On 27th October 2025, Monday, Dalal Street started the week on a positive note, with the NIFTY 50 trading at 25,843.20, up by 0.19%, and the SENSEX up by 0.10% at 84,297.39 in the pre-trading session.Global cuesThe Global markets traded in green, following the easing of tensions between the U.S. and China and the possibility of further rate cuts by the Fed.Gift NiftyOn October 27, 2025, the GIFT Nifty gained, following positive global cues and strong FII and DII buying.Asian Markets ASIAN MARKETSLTPPrev close% changeGIFT NIFTY25,934.5026,012.000.19%Nikkei 22550,381.1549,299.652.19%Hang Seng26,405.0026,160.180.94%Taiwan28,057.3027,532.261.91%KOSPI4,028.803,942.252.21% Nikkei 225 gained on expectations of substantial economic spending from Japan's new Prime Minister.The other Asian markets gained on optimism over the trade deal between the U.S and China.US & European Markets US MARKETSLTPPrev close% changeDOW JONES47,228.1146,755.611.01%S&P 5006,892.506,839.000.78%Nasdaq23,696.0023,434.251.12% U.S. markets traded higher after the recent inflation data signalled a fresh rate cut by the Fed. EU MARKETSLTPPrev close% changeFTSE9,645.629,578.570.70%CAC8,225.638,225.780.00%DAX24,239.8924,207.790.13% The FTSE rose on gains in financial stocks after upbeat results from NatWest.CAC traded flat, led by gains in the Healthcare, Basic Materials, and Financials sectors, and losses in the Technology, Consumer Goods, and Utilities sectors.The DAX closed in green after gains in the Industrials, Food & Beverages and Insurance sectors.Commodities COMMODITIESLTP ($)Prev close% changeBRENT CRUDE66.220065.94000.42%GOLD4,076.95004,111.8900-0.86%CRUDE OIL61.740061.50000.39%NATURAL GAS4.04504.02200.57%SILVER48.246848.6662-0.87% Crude oil prices gained, driven by the finalisation of a U.S.-China trade deal and expectations of increased global demand.Precious metals, such as gold and silver, dropped after the trade deal, making the yellow and white metals less lustrous.Natural gas prices rose after the U.S shifted to energy dominance, forcing other countries to buy LNG from the U.S, and the rise in domestic prices.Currency Movements CURRENCYLTPPrev close% changeDOLLAR INDEX98.910098.94000.03%USD/INR87.850087.85000.00%GBP/INR117.0294117.27100.21%EUR/INR102.0070101.8489-0.16% The rupee strengthened against the pound and dollar, supported by optimism around India-U.S. trade talks.The euro strengthened after the upbeat PMI data for October.Sectors to watchBanking: After recent U.S inflation data and the optimism over further rate cuts by the Fed will likely keep the Indian banking sector stocks in focus.Manufacturing sectors: The manufacturing sector will be a key sector to look for after the recent Manufacturing PMI data rose to 58.4 in October.Oil and Gas: The U.S recent shift to energy dominance and sanctions on Russian oil will impact the Indian Oil and Gas industry.Stocks to watchZydus Lifesciences: Zydus Lifesciences received an NOC from Health Canada for generic Mesalamine suppositories 1000 mg, which treat mild to moderate active ulcerative proctitis.NCC: NCC received a LoA from Central Coalfields for a contract worth ₹6,828.94 crore for the extraction and transportation of overburden (OB) and coal at Amrapali OCP, Chandragupt Area, Jharkhand.HUDCO: HUDCO signed an MoU with the Jawaharlal Nehru Port Authority (JNPA) to explore collaboration on existing and upcoming infrastructure development, as well as the financing and refinancing of port infrastructure projects at JN Port, worth ₹5,000 crore.IOCL: IOCL has received tax relief of ₹1,102.91 crore on account of issues decided in its favour, as against a contested disputed tax and interest of ₹1,194.07 crore.FII and DII Inflows - 24th Oct 2025 CategoryBuy ValueSell ValueNet ValueDII12,475.7712,302.64173.13FII/FPI 11,768.2811,146.77621.51 (The above numbers are in ₹ Cr)On 24th October, the net inflows were ₹794.64 crore. FIIs and DIIs both stood as net buyers, led by decent corporate earnings and macroeconomic data.Global Events & UpdatesOn October 27, China will be releasing its Industrial Profits data.Mexico will be releasing its Balance of Trade data today.The US is set to release its Dallas Fed Manufacturing Index data today.Things to look out forThe UK Retail sales data jumped to 1.5% YoY in September 2025.The UK’s S&P Global Manufacturing PMI rose to 49.6 in October 2025.