HOME > MARKETS > MARKET COMMENTARY
  MARKET COMMENTARY
EQUITY
Sensex, Nifty trade in fine-fettle in early deals on healthy buying
Oct-27-2025

Indian equity benchmarks made a positive start on Monday and soon extended their gains amid optimism surrounding the ongoing US-India trade negotiations. As per a report, India and the US are ‘very near’ to concluding the proposed bilateral trade agreement as both the sides are converging on most of the issues. It said the two countries are sorting out the language of the agreement. Sensex and Nifty were trading in fine-fettle in early deals with gains of over half a percent on account of healthy buying in all the sector indices led by Realty, Energy and Metal. Foreign fund inflows also aided domestic sentiments, Foreign institutional investors (FIIs) were net buyers of shares worth Rs 621.51 crore on Friday. Besides, India's forex reserves increased by $4.49 billion to $702.28 billion for the week ended October 17.

On the global front, Asian markets were trading mostly higher, following the broadly positive cues from Wall Street on Friday, as traders remain optimistic the US Fed will cut interest rate by another 50 bps by year-end on easing trade tensions between the U.S. and China and cooler-than-expected US consumer price inflation data. Back home, Leather industry stocks were in focus as the Indian Leather Products Association (ILPA) said that India’s leather and leather goods exporters are staring at a 7-8 per cent fall in shipments in the 2025-26 fiscal, owing to the impact of steep US tariffs.

The BSE Sensex is currently trading at 84684.34, up by 472.46 points or 0.56% after trading in a range of 84294.20 and 84716.53. There were 21 stocks advancing against 9 stocks declining on the index.

The broader indices were trading in green; the BSE Mid cap index rose 0.67%, while Small cap index was up by 0.50%.

The top gaining sectoral indices on the BSE were Realty up by 1.50%, Energy up by 1.24%, Metal up by 1.17%, Oil & Gas up by 1.15% and Telecom up by 0.87%, while there was no loser on the BSE sectoral front.

The top gainers on the Sensex were Reliance Industries up by 1.94%, Bharti Airtel up by 1.85%, Tata Steel up by 1.81%, Tata Motors Passenger Vehicles up by 1.43% and HDFC Bank up by 1.06%. On the flip side, Kotak Mahindra Bank down by 1.37%, Adani Ports & SEZ down by 0.92%, Bharat Electronics down by 0.86%, Infosys down by 0.81% and Bajaj Finance down by 0.67% were the top losers.

Meanwhile, with an aim to provide strategic direction and ‘political impetus’ to the proposed India-EU trade pact, Commerce and Industry Minister Piyush Goyal is likely to visit Brussels on October 27 for talks with his EU counterpart, as the deadline to conclude negotiations nears. The commerce ministry said during the two-day visit, Goyal will meet Executive Vice-President and European Commissioner for Trade of the European Union Maros Sefcovic. It said ‘The visit comes at a crucial stage in the ongoing India-EU Free Trade Agreement (FTA) negotiations, as both sides intensify efforts to conclude a comprehensive, balanced, and mutually beneficial trade agreement at the earliest’.

Discussions are expected to cover key areas of the proposed FTA, including market access, non-tariff measures, and regulatory cooperation. The ministry said ‘The visit will also serve to review progress achieved so far and to identify areas requiring further convergence’. Goyal's visit follows the conclusion of the 14th round of talks between the two sides from October 6-10. Commerce Secretary Rajesh Agrawal has also held talks with European Commission (EC) Director General for Trade (DG-Trade) Sabine Weyand in Brussels. Engagements between the two sides have increased as they have decided to conclude negotiations by December.

In June 2022, India and the EU bloc resumed negotiations for a comprehensive FTA, an investment protection agreement and a pact on geographical indications after a gap of over eight years. It was stalled in 2013 due to differences on the level of opening up markets. India's bilateral trade in goods with the EU was $136.53 billion in 2024-25 (exports worth $75.85 billion and imports worth $60.68 billion), making it the largest trading partner for goods. The EU market accounts for about 17 per cent of India's total exports, and the bloc's exports to India constitute 9 per cent of its total overseas shipments.

Besides demanding significant duty cuts in automobiles and medical devices, the EU wants tax reduction in other products like wine, spirits, meat, poultry, and a strong intellectual property regime. Indian goods' exports to the EU, such as readymade garments, pharmaceuticals, steel, petroleum products, and electrical machinery, can become more competitive if the pact sails through. The India-EU trade pact negotiations cover 23 policy areas or chapters, including trade in goods, services, investment, trade remedies, rules of origin, customs and trade facilitation, competition, government procurement, dispute settlement, intellectual property rights, geographical indications, and sustainable development.

The CNX Nifty is currently trading at 25935.85, up by 140.70 points or 0.55% after trading in a range of 25827.00 and 25946.70. There were 37 stocks advancing against 13 stocks declining on the index.

The top gainers on Nifty were SBI Life Insurance up by 3.40%, Reliance Industries up by 1.92%, Tata Steel up by 1.84%, Bharti Airtel up by 1.81% and Shriram Finance up by 1.53%. On the flip side, Kotak Mahindra Bank down by 1.35%, Adani Ports & SEZ down by 0.93%, Bharat Electronics down by 0.88%, Infosys down by 0.81% and ONGC down by 0.74% were the top losers.

Asian markets are trading mostly in green; Nikkei 225 surged 1000.35 points or 2.03% to 50,300.00, Hang Seng jumped 302.85 points or 1.14% to 26,463.00, Taiwan Weighted soared 584.8 points or 2.12% to 28,117.06, Straits Times rose 21.29 points or 0.48% to 4,443.50, Shanghai Composite strengthened 41.04 points or 1.04% to 3,991.35 and KOSPI increased 67.15 points or 1.7% to 4,008.74, while Jakarta Composite plunged 217.85 points or 2.63% to 8,053.87.
  RELATED NEWS >>
Most Viewed >>
EXPLORE
© CITRUS INTERACTIVE
Designed & Developed Accord Fintech Pvt. Ltd.