Nifty 50 opens from 22,600.00 after a 0.39% decline

The session

Where the market stands

Key drivers

Market breadth

Currency, commodities & rates

Currency, commodities and rates

• USD/INR: 94.93, rupee firmer by 0.01% on the session
• India VIX: 16.86 (+7.0%)
• Gold (rupee terms): -1.24% on the session, -3.3% over five sessions

Key drivers

Markets

• Stock market prediction for Monday Oct 26: Sensex, Nifty levels, top stocks to watch - Will bulls dance again?. The Nifty 50 fell nearly 2% last week as geopolitical tensions and crude oil volatility weighed on markets, taking year-to-date losses to 13.56%. Analysts see support near 22,300 and resistance at 22,850–22,900. (LiveMint Markets)
• IT stocks dividend record date this week: Cyient, LT Tech, Hexaware, Hypersoft, Sagility - Who pays most? Amount, return. Five IT stocks have dividend record dates from October 26 to 30. Announced payouts include ₹20 per share from L&T Technology Services, ₹12 from Cyient, ₹9.50 from Hexaware, and ₹0.15 from Sagility. (LiveMint Markets)
• F&O Talk: Nifty plunged 2% this week. Do charts indicate a bearish picture for coming week?. SBI Securities’ Sudeep Shah expects continued weakness in Indian equities as FII positioning, rising volatility and technical indicators point to further pressure. (ET Stocks)
• Nifty bears tighten grip as crude, geopolitical risks, FII outflows mount: 5 factors to decide D-Street’s fate next week. Indian stock markets faced a setback as crude oil prices soared, triggered by increasing geopolitical tensions in the Middle East. Despite some defensive buying from domestic institutions, foreign investors pulled back. (Economic Times Markets)

Read more Stock market prediction for Monday Oct 26: Sensex, Nifty levels, top stocks to watch - Will bulls dance again? · IT stocks dividend record date this week: Cyient, LT Tech, Hexaware, Hypersoft, Sagility - Who pays most? Amount, return · F&O Talk: Nifty plunged 2% this week. Do charts indicate a bearish picture for coming week? · Nifty bears tighten grip as crude, geopolitical risks, FII outflows mount: 5 factors to decide D-Street’s fate next week

Economy & policy

Economy and policy

• Sebi to revamp short-selling, securities lending rules. Sebi is reviewing short-selling and securities lending rules to improve liquidity and price discovery. (Economic Times Markets)
• SEBI To Come Up With Rules To Prevent Broker Terminal Misuse, Says Chairman Pandey. Pandey asked the market ecosystem to treat cyber security as a "business priority" and not as an information technology expense. (NDTV Profit)
• Tier-4 Security, Zero Third-Party Cloud: RBI Chief Explains How New Hub Fortifies India's Banking. RBI Governor Sanjay Malhotra says the central bank’s new Bhubaneswar institute will train bank employees and financial sector professionals in cybersecurity as AI, quantum computing and other emerging technologies reshape digital risks. (NDTV Profit)
• 'Wars Not Just Fought With Weapons': PM Modi Warns Of Economic Warfare At RBI's Date Centre Launch. The facility in Odisha will host critical payment and settlement systems, while a dedicated cybersecurity institute will focus on training, research and technology capabilities. (NDTV Profit)

Read more Sebi to revamp short-selling, securities lending rules · SEBI To Come Up With Rules To Prevent Broker Terminal Misuse, Says Chairman Pandey · Tier-4 Security, Zero Third-Party Cloud: RBI Chief Explains How New Hub Fortifies India's Banking · 'Wars Not Just Fought With Weapons': PM Modi Warns Of Economic Warfare At RBI's Date Centre Launch

Companies

• Mcap of 8 of top-10 firms erodes by Rs 1.55 lakh cr; HDFC Bank, Bajaj Fin biggest laggards. Recently, the market witnessed a downturn, with eight of the leading firms in India suffering major valuation losses. The declines of HDFC Bank and Bajaj Finance were particularly striking. (Economic Times Markets)
• Dividend buzz: Dalmia Bharat, Mazagon Dock, Coal India, NTPC, others to consider payouts this week - Check full list. Several companies, including REC, Coal India, NTPC and Godrej Consumer, are set to announce September-quarter results and dividends. Meanwhile, Indian equities ended lower on Friday, with the Nifty 50 down 0.39% and its technical outlook remaining weak. (LiveMint Markets)
• Markets Next Week: Crude oil at $117, broader market selloff and Q2 earnings in focus. Nifty falls 2.4% after two-week winning streak as crude oil prices rise and foreign fund outflows persist; Jio Platforms IPO sees strong subscription, but Nifty IPO slides 7.5% (Business Today Mkts)
• High dividend, low price: 4 stocks under ₹200 with high yield - IOCL, PTC India, Central Bank, PTL Enterprises. Indian Oil Corporation, PTC India, Central Bank of India, and PTL Enterprises are highlighted as stocks priced below ₹200 with dividend yields of 5.5%, 19%, 2.53%, and 6.25%, respectively. (LiveMint Markets)

Read more Mcap of 8 of top-10 firms erodes by Rs 1.55 lakh cr; HDFC Bank, Bajaj Fin biggest laggards · Dividend buzz: Dalmia Bharat, Mazagon Dock, Coal India, NTPC, others to consider payouts this week - Check full list · Markets Next Week: Crude oil at $117, broader market selloff and Q2 earnings in focus · High dividend, low price: 4 stocks under ₹200 with high yield - IOCL, PTC India, Central Bank, PTL Enterprises

Companies

New issues

• Jio Platforms IPO listing date and time, share price prediction, expected money gains basis GMP, expected m-cap; Details. Jio Platforms’ IPO, which reportedly became India’s most subscribed stock offering, closed on Friday. Allotment is expected on October 26, with a tentative NSE and BSE listing on October 28, 2026, at 10 am. (LiveMint Markets)
• Jio IPO GMP today: All eyes on telecom major’s mega listing this week. What is grey market signalling?. Jio Platforms will list on October 28, with a grey market premium of Rs 247 indicating a potential 22.07% listing gain. The Rs 30,213-crore IPO was subscribed over 22 times, led by strong institutional demand. (Economic Times Markets)
• Reliance Jio IPO listing on Oct 28: Will Mukesh Ambani's firm be in top 5 m-cap? RIL to hold top spot. Jio Platforms’ IPO was subscribed 22.19 times, with allotment expected on October 26. (LiveMint Markets)
• Upcoming IPO GMP: EAAA India vs SFC Environmental vs BLS Polymers vs MK Sons Fine Jewels vs Bombay Coated Special Steels. India’s IPO market faces a busy week as EAAA India Alternatives, SFC Environmental Technologies, BLS Polymers, M.K. Sons Fine Jewels and Bombay Coated and Special Steels launch offerings. (LiveMint Markets)

Read more Jio Platforms IPO listing date and time, share price prediction, expected money gains basis GMP, expected m-cap; Details · Jio IPO GMP today: All eyes on telecom major’s mega listing this week. What is grey market signalling? · Reliance Jio IPO listing on Oct 28: Will Mukesh Ambani's firm be in top 5 m-cap? RIL to hold top spot · Upcoming IPO GMP: EAAA India vs SFC Environmental vs BLS Polymers vs MK Sons Fine Jewels vs Bombay Coated Special Steels

Currency, commodities & rates

World

• China's mega dam, India's Siang project: Why are Arunachal locals protesting against it?. The Siang Upper Multipurpose Project is a proposed large hydropower and water-storage project on the Siang River in Arunachal Pradesh (Business Today Mkts)
• AI race beyond US, China: Japan, South Korea emerge as leading AI-ready economies. How India fares. For India, the challenge extends beyond developing AI models or attracting technology investment. It is also about ensuring that AI adoption improves productivity across the economy while preparing workers for changing job requirements. (Business Today Mkts)
• Iran's Ghalibaf To Give BRICS Parliamentary Forum In Delhi A Miss Due To Unforeseen Circumstances. Tehran nevertheless sought to underline that the speaker's absence would not mean Iran was stepping back from the forum. (NDTV Profit)

Read more China's mega dam, India's Siang project: Why are Arunachal locals protesting against it? · AI race beyond US, China: Japan, South Korea emerge as leading AI-ready economies. How India fares · Iran's Ghalibaf To Give BRICS Parliamentary Forum In Delhi A Miss Due To Unforeseen Circumstances

What matters next