China’s economy is slowing. Despite booming exports, Q3 growth likely hit a 1-year low at 4.7%. Weak investment, industrial output, and retail sales highlight deep structural issues. The Communist Party’s key meeting this week may address this fragile recovery.
Globally, markets are watching inflation.. The US delayed CPI data is set to guide the Fed’s next move. Meanwhile, central banks in Japan, UK, South Africa, and Europe face pressure as prices stay sticky.
Policy signals from China to Canada will shape sentiment this week — but uncertainty remains the only constant.
Read more here
Nifty 50 and Sensex: Why FIIs will tip the scales in Samvat 2082
As Samvat 2082 begins, Dalal Street stays cautious. US bank jitters have spooked FIIs, leading to $18.6 billion in outflows. Yet, domestic investors stepped in with $75 billion.Markets stayed flat, with few sectoral winners and many laggards.
Despite last year’s missed forecasts, brokers now target Nifty at 28,000. India’s story stays strong, but FIIs are still on pause. History suggests they’ll return — and until then, local investors keep the flame alive.
Read more here
Index Outlook: Nifty 50, Sensex sparkle with a bullish breakout
Markets surged ahead of Diwali with strong breakouts in the Nifty, Sensex, and Nifty Bank, marking the end of the recent correction. Nifty is now eyeing 26,200, while the Sensex targets 85,300. Nifty Bank is on track to hit 59,000.
Foreign investors returned with $988 million in equity inflows, lifting sentiment further. Realty stocks led the gains, while IT lagged. Midcaps stayed firm, and Smallcaps may break out soon. Overall, the bullish momentum looks set to carry forward.
Read more here
Retail inflation expected to decline on high base and GST reform impact in October: Report
India’s inflation story is flipping. Retail inflation is expected to dip further in October 2025, thanks to a high base effect, cooler food prices, and the full impact of GST reforms, says a report by Union Bank of India.
Food inflation is expected to stay negative through winter, with key items like vegetables and oils becoming cheaper. September data showed inflation at an eight-year low, with both rural and urban areas seeing falling food prices.
The report also cuts the FY26 inflation forecast to 2.6%, down from 3.1%, expecting prices to stay below the RBI’s target for most of the year. This easing of inflation reflects favorable base effects and government measures, bringing welcome relief to consumers.
Read more here
Research &VO: Prethicshaa
Published on October 20, 2025
