Valuation differentials between India and other markets narrowed after rallies elsewhere. Experts expect GST cuts and low interest rates to boost India Inc’s FY27 earnings. FPIs turned net buyers in the cash market during the last four sessions, buying Rs 3,289 crore.

Global sentiment has weakened due to renewed US-China trade tensions. US tariffs on Chinese imports and export restrictions have raised uncertainties. FPI flows will depend on how this trade situation evolves, analysts said.

Nifty50 rose 104 points to 25,285 amid improving geopolitical and trade sentiment. Collaborations between India and the UK across sectors, including education and defence, also supported investor confidence. Investors will now track India’s retail inflation data for September.

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Britain led all countries with trading volume of 557.4 trillion won, representing 44.7 percent of total foreign trades. The Cayman Islands and Singapore followed with 14.1 percent and 12.1 percent, respectively. Combined, these three countries accounted for 70 percent of all foreign stock transactions.

Asian investors showed minimal activity. Chinese, Hong Kong, and Japanese investors contributed just 0.5 percent, 0.5 percent, and 0.4 percent, respectively. Meanwhile, American investors held the largest value of Korean stocks, worth 367.4 trillion won, or 40.6 percent of total foreign holdings.

South Korean stocks rose past the 3,500 mark in early October, following business partnerships between OpenAI, Samsung Electronics, and SK hynix. The KOSPI gained 93.38 points to close at 3,549.21. Trading volume reached 394.92 million shares worth 18.57 trillion won, with winners significantly outnumbering losers.

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Non-institutional investors and qualified institutional buyers have subscribed only 8 per cent and 9 per cent, respectively. Grey market shares trade flat at Rs 648, the upper end of the price band, showing no premium.

InGovern Research warned investors to remain cautious, citing consistent losses, negative cash flows, and high lease costs. The company had a negative net worth of Rs 437.4 crore as of March 2024. Occupancy levels remain below peers, reflecting weaker demand and low asset utilisation.

Ongoing legal cases against promoters and reliance on a 99-year license with WeWork Global add risks. Any disruption in the parent company’s platforms or intellectual property could affect operations. IPO proceeds will go entirely to promoters and selling shareholders, with no fresh capital for growth or debt reduction.

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Nifty Bank declined slightly by 26 points to 55,258.45, while Nifty Midcap 100 slipped 12 points to 58,686.55. The Nifty Smallcap 100 index gained 4 points to reach 18,293.15. Experts said near-term Nifty trends will depend on support between 25,200 and 25,000 levels.

Top Sensex gainers included Maruti Suzuki, M&M, Tata Motors, Infosys, HDFC Bank, Tech Mahindra, and Axis Bank. Ultratech Cement, Sun Pharma, Trent, and Asian Paints were the main losers. Asian markets mostly traded higher, except Hong Kong and China.

Foreign institutional investors (FIIs) were net sellers, offloading equities worth Rs 2,910 crore on September 22. Domestic institutional investors (DIIs) purchased Rs 2,583 crore. Analysts said FII selling since 2024 has impacted markets due to high Indian valuations compared to global opportunities.

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However, broader indices struggled to maintain consistent gains as pockets of profit booking introduced volatility in the market. Investors remained cautious, keeping an eye on global cues and sectoral performance.

Auto stocks led the early rally, reflecting renewed investor interest in the sector. Other key sectors showed mixed performance, with selective buying and selling pressure influencing the movement of the broader market.

Market analysts noted that while early gains suggest optimism, volatility may persist throughout the day due to profit-taking and uneven sectoral trends. Traders are advised to watch for intra-day swings and global cues that could impact market sentiment.

The Sensex Nifty market update indicates cautious optimism as Indian equities navigate early volatility, with auto stocks emerging as early outperformers.

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Domestic analysts noted that profit-taking and sector-specific pressures contributed to the subdued start. Banking and IT stocks saw early volatility, while energy and metal counters showed some resilience. Traders are closely monitoring global market trends, foreign fund flows, and currency movements, which continue to influence market direction.

Meanwhile, Asian markets traded higher, buoyed by optimism over global economic recovery and positive corporate earnings in the region. Japan’s Nikkei, Hong Kong’s Hang Seng, and Shanghai Composite registered early gains, indicating broader regional confidence. Investors remain attentive to monetary policy signals from major central banks and geopolitical developments, which could sway market sentiment further.

Experts suggest that while short-term volatility is likely, long-term investors may find opportunities in fundamentally strong sectors. Market participants are advised to stay updated on macroeconomic indicators, corporate results, and global cues to navigate the day’s trading effectively.

In summary, Monday’s market opening saw GIFT Nifty lower, reflecting cautious domestic sentiment, while broader Asian indices traded higher, highlighting mixed global factors shaping investor decisions.

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From September 22, GST 2.0 will reduce the current four-rate structure to two slabs: 5 per cent and 18 per cent. Taxes on several goods have been cut, promising immediate relief for consumers. Market participants expect the reforms to boost business sentiment.

US President Donald Trump announced a sharp increase in the H-1B visa fee to $100,000. The fee will apply only to new visa applications. Any progress in India-US trade negotiations could further impact investor confidence, as a US delegation is currently in India.

The domestic market ended last week on a strong note. Nifty gained 0.85 per cent to 25,327.05, while Sensex rose 721.53 points to 82,626.23. Sectoral indices such as PSU banks, realty, energy, and services recorded healthy gains. FIIs sold equities worth Rs 1,327.38 crore, the lowest outflow in weeks, while DIIs bought Rs 11,177.37 crore.

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