Post Session: Quick Review

Indian equity benchmarks bounced back from intraday losses and closed higher on the weekly F&O expiry day, buoyed by optimism over a potential US-India trade deal. Despite making modestly positive start, soon indices slipped into negative territory, amid foreign fund outflows. Foreign Institutional Investors offloaded equities worth Rs 4,114.85 crore on Monday. However, in afternoon session, markets recovered to finish in green, as traders took some support after U.S. President Donald Trump said that the U.S. was ‘pretty close’ to a trade deal with New Delhi that's good for everybody. 

Some of the important factors in trade:

Unemployment rate in India declines to 5.2% in July-September quarter of FY26: Traders took note of Ministry of Statistics report stating that the unemployment rate (UR) in India among persons of age 15 years and above declined to 5.2 per cent in July-September this year from 5.4 per cent in the previous quarter of April-June. 

India, Vietnam sign agreement to expand defence cooperation: Some support came after the defence ministry said India and Vietnam have inked a pact to set up a framework for submarine search, rescue and support mechanism in case of any eventualities.

India's outward FDI falls 17% in October 2025: Traders took note of the Reserve Bank of India (RBI) data report showing that India’s outward foreign direct investment (OFDI) commitments declined 16.56% to $3,140.96 million in October 2025, from $3,764.54 million in October 2024.

Global front: European markets were trading in green after the U.S. Senate passed a short-term funding bill to end the longest government shutdown in U.S, history. Asian markets ended mixed as investors contemplated the implications of President Trump's dividend plan for Americans and the possible effects on stock and crypto markets. 

The BSE Sensex ended at 83871.32, up by 335.97 points or 0.40% after trading in a range of 83124.03 and 83936.47. There were 24 stocks advancing against 6 stocks declining on the index. (Provisional)

The broader indices ended mixed; the BSE Mid cap index was up by 0.20%, while Small cap index down by 0.09%. (Provisional)

The top gaining sectoral indices on the BSE were Telecom up by 1.59%, Capital Goods up by 1.19%, TECK up by 1.12%, IT up by 1.07% and Auto up by 1.00%, while Healthcare down by 0.33% and Realty down by 0.17% were the only losing indices on BSE. (Provisional)

The top gainers on the Sensex were Bharat Electronics up by 2.28%, Adani Ports and Special Economic Zone up by 2.10%, Mahindra & Mahindra up by 1.89%, HCL Technologies up by 1.78% and Eternal up by 1.53%. On the flip side, Bajaj Finance down by 6.97%, Bajaj Finserv down by 5.96%, Tata Motors Passenger down by 0.63%, Tata Steel down by 0.17% and Power Grid Corp down by 0.11% were the top losers. (Provisional)

Meanwhile, Indian exporters from the engineering sector will participate in the four-day exhibition in Moscow this week with an aim to boost the country's outbound shipments amid steep tariffs imposed by the US on domestic goods. The delegation is led by Federation of Indian Export Organisations (FIEO) President SC Ralhan.

Ralhan said that the MITEX 2025 will provide a platform for domestic exporters to showcase their quality goods to the global buyers. He said Commerce Secretary Rajesh Agrawal will chair a buyer-seller meeting in Moscow on November 14, 2025. He said over 20 Indian companies are expected to showcase a wide spectrum of products, including Hand Tools, Engineering Goods, Industrial Hardware, Machinery Parts, Fasteners and related industrial solutions.

He said Russia has been an important business partner for India, and the engineering and tools sector presents significant potential for collaboration. He said ‘our engineering exports to Russia are growing rapidly and expected to reach $1.75 billion this year. He said India's participation at MITEX aims to deepen commercial ties and promote Indian manufacturing excellence in the Russian market, thereby further helping in boosting bilateral trade between both the nations.

The CNX Nifty ended at 25694.95, up by 120.60 points or 0.47% after trading in a range of 25449.25 and 25715.80. There were 40 stocks advancing against 10 stocks declining on the index. (Provisional)

The top gainers on Nifty were Interglobe Aviation up by 3.47%, Bharat Electronics up by 2.51%, Mahindra & Mahindra up by 2.33%, Adani Ports and Special Economic Zone up by 2.04% and HCL Technologies up by 1.91%. On the flip side, Bajaj Finance down by 7.35%, Bajaj Finserv down by 6.09%, ONGC down by 0.78%, Tata Motors Passenger down by 0.69% and Apollo Hospital down by 0.38% were the top losers. (Provisional)

European markets were trading higher; France’s CAC rose 105.33 points or 1.31% to 8,055.51, UK’s FTSE 100 increased 87.25 points or 0.89% to 9,874.40 and Germany’s DAX gained 26.11 points or 0.11% to 23,986.10.

Asian markets ended mixed on Tuesday after the Senate voted 60-40 in favour of a temporary funding bill to end the U.S. government shutdown, while investors now shifting focus to the release of delayed economic reports for clarity on the Federal Reserve's policy path. Chinese shares declined amid concerns over tech valuations. XPeng’s shares in Hong Kong surged to their highest level in more than three years, amid growing optimism over the Chinese electric carmaker’s progress in technologies including humanoid robots.