Market Performance Snapshot

Nifty 50 rose about +0.20%, closing near 24,894.
BSE Sensex gained ~224 points, settling at 81,207.
Mid-cap & Small-cap indices outperformed, reflecting healthy participation beyond large-caps.

Key Drivers & Sector Themes

1. Stock-Specific Momentum

Market movement was driven more by individual stocks rather than broad index rallies. Selective buying in large-cap names cushioned volatility.

2. PSU & Banking Strength

Public sector banks and major lenders such as SBI, Kotak Bank, and Axis Bank outperformed this week, supported by strong institutional flows and improving fundamentals.

3. Metals & Infrastructure Shine

Tata Steel, PowerGrid, and L&T were among the week’s top performers, reflecting investor optimism on infrastructure growth and global commodity demand.

4. Global & Domestic Flows

Despite global market caution, domestic institutional investors (DIIs) continued to support Indian equities, countering selling pressure from foreign portfolio investors (FPIs).

5. Earnings Outlook in Focus

Analysts remain optimistic about Q2 FY25 corporate earnings. Strong results from banking, metals, and auto could drive the next leg of market strength.

What to Watch Next Week

Nifty Support & Resistance: Support at 24,400–24,600; resistance near 24,900–25,000.
Earnings Season: Q2 results in banking, IT, and auto sectors will set the market tone.
Policy Signals: Updates on GST 2.0 reforms and RBI commentary could influence sentiment.
Global Cues: U.S. Fed rate expectations and commodity price movements remain key.

Conclusion & Takeaway

For the week ending 04 October 2025, the Indian markets showed steady resilience, with sectoral rotation supporting indices. Banking, PSU, and metals emerged as the standout performers, while mid- and small-caps extended their strength. Going forward, investors should keep an eye on corporate earnings, policy updates, and global developments.

Long-term investors may continue to find opportunities in sectors aligned with India’s growth story — particularly infrastructure, banking, and consumer-driven industries.

🔔 Disclaimer: This blog is for informational purposes only and does not constitute investment advice. Market investments are subject to risks. Please consult your financial advisor before investing.

✍️ Published by Luster Capital – your partner in market research, mutual fund distribution & financial advisory.

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