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Post Session: Quick Review
Oct-05-2026

Indian equity benchmarks ended higher on the first trading session of the week.  After a positive start, markets remained green for the most part of the session, as traders got relief, after the data showing much weaker-than-expected U.S. job growth in September reduced expectations for a potential Federal Reserve rate hike later this month. In the middle of the session, markets witnessed correction, but regained lost ground in the last hours of the trade and ended with notable gains.

Both the Sensex and Nifty retained a positive bias at close, amid easing crude oil prices. Financials, FMCG and PSU banks stocks provided strength to the markets.

Some of the important factors in trade:

Indian economy seen growing 7.3% in Q2FY27: The Finance Ministry, in its September edition of the Monthly Economic Review, said the Indian economy is estimated to have grown by 7.3 per cent in the September quarter (Q2) of the current fiscal year (FY27), though at a slower pace than the 7.8 per cent growth recorded in the June quarter.

Indian economy within striking distance of 8% growth amid reform push: Prime Minister's Principal Secretary-2 Shaktikanta Das has said that the Indian economy is within striking distance of 8 per cent growth, supported by broad-based reforms including GST, flexible inflation targeting, banking reforms, and a commitment to fiscal prudence.

India’s private investment demonstrating clear signs of strong revival despite global challenges: Department of Economic Affairs Secretary Anuradha Thakur said that private investment in India is demonstrating clear signs of a strong revival despite global economic uncertainties, with capital formation in the first quarter of the current financial year (Q1FY27) growing at its fastest pace in more than three years.

Global uncertainty to continue; need to design policies to build resilience: Finance Minister Nirmala Sitharaman indicated that global uncertainty is expected to continue in coming period, therefore there is a need to design policies which build resilience.

Mixed global cues: European markets were trading mostly in red. Asian markets ended mostly higher, following the broadly positive cues from Wall Street on Friday, as weaker-than-expected U.S. monthly jobs data led to optimism the US Fed may hold off on raising interest rates later this month. 

The BSE Sensex ended at 72382.47, up by 472.77 points or 0.66% after trading in a range of 71840.18 and 72631.93. There were 19 stocks advancing against 11 stocks declining on the index. (Provisional)

The top gaining sectoral indices on the BSE were Telecom up by 2.10%, FMCG up by 1.45%, Consumer Durables up by 0.82%, Utilities up by 0.78% and Bankex up by 0.70%, while Healthcare down by 1.13% and IT down by 0.24% were the only losing indices on BSE. (Provisional)

The top gainers on the Sensex were ITC up by 4.26%, Eternal up by 2.50%, Bajaj Finance up by 2.14%, Adani Ports & SEZ up by 2.13% and ICICI Bank up by 2.13%. On the flip side, HCL Technologies down by 3.76%, Asian Paints down by 1.96%, HDFC Bank down by 1.95%, Sun Pharma down by 1.67% and Infosys down by 1.47% were the top losers. (Provisional)

Meanwhile, amid continuing geopolitical disruptions in West Asia and mounting pressures on maritime logistics across the Gulf and neighbouring regions, the Department of Commerce has extended the timelines under Component II of RELIEF - Resilience & Logistics Intervention for Export Facilitation, a time-bound intervention under the Export Promotion Mission (EPM).

Component II of the RELIEF scheme encourages exporters to obtain ECGC cover for upcoming shipments to the specified regions, with 95% risk coverage. The component is available for Stand Alone Policies or Whole Turnover Policies obtained on or after March 16, 2026. The types of cargo covered under the benefits include Full Container Load (FCL), Less than Container Load (LCL), and Reefer containers (excluding energy shipments). Further, this component of RELIEF ensures that the premium paid by exporters shall not be increased beyond the pre-disruption level for the eligible period.

Launched on March 19, 2026, RELIEF provides targeted support to Indian exporters facing elevated freight costs, higher insurance premia and war-related risks arising from disruptions across the Gulf and wider West Asian maritime corridor. The above extension reflects Government of India’s commitment to ensure export resilience, sustaining trade flows and supporting exporters amid the prevailing geopolitical and logistics uncertainties.

The CNX Nifty ended at 22555.75, up by 133.80 points or 0.60% after trading in a range of 22397.10 and 22621.80. There were 31 stocks advancing against 18 stocks declining, while 1 stock remained unchanged on the index. (Provisional)

The top gainers on Nifty were ITC up by 5.08%, BSE up by 4.39%, Tata Motors Passenger up by 3.31%, Shriram Finance up by 2.79% and Bajaj Finance up by 2.29%. On the flip side, HCL Technologies down by 3.31%, Max Healthcare Institute down by 2.55%, HDFC Bank down by 2.27%, Apollo Hospitals Enterprise down by 1.83% and Asian Paints down by 1.70% were the top losers. (Provisional)

European markets were trading mostly in red; France’s CAC fell 86.69 points or 1.1% to 7,810.50 and Germany’s DAX lost 15.9 points or 0.06% to 25,215.30, while UK’s FTSE 100 increased 25.55 points or 0.24% to 10,487.50.

Asian markets ended higher on Monday as weak US jobs data trimmed expectations for an October Federal Reserve interest rate hike. Regionally, technology and semiconductor shares surged on reports of an AI-driven collaboration between TSMC and Elon Musk’s Terafab. Japan’s Nikkei and Taiwan Weighted jumped over two percent supported by strong gains among chip related stocks. Meanwhile, stock markets of South Korea and mainland China were closed for a holiday.

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

--

--

--

Hang Seng

24,040.34       

68.05

0.28

Jakarta Composite

6,118.86

81.97

1.34

KLSE Composite

1,631.75

0.88

0.05

Nikkei 225

69,946.86       

1,637.40

2.40

Straits Times

5,664.33

29.51

0.52

KOSPI Composite

--

--

--

Taiwan Weighted

49,712.04

1,236.30

2.55
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