Overview
- The Nifty and Sensex closed a seventh straight week lower in the week ended Sept. 25, with the Nifty at 23,140.50 and the run matching the longest losing streak since the COVID selloff in 2020.
- Global pressures pushed sentiment as US 10‑ and 30‑year Treasury yields rose to roughly 5.18% and 5.35% and Brent crude stayed elevated, increasing concerns about India’s import bill and inflation.
- Foreign institutional investors were net sellers of about ₹11,490.03 crore from Sept. 21–25 while domestic institutional investors bought roughly ₹16,398.15 crore, creating a tug of war in market flows.
- Domestic shocks deepened losses for specific names and sectors, with insurance stocks tumbling and PB Fintech losing about one‑third of its market value after governance changes at Tata Sons hit shares across the group.
- Analysts say short‑term direction now depends on crude prices, US yields, foreign fund flows and developments in the Middle East, and a sustained recovery will require easing in those areas.