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Sensex, Nifty trade in fine-fettle in early deals
Oct-20-2025

Indian equity benchmarks made an optimistic start on Monday, on the occasion of Diwali 2025, amid strong global cues. Sensex and Nifty were trading in fine-fettle with gains over half a percent each in early deals driven by buying in blue-chips Reliance Industries, HDFC Bank and foreign fund inflows. Some support came as Commerce and Industry Minister Piyush Goyal said that talks between India and the US on a proposed bilateral trade agreement are progressing in a cordial atmosphere and New Delhi will protect the interests of farmers, fishermen and MSME sectors.

On the global front, Asian markets were trading higher following the broadly positive cues from Wall Street on Friday, as traders remain optimistic on easing trade tensions between the U.S. and China after U.S. President Donald Trump said the high tariffs he has threatened on Chinese imports are probably not sustainable, but argued ‘they forced me to do that’. Malaysia and Singapore are closed on Monday for Diwali. 

Back home, Auto stocks were in focus as automobile exports from India rose 26 per cent year-on-year in September quarter driven by highest-ever shipments of passenger vehicles, two-wheelers and three-wheelers during the period. In stock specific development, Reliance Industries traded higher after it reported consolidated net profit of Rs 18,165 crore in the second-quarter, up 10% compared to Rs 16,563 crore in the year ago period.

The BSE Sensex is currently trading at 84391.53, up by 439.34 points or 0.52% after trading in a range of 84256.55 and 84656.56. There were 22 stocks advancing against 8 stocks declining on the index.

The broader indices were trading in green; the BSE Mid cap index rose 0.45%, while Small cap index was up by 0.04%.

The top gaining sectoral indices on the BSE were Energy up by 1.10%, IT up by 0.90%, TECK up by 0.82%, Oil & Gas up by 0.80% and PSU up by 0.51%, while Basic Materials down by 0.32%, Metal down by 0.25% and Consumer Durables down by 0.14% were the few losing indices on BSE.

The top gainers on the Sensex were Reliance Industries up by 2.86%, Infosys up by 1.34%, Bajaj Finserv up by 1.19%, Kotak Mahindra Bank up by 1.19% and HCL Technologies up by 1.05%. On the flip side, ICICI Bank down by 1.79%, Ultratech Cement down by 1.47%, Trent down by 0.55%, Tata Steel down by 0.46% and Eternal down by 0.41% were the top losers.

Meanwhile, expressing confidence over India’s exports, Commerce and Industry Minister Piyush Goyal has said that despite global uncertainties due to the US tariffs, India's exports will register a positive growth in 2025-26. He said that during the first six months (April-September) of this fiscal, the country's goods and services exports have recorded growth. It grew by about 5 per cent to $413.3 billion during April-September 2025-26. India's merchandise shipments too rose by 3 per cent to $220.12 billion during the period.

He said ‘there is resilience, there is confidence, there is a demand for our goods and services across the world and India will continue on this growth trajectory, and we are confident we will end 2025-26 with a positive growth in India's exports’. Imposition of tariffs by the US has disrupted the global supply chains. It has also impacted India's exports to the US, which fell by about 12 per cent in September.

Talking about benefits of the recent cut in GST rates, he said the outward FPI in September came down to less than $900 million from around $4 billion in August. He noted ‘as soon as the GST announcement came in, investors quickly realised that this is a bonanza. Demand will go up massively’.

The CNX Nifty is currently trading at 25840.90, up by 131.05 points or 0.51% after trading in a range of 25809.60 and 25926.20. There were 39 stocks advancing against 11 stocks declining on the index.

The top gainers on Nifty were Reliance Industries up by 2.92%, JIO Financial Services up by 1.73%, Infosys up by 1.39%, Dr. Reddy's Lab up by 1.28% and Kotak Mahindra Bank up by 1.18%. On the flip side, ICICI Bank down by 1.79%, Ultratech Cement down by 1.46%, JSW Steel down by 0.70%, Trent down by 0.57% and Eternal down by 0.48% were the top losers.

Asian markets are trading in green; Nikkei 225 surged 1402.85 points or 2.95% to 48,985.00, Hang Seng advanced 628.9 points or 2.43% to 25,876.00, Taiwan Weighted added 390.56 points or 1.43% to 27,692.93, Jakarta Composite gained 146.35 points or 1.85% to 8,062.01, KOSPI increased 45.69 points or 1.22% to 3,794.58 and Shanghai Composite was up by 26.33 points or 0.69% to 3,866.09.
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