Daily Market Wrap – Oct 12, 2025

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🐂 Indian indices continued their ascent, with the Sensex and Nifty closing in positive territory. The rally was primarily fueled by a welcome return of Foreign Portfolio Investors (FPIs), who channeled fresh inflows into financial stocks, lifting market sentiment.

🐻 The broader market’s optimism was not shared by the Tata Group, which faced a challenging day. Key stocks like TCS and Tata Motors have seen significant value erosion in 2025, a trend exacerbated by ongoing boardroom uncertainties and specific operational headwinds, acting as a drag on the market.

🐻 Global markets painted a starkly different picture. A sharp selloff hit Wall Street and European markets after renewed US tariff threats against China spooked investors. This global risk-off sentiment poses a significant headwind for the Indian markets heading into next week.

🐂 All eyes are now on the Q2 corporate earnings season, which kicks into high gear next week with over 200 companies, including HCL Tech and HDFC Bank, set to report their numbers. These results will be crucial in determining if domestic performance can sustain the market’s momentum.

The market finds itself at a crossroads. While domestic flows and earnings expectations are providing a buffer, the storm clouds gathering in global markets cannot be ignored. The performance of corporate India in the upcoming earnings season will be the real test of resilience against these external shocks.

Until tomorrow.

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