Mixed sentiment in Markets: Nifty up by 0.04%, Sensex down by 0.12%

On Wednesday, 1st October, NIFTY and SENSEX traded with a mixed sentiment, with Nifty trading 0.04% up at 24,620.55 in the pre-trading session, while Sensex was trading around 80,173.24, down by 0.12%.

Global cues

• The Asian markets traded with a mixed trend, reflecting a combination of global growth concerns and optimism driven by tech demand.
• The U.S. markets posted modest gains, reflecting cautious investor sentiment ahead of the release of U.S. economic data.

Gift Nifty

On October 1, 2025, the GIFT Nifty was in the red due to mixed Asian cues and continued FII selling.

Asian Markets

• Nikkei 225 declined on Japan’s weak industrial data, which signalled slowing industrial activity.
• Hang Seng gained due to positive sentiment around Chinese policy support and buying in real estate and tech stocks.
• Taiwan gained as rising semiconductor chip demand boosted the industry stocks.
• The KOSPI rose on foreign investments and a rally in tech shares.

US & European Markets

The U.S. markets were in a mixed trend, with the Dow Jones in green as bank and industrial stocks gained, while the S&P 500 and Nasdaq traded in red due to profit booking in tech stocks and concerns over economic data.

European markets rose on gains in industrial and financial stocks after steady manufacturing activity and expectations of stable interest rates.

Commodities

• Crude oil prices rose over steady global demand and easing supply concerns.
• Precious metals, such as gold and silver, are rising as investors seek safe-haven investments amid mixed global cues.
• Natural gas prices climbed due to seasonal demand and supply concerns.

Currency Movements

• On October 1, the Dollar Index remained stable. USD/INR was nearly flat, showing stability in the dollar and cautious domestic cues.
• GBP/INR and EUR/INR gained as the rupee weakened amid global uncertainty.

Sectors to watch

• Metals: Japan’s weak factory output hints at slower orders, which can impact Indian metal companies.
• Energy/Oil and Gas: The drop in crude oil prices can hurt Indian upstream producers, such as ONGC, but will benefit refiners like IOC and BPCL.
• FMCG: The softer rural demand and rising raw material costs will keep FMCG stocks in focus today.

Stocks to watch

• Nestle India: On 30th September, Nestle India signed an MoU with the Ministry of Food Processing Industries (MoFPI) to expedite investments in greenfield and brownfield projects in Odisha.
• Atlanta: The company has entered into an agreement with IRCON International for a contract involving the construction of the Bhandara-Gadchiroli Access Controlled Expressway in Maharashtra, worth Rs 2,485 crore.
• Oil India: On September 30th, Oil India signed an MoU with GAIL to strengthen cooperation across the natural gas value chain and expand access to cleaner energy across the country.
• Adani Total Gas: Parag Parikh has resigned as Chief Financial Officer of Adani Total Gas, effective September 30.

FII and DII Inflows - 30th Sep 2025

(The above numbers are in ₹ Cr)

On 30th September, the net FII DII inflows were ₹3,434.54 crores. DII continued to support large-cap stocks while FIIs offloaded due to weak global growth signals.

Global Events & Updates

• On October 1, the US will report U.S. ADP Employment Change data, ISM Manufacturing Index data, and Construction Spending data.
• Japan is set to release the final Market PMI Manufacturing data today.
• The Eurozone will release Eurozone CPI data for September 2025.

Things to look out for

• According to the U.S. JOLTS data for August 2025, job openings remain steady at 7.2 million. This suggests that companies aren’t hiring aggressively.
• U.S. Consumer Confidence data for September 2025 decreased to 94.2 from 97.8, with rising concerns over job security, inflation, and the economic outlook.
• Japan’s Industrial Output dropped by 1.2% MoM, and retail sales declined by 1.1% YoY.
•  The Eurozone Economic Sentiment for September 2025 rose to 95.5.