Key Sectors to Watch

Textiles – Reports indicate US–India tariffs may reduce to 15–16%, a positive trigger for exporters. Aquaculture – Australia grants first import approval for unpeeled prawns, boosting outlook for shrimp exporters. Gold Financing / Jewellery / Hindustan Zinc – Strong reversal seen in gold and silver over the last 3 sessions. ONGC & Oil India (Positive) | Crude Derivatives (Negative) – Brent crude jumps 2.5% after US sanctions Russian firms. Consumption / FMCG – Record festive season demand, indicating strong domestic consumption momentum. IT Stocks – Hiring stabilisation seen in H1 FY26, early signs of turnaround. Banking & Financials – Strong technical support with sustained FII short covering. Core Sector Strength – September data strong from steel and cement, indicating infrastructure momentum.