Market Movement Overview
The stock market experienced a surge, with the Sensex closing 567 points higher, exceeding 25,950, and the Nifty also showing gains. Airtel rose by 3%,
and SBI increased by 2%. Several companies, including Infosys, BEML, and Oracle, are trading ex-date this week, indicating upcoming dividend and split actions. The rally was fuelled by a positive market sentiment, driven by factors like the anticipation of the Fed meet and Q2 earnings. A FinMin report revealed that the Indian economy continues to gain momentum despite global uncertainties. As per reports, the government is likely to notify new rules under the new Income Tax Act by the end of December 2025. Moreover, RBI sold $7.7 billion in August to curb Rupee volatility.
IPO Market Updates
Several IPOs are set to launch, including Orkla India, Lenskart, and Jayesh Logistics, with a combined goal to raise approximately Rs 9,500 crore this week. The Orkla India IPO is scheduled to open next week, with its grey market premium (GMP) seeing a jump. Lenskart's IPO opening date has been announced, and the company has fixed its price band. The Jayesh Logistics IPO received a positive response on its first day. Additionally, the F&B sector is looking forward to a Rs 9,000 crore IPO boom in the near future. Five IPOs delivered impressive returns since last Samvat.
Tax, Banking Updates
The CBDT extended the income tax audit deadline till October 31, 2025. Meanwhile, the GSTR-3B filing deadline was extended to October 25 due to Diwali festivities. The RBI introduced new guidelines for loans against silver. Individuals can explore options for tax-free retirement funds by investing Rs 500 annually. New banking rules will permit adding up to four nominees. A new AI-powered UPI help system was unveiled to assist with payment queries.
Real Estate Dynamics
The housing market saw a 1% decline in sales across the top-8 cities, with 95,547 units sold during Q3 2025; however, the value of sales increased by 14%. Real estate confidence is rising, particularly in land investments, with industry players expressing optimism. The opening of the Navi Mumbai International Airport is expected to boost property values in Panvel, Ulwe, and Kharghar. The Housing Sentiment Index in India bounced back to 142, indicating a positive buyer sentiment.
Investment Strategies
Investors in Sovereign Gold Bonds can expect returns of up to 325% as the RBI announced final redemption for a specific SGB series. Mutual funds are now reopening Silver ETF FoFs due to a price correction and high demand. A new rule now allows investments in government securities for NPS and APY with up to 75% equity allocation. Additionally, the EPFO EDLI scheme offers up to Rs 7 lakh life cover.
