Top stocks to watch today: Infosys, IRFC, Muthoot Finance among shares in focus on Thursday, 1 Oct | Full list
Infosys is in focus in an energy transition development with 1 Oct in focus.
· LiveMint Markets
Top stocks to watch on Thursday, 1 October: Infosys, HDFC Bank, Acme Solar, Muthoot Finance, Jio Financial Services, IRFC among shares that will remain in focus on Thursday.
Key facts
- Dates in focus
- 1 Oct and 1 October
The analysis
Against that, the stock is +0.4% on the day at ₹996.20, and has returned -6.7% over three months. It sits 41% below its 52-week high, which means a good deal of bad news was already in the price. The it sector has moved +1.1% over the same period, so Infosys is running 7.8 points behind its peers.
With Infosys, HDFC Bank and Reliance Industries all implicated, this reads as a IT-level move rather than a company-specific one, which is the more durable kind of signal.
Why it matters
- The shift to renewables is redrawing which energy names are structural winners versus stranded.
Market context
- It touches several names at once (INFY, HDFCBANK, RELIANCE), which points to a sector-level rather than company-specific driver.
- Sector exposure: IT, Banks, Oil & Energy.
In this story
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