Overview
- The seven-week losing streak ended with the week of September 25, when Nifty closed at 23,140.50 and Sensex at 73,895.74 after a midweek sell-off and a modest Friday recovery.
- Higher global yields pressured assets as the US 10‑year traded near 5.15–5.2 percent, while Brent crude stayed around $100–$107 a barrel, raising concerns about inflation and India’s import bill.
- Foreign institutional investors were net sellers of about ₹11,490 crore for the week while domestic institutional investors bought roughly ₹16,398 crore, providing partial support.
- Sector-specific shocks amplified losses: a Tata group governance dispute wiped about ₹40,681 crore off listed Tata firms and PB Fintech tumbled roughly 33 percent after insurance‑sector regulatory news.
- Market direction this holiday‑shortened week will hinge on US‑Iran diplomacy, crude moves, global yields, incoming US and domestic economic data and whether foreign selling eases.