Daily Market Commentary for September 29th, 2025 | Motilal Oswal Financial Services Ltd

 Daily Market Commentary for September 29th, 2025 | Motilal Oswal Financial Services Ltd 

By Siddhartha Khemka - Head Of Research, Wealth Management, Motilal Oswal Financial Services Ltd

Indian opened positive at the start of the day after 6 days of continuous fall. It however witnessed selling pressure later to close flat on Monday, amidst mixed global cues and cautiousness ahead of RBI’s MPC decision on Wednesday. The broader markets were mixed, with the Nifty Midcap100 +0.3% while the Smallcap100 edged down -0.1%. Sectorally, indices ended in a mixed trend. Nifty PSU Bank (+1.8%) and Oil & Gas (+1.4%) led the gains, with oil & gas stocks rebounding after five sessions of decline. PSU bank stocks also gained ahead of the RBI’s monetary policy outcome, with the six-member MPC meeting commencing today and its decision due on October 1. The Cables & Wires sector is witnessing strong demand across power, infra, EVs, data centers, and real estate, with rising raw material costs being passed on and steady volumes supporting robust revenue momentum. On the macro front, Moody’s has affirmed India’s long-term issuer ratings at Baa3 with a stable outlook and projected GDP growth of 6.5% in FY26, keeping it the fastest-growing G20 economy. Previously, the agency had flagged a potential 0.3pp drag from U.S. tariffs, but noted that strong domestic demand and a resilient services sector would cushion the impact. Flows remained divergent, with DIIs infusing ~₹55,000 crore in September even as FIIs offloaded ~₹30,000 crore. On the data front, China’s manufacturing PMI is awaited today, while UK GDP and U.S. JOLTS job openings are due tomorrow. Going forward, we expect markets to consolidate in the near term, tracking global headwinds, and key macroeconomic data.

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