| Nifty +1.57% up, Sensex +1.59% higher for week ended 10-Oct |
Positive sentiments triggered by the RBI policy continued for the second week and look likely to sustain. |
| Mid-cap index +2.08% higher; small cap index +1.43% up |
Alpha hunting looks more promising in mid-caps, while small-caps still warrant relative caution. |
| Large Cap Q2FY26 results due this week |
Reliance, HCL Tech, Tech Mahindra, ICICI Pru Life, Axis Bank, HDFC Life, Infosys, Wipro, Nestlé, LTI Mindtree to announce results. |
| Mid-Cap Q2FY26 results due this week |
Anand Rathi, Persistent, ICICI Lombard, IREDA, JIO Fin, LTF, Havells, Polycab, LTTS, Poonawalla, 360-One WAM to report earnings. |
| India CPI and WPI inflation to be announced |
CPI likely to fall below 2%, but core pressures could keep WPI elevated. |
| India September trade data (15-Oct) |
Merchandise trade deficit may widen from $26.5 billion after full impact of US tariffs in September. |
| RBI MPC minutes expected this week |
Investors will look for clues on rate trajectory and possibility of a December rate cut. |
| US government shutdown extends another week |
Non-essential services halted; key economic data and FOMC inputs delayed. |
| Gold prices in focus after recent rally |
Gold at $4,018/oz with Goldman target of $4,900 for 2026; emerging as anti-dollar hedge. |
| US jobs data and CPI postponed to end-Oct |
Delay due to shutdown may affect FOMC decision at October meeting. |
| Only Midwest Ltd IPO opens; 3 current IPOs close |
After ₹30,000 crore of IPOs last week, next week to be quiet with ₹451 crore issue. |
| Nifty S/R (25,185 / 25,358); Sensex S/R (82,164 / 82,746) |
Change in LongView likely below 25,065 (Nifty) and 81,758 (Sensex); shorts only below these levels. |
| Key US data this week |
Construction spending, Fed Speak, Beige Book, API Oil Stocks, Jobless Claims, Retail Sales, Business Inventories. |
| Key Global data (ROW) |
IIP & Trade (EU), CPI (EU), ECB Speak; IIP (Japan); BOE Speak & GDP (UK); Trade, CPI, PPI, New Loans (China). |
