw mild profit-booking.
Detailed Report
According to market reports, Indian equities advanced on 29 October 2025 as investors positioned ahead of the U.S. Federal Reserve policy decision and reacted to improving global trade cues. Oil & gas and metal stocks led the session on expectations of firmer commodity demand and rising crude prices.
Options-market indicators suggested moderate risk-taking with selective sectoral rotation into commodity-linked names.
Expert View: “Investor sentiment improved as global trade tensions eased and markets priced in a possible Fed rate cut,” said market analysts.
#2 — FIIs Return: ₹10,340 Crore Net Buying Boosts Market Confidence
Category: Markets / Flows
Key Highlights
- Foreign Institutional Investors (FIIs) net bought ₹10,340 crore of Indian equities.
- This is one of the largest single-day inflows in recent months.
- DIIs (domestic institutional investors) were modest sellers on the day.
Detailed Report
Renewed FII participation signalled a return of global capital to India as emerging-market assets gained on dovish Fed expectations. The large inflows supported large-cap liquidity and helped the rupee stabilise.
Expert View: “The return of FIIs signals that global investors view India as a key outperformer among emerging markets,” said brokerage strategists.
#3 — Oil & Metal Stocks Shine as Global Prices Rise
Category: Commodities / Sectoral
Key Highlights
- Brent crude traded around $89.40/bbl — highest in ~2 weeks.
- Metal futures rose on hopes of improved Chinese demand.
- Stocks like ONGC, Coal India, and Tata Steel gained ~1.8–3%.
Detailed Report
Commodity-strength supported sectoral rotation into energy and metal names. Traders cited improving industrial demand and inventory draws as the main drivers. The sectoral rally was the primary reason indices advanced despite mixed breadth.
Expert View: “Commodity-linked sectors are back in focus as global demand normalises and energy prices firm up,” said sector analysts.
#4 — Global Markets Rally Ahead of Fed Rate Decision
Category: Global
Key Highlights
- Asian equities rose broadly; MSCI Asia ex-Japan up ~0.6%.
- U.S. futures were higher on Fed-cut expectations.
- Market pricing increasingly reflects a 25 bps Fed cut in the upcoming meeting.
Detailed Report
Global risk sentiment improved on signs that the Federal Reserve may move toward easing. Better-than-expected corporate prints and progress in U.S.–China talks also helped risk assets. Emerging markets, including India, benefited from the rotation.
Expert View: “Markets are pricing in policy easing and better trade prospects — that combination explains the global rally,” said global strategists.
#5 — Mutual Fund AMC Stocks Drop on Regulatory Jitters
Category: Business / Policy
Key Highlights
- Mutual fund AMC stocks (HDFC AMC, Nippon AMC, UTI AMC) fell 4–5% after regulatory reports.
- Reports suggest possible SEBI proposals to rationalise fees and reduce exit loads.
- Analysts warned of near-term margin pressure for AMCs.
Detailed Report
Regulatory chatter on fund-fee rationalisation created selling pressure in asset-management names. While long-term investor protection is positive, near-term earnings visibility for AMCs could be hit depending on rule finalisation.
Expert View: “The regulatory tweak is well-intentioned, but profitability impact on large AMCs could be significant if implemented,” said market experts.
Summary Takeaway
- Sensex rose ~369 pts and Nifty closed above 26,000, led by commodity-linked sectors.
- FIIs returned with ₹10,340 crore of net buying — a major positive for market liquidity.
- Oil & metal stocks were the day’s outperformers as global commodity prices firmed.
- Mutual-fund AMCs fell on regulatory concerns; monitor SEBI updates closely.
- Global cues remain supportive ahead of the Fed decision — watch Fed commentary and commodity trends for the next directional trigger.
GAINIPO Verdict: Cautious Optimism — Momentum improving but global risks persist.