3rd Oct 2025: Market opened in red, Nifty down by 0.31%, Sensex by 0.37%
Dalal Street opened lower on Oct 3, 2025, with mixed Asian cues, strong U.S. earnings, and commodity swings setting a cautious tone for investors.
On Friday, 3rd October, Dalal Street opened in the red. NIFTY and SENSEX were down by 0.31% and 0.37%, respectively, trading at 24,759.55 and 80,684.14 in the pre-trading session.
Global cues
- The Asian markets traded with a mixed trend, reflecting sector-specific strength and regional caution.
- The U.S. markets were traded in green, reflecting positive corporate earnings.
Gift Nifty
On October 3, 2025, the GIFT Nifty was in the red due to mixed regional cues and cautious investor sentiment.
Asian Markets
- The Nikkei 225 gained due to strong corporate earnings and optimism over Japan’s industrial recovery.
- Hang Seng and Taiwan declined due to weakness in the tech sector and ongoing concerns over export demand.
- The KOSPI remained flat, reflecting mixed regional and global cues.
US & European Markets
The Dow Jones gained on industrial and financial stocks, driven by corporate earnings of companies like Caterpillar and 3M. The S&P 500 and Nasdaq traded in the green as tech stocks recovered slightly, supported by U.S. economic growth.
The FTSE slipped due to weakness in Finance and Energy stocks like BP, Royal Dutch Shell, and HSBC holdings. At the same time, the CAC and DAX gained, driven by positive corporate earnings and economic sentiment, particularly in industrial and financial sectors.
Commodities
- Crude oil prices rose due to ongoing geopolitical tensions and concerns about supply.
- Precious metals, such as gold and silver, were down as investors shifted their focus to equities following profit booking in metals.
- Natural gas prices increased due to seasonal demand and tighter supply in key markets, including the U.S., the UK, and Russia.
Currency Movements
- On October 3, the Dollar weakened against the rupee due to weaker U.S. economic cues, including the U.S. government shutdown and the lowest hiring plans.
- GBP/INR remained stable, showing a lesser impact from global uncertainties, while EUR/INR weakened, reflecting weak eurozone economic data and global risk sentiment.
Sectors to watch
- Banking & Financials: Private banks are likely to benefit from the RBI’s regulatory changes, such as increased liquidity and corporate lending.
- Real Estate: Real Estate stocks will be in focus after steady residential demand and easing interest rates for home loans.
- IT: Investors' confidence in the IT sector is on a positive ride, driven by strong global demand for software and services, as well as robust U.S. corporate earnings.
Stocks to watch
- Maruti Suzuki: Maruti Suzuki reported a total sales growth of 3% YoY, reaching 1,89,665 units.
- Coal India: Coal India reported its production of 48.97 MT, dropping by 3.9% YoY.
- Tata Motors: Tata Motors reported its highest-ever quarterly sales in Q2FY26 at 15.07 lakh units.
- Reliance Industries: Reliance Consumer Products is set to collaborate with Campa Sure to enter the packaged water segment.
FII and DII Inflows - 1st October 2025
(The above numbers are in ₹ Cr)
On 3rd October, the net inflows were ₹1,310.94 crores. DII bought after confidence in the market, positive corporate earnings, and supportive policies by the RBI, while FIIs offloaded due to global uncertainties.
Global Events & Updates
- On October 3, the Fed will report its balance sheet, and investors will closely monitor the trend in liquidity.
- Japan is set to release its Unemployment rate data today.
- The S&P Global Composite PMI report for the UK is scheduled for release today.
Things to look out for
- According to the U.S. ADP Employment Change data for September 2025, private sector employment fell by 32,000 jobs, a sharp contraction in the labor market.
- The U.S. ISM Manufacturing Index for September 2025 came in at 49.1 with a modest improvement.
- Japan’s Manufacturing PMI dropped to 48.5, indicating contraction in the sector.
- The Eurozone CPI Inflation rose to 2.2% YoY, reinforcing stock price pressures.
References:
- Caterpillar, 3M share gains lead Dow's 117-point climb
- Stocks to watch: Maruti Suzuki, Tata Motors, RIL, Coal India among shares in focus today
- FII/FPI & DII trading activity in Capital Market segment
- Trading Economics
- Manufacturing PMI® at 49.1%; September 2025 ISM® Manufacturing PMI® Report
- Japan Manufacturing PMI Revised Slightly Higher
- Eurozone Consumer Price Index (CPI) YoY
