Hindustan Zinc may gain from silver’s 63% rally this year, with analysts noting its exposure is underpriced, offering potential valuation upside for parent Vedanta.

Tata Motors’ demerger of its passenger and commercial vehicle businesses takes effect from October 1. Shareholders will receive TMLCV shares, with the CV business expected to list in November, aiming to unlock value and provide both units with greater strategic focus amid JLR challenges.

We live in uncertain times. The Nifty and Sensex are behaving like yo-yos, up one day and down the next. In such times, it is perhaps good to hit the pause button and take a hard look at your portfolio, especially if it has greater exposure to mid-cap stocks. Why do we say this? Well, because history teaches us that it is not necessarily the same sectors and stocks which did well in the past that will do well in the next leg of the rally. Even if you do venture into the market, do so with caution and discernment. Be selective in terms of the stock you are buying – especially if you are looking at the mid-cap space.

Bank of Japan board members discussed whether it is time to raise interest rates, signalling a potential shift toward a hawkish stance. The debate took place during the September policy meeting. (Source: Reuters)

Some US government offices may close from Wednesday as Republicans and Democrats remain divided over federal funding.

Coforge shares rose to Rs 1,584 after CLSA initiated coverage with an ‘outperform’ rating and a Rs 2,346 price target, citing strong growth in financial services and travel segments.

Japan’s factory output fell more than expected in August, while retail sales declined for the first time in over three years. These developments have heightened uncertainties about the economic outlook and are keeping the Bank of Japan on alert. (Source: Reuters)

Tokyo, Sept. 30 (Jiji Press)--Japan's industrial production in August fell 1.2 pct from July, down for the second straight month, the industry ministry said in a preliminary report Tuesday.

Japan's Nikkei share average saw a slight decline on Tuesday, attributed to portfolio adjustments and a pause in corporate buybacks at the fiscal half-year end. This market adjustment occurred despite record buybacks this year, as investors remained cautious ahead of the U.S. jobs report and the LDP leadership election. Energy explorers were the worst performers, while the insurance sector gained.

Nifty often rises in October, largely due to domestic investor strength. Foreign investors frequently sold shares, but domestic institutions provided consistent market support. October 2025 faces tariff uncertainties and rich valuations. Q2 earnings and festive consumption are key factors influencing market direction. Experts predict Nifty consolidation, with strong support levels identified for investors.

As India steps into its high-energy festive season, buoyed by robust consumption trends, policy tailwinds, and structural growth drivers, attention is turning to sectors ranging from auto components and FMCG to defence and clean energy. In 2025, the country’s Navratri economy is gaining significant traction, with e-commerce festive sales projected to touch Rs 1.2 lakh crore, marking a 27% year-on-year surge.UPI transactions surpassed 20 billion in August, while MSME festive credit demand is expected to climb 35–40% to Rs 3.45 lakh crore. In this environment, investment managers on smallcase have spotlighted nine key sectors poised to benefit from the confluence of festive sentiment, policy reforms, and long-term growth opportunities.

Seshaasai Technologies debuted on exchanges with a modest premium over its Rs 423 IPO price, despite robust subscription numbers. The Rs 813 crore IPO, heavily oversubscribed by institutional investors, saw shares list slightly below unlisted market expectations. Valued at 30.

China’s manufacturing sector shrank for the sixth consecutive month in September. The official Purchasing Managers’ Index (PMI) rose slightly to 49.8 from August’s 49.4 but remained below the 50-mark that separates growth from contraction. This highlights continued pressure on domestic manufacturing. (Source: Reuters)

The Bank of Japan left interest rates unchanged in September, but a summary of the meeting shows more policymakers are leaning toward a rate hike in the near future.

Tokyo, Sept. 30 (Jiji Press)--A total of 3,024 food and beverage products from 195 major makers are set to undergo price hikes in Japan in October, Teikoku Databank Ltd. said Tuesday.

Solarworld Energy Solutions debuted on exchanges with a 10.8% premium, listing at Rs 389 against an issue price of Rs 351. Its Rs 490 crore IPO was heavily oversubscribed 68.49 times, reflecting strong investor confidence. The company, providing solar EPC services, reported robust FY25 financials with significant revenue and profit growth.

Anand Rathi Share and Stock Brokers debuted on exchanges with a premium. The listing was below unlisted market expectations. Its initial public offering saw subscription over 21 times. Institutional investors drove demand. The company reported financial performance. Investors will now closely monitor its ability to sustain growth and protect margins. Competition from other brokers remains a challenge.

The benchmark Nifty50 slipped 3.91% in the latest trailing quarter, but not all stocks followed the downtrend. Trendlyne data shows some counters stood tall, delivering strong double-digit gains and outperforming the benchmark by a wide margin. Here's a look

The White House says Israeli Prime Minister Benjamin Netanyahu has expressed his "deep regret" over the death of a Qatari serviceman after an airstrike on Doha.

In a year when the Nifty delivered muted returns, a few penny stocks with zero debt stood out by delivering massive gains. These counters rallied up to 200% in the past 12 months, attracting investor attention despite their small market caps.

Brokerages stay bullish on Hindustan Unilever, Lupin, and Kotak Mahindra Bank, citing demand recovery, strategic acquisitions, and turnaround momentum, projecting 16–30% upside with long-term growth visibility despite near-term challenges.

Benchmark indices Nifty and Sensex opened marginally higher on Tuesday, September 30, snapping a seven-day losing streak. This recovery was driven by gains in metal, pharma, and IT stocks, despite selling pressure in realty. Investors are now awaiting the outcome of the RBI MPC meeting scheduled for October 1.

InterGlobe Aviation (IndiGo) and Max Healthcare will join the Nifty 50 on September 30, replacing IndusInd Bank and Hero MotoCorp, as part of NSE’s semi-annual index reshuffle.

Man Industries shares: SEBI barred Man Industries and three top executives, including Chairman Ramesh Mansukhani, from the securities market for two years over alleged fund diversion, likely triggering selling pressure on September 30.

Shares of Larsen & Toubro (L&T) will be in focus on September 30 after the company secured a $700 million Sustainability-Linked Trade Facility (SLTF) from Standard Chartered. This follows L&T’s issuance of India’s first listed sustainability-linked bond earlier this year, reinforcing its leadership in sustainable finance and commitment to ESG goals, including carbon neutrality by 2040 and water neutrality by 2035.

Man Industries shares: SEBI barred Man Industries and three top executives, including Chairman Ramesh Mansukhani, from the securities market for two years over alleged fund diversion, likely triggering selling pressure on September 30.

Nifty 50 index undergoes a reshuffle today. IndiGo and Max Health join the index. Hero MotoCorp and IndusInd Bank exit the 50-share index. This change is expected to trigger over one billion dollars in passive fund flows. IndiGo may attract 545 million dollars. Max Healthcare could see 372 million dollars pour in. Outflows are projected for exiting stocks.

Tata Motors share price: Moody’s downgraded Tata Motors’ outlook to negative after a cyberattack at JLR halted production. The company's FY26 EBITDA is expected to take a massive hit due to this attack. While JLR has started a phased restart, prolonged disruptions could further affect earnings and cash flows, Moody’s added.

People flocked to an event on Sunday in a town on the coast of the Sea of Okhotsk in Hokkaido, northern Japan, to enjoy local delicacies of the season.

Indian Railway Finance Corporation (IRFC) has inked two loan agreements worth Rs 16,489 crore with Maharashtra and Haryana state utilities to fund thermal power expansion projects. The Rs 10,560 crore deal with MAHAGENCO will support Koradi’s 1,320 MW expansion, while Rs 5,929 crore with HPGCL will aid Yamunanagar’s 800 MW unit, reinforcing IRFC’s role as a diversified infrastructure financier.

Indian stock markets saw a 6% decline over the past year. Foreign investors avoided Indian equities. Lumpsum investments in largecap funds resulted in losses. However, systematic investment plans yielded profits for investors. SIPs delivered up to 9% returns even from market peaks. Rupee cost averaging helped mitigate market volatility. This approach provided wealth creation opportunities.

Tokyo, Sept. 30 (Jiji Press)--Daihatsu Motor Co. will cease production of the Copen mini convertible sports vehicle at the end of August 2026, due to reasons including a regulatory issue.

As of September 29, futures open interest (OI) saw a notable surge across seven NSE F&O stocks, driving an overall increase of over 6% compared to the previous session. A rise in futures OI indicates higher activity in unexpired contracts, reflecting growing participation as traders either initiate new positions or scale up existing ones.

BEL Order Win News: Bharat Electronics Limited (BEL) has secured significant additional orders totaling Rs 1,092 crore since mid-September, encompassing EW system upgrades, defence network improvements, and various equipment. These new contracts further solidify BEL's leading position in India's defence electronics sector. The company's shares are anticipated to be in focus following this announcement.

Sustainable packaging manufacturer Ecoline Exim, with exports to over 27 countries, is set to list on the NSE SME platform on September 30. Its IPO drew healthy institutional participation, but subdued retail interest and zero GMP point to cautious listing-day sentiment.

Matrix Geo Solutions IPO closed with healthy investor interest. The company will list on NSE SME on September 30. The issue was subscribed 7.69 times overall. Qualified institutional buyers led demand. The firm specializes in geospatial and drone technology. It shows strong financial growth. Proceeds will fund equipment and working capital. Grey market premium indicates a restrained listing outlook.

True Colors, a digital textile printing solutions provider, will debut on the BSE SME platform on September 30. Its IPO saw strong investor demand, subscribed over 45 times. Despite this, grey market signals indicate limited listing gains. The company reported significant revenue and profit growth recently. It focuses on digital textile printing solutions.

Tokyo, Sept. 29 (Jiji Press)--Eight major Japanese automakers' combined global production dipped 2.0 pct in August from a year earlier to 1.81 million units, data from the companies have shown.

Tata Motors share price: Moody’s downgraded Tata Motors’ outlook to negative after a cyberattack at JLR halted production. The company's FY26 EBITDA is expected to take a massive hit due to this attack. While JLR has started a phased restart, prolonged disruptions could further affect earnings and cash flows, Moody’s added.

Seven stocks from the NSE large cap pack were highlighted in the RSI Trending Up scan on September 29, based on data from stockedge.com. It is an uptrend signal if the RSI value has crossed above 50 from below. "RSI trending up" means that the Relative Strength Index (RSI) values are increasing, suggesting strengthening momentum in the price of the stock. This can indicate potential upward movement and may be used by traders to identify buying opportunities.

Aptus Pharma will debut on the BSE SME platform on September 30. Its initial public offering closed with high investor participation. The IPO was subscribed over 22 times across categories. Retail and high net worth individuals showed significant demand. The company distributes pharmaceutical formulations. It reported revenue and profit growth. Proceeds will fund working capital and new office infrastructure.

The Asian Development Bank has cut its 2025 growth forecast for Asia-Pacific developing economies, citing the challenges posed by US trade tariffs.

Agritech startup BharatRohan Airborne Innovations, leveraging drones and hyperspectral imaging, saw robust demand for its ₹45.04 crore IPO with 10.07x subscription, but muted grey market signals point to a moderate listing.

United States President Donald Trump announced a ceasefire plan for the conflict in Gaza, after meeting with Israeli Prime Minister Benjamin Netanyahu on Monday in Washington.

Wall Street indexes closed higher on Monday. Nasdaq led gains driven by technology stocks. Investors focused on artificial intelligence and future interest rate cuts. Concerns over a potential US government shutdown were largely overlooked. Market experts noted investor focus on economic resilience. This positive sentiment propelled major indices upwards.

A senior North Korean diplomat has stressed that his country will never give up its nuclear program.

Tokyo, Sept. 30 (Jiji Press)--Japanese Prime Minister Shigeru Ishiba on Wednesday will mark one year since assuming the post.

“The chart for Canara Bank shows a bullish trend in recent months, with the price moving up from its lows. Traders can buy for a target of Rs 140-145 in the short-term,” Rajesh Palviya, Senior Vice President – Research (Head Technical & Derivatives), Axis Securities, said.

Ukrainian President Volodymyr Zelenskyy has called for building a joint air defense system with Europe to counter aerial threats posed by Russia.

Global markets reacted to US government shutdown fears. Gold reached a new record high. The dollar saw losses. US equity futures dipped while Asian shares remained flat. Treasuries gained. Investors worried about delayed economic data, including the jobs report. China announced capital to boost growth. Australia's central bank held rates steady. Oil prices declined.

Markets saw volatility but ended flat after a recent slide. L&T secured a $700 million facility. M&M sold its Sampo Rosenlew stake. Premier Energies won $19.95 million solar contracts. Reliance Power sold Indonesian coal entities. BEL secured Rs 1092 crore orders. IRFC inked two loan agreements. Tata Motors faced a rating downgrade. Godrej Agrovet received a Sebi warning.

SBI's credit card business experienced a significant post-Covid surge, driven by its youth-focused expansion. HDFC Bank maintained its dominant position in both card issuance and transaction value. Conversely, Standard Chartered Bank faced a sharp decline in both the volume and value of its credit card operations.

Ageo, Saitama Pref., Sept. 30 (Jiji Press)--Kenichi Ino, the father of a Japanese woman who was murdered in 1999 after becoming a victim of stalking, is saddened by a recent stalking case that resulted in the death of a 20-year-old woman in Kanagawa Prefecture, south of Tokyo.

MAS Financial Services stock declined ten percent over two months. Its June quarter net profit rose slower despite higher interest income. Asset quality showed a slight dip. The company projects twenty to twenty-five percent AUM growth this fiscal year. It also expects improved disbursements in the second half.

Hikone, Shiga Pref., Sept. 30 (Jiji Press)--Japanese Emperor Naruhito and Empress Masako have visited a school for people with visual impairment in Shiga Prefecture, western Japan.

Sebi has barred Man Industries and three senior executives, including its chairman, from the securities market for two years. This action follows alleged diversion of funds to subsidiaries and misrepresentation of financials. A forensic audit revealed non-disclosure of related party transactions and material events, alongside fund rotation.

Under the revised directions on interest rate on advances, banks will now be allowed to reduce spread components on floating rate loans before the current three-year lock-in period, a move aimed at benefiting borrowers. This could result in faster transmission of rate cuts, leading to lower EMIs or interest outgo. Additionally, banks may offer borrowers the option to switch to fixed-rate loans at the time of interest rate resets, though this will no longer be mandatory.

Canara Bank has broken out from a falling channel on weekly charts, hitting a fresh 52-week high, with experts suggesting the rally will continue. Short-term traders can buy the stock for a target of Rs 140-145 in the coming weeks, supported by strong technical indicators and rising volumes.

Chinese Premier Li Qiang has stressed in a meeting with North Korean Foreign Minister Choe Son Hui that Beijing will further promote its traditional friendship with Pyongyang.

A Chinese court has sentenced to death 11 members of a crime syndicate that ran scam operations from Myanmar.

Japan's government has reinstated the sanctions on Iran that it lifted following a 2015 nuclear agreement.

Japanese Prime Minister Ishiba Shigeru is to meet South Korean President Lee Jae-myung in the South Korean city of Busan on Tuesday.

Technical analysis identifies select stocks that may gain momentum even in volatile markets. Here are the technical calls for today.

Avenue Supermarts, which operates D-Mart stores, raised Rs 100 crore in short-term debt via commercial paper, bearing a 6% coupon rate and maturing in 91 days. Concurrently, the retail chain opened its 431st store in New Delhi, further expanding its footprint across India.

Motilal Oswal Mutual Fund acquired Bharat Forge shares worth nearly Rs 378 crore through an open market transaction. In a separate bulk deal, Amansa Capital purchased Aether Industries shares for Rs 94 crore, while Goldman Sachs India Equity Portfolio offloaded its stake in the speciality chemicals maker.

The 76th International Astronautical Congress is underway in Australia, bringing together officials from space agencies and businesses around the world.

BNP Paribas made substantial bulk deal investments, acquiring stakes worth Rs 1,806 crore in Hero MotoCorp and IndusInd Bank. Simultaneously, it was a net seller in Max Healthcare Institute, offloading shares worth Rs 882 crore. Goldman Sachs also sold shares in Aether Industries for Rs 85 crore.

India's headline indices Nifty and the BSE Sensex ended in the red on Monday witnessing their seventh consecutive loss led by selling pressure in auto, IT and pharma stocks. Nifty faced selling pressure near its 20-EMA on the hourly chart on Monday, ending the day at a weaker ground.Commenting on the day’s action, Vatsal Bhuva, Technical Analyst at LKP Securities said that technical and derivative cues suggest Nifty likely trading in a short-term range of 24,500–24,850 with volatility and a sideways-to-bearish undertone. “Derivative data showed PUT writing at 24,600 and 24,500 strikes, highlighting immediate support zones, while CALL writing at 24,700 and 24,800 indicated resistance. A sustained move above its 50-day EMA is needed to turn bullish," De said.Here are 5 stock recommendations for Tuesday:

Godrej Agrovet received an administrative warning from SEBI for delayed disclosures on shareholding changes in Astec Lifesciences between 2017 and 2020. The regulator cautioned the company against future lapses. Shares closed slightly lower at Rs 713.50.

Foreign Institutional Investors (FIIs) have been actively reducing their stakes in small-cap stocks over the past four quarters, causing significant price pressure in many cases. In the September 2024 quarter, FIIs held more than 10% stakes in around 246 small-cap companies. Fast forward to June 2025, and that number dropped to about 207—a clear sign of cautious withdrawal. While a few stocks still attracted some buying interest, the spotlight is on eight companies where FIIs slashed their holdings by nearly half—or even more—during the last four quarters.The market reaction to these heavy FII cuts has largely been negative. In the recent quarter (July–September), six out of eight heavily sold stocks recorded losses, each falling by double digits within just three months. This sharp decline highlights how closely stock prices often mirror the buying or selling patterns of major institutional investors. (Data Source: ACE Equity)

India's headline indices Nifty and the BSE Sensex ended in the red on Monday witnessing their seventh consecutive loss led by selling pressure in auto, IT and pharma stocks. Nifty faced selling pressure near its 20-EMA on the hourly chart on Monday, ending the day at a weaker ground.Commenting on the day’s action, Vatsal Bhuva, Technical Analyst at LKP Securities said that technical and derivative cues suggest Nifty likely trading in a short-term range of 24,500–24,850 with volatility and a sideways-to-bearish undertone. “Derivative data showed PUT writing at 24,600 and 24,500 strikes, highlighting immediate support zones, while CALL writing at 24,700 and 24,800 indicated resistance. A sustained move above its 50-day EMA is needed to turn bullish," De said.Here are 5 stock recommendations for Tuesday:

India's headline indices Nifty and the BSE Sensex ended in the red on Monday witnessing their seventh consecutive loss led by selling pressure in auto, IT and pharma stocks. Nifty faced selling pressure near its 20-EMA on the hourly chart on Monday, ending the day at a weaker ground.Commenting on the day’s action, Vatsal Bhuva, Technical Analyst at LKP Securities said that technical and derivative cues suggest Nifty likely trading in a short-term range of 24,500–24,850 with volatility and a sideways-to-bearish undertone. “Derivative data showed PUT writing at 24,600 and 24,500 strikes, highlighting immediate support zones, while CALL writing at 24,700 and 24,800 indicated resistance. A sustained move above its 50-day EMA is needed to turn bullish," De said.Here are 5 stock recommendations for Tuesday:

With US President Trump, nothing can be ruled out. But, for now at least, Indian pharma companies can breathe a little easier. The 100% tariff shock on pharmaceutical imports into the US from October 1 is limited to patented and branded drugs. Generic drugs have been kept out of it. And the bulk of Indian exports to the world comprise generics. So the threat hanging over pharma companies is gone for now. But, as we said, nothing can be ruled out where Trump is concerned.

Moody’s affirmed Tata Motors’ Ba1 rating but changed its outlook to negative, citing delays in recovery after a cyber attack disrupted Jaguar Land Rover operations. A full recovery in credit metrics could take several months.

Ironclad Asset Management has launched Ironclad Ventures, a ₹200 crore SEBI-approved ESOP secondaries fund. It will enable startup employees to monetize stock options while offering HNIs and family offices access to VC-backed startups across fintech, SaaS, AI, consumer, and digital sectors.

U.S. stocks rose Monday, recovering recent losses, despite looming government shutdown fears and new tariffs. Electronic Arts jumped on a $55 billion buyout, while global markets showed mixed results. Oil prices fell on oversupply worries, but gold hit a record high, as investors weighed upcoming jobs data and inflation concerns.

Tokyo, Sept. 29 (Jiji Press)--Nissan Motor Co. is considering selling the Yokohama F. Marinos professional soccer club in the J1 top division of the Japan Professional Football League, or J.League, it was learned Monday.

Moody’s affirmed Tata Motors’ Ba1 rating but changed its outlook to negative, citing delays in recovery after a cyber attack disrupted Jaguar Land Rover operations. A full recovery in credit metrics could take several months.

Wall Street's main indexes opened higher on Monday, beginning a potentially turbulent week on a strong footing. Investors largely shrugged off hawkish Federal Reserve remarks and the looming government shutdown. The Dow, S&P 500, and Nasdaq all posted gains, rising 0.13%, 0.27%, and 0.54% respectively at the open.

Tokyo, Sept. 29 (Jiji Press)--The Japanese government Monday announced the resumption of economic sanctions against Iran after the United Nations reimposed sanctions on the country over its nuclear development.

Japanese beverage maker Suntory Spirits says it will change its mainstay beer-like drinks to regular beer to tap demand for beer that is expected to grow thanks to a tax cut.

A US special envoy says he believes that US President Donald Trump has authorized Ukraine's long-range attacks into Russian territory.

Tokyo, Sept. 29 (Jiji Press)--The Liberal Democratic Party-led administration is considering convening an extraordinary Diet session on Oct. 14 or later to elect Japan's new prime minister, following the LDP's leadership election scheduled for Saturday, it was learned Monday.

Tokyo, Sept. 29 (Jiji Press)--Seiji Maehara, former co-leader of Nippon Ishin no Kai (Japan Innovation Party), suggested Monday that agriculture minister Shinjiro Koizumi should withdraw his candidacy for the ruling Liberal Democratic Party's leadership race after a campaign member was found to have asked supporters to post favorable comments about him online.

Moldova's pro-EU ruling party is on course to secure a majority of seats in parliament in an election that took place on Sunday. The Russia-leaning opposition bloc argues that the vote was fraudulent and is calling on its supporters to rally in protest.

Tokyo, Sept. 29 (Jiji Press)--Japan's Justice Ministry on Monday presented a draft proposal to set numerical criteria for dangerous driving offenses, such as specific figures for speeding and drunk driving.

Thailand's new prime minister Anutin Charnvirakul has pledged to boost the country's economy and resolve security issues swiftly during his policy address to parliament on Monday.

Dozens of people in Vietnam and the Philippines have been killed as Typhoon Bualoi passed through the two countries.

Tokyo, Sept. 29 (Jiji Press)--The Bank of Japan faces a growing need to raise its policy interest rate as the country nears its 2 pct inflation target, BOJ policymaker Asahi Noguchi said Monday.

Tokyo, Sept. 29 (Jiji Press)--Former Japanese economic security minister Sanae Takaichi, a candidate for the ruling Liberal Democratic Party's leadership election, plans to focus on constitutional revisions and diplomatic and security policies when discussing a possible coalition with opposition forces.

Tata Group has lost over $75 billion in 2025, hit by US visa restrictions, a cyberattack at Jaguar Land Rover, and trade headwinds. TCS and Tata Motors led declines, while 12 of 16 listed firms fell. Tata Steel rallied 25% YTD, partially offsetting losses.

Tokyo, Sept. 29 (Jiji Press)--Sony Financial Group Inc. debuted on the Tokyo Stock Exchange's top-tier Prime section Monday, fetching the first quotation of 205 yen apiece, above the reference price of 150 yen.

In Major League Baseball, Ohtani Shohei of the Los Angeles Dodgers belted his 55th home run in the team's final regular-season game to break his own franchise record, but finished one shy of a home run title.

JM Financial initiated coverage on Vishal Mega Mart with a ‘Buy’ rating and Rs 175 target, citing strong presence in Tier 2 towns, high private label contribution (~73%), asset-light model, and growth potential via store expansion. Robust revenue and margin outlook positions VMM as a compelling retail investment.

Tokyo, Sept. 29 (Jiji Press)--The Japanese government left its basic economic assessment unchanged in a monthly report released Monday, while expressing concerns over the impact of President Donald Trump's high tariffs on the Japanese auto sector.

Chiba, Sept. 29 (Jiji Press)--Chiba Bank and Chiba Kogyo Bank said Monday that the two regional lenders based in Chiba Prefecture have reached a basic agreement on their business integration as early as April 2027.

Chiba, Sept. 29 (Jiji Press)--A kindergarten bus crashed into a house in Chiba Prefecture, east of Tokyo, on Monday, leaving the driver dead.

India's heartbeat indices Nifty and the BSE Sensex ended negative on Monday recording their seventh successive loss led by selling pressure in auto, IT and pharma stocks.

Foreign Institutional Investors (FIIs) have been actively reducing their stakes in small-cap stocks over the past four quarters, causing significant price pressure in many cases. In the September 2024 quarter, FIIs held more than 10% stakes in around 246 small-cap companies. Fast forward to June 2025, and that number dropped to about 207—a clear sign of cautious withdrawal. While a few stocks still attracted some buying interest, the spotlight is on eight companies where FIIs slashed their holdings by nearly half—or even more—during the last four quarters.The market reaction to these heavy FII cuts has largely been negative. In the recent quarter (July–September), six out of eight heavily sold stocks recorded losses, each falling by double digits within just three months. This sharp decline highlights how closely stock prices often mirror the buying or selling patterns of major institutional investors. (Data Source: ACE Equity)

Gurmeet Chadha believes a uniform 10% long-term capital gains tax across equity, real estate, and fixed income could unlock fresh growth capital. He emphasizes patient investing despite FII selling and anticipates earnings-led turnaround supported by reforms.

India’s festive season is set to fuel strong momentum across nine sectors including auto components, FMCG, gold, NBFCs, healthcare, renewable energy, capital markets, infrastructure, and defense. Rising consumption, structural reforms, credit growth, and policy support strengthen the bullish outlook.

Osaka, Sept. 29 (Jiji Press)--The cumulative number of visitors to the 2025 World Exposition in the western Japan city of Osaka has reached some 22.2 million, already topping total attendance at the 2005 Expo in Aichi Prefecture, preliminary data showed Monday.

Tokyo, Sept. 29 (Jiji Press)--Gold retail prices in Japan surpassed 20,000 yen per gram for the first time on Monday, doubling in about two years since exceeding 10,000 yen in late August 2023.

Jakarta, Sept. 29 (Jiji Press)--A pirate flag from popular Japanese manga series "One Piece" has been used as a symbol of resistance by young people in many parts of Asia.

Oyster farmers in Hiroshima Prefecture, western Japan, have decided to delay the start of harvesting this season due to the summer heat wave.

Tokyo, Sept. 29 (Jiji Press)--Tokyo Electric Power Company Holdings Inc. said Monday it has completed the fourth release of treated water from its crippled Fukushima No. 1 nuclear power plant in fiscal 2025.

Chiba, Sept. 29 (Jiji Press)--Chiba Bank and Chiba Kogyo Bank said Monday that the two regional lenders based in Chiba Prefecture have reached a basic agreement on their business integration as early as April 2027.

Silver touched an all-time high of Rs 1.44 lakh/kg on the MCX, driven by macroeconomic tailwinds, industrial demand, and safe-haven buying. Robert Kiyosaki predicts a fivefold return in a year. Strong fundamentals, ETF inflows, green energy demand, and Fed rate easing support the bullish outlook.

Tokyo, Sept. 29 (Jiji Press)--Toshimitsu Motegi, a candidate in the Liberal Democratic Party's leadership election, is eager to expand its ruling coalition as his party discusses a proposed fiscal 2025 supplementary budget with other forces.

The Nifty index has recorded six consecutive sessions in the red, closing below key weekly and daily moving averages. Technical indicators, including RSI and Fibonacci levels, signal sustained bearish momentum. Options data suggests strong put unwinding, prompting traders to consider Bear Put Spread strategies to capitalize on further downside while limiting risk.

Vascon Engineers' shares surged up to 14% to a 52-week high after signing a five-year MoU with Adani Infra as its execution partner. The collaboration covers projects from design to execution, with three Mumbai projects already identified, marking a long-term strategic partnership.

Japan's Nikkei slipped on Monday for a second consecutive day, retreating from record-high levels reached last week, as numerous stocks lost their dividend entitlements.

New Delhi, Sept. 29 (Jiji Press)--A Japanese woman is working tirelessly to promote sake in India, carefully selecting brands and selling them to local vendors and restaurants with the aim of spreading their appeal.

European shares inched up on Monday as healthcare and technology shares rose, while investors focused on a possible U.S. government shutdown that could delay the release of key economic data.

Gold prices in Japan set new records on safe-haven buying as the return of UN sanctions on Iran added to worries about geopolitical risk.

A gallery in Japan that displays the Hiroshima Panels, which depict the devastation of Hiroshima immediately after the 1945 atomic bombing, closed for long-term renovations on Monday.

Reliance Power shares surged 2.7% after the company announced the sale of its Indonesian step-down subsidiaries for USD 12 million. The strategic divestment, involving a Share Purchase Agreement with Biotruster (Singapore) Pte. Ltd. for a 100% equity stake, was viewed positively by the market as a step to unlock value.

Reliance Industries shares present a risk-reward proposition. Citi reports Jio or Retail units are valued at a 15 percent discount. Jio's implied valuation is 15-25 percent below Bharti Airtel. Retail's valuation is 15 percent below prior private equity deals. Citi sets a target price of Rs 1,690. This suggests over 22 percent upside potential. This disparity exists despite growth forecasts.

Hawkish dissent at the Bank of Japan’s recent policy meeting has increased pressure on Governor Kazuo Ueda to move faster on interest rate hikes. Markets are now considering the possibility of a rate hike as soon as October. (Source: Reuters)

Detailed discussions based on objective premises and data are needed in debating and assembling policy. Consideration must also be given for freedom and human rights.

Indian equity markets will observe three trading holidays in October 2025. These closures are for Mahatma Gandhi Jayanti, Dussehra, Diwali Laxmi Pujan, and Balipratipada. A special Muhurat trading session will occur on October 21 from 1:45 pm to 2:45 pm. Markets will also close on November 5 for Prakash Gurpurb Sri Guru Nanak Dev and December 25 for Christmas.

Osaka, Sept. 29 (Jiji Press)--The cumulative number of visitors to the 2025 World Exposition in the western Japan city of Osaka has reached some 22.2 million to top the total attendance at the 2005 Expo in Aichi Prefecture, preliminary data showed Monday.

Indian equities lagged global markets over the past year. Weak earnings and high valuations caused this underperformance. Foreign investors also reduced holdings. Now, valuations are more reasonable. Government reforms and global shifts may attract new flows. A rebound is possible in the next 12 months. Focus will be on specific sectors.

Silver has emerged as the top-performing precious metal of 2025, delivering a 53% YTD gain, outpacing gold’s 49% rise. Its rally pushed prices to an all-time high of Rs 1,44,179/kg on the MCX, highlighting strong bullish momentum.