SGX Nifty October 2026 futures declined by 17 points, suggesting a subdued start for the Nifty 50.
Institutional Flows:
Foreign portfolio investors divested shares amounting to Rs 4,699.14 crore, whereas domestic institutional investors recorded net purchases of Rs 5,181.62 crore in the Indian equity market on 5 October 2026, as per provisional data. Foreign Portfolio Investors divested shares amounting to Rs 19,204.53 crore in October, specifically through 5 October 2026. This follows net selling of Rs 45,536.89 crore in September 2026, while FPIs were net buyers of Rs 17,366 crore in August 2026.
Global Markets:
Asian stocks experienced an uptick on Tuesday, 6 October 2026, following an overnight surge on Wall Street, primarily driven by technology and artificial intelligence-related equities. Mainland Chinese markets were closed due to a holiday. US stocks concluded the trading session on Monday with gains, as the Nasdaq Composite achieved a record closing high, driven by advancements in Nvidia and other technology equities. The Dow Jones Industrial Average rose 0.18% to 51,267.90, while the S&P 500 gained 0.66% to 7,773.95. The Nasdaq advanced by 1.05%, reaching a level of 27,477.31. Stocks associated with AI drove the increases. Nvidia increased by 2.12%, achieving a record closing high, while Microsoft saw a gain of 1.48%. Meta Platforms advanced approximately 1.9%, and Tesla experienced a rise of 2.20%. Nvidia’s market capitalisation rose to approximately $5.76 trillion.
US Treasury yields persisted in their ascent, even in the face of the equity rally. The 10-year Treasury yield reached 5.35% during the session and settled around 5.31%, marking its highest level since April 2002. The 30-year Treasury yield increased to approximately 5.7%, marking its highest point in nearly 24 years. Crude oil prices stabilised on Tuesday following a nearly 2% decline on Monday, as heightened exports from the Middle East and new supply commitments alleviated fears of shortages. Brent crude settled at approximately $100.32 per barrel on Monday. The Federal Reserve’s minutes from its September meeting, scheduled for release on Wednesday, will be scrutinised for insights into policymakers’ perspectives on inflation and the current state of the labour market.
Domestic Market:
The key equity benchmarks concluded the trading session on a positive note on Monday, breaking a four-session decline as declining crude oil prices, weaker US employment figures, and broad-based buying across sectors bolstered investor sentiment. The Nifty concluded the trading session above the 22,550 threshold. FMCG and consumer durables stocks experienced an upward movement, whereas healthcare and pharmaceutical shares faced a downturn.
Investors maintained their attention on the Reserve Bank of India’s monetary policy meeting that commenced on Monday, while also observing global bond yields. The S&P BSE Sensex increased by 472.77 points, representing a rise of 0.66%, reaching a level of 72,382.47. Concurrently, the Nifty 50 index experienced an uptick of 133.80 points, equivalent to 0.60%, settling at 22,555.75. Over the preceding four sessions, the Sensex and Nifty experienced declines of 2.69% and 3.11%, respectively.
