Foreign selling turned India’s correction into a broad market rout

Sep 28 - Oct 4across 7 daysImpact

Foreign Selling Drives Broad Market Rout

Foreign investors accelerated withdrawals as oil prices, global yields, a stronger dollar and a weaker rupee pressured Indian equities. The selling broadened into a prolonged, marketwide decline that reached the longest weekly losing streak in 25 years.

27 stories28 Mon 29 Tue 30 Wed 1 Thu 2 Fri 3 Sat 4 Sun

Sep 28 - Oct 4across 6 daysImpact

IPO Boom Meets Tighter Discipline

IPO fundraising and filings remained exceptionally strong while listed equities weakened, but domestic funds began demanding more reasonable valuations. The crowded pipeline and mixed listing performance signaled that primary market enthusiasm was becoming more selective.

13 stories28 Mon 29 Tue 30 Wed 1 Thu 2 Fri 3 Sat 4 Sun

Sep 28 - Oct 4across 4 daysImpact

Rupee and Funding Costs Under Pressure

Bond yields and short term borrowing costs rose as oil prices, global rates, tighter liquidity and expected debt supply increased pressure on financing conditions. The weaker rupee added imported inflation and currency risk.

6 stories28 Mon 29 Tue 30 Wed 1 Thu 2 Fri 3 Sat 4 Sun

Sep 28 - Oct 1across 3 daysImpact

PB Fintech Repriced by Insurance Reform

Proposed insurance distribution rules drove PB Fintech shares down 42% in four sessions and 50% from their peak. Broker target cuts showed that investors were reassessing the company’s monetisation model and long term margins.

3 stories28 Mon 29 Tue 30 Wed 1 Thu

Sep 28 - Oct 1across 3 daysImpact

Tata Sons Listing Dispute Deepens

Tata Trusts pursued a restructuring that could avoid a Tata Sons listing, while Noel Tata defended the group’s flexibility and trust members challenged the consultation process. The dispute now combines valuation transparency with internal governance and control concerns.

3 stories28 Mon 29 Tue 30 Wed 1 Thu

Oct 1 - Oct 3across 2 daysImpact

Jio Platforms Nears Mega IPO

Jio Platforms completed global roadshows for a proposed $3.8 billion IPO and moved closer to a possible launch later in the month. The offering could become India’s largest public issue and test how much institutional demand the market can absorb.

2 stories1 Thu 2 Fri 3 Sat

Sep 30 - Oct 4across 3 daysImpact

HDFC Bank Names New Chief

HDFC Bank ended months of succession uncertainty by appointing Anup Bagchi as managing director and chief executive. Strong loan and deposit growth shifted the focus from leadership risk to execution, margins and asset quality.

4 stories30 Wed 1 Thu 2 Fri 3 Sat 4 Sun

Oct 1 - Oct 4across 2 daysImpact

Indian IT Gets a Demand Reprieve

Stronger Accenture results and guidance revived hopes that discretionary technology spending may recover, lifting sentiment toward Indian IT stocks. The sector still faces the need to convert that signal into bookings while managing AI related pricing pressure.

5 stories1 Thu 2 Fri 3 Sat 4 Sun

Week’s Recap

Stories that evolved over the week.