Overview
- Indian benchmarks closed higher for a second day, with the Sensex at 83,871.32 and the Nifty at 25,694.95 after reversing early losses.
- Gains tracked a Wall Street rally led by AI names and the U.S. Senate’s passage of a funding bill viewed as a step toward ending the record shutdown.
- Buying concentrated in IT, auto, metal and FMCG counters, while some financials lagged late in the session.
- Bajaj Finance sank more than 7% on lower AUM growth guidance, with Bajaj Finserv also declining, capping broader index gains.
- Flows stayed mixed as provisional data showed FPIs net sold Rs 4,114.85 crore on Monday while DIIs bought Rs 5,805.26 crore, with traders eyeing inflation prints and the tail end of Q2 results alongside India–U.S. trade signals including a potential tariff reduction flagged by President Trump.