Stock Market Today: Sensex at 84,440, Nifty 50 Near 25,900 in Early Trade

The BSE Sensex also moved higher by more than 200 points, touching around 84,440 in the first hour of trade

The Indian stock market started the new week on a positive note as both benchmark indices, the Nifty 50 and Sensex, opened higher on Monday, October 27, 2025. The early morning trade showed optimism among investors, supported by stronger global cues and renewed buying in heavyweight stocks.

Market Opening and Early Momentum

The trading day began on a strong footing. The Nifty 50 opened above the 25,850 level, gaining around 71 points to trade near 25,865. The BSE Sensex also moved higher by more than 200 points, touching around 84,440 in the first hour of trade. This opening strength came after a week of mixed movements and was supported by fresh buying across major sectors like banking, oil, and IT.

The positive tone was also a reflection of improving global sentiment after soft U.S. inflation data raised hopes that the Federal Reserve might go for another rate cut later this year. This global optimism spilled into Asian and European markets, giving Indian equities an additional push.

Strong Performers and Sectoral Movement

Heavyweight stocks were the key drivers of Monday’s early rally. Reliance Industries, Tata Consultancy Services (TCS), Infosys, and State Bank of India (SBI) led the gains. In the past week, the market value of seven of India’s top ten listed firms rose sharply, adding nearly ₹1.55 lakh crore in combined market capitalisation.

Among sectors, oil and gas, technology, and public sector banks performed particularly well. Realty and infrastructure stocks also saw renewed buying as traders anticipated higher festive demand and government spending on housing and transport projects.

Meanwhile, the FMCG and auto sectors showed a more cautious trend after a period of steady gains, as investors awaited quarterly earnings to gauge the strength of consumer demand.

Market Background and Friday’s Fall

The upbeat start came after a mild correction last Friday. On October 24, the Sensex had slipped by about 344 points to close near 84,212, while the Nifty lost nearly 96 points to end at 25,795. This decline ended a six-day winning streak for both indices, driven largely by profit booking.

Market experts pointed out that the short-term weakness was technical in nature. The broader trend still appeared strong, with a pattern of higher tops and higher bottoms suggesting that buyers were ready to step in on every dip. The next key resistance for the Nifty lies around 25,950–26,000, while immediate support is seen near 25,600.

Role of Global Factors

Global trends are playing a big role in shaping the direction of the Indian market. Lower inflation numbers from the US and the possibility of an early rate cut by the Federal Reserve boosted global investor confidence. Asian markets traded mostly higher, while European futures also indicated a positive opening.

Crude oil prices have remained relatively stable despite geopolitical tensions, which has helped ease inflationary worries for India. The Indian rupee traded in a narrow range against the U.S. dollar, supported by stable foreign exchange inflows and strong domestic fundamentals.

Foreign and Domestic Fund Flows

Foreign Portfolio Investors (FPIs) have been net sellers through much of 2025, but in recent weeks, small inflows have started to return. Data from last week showed modest foreign buying of around $97 million in Indian equities. However, on a year-to-date basis, outflows remain large as global funds continue to rebalance towards safer assets.

Domestic institutional investors (DIIs), including mutual funds and insurance firms, have been steady buyers, helping support the market even when foreign money pulled out. Retail participation has also increased significantly through systematic investment plans (SIPs), which continue to touch record levels each month.

Policy and Regulatory Developments

On the policy front, the Reserve Bank of India (RBI) recently proposed new limits on banks’ exposure to capital markets and to financing corporate acquisitions. This is part of a broader effort to reduce systemic risks and ensure that banks maintain adequate liquidity buffers.

The government, on the other hand, continues to focus on reforms in capital markets and digital finance. The Ministry of Finance is reportedly working on measures to attract long-term global investors into Indian bonds and equities. These steps are expected to improve foreign inflows over the next few quarters.

Corporate Earnings and Festive Demand

Quarterly earnings for the second quarter of FY26 are being closely tracked. Early results have been mixed. IT companies like Infosys and TCS reported steady margins but moderate revenue growth due to a global demand slowdown. Banks, however, have shown strong performance with improved asset quality and higher loan growth.

Consumer-facing sectors, including auto and FMCG, benefited from festive-season demand. Retail sales and e-commerce volumes have been strong in October, giving a short-term boost to consumer sentiment. However, higher food prices and patchy monsoon conditions have slightly affected rural consumption, keeping analysts watchful of future trends.

Technical and Short-Term View

From a technical perspective, the Nifty remains in a consolidation zone between 25,600 and 25,950. A decisive breakout above 26,000 could open the door for further gains toward 26,200 or higher. On the downside, a break below 25,600 might trigger profit booking and drag the index toward 25,400.

Market analysts believe the overall setup still looks positive for the medium term, supported by steady domestic growth, easing inflation, and hopes of lower global interest rates. However, short-term volatility cannot be ruled out as investors adjust positions before key economic data releases and corporate results.

Broader Market and Investor Sentiment

Mid-cap and small-cap indices also saw selective buying after weeks of correction. Investors are becoming more cautious in the broader market, focusing on quality stocks with solid earnings visibility. The overall market breadth has slightly improved compared to earlier this month, indicating that investors are gradually regaining confidence beyond the large caps.

Sentiment in the derivatives market also turned positive, with higher open interest in Nifty and Bank Nifty call options. Traders expect a limited downside in the near term as the overall liquidity situation remains healthy.

Outlook for the Week Ahead

Looking ahead, the Indian market will continue to track global economic indicators, crude oil prices, and the performance of the U.S. dollar. Domestically, focus will stay on Q2 earnings announcements, inflation data, and GST collection numbers for October.

If earnings remain in line with expectations and foreign inflows continue, the Nifty could attempt a breakout above 26,000 in the coming days. However, any global risk event or weaker-than-expected corporate results could bring renewed volatility.

Experts expect the market to remain range-bound in the short term but maintain a bullish undertone for the medium to long term due to strong fundamentals and steady retail participation.

Final Thoughts

The Indian stock market began the week with a firm tone on October 27, 2025, led by large-cap strength and favourable global cues. The Nifty and Sensex posted early gains as investors looked past last week’s mild correction.

While the short-term outlook remains cautiously optimistic, the market’s next move will depend on global developments, policy updates, and the outcome of the ongoing corporate earnings season. Stability in foreign flows, along with steady domestic participation, will be key in sustaining the current upward trend in the coming sessions.