Foreign institutional investor (FII) selling accelerated in early November, as the total selling crossed Rs 13,925 crore till weekend, NSDL data showed on Saturday.

Analysts said that softer earnings in India compared to other markets has accelerated the momentum sell trade in India, which is getting invested in US, China, Taiwan and South Korea, regarded as the beneficiaries of the ongoing AI trade.

However, the AI trade cannot continue for long since there are concerns of a bubble building up in AI stocks, and when the AI trade loses steam, India will attract FII inflows, said Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited, adding that the timeline for this prediction cannot be predicted.

The price of 24-carat gold (10 grams) surged by Rs 4,694 over the week, supported by safe haven buying and decline in dollar, but fell from weekly high on Friday after the end of US government shutdown.

The price of 10 grams of 24-carat gold closed the week at Rs 1,24,794 down from Rs 1,20,100 last week, according to data published by the India Bullion and Jewellers Association (IBJA).

The domestic gold prices witnessed one of its sharpest intraday falls, by nearly Rs 5,000 per 10 gram on Friday to hit the day's low of Rs 1,21,895, but gained later in the day.

The proposed RBI regulatory measures, coupled with the credit guarantee scheme for exporters announced by the government, could provide liquidity relief to exporters and help them ride out the near-term pressure on cashflows because of deferment of orders or payments, according to industry experts.

The Central Bank has announced several measures to mitigate the impact of trade disruptions on Indian exports “arising on account of global headwinds.”

Indian equity markets ended the week on a strong note, with benchmark indices gaining on the resolution of the US government shutdown, supported by strong domestic fundamentals, better-than-expected Q2 earnings, easing inflation and NDA's historic victory in Bihar, according to analysts.

Record-low October inflation reinforced expectations of an RBI rate cut, adding momentum to domestic equities.

According to Vinod Nair, Head of Research, Geojit Investments Limited, sectoral momentum was broad-based, led by gains in IT, Pharma, healthcare and Auto stocks.

Gold prices saw a significant drop on Friday, mirroring the softer trend in global markets as traders reacted to fading expectations of a near-term US Federal Reserve rate cut.

Gold futures contracts on the Multi-Commodity Exchange (MCX) opened firmly in red and stayed under pressure throughout the session. The December futures contract of gold dropped by Rs 1,186, or 0.94 per cent, settling at Rs 1,25,573 per 10 grams.

MCX Silver December contracts dipped 1.09 per cent or Rs 1,690 to Rs 1,60,780 per kg.

After India's WPI data for October showed deflation, industry bodies on Friday forecast WPI inflation to remain range-bound mainly due to benign international crude oil prices.

"We expect WPI inflation to remain range-bound due to benign international crude oil prices, comfortable buffer stocks of food-grains and healthy kharif harvest," said Dr Ranjeet Mehta, CEO & Secretary General, PHD Chamber of Commerce and Industry (PHDCCI).

State-owned Bank of Baroda forecasted that international commodity prices and oil prices may see some inching up if there is a revival in demand seen following the re-opening of the US government after a 43-day-long shutdown.

Indian equity indices recovered from early losses to end the session on a positive note on Friday as the National Democratic Alliance (NDA) headed towards a landslide win in the Bihar elections.

The key indices remained volatile throughout the session as counting for votes for Bihar's Assembly election continues.

Sensex settled at 84,562.78, up 84.11 points or 0.10 per cent. The share index started the session at 84,060.14, falling over 400 points against last day's closing of 84,478.67 amid caution ahead of Bihar election results. However, the index jumped over 550 points from the day's low to close in green.

India's annual rate of inflation, based on the Wholesale Price Index (WPI), fell deeper in the negative zone to (-) 1.21 per cent during October this year due to the decline in prices of food articles, crude petroleum & natural gas, electricity, mineral oils and manufacture of basic metals, according to a statement issued by the Ministry of Commerce and Industry on Friday.

The month-over-month change in WPI for October stood at (-) 0.06 per cent as compared to the corresponding figure of (-) 0.19 per cent in the previous month of September.

The inflation rate for manufactured goods during October decreased by (-) 0.07 per cent compared to the previous month as the prices of metallic mineral products, basic metals, chemicals and chemical products, motor vehicles, trailers, and semi-trailers declined during the month, official data showed.

The Indian benchmark indices opened in the red zone on Friday, amid negative global cues due to fading hopes of US Fed rate cut and persistent selling by foreign institutional investors (FIIs), as counting went underway for Bihar poll results.

As of 9.25 am, the Sensex declined 292 points, or 0.35 per cent to 84,185 and the Nifty dipped 85 points, or 0.33 per cent to 25,794.

The broadcap indices performed in contrast to the benchmarks, with the Nifty Midcap 100 up 0.27 per cent and the Nifty Smallcap 100 advanced 0.15 per cent.

The Indian benchmark indices opened in mild red zone on Thursday, amid mixed global cues and persistent selling by foreign institutional investors (FIIs).

As of 9.25 am, Sensex declined 68 points, or 0.08 per cent at 84,398 and Nifty dipped 15 points, or 0.05 per cent to 25,860.

The broadcap indices performed in line with the benchmarks, with the Nifty Midcap 100 down 0.13 per cent and the Nifty Smallcap 100 dipped 0.27 per cent.

Tata Steel, Hindalco and Dr Reddy's Labs were among the major gainers in the Nifty Pack, while losers included Bajaj Finance, Apollo Hospitals, Shriram Finance and TCS.

The Indian benchmark indices opened in green zone on Wednesday, amid reports of an imminent India-US trade deal and exit polls in Bihar predicting decisive majority for NDA.

As of 9.25 am, Sensex advanced 496 points, or 0.59 per cent at 84,367 and Nifty inched up 147 points, or 0.58 per cent to 25,842.

The broadcap indices performed in line with the benchmarks, with the Nifty Midcap 100 up 0.55 per cent and the Nifty Smallcap 100 adding 0.61 per cent.

Max Healthcare and Tech Mahindra were among the major gainers in the Nifty Pack, while losers included Maruti Suzuki and Trent.

Gold exchange-traded funds (ETFs) continued to attract steady investor interest in October, with net inflows of Rs 7,743 crore, according to data released by the Association of Mutual Funds in India (AMFI) on Tuesday.

With cumulative net inflows of Rs 27,573 crore in 2025, gold ETFs remain among the most resilient segments in the passive space, reaffirming their growing role in portfolio stability and risk mitigation, said Nehal Meshram, Senior Analyst – Manager Research, Morningstar Investment Research India.

The sustained momentum highlights investors’ continued preference for gold as a safe-haven and portfolio diversifier, amid lingering geopolitical risks, global market volatility, and uncertainty around the interest-rate trajectory of major central banks.

India, at its current rate of growth, is likely to emerge as the world's third-largest consumer market in 2026 and third-largest economy by 2028 -- next only to the US and China, according to a UBS report.

“India's household consumption nearly doubled in the past decade to $2.4 trillion in 2024, recording a 7.9 per cent CAGR, stronger than China, the US and Germany. Our estimates indicate India's consumer market is on track to become the world's third largest in 2026, well before its GDP does by 2028,” according to the UBS report.

India’s real GDP growth is likely to stabilise at 6.4 per cent year-on year in FY27 and 6.5 per cent in FY28, on supportive policy and strong domestic demand, making it the fastest growing economy in the Asia Pacific (APAC) region in 2027, followed by Philippines (GDP growth at 6.1 per cent) and Indonesia at 5.1 per cent, the report states.

Despite muted returns last year, domestic insurance companies and the National Pension System (NPS) invested over Rs 1 lakh crore in Indian equities in 2025 to date, the highest combined annual inflow from these segments, data showed on Tuesday.

Insurance firms invested Rs 56,821 crore in equities year to date (YTD), while NPS contributions reached Rs 51,308 crore, up from Rs 23,062 crore and Rs 13,328 crore in 2024.

Analysts said that an increase in regulatory flexibility, a surge in assets under management, and the pursuit of higher returns amid moderate debt yields fuelled the surge.

While foreign institutional investors (FIIs) returned as net buyers in October, BFSI (banking, financial services, and insurance) and Oil and Gas sectors led inflows, seeing investments worth $1,501 million and $1,030 million, respectively, a report said on Tuesday.

In October, both FIIs and DIIs were net buyers — to the tune of $1.3 billion and $6.0 billion, respectively — as the Nifty increased by 4.5 per cent last month, according to the report from brokerage firm JM Financial Institutional Securities.

Sectors that saw the high FII inflows included metals, telecom, auto, and power sectors recorded inflows of $355 million, $243 million, $110 million, and $109 million, respectively, the report added.

The Indian benchmark indices opened mildly in red on Tuesday, amid progress on the US shutdown bill and optimism regarding an India-US trade deal soon.

As of 9.25 am, the Sensex was down 177 points, or 0.21 per cent at 85,338 and the Nifty inched down 51 points, or 0.20 per cent to 25,523.

The broadcap indices performed better than benchmarks, with the Nifty Midcap 100 down only 0.09 per cent and the Nifty Smallcap 100 losing 0.06 per cent.

TCS, Tech Mahindra and Dr Reddy's Labs were among the major gainers in the Nifty Pack, while losers included Bajaj Finance, Bajaj Finserv, Shriram Finance and Asian Paints.

The domestic equity indices closed higher on Monday, snapping a three-day losing streak amid buying in IT, auto and selected banking stocks, along with optimism around the potential resolution of the US government shutdown.

Sensex ended the session at 83,535.35, up 319 points or 0.38 per cent. The 30-share index started the session flat at 83,198.20 against last session's closing of 83,216.28. However, the index rallied around 500 points to hit an intra-day high of 83,754.49 amid heavy buying in tech and automobile heavyweights.

Nifty closed at 25,574.35, up 82 points or 0.32 per cent.

India’s medium‑term growth outlook remains constructive, with improving private capital expenditure and resilient consumption, which supported a strong recovery in equities in October, a report said on Monday.

"Nifty valuations are modestly above the 10-year average; we remain constructive on Indian equities," the report from HSBC Mutual Fund said.

In debt markets, the HSBC fund house said the 2-4 year corporate bond segment offers attractive opportunities, adding that inflation outlook and growth uncertainty raise the odds of a 25 bps rate cut on December 5.

New demat accounts opened in October exceeded 30 lakh, marking a 10-month high and a 22 per cent increase from 24.6 lakh in September, data from depositories showed.

Analysts attributed the surge to a rebound in equity markets, return of foreign fund inflows, and flood of initial public offerings (IPO) that has heightened investor interest. Total demat accounts reached a record 21 crore, up from 20.7 crore the previous month.

In October, India’s primary market saw a record number of mainboard IPOs, with 10 offerings aiming to raise over Rs 44,930 crore, marking the largest monthly fundraising target in the country’s capital-market history.

Gold and silver prices went up on Monday, driven by positive global cues and the possibility of the US Fed lowering interest rates next month.

At around 10 a.m. on the Multi Commodity Exchange (MCX), the price of the December 5, 2025 contract for gold rose 1.16 per cent to Rs 1,22,468 per 10 grams, and the price of the December 5, 2025 contract for silver rose 1.99 per cent to Rs 1,50,666 per kg.

Gold prices fell after reaching a record high in October. However, the fresh momentum in the yellow metal is being driven by growing concerns about the health of the US economy and the possibility of an interest rate cut next month.

Indian benchmark indices opened the week in the green zone on Monday, amid positive global cues and investor optimism of FII coming back to India due to loss in artificial intelligence (AI) stocks.

As of 9.25 am, Sensex was up 115 points, or 0.14 per cent at 83,331 and Nifty inched up 35 points, or 0.14 per cent to 25,521.

The broadcap indices outperformed benchmarks in terms of gains, with the Nifty Midcap 100 up or 0.37 per cent, and the Nifty Smallcap 100 adding 0.27 per cent.

Asian Paints, L&T and Hindalco were among the major gainers in the Nifty Pack, while losers included Trent, Apollo Hospitals, Max Healthcare, Maruti Suzuki and Dr Reddy's Labs

Nifty Midcap 150 and Nifty 50 emerged as top performers across all market segments in the month of October, rising 4.79 per cent and 4.51 per cent, respectively, a report said on Saturday.

All market cap segments such as large, mid, small and microcaps — posted positive returns as the Nifty 500 climbed 4.29 per cent, Nifty Next 50 rose 2.92 per cent, the report from Motilal Oswal Mutual Fund said.

Meanwhile, the Nifty Microcap 250 and Nifty Smallcap 250 surged 3.93 per cent and 3.72 per cent respectively during the month.

Bombay Stock Exchange (BSE) has imposed a new weekly trading surveillance measure on nine stocks, including RRP Semiconductors, to address excessive volatility following unusual price movements in the stocks.

The exchange announced that starting November 10, 2025, new measures will apply to companies exclusively listed on BSE under specific groups, that trade above Rs 100, have a 2 per cent price band, and possess a price/earnings (PE) ratio greater than 500 or negative, and that have reached the upper price band for two consecutive weeks.

“In continuation of our endeavour to maintain market integrity and curb excessive price movement in securities listed exclusively on the BSE trading platform, a need has been felt to further strengthen the extant surveillance measures,” the exchange said in a statement.

Rural consumption continues to outperform urban demand in the country despite income tax cuts and GST 2.0 reforms aimed at boosting urban consumption, a report said on Saturday.

The report from brokerage firm Motilal Oswal Financial Services Limited (MOFSL) said that rural consumption outshines because of income guarantee schemes, better rainfall outcomes, NBFC-led credit growth, easing input costs and steady MSPs.

MOFSL’s base case projection was that real GDP growth will touch 6.8 per cent for FY26, with a 20–30 basis‑point upside if tariff uncertainties abate, and a nominal GDP growth projection at 9 per cent.

The price of 24-carat gold (10 grams) dipped by Rs 670 over the week, impacted by a stronger dollar and reduced expectations for another US Federal Reserve rate cut.

The price of 10 grams of 24-carat gold closed the week at Rs 1,20,100 down from Rs 1,20,770 last week, according to data published by the India Bullion and Jewellers Association (IBJA).

International bullion remained around $4,000 for the week, facing pressure following Fed Chair Jerome Powell's hawkish remarks, even as the US Fed delivered a second 25 bps cut this year.

Indian equity benchmarks continued their decline for the second week, due to ongoing selling by the foreign institutional investors (FIIs) despite indications of a strengthening domestic economy.

Benchmark indices Nifty and Sensex dipped 0.71 and 1.65 per cent during the week to close at 25,492 and 83,216, respectively.

Fading expectations of a Fed rate cut also contributed to cautious investor sentiment amid mixed global cues and sectoral weakness in IT and metals led to the decline

Chief Economic Adviser V. Anantha Nageswaran said on Friday that India’s private capital expenditure remains robust despite global uncertainty, and the country is projected to achieve GDP growth exceeding 6.8 per cent in current fiscal (FY26).

Speaking at an event here, he indicated a potential upward revision of GDP growth following Q2 data, citing a recovery in private capital expenditure and increased foreign inflows.

The CEA noted that the first five months of the year have already seen net FDI inflows meaningfully higher than the last two years. Nageswaran added that FY 2024-25 has been a very good year for private capex, countering perceptions of slowdown.

Credit card spending in India rose 23 per cent year-on-year (YoY) to Rs 2.17 lakh crore in September, reaching an all-time high for the first time since 2020, attributed to bank-led festive offers, increasing consumer demand driven by the festive season spending and GST reduction, a report said on Friday.

An uptick in card issuances in the month has also pushed the spending. However, this growth was marginally lower than the 24 per cent growth seen in the same period last year.

Private sector banks (PVBs) maintained their dominance in the credit card spending market with a 74.2 per cent share in September 2025, although this was a 130-basis point decrease YoY, CareEdge Ratings said in its report.

India’s gold exchange-traded funds (ETFs) saw $850 million in net inflows in October, taking the total to a record $3.05 billion in 2025 to date -- the highest-ever for a single year, according to the World Gold Council (WGC) data.

October inflows were approximately 6 per cent lower than September's $911 million, but it marked the second-largest monthly inflow in Asia.

Continued positive flows for the fifth consecutive month took the assets under management (AUM) to $11.3 billion, as per the data.

Overall, global gold ETF inflows reached $8.2 billion in October, placing the bullion market set to achieve one of its strongest years on record.

Stressing that Indian banks are far more mature today than they were a decade ago, RBI Governor Sanjay Malhotra said on Friday that the Central Bank does not aim to micromanage things, adding that no regulator should substitute for boardroom judgment and each case has to be looked at with merit by a regulated entity.

Addressing the State Bank of India’s (SBI) Banking and Economics Conclave here in the financial capital, he said regulators need to keep in mind the credit and deposits expansion, improved asset quality and profitability, along with surge in returns on assets and equity.

He further stated that we need to allow the regulated entities to take decisions based on the merits of each case.

The Indian benchmark indices opened with notable losses on Friday, amid weak global cues and FII selling.

As of 9.25 am, Sensex was down 532 points, or 0.64 per cent, at 82,778 and Nifty dipped 162 points, or 0.64 per cent, to 25,347.

The broadcap indices outperformed benchmarks in terms of losses, with the Nifty Midcap 100 down 0.89 per cent and the Nifty Smallcap 100 losing 1.26 per cent.

SBI Life Insurance, Trent, Apollo Hospitals, ICICI Bank were among the major gainers in the Nifty Pack, while losers included TCS, Titan Company, Tata Consumer and Shriram Finance.