NSE & BSE Latest News

The markets fell slightly due to global and local worries. Banking stocks were weak, but public sector banks did well.

MARKET NEWS

11/1/20252 min read

NSE & BSE Overview

Due to a combination of domestic and international factors that affected mood, Indian equity markets ended the week on a lower note, falling for the second day in a row. Prominent banks pulled the markets lower, causing both the Sensex and the Nifty to decline. Some areas, like public sector banks, were able to outperform despite the generally cautious tone.​

Regulatory Updates & SEBI Measures

Tuhin Kanta Pandey, the head of SEBI, made headlines when he said that although the regulator is closely monitoring futures and options (F&O) trading, any changes—including potential limitations on weekly F&O expiries—will be implemented gradually rather than all at once. In order to guide future regulatory steps meant to reduce excessive speculation and promote cash market participation, SEBI is aggressively gathering data on F&O trading trends. BSE equities were volatile after this statement, initially falling 4% before rising again. ​

NSE IPO Hopes Rekindled

The chairman of SEBI has stated that the long-awaited initial public offering (IPO) of the National Stock Exchange (NSE) may soon come to pass. The number of retail investors in the NSE has increased dramatically; by mid-2025, there will be over 157,000 public shareholders, a fourfold increase since March. Industry reports indicate that the IPO application window may open by March 2026, with listing possibly occurring in the fourth quarter of FY26 if ongoing compliance problems are addressed, even if several regulatory clearances are still pending. ​

Market Performance Highlights

  • As investors booked profits in response to mixed corporate earnings and unfavourable global cues, the Sensex fell 466 points to settle below 25,750 on October 31. The regulator's new qualifying requirements put pressure on banking stocks, including HDFC Bank and ICICI Bank.​

  • The Nifty ended its four-week gain streak, underscoring the continued volatility of the market.​

  • The GIFT Nifty saw a dramatic increase in participation, setting new records for trading activity.​

  • The Oil & Gas and Nifty PSU Bank sectors posted gains in spite of the sell-off, offering some resistance to a general slump.

Sector Movement & Earnings

Despite several corporations' poor Q2 earnings, public sector banks and a few oil and gas companies helped the indices by outperforming other sectors. Major names like JK Tyre, Adani Energy, and Bata are among the more than 160 firms that are anticipated to release their quarterly results, which may further impact the direction of the market in the days ahead.

Global Market Influence

Global uncertainties like the US Federal Reserve's position on interest rates and volatile currency markets are causing Indian stocks to struggle. The cautious sentiment at home was made worse by a strong US dollar and less forceful rate-cut signals from the Fed. Although there has been some relief due to record-high US market closures and positive sentiment from US-China trade talks, sentiment is still divided overall.

Conclusion

To summarise, investors are being cautious due to regulatory turbulence, earnings-driven volatility, and worldwide uncertainty in the Indian stock market. The short-term outlook is cautious while the market assimilates new regulations and economic data, even though reforms and capital market events like the NSE IPO could offer medium-term triggers. ​