Dynamo Technical and Research Institute

📈 Markets & Global Cues

Japanese equities rallied strongly (≈ +4 %) after Sanae Takaichi was elected as the leader of Japan’s ruling LDP, which markets interpret as a signal for continued expansionary fiscal policy. Reuters+2Reuters+2
The Japanese yen weakened sharply, falling ~1.6% vs USD, amid expectations of looser fiscal/monetary stance. Reuters
In global markets, gold and Bitcoin rose strongly—Bitcoin hit a new high near $125,653, as investors looked for safe/higher yield assets amid U.S. policy uncertainty. Reuters+1
Oil prices moved upward after OPEC+ agreed to a modest production increase in November. MarketWatch

Indian markets ended Friday in the green: Nifty 50 gained ~0.23% to 24,894.25, and Sensex rose ~0.28%. The Times of India+3NDTV Profit+3mint+3
For 6 October, the market is expected to open cautiously. GIFT Nifty futures suggest a slightly lower start, despite supportive global cues. Business Standard+2Angel One+2
Broader sentiment is mildly positive, with tailwinds from favorable policy stance, expectations around festive demand, and sectoral strength. Goodreturns+2mint+2
That said, high volatility is anticipated in the coming days (notably 6, 7, 9 October) as markets digest global and domestic developments. The Economic Times

Foreign outflows remain a concern: India saw ~$2.7 billion in net FPI outflows in September. Reuters+2Business Standard+2
Currency pressure: The Indian rupee is hovering near all-time lows (~₹88.77 to USD), with RBI intervening to manage volatility. Reuters
Pre-open derivatives trading: The BSE announced that testing for pre-open trading in index & stock futures in the derivatives segment will begin from 6 October. Business Standard

JSW Cement: Jefferies initiated coverage, declaring a target price implying ~23% upside. The Economic Times
Vodafone Idea: The company appointed Tejas Mehta as the new CFO effective 6 October. mint
Tata Capital IPO: Opens to public on 6 October, raising ~₹46.42 billion (₹4,642 cr) from anchor investors. Reuters+1
Small-cap picks: Sumeet Bagadia recommended three stocks under ₹100 to watch (Vikran Engineering, Andhra Paper, MMTC). mint