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EQUITY
Post Session: Quick Review
Oct-16-2025

Indian equity benchmarks ended higher with significant gains on Thursday, with all sectoral indices traded in the green amid foreign fund inflows. Foreign investors net bought shares worth Rs 68.64 crore on Wednesday. Markets made a positive start and traded northward, as traders remained optimistic about ongoing bilateral trade agreement between India and the United States, which picked up pace.

Some of the important factors in trade:

IMF's upward revision of India's growth forecast reflects strong fundamentals: Traders took encouragement as Commerce and Industry Minister Piyush Goyal said that the IMF's upward revision of India's GDP growth forecast for the current fiscal to 6.6 per cent reflects the country's economic resilience and strong fundamentals.

Benign inflation outlook may prompt MPC to cut policy rates: Traders took support with Crisil Intelligence, in its report stating that a benign inflation outlook may prompt the Monetary Policy Committee (MPC) to cut policy rates to support growth which faced downside risks due to imposition of higher US tariffs in the second half of the fiscal.

India's merchandise exports to US decline by 11.93% in September: The commerce ministry in its latest data has showed that India's merchandise exports to the US declined by 11.93 per cent to $5.46 billion in September 2025 due to the high tariffs imposed by Washington.

Global front: European markets were trading mostly in green amid growing expectations of imminent U.S. Federal Reserve rate cuts.  Asian markets ended mostly in green as investors shrugged off data that showed Japan's core machinery orders unexpectedly declined month-over-month in August.

The BSE Sensex ended at 83467.66, up by 862.23 points or 1.04% after trading in a range of 82791.35 and 83615.48. There were 28 stocks advancing against 2 stocks declining on the index. (Provisional)

The broader indices ended in green; the BSE Mid cap index was up by 0.29%, while Small cap index up by 0.47%. (Provisional)

The top gaining sectoral indices on the BSE were Realty up by 1.87%, FMCG up by 1.74%, Consumer Durables up by 1.51%, Bankex up by 1.27% and Auto up by 1.15%, while there were no losing sectoral indices. (Provisional)

The top gainers on the Sensex were Kotak Mahindra Bank up by 2.67%, Titan Company up by 2.47%, Axis Bank up by 2.07%, Mahindra & Mahindra up by 1.83% and Adani Ports and Special Economic Zone up by 1.81%. On the flip side, Eternal down by 1.73% and Infosys down by 0.08% were the few losers. (Provisional)

Meanwhile, ministry of Statistics and Programme Implementation (MoSPI) in its Periodic Labour Force Survey (PLFS) has showed the unemployment rate among people aged 15 and above increased marginally to 5.2% in September. The unemployment rate for the age group was 5.1% in August, 5.2% in July and 5.6% in May and June. In September, the rural India has saw a rise in joblessness with unemployment rate among persons aged 15 years and above growing to 4.6% from 4.3% in August. Further, the joblessness among persons aged 15 years and above in urban India grew marginally in September, with unemployment rate reaching 6.8% from 6.7% August.

In September, the overall Worker Population Ratio (WPR) was 52.4%, the highest level recorded since May 2025. The growth is led by rise in the female workforce, especially in rural areas. The Overall WPR among females aged 15 years and above has steadily increased for the third month in a row from 30.2% in June to 32.3% in September. In last three months, the female workforce in rural areas has increased successively from 33.6% in June to 36.3% in September.

The overall Labour Force Participation Rate (LFPR) among persons of age 15 years and above continued to increase for the third month in a row, as it climbed from 54.2% in June to 55.3% in September. The LFPR in rural areas has also increased steadily from 56.1% observed in June to 57.4% in September. Meanwhile, it has remained unchanged at 50.9% in urban areas compared to August for persons aged 15 years and above.

The CNX Nifty ended at 25585.30, up by 261.75 points or 1.03% after trading in a range of 25376.85 and 25625.40. There were 43 stocks advancing against 7 stocks declining on the index. (Provisional)

The top gainers on Nifty were Nestle up by 4.52%, Tata Consumer Products up by 3.15%, Kotak Mahindra Bank up by 2.60%, Titan Company up by 2.57% and Axis Bank up by 2.28%. On the flip side, HDFC Life Insurance down by 2.40%, Eternal down by 1.83%, Shriram Finance down by 0.69%, SBI Life Insurance down by 0.27% and Infosys down by 0.20% were the top losers. (Provisional)

European markets were trading mostly in green; France’s CAC rose 63.5 points or 0.79% to 8,140.50 and Germany’s DAX gained 46.93 points or 0.19% to 24,228.30, while UK’s FTSE 100 decreased 2.56 points or 0.03% to 9,422.19.

Asian markets ended mostly higher on Thursday amid growing expectations of imminent U.S. Federal Reserve rate cuts. Japanese markets ended sharply higher after the Jaan Innovation Party emerged as a possible coalition partner for the LDP ahead of a parliamentary vote to decide the prime minister expected next week. Investors shrugged off data that showed Japan's core machinery orders unexpectedly declined month-over-month in August. Seoul stocks hit a new peak as tech stocks surged on optimism over AI-driven demand. However, Hong Kong's Hang Seng ended marginally lower after data showed China's new bank loans rose less than expected in September. There was some cautiousness amid rising Sino-U.S. tensions. U.S. Treasury Secretary Scott Bessent slammed Beijing's rare earth export curbs as 'China versus the world’, vowing that Washington and its allies would ‘neither be commanded nor controlled.'

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,916.23

4.02

0.10

Hang Seng

25,888.51

-22.09

-0.09

Jakarta Composite

8,124.76

73.58

0.91

KLSE Composite

1,612.29

0.74

0.05

Nikkei 225

48,277.74

605.07

1.27

Straits Times

4,356.20

-12.22

-0.28

KOSPI Composite

3,748.37

91.09

2.43

Taiwan Weighted

27,647.87

372.16

1.35

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