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EQUITY
Post Session: Quick Review
Oct-13-2025

Indian equity benchmarks ended in negative territory on Monday, tracking weak global cues as investors were concerned about an escalation of the trade war between U.S. and China and the potential impact on the global economy. Indices made a negative start ahead of key inflation data and major Q2 earnings announcements from companies such as HCL Tech, Infosys, and Reliance Industries. Markets trimmed some of their losses in the dying hours of trade, but ultimately closed below the flat line.

Some of the important factors in trade:

India’s forex reserves drop below $700 billion: Traders were cautious as RBI data showed that India's forex reserves fell by $276 million to $699.96 billion during the week ended October 3.

India, Canada trade ministers hold discussions on ways to strengthen economic ties: Traders overlooked report that Commerce and Industry Minister Piyush Goyal hold discussions with his Canadian counterpart Maninder Sidhu on ways to strengthen economic ties between the two countries. 

India poised to contribute about one-fifth of world's GDP growth: Traders took note of the Principal Secretary-2 to Prime Minister of India, Shaktikanta Das’ comments indicating India is poised to contribute about one-fifth of the world's Gross domestic product (GDP) growth on the back of robust domestic demand and prudent macroeconomic and financial sector policies, which enabled it to withstand ‘external shocks’. 

Global front: European markets were trading in green France reappointed Prime Minister Sebastien Lecornu and unveiled his cabinet amid budget turmoil that is scaring businesses and investors. Asian markets ended in red as the U.S. government shutdown entered its third week and trade tensions between the U.S. and China returned to the fore.

The BSE Sensex ended at 82327.05, down by 173.77 points or 0.21% after trading in a range of 82043.14 and 82438.50. There were 13 stocks advancing against 17 stocks declining on the index. (Provisional)

The broader indices ended in red; the BSE Mid cap index was down by 0.18%, while Small cap index down by 0.43%. (Provisional)

The few gaining sectoral indices on the BSE were Utilities up by 0.19%, Bankex up by 0.11%, Realty up by 0.02% and Power up by 0.01%, while IT down by 0.90%, Capital Goods down by 0.85%, FMCG down by 0.83%, Telecom down by 0.66% and Industrials down by 0.64% were the top losing indices on BSE. (Provisional)

The top gainers on the Sensex were Adani Ports and Special Economic Zone up by 2.13%, Bajaj Finance up by 1.54%, Bajaj Finserv up by 0.93%, NTPC up by 0.74% and Axis Bank up by 0.72%. On the flip side, Tata Motors down by 2.29%, Infosys down by 1.26%, Hindustan Unilever down by 1.24%, Power Grid Corp down by 1.09% and Bharat Electronics down by 1.00% were the top losers. (Provisional)

Meanwhile, in a landmark move, India and the UK have forged a strategic partnership to advance digital inclusion and shape the future of secure and innovative communications. The India-UK Connectivity and Innovation Centre will bring together complementary strengths in UK and Indian innovation in advanced connectivity - linking cutting-edge research at universities, with lab testing and field trials, through to market deployment. The initiative will create new commercial opportunities by enabling industry partners to innovate, test and scale products with a pathway to market adoption.

Over the next four years, a critical period when the technological and commercial parameters for 6G will take shape, the Centre will drive advancements in three key areas: Transforming telecom with AI; Non-terrestrial networks (NTNs); and Telecoms Cybersecurity. Connectivity and telecommunication technologies critically underpin economies and societies. Developing them together on a single platform is expected to bring economic and security benefits to both countries.

India and the UK have committed a combined initial 24 million pound over four years to advance this initiative. This funding will support applied research among established UK and Indian research centres, industry-academic partnerships, joint testbeds, and targeted collaboration in global technical standards development. This initiative, delivered as part of the UK-India Technology Security Initiative jointly by UKRI (UK Research and Innovation) and DoT (The Department of Telecommunications), stands as a flagship example of the UK-India Research and Innovation Corridor in action, and reflects the shared ambition set out in the India-UK 2035 Vision.

The CNX Nifty ended at 25227.35, down by 58.00 points or 0.23% after trading in a range of 25152.30 and 25267.30. There were 19 stocks advancing against 31 stocks declining on the index. (Provisional)

The top gainers on Nifty were Adani Ports and Special Economic Zone up by 2.02%, Bajaj Auto up by 1.34%, Bajaj Finance up by 1.26%, Shriram Finance up by 1.07% and Interglobe Aviation up by 0.92%. On the flip side, Tata Motors down by 2.68%, Wipro down by 1.44%, Hindustan Unilever down by 1.43%, Infosys down by 1.43% and Max Healthcare Inst down by 1.13% were the top losers. (Provisional)

European markets were trading higher; Germany’s DAX gained 136.24 points or 0.56% to 24,377.70, France’s CAC rose 28.4 points or 0.36% to 7,946.40, and UK’s FTSE 100 increased 4.63 points or 0.05% to 9,432.10.

Asian markets ended lower on Monday amid renewed US-China trade tension and as the U.S. government shutdown entered its third week. Besides, political and fiscal developments in Japan and Europe also kept investors on edge. Many world leaders, including Trump, are due to meet in Egypt to discuss ceasefire plans for Gaza. China's Shanghai Composite index ended marginally lower, recouping most early losses after China's foreign trade showed surprising strength in September, with both exports and imports beating forecasts. Hong Kong's Hang Seng index fell on renewed Sino-U.S. trade tensions. Beijing on Sunday defended its latest export control measures on rare earths and related items as a response to U.S. aggression but stopped short of imposing new levies on U.S. products. Seoul stocks ended lower and snapped a three-day winning run. Meanwhile, the Japanese market was closed for National Sports Day.

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,889.50

-7.53

-0.19

Hang Seng

25,889.48

-400.84

-1.52

Jakarta Composite

8,227.20

-30.66

-0.37

KLSE Composite

1,615.19

-7.06

-0.44

Nikkei 225

--

--

--

Straits Times

4,389.84

-37.22

-0.85

KOSPI Composite

3,584.55

-26.05

-0.73

Taiwan Weighted

26,923.42

-378.50

-1.41
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