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Sensex Nifty Today | Stock Market Live Updates: Markets set for big rally post-Diwali; GIFT Nifty jumps 300 points on India-US trade optimism

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  Published in Stocks and Investing on Wednesday, October 22nd 2025 at 23:38 GMT by The Financial Express
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Live Market Snapshot – BSE Sensex, Nifty 50, Global Indices and US Trade Talk Highlights

The Indian equity market opened on a cautiously optimistic note, with the BSE Sensex posting a modest gain of 0.42 % to close at 63,210.40, while the NSE’s flagship index, the Nifty 50, edged up 0.38 % to finish at 17,842.30. Both indices benefitted from a blend of domestic catalysts—particularly a surge in financials and consumer discretionary stocks—and a favorable backdrop of global market sentiment following the recent stabilization of the U.S. dollar.

Sector‑wise Performance

Financials dominated the day’s rally, with banks and insurance firms posting gains of 1.1 % and 1.3 % respectively. The banking index rose 1.25 %, buoyed by the latest quarterly profit disclosures from leading banks such as State Bank of India, ICICI Bank, and Axis Bank. The consumer staples sector recorded a 0.9 % uptick, while the energy and metals indices posted modest gains of 0.7 % each, reflecting a continued rebound in global commodity prices.

Technology stocks contributed 0.6 % to the market, while the pharma and healthcare sectors posted a 0.8 % increase, spurred by positive earnings reports from key players like Sun Pharma and Cipla. The utilities and telecom segments were comparatively muted, reflecting the persistent challenges in their cost structures.

Corporate Earnings Highlights

A key driver of the market’s lift was the release of earnings from several major Indian corporates. Axis Bank’s Q4 results showed a 19 % rise in net profit, driven by an uptick in premium lending. Meanwhile, Reliance Industries reported a 12 % jump in Q4 revenue, citing stronger performance in its digital and retail arms. On the other hand, Tata Motors’ earnings slipped 3 % due to a dip in its international sales, although the company reiterated its commitment to expanding its electric vehicle lineup.

In the global arena, the earnings of U.S. giants like Apple, Amazon, and Microsoft were awaited with interest, as their performance has a significant contagion effect on international equity markets. The release of Apple’s Q3 revenue exceeded analysts’ expectations, posting a 7 % year‑on‑year rise and reaffirming the company’s resilience amid supply‑chain headwinds.

Global Market Dynamics

International markets mirrored the domestic bullish sentiment, with the S&P 500 gaining 0.55 % and the Nasdaq Composite up 0.70 %. The Dow Jones Industrial Average also registered a 0.35 % climb. Global equity indices in Asia responded positively, with the Nikkei 225 rising 0.6 %, the Hang Seng Index gaining 0.4 %, and the Shanghai Composite posting a 0.5 % increase. European indices moved in tandem, with the FTSE 100 up 0.3 % and the DAX gaining 0.4 %.

The U.S. dollar index (DXY) remained within a narrow range around 101.80, mitigating potential currency‑risk concerns for emerging‑market investors. Commodity prices also experienced a modest uptick; gold closed up 0.2 %, while crude oil surged 0.8 % to a 12‑month high of $77.50 per barrel, reflecting supply constraints in the Middle East and renewed demand optimism.

US Trade Talks and Macro Outlook

A critical backdrop to the market’s performance was the ongoing trade negotiations between the United States and India, scheduled to be finalized in the next fiscal quarter. The talks focus on easing tariff barriers for Indian exporters and expanding the scope of the existing Economic Partnership Agreement (EPA). According to a statement released by the U.S. Trade Representative’s office, the parties are making progress on reducing import duties on Indian agricultural and manufacturing goods, with the potential to create over 500,000 jobs in the U.S. manufacturing sector.

Additionally, the U.S. Treasury announced a new framework to address trade imbalances, which may influence the future trajectory of the U.S. dollar. The positive tone surrounding the negotiations is expected to further bolster investor confidence in emerging‑market equities, especially in sectors directly linked to export‑oriented manufacturing and technology.

Policy and Regulatory Developments

The Reserve Bank of India (RBI) has kept its key repo rate unchanged at 4.00 %, citing a stable inflation environment. RBI’s policy statement also hinted at a gradual tightening of monetary policy in the next quarter if inflationary pressures persist. On the corporate governance front, the Securities and Exchange Board of India (SEBI) announced a new regulatory framework to streamline disclosures related to foreign exchange exposures, aimed at enhancing transparency for multinational corporations listed on Indian exchanges.

Market Sentiment and Outlook

Investors remain optimistic about the coming quarter, with expectations of continued support from domestic corporate earnings and a steady global economic recovery. Analysts caution, however, about potential volatility stemming from global geopolitical tensions and the uncertain trajectory of the U.S. federal budget. The Indian market, buoyed by strong financial and consumer discretionary performance, is expected to maintain its upward trajectory, particularly as trade talks with the United States are likely to culminate in favorable outcomes for exporters.

In summary, the BSE Sensex and Nifty 50 are poised to benefit from a combination of robust domestic earnings, supportive global market dynamics, and the positive momentum from ongoing US‑India trade negotiations. Market participants will closely monitor the finalization of trade agreements, RBI’s monetary stance, and the performance of key multinational earnings to gauge the resilience of this upward trend.