HOME > MARKETS > MARKET COMMENTARY
  MARKET COMMENTARY
EQUITY
Benchmarks likely to make positive start amid FIIs inflow
Oct-29-2025

Indian equity markets are likely to make a positive start on Wednesday amid fund inflows from foreign institutional investors (FIIs), who were net buyers of shares worth Rs 10,339.80 crore on Tuesday. Traders are likely to remain optimistic after India’s industrial production growth remained steady at 4 per cent in September. 

Some of the key factors to be watched:

Industrial output growth remains steady at 4% in September: Government data showed that India's industrial production growth remained steady at 4 per cent in September this year due to the good performance of the manufacturing sector buoyed by GST rationalisation and festive demand.

India, EU making good progress on tariff issues: The report said that the negotiating teams of India and the European Union are making good progress on tariff-related issues and an EU delegation will visit India next week to further iron out differences for an early conclusion of the proposed free trade agreement (FTA).

Sebi mulls overhaul of mutual fund rules to curb costs, boost transparency: Markets regulator Sebi has proposed a comprehensive overhaul of mutual fund regulations, introducing clearer definition of Total Expense Ratio (TER) and revising limits on brokerage charges.

DGFT makes easier for exporters to get certificate of origin under India-EFTA pact: The commerce ministry's arm DGFT said it has amended a provision to facilitate domestic exporters to obtain the Certificate of Origin (CoO) under the India-EFTA free trade agreement, through self-declaration.

RBI's gold reserve rises to 880 metric tonnes at Sep-end: The Reserve Bank's gold reserve has increased 25.45 metric tonnes to 880 metric tonnes in the last 12 months till September 2025.

On the global front: The US markets ended in green on Tuesday amid optimism about a potential trade deal between the U.S. and China. Asian markets are trading mostly in green on Wednesday, ahead of the Federal Reserve's interest rate decision later in the day.

Back home, Indian equity benchmarks ended marginally lower on Tuesday amid profit-taking and weak trends in Asian markets. Fresh foreign fund outflows also dented investors' sentiment. Foreign Institutional Investors sold equities worth Rs 55.58 crore on Monday, according to exchange data. Investors were also keeping a watch on the Federal Reserve's policy decision on Wednesday for further cues. Finally, the BSE Sensex fell 150.68 points or 0.18% to 84,628.16 and the CNX Nifty was down by 29.85 points or 0.11% to 25,936.20. 

Some of the important factors in trade:

Business sentiments in India moderated in Q2FY26 amid high global uncertainties: The National Council of Applied Economic Research (NCAER) Survey has said that business sentiments in India moderated in Q2FY26, following three consecutive quarters of improvement, amid high global uncertainties, including additional US tariffs.  

MSMEs cautious about future interest rate trends: The Small Industries Development Bank of India (SIDBI) survey has revealed that despite deep rate cuts by Reserve Bank of India (RBI), the micro, small and medium enterprises (MSMEs) are still cautious about the future interest rate trends. 

Goyal to meet exporters on October 29: Commerce and Industry Minister Piyush Goyal will meet the exporters community on October 29, 2025 to discuss ways to further push the country's outbound shipments, which rose 6.74 per cent to $36.38 billion in September.

  RELATED NEWS >>