Private · For Vaibhav onlyThursday, 29 October 2026 · Morning Brief, India
Good morning, Vaibhav · Thursday, 29 October 2026
Benchmarks fell, broader indices rose.
The Sensex and Nifty fell at the close on Wednesday, 28 October. Midcaps rose 0.43%, smallcaps rose 0.90%, and IT and oil and gas fell, while both foreign and domestic institutions were net buyers in cash. This morning, monthly expiry, crude and the rupee are in focus.
Benchmarks: downBreadth: positive, 1,718 up vs 1,582 downFII bought · DII boughtRisk this morning: oil above $115
Snapshot built: 29 Oct 2026, about 9:00 AM ISTCloses: Wed 28 Oct 2026, 3:30 PM ISTPre-market: Thu 29 Oct 2026, 7:01 AM ISTSources: named under each section, direct links only
Market snapshot: the whole board
Every number carries its date and time. Closes are Wednesday, 28 October 2026, unless a tile says otherwise.
BSE Sensex
73,246.03
down 0.48%
28 Oct, close, MarketPing
NSE Nifty 50
22,698.85
down 0.22%
28 Oct, close, MarketPing
Nifty Bank
54,267.40
up 0.54%
28 Oct, close, MarketPing
Nifty Smallcap 100
18,634.90
up 0.90%
28 Oct, close, MarketPing
Nifty Midcap 100
57,274.70
up 0.43%
28 Oct, close, MarketPing
Rupee vs US dollar
Rs 95.28
down 21 paise
Provisional close, 28 Oct, The Hindu
Brent crude
US$115.08
up 1.06%
Futures trade, 28 Oct, The Hindu
GIFT Nifty
22,792
up 93.15 points, 0.41%
Pre-market, 7:01 AM IST, 29 Oct, DSIJ
What happened, and why it matters
Benchmarks slipped on 28 October 2026 as IT and oil and gas stocks fell, while auto, pharma and banks limited the decline, with the Sensex down 0.48% and the Nifty down 0.22% at the close.
Brent crude stayed above US$115 per barrel in futures trade on 28 October 2026 after a claimed missile strike on a Saudi refinery renewed supply concerns, pressuring the rupee and energy stocks.
Jio Platforms listed at Rs 1,358 on 28 October 2026, a 21.36% premium to its Rs 1,119 issue price, becoming India's second largest listed company by market value, according to The Hindu.
Both FIIs and DIIs were net buyers in cash on 28 October 2026, yet heavyweight selling still left the benchmarks lower at the close.
Who bought, who sold, one day only
FII+ Rs 871.83 cr
DII+ Rs 643.35 cr
FII net buying Rs 871.83 crore and DII net buying Rs 643.35 crore, cash market, 28 October 2026 only. Source: Business Standard FII DII data. One day of buying is a flow, not a trend. Keep it separate from the longer October picture.
Month to date trend, separate from single day flows: Month to date to 28 October 2026: FII net selling Rs 47,817 crore, DII net buying Rs 61,113 crore. Source: MarketPing.
The split: sectors, flows and breadth
Sector moves at the close, Wednesday, 28 October 2026. Auto, consumer durables, media and pharma led; IT and oil and gas lagged.
Sectors, 28 Oct close
Sector levels in the edition data: Auto 25,707; Consumer Durables 34,739; Media 1,637; Pharma 26,541; IT 31,553; Oil and Gas 10,297. Changes as shown in the chart, close on 28 October 2026.
Breadth: most stocks rose
1,718 advanced1,582 declined99 unchanged
1,718 advances, 1,582 declines, 99 unchanged on the NSE. Source: MarketPing, close on 28 October 2026.
Learning bite: breadth vs benchmark
An index is an average of a few heavyweights. Breadth counts how many stocks rose versus fell. On 28 Oct the benchmarks fell, but most stocks rose. When the two disagree, ask which heavyweights are pulling the average, and whether the broad move is holding. That question, not the headline number, is the useful one.
Current portfolio, Zerodha holdings
Invested Rs 5,145.25. Current value Rs 6,202.75. Total P&L Rs 1,057.50, up 20.55%. Day P&L Rs -74.50, down 1.19%.
As shown in your Zerodha screenshot, 29 October 2026. Prices are the LTPs in that screenshot, not live prices. This section is kept as shown until you send a new screenshot.
Stock
Qty
LTP (Rs)
P&L (Rs)
Net chg.
Day chg.
AGI
1
656.55
258.65
+65.00%
-8.62%
FORTIS
1
753.65
392.70
+108.80%
-0.77%
GMBREW
1
800.75
-375.45
-31.92%
-0.69%
NTPC
2
309.30
127.20
+25.89%
+1.83%
TI
2
493.90
525.80
+113.81%
-1.94%
UFLEX
2
575.60
227.60
+24.64%
-1.02%
VBL
3
411.40
-99.00
-7.43%
+1.58%
Largest gains: TI +113.81% and FORTIS +108.80%. Largest loss: GMBREW -31.92%.
Top gainers and losers
Top gainers, all NSE stocks, close on 28 October 2026, source: MarketPing. Top losers, all NSE stocks, close on 28 October 2026, source: MarketPing.
Top gainers
Stock
Price (Rs)
Change
Indo US Biotech Ltd
Rs 86.84
+19.99%
Huhtamaki India Ltd
Rs 229.57
+19.60%
Ramky Infra Ltd
Rs 306.90
+18.95%
Sudarshan Colorant Ind Ltd
Rs 434.50
+17.75%
Sakuma Exports Ltd
Rs 1.67
+17.61%
Top losers
Stock
Price (Rs)
Change
R K Fashion Accessories Ltd
Rs 35.85
-19.98%
Gandhar Oil Refinery India Ltd
Rs 259.20
-18.41%
20 Microns Ltd
Rs 158.50
-16.31%
Interiors and More Ltd
Rs 119.00
-16.20%
Yasho Industries Ltd
Rs 3,268.00
-14.81%
Top stories
Headline, one line, and a named link to the original source. Filter by theme. No raw URLs, no tracking links.
Jio Platforms listed at Rs 1,358 on 28 October 2026, a 21.36% premium to its Rs 1,119 issue price, in India's largest IPO, and became India's second largest company by market capitalisation.
The US Federal Reserve held rates steady on 28 October 2026, keeping the target range at 3.75% to 4.00%, with a 10 to 2 vote, as two members favoured a quarter point rise.
Larsen and Toubro reported a 32.5% rise in consolidated net profit to Rs 5,202.10 crore for the quarter ended September 2026, with revenue up 16% to Rs 78,750 crore, Rediff reported on 28 October 2026.
India's industrial production grew 6.7% year on year in September 2026, slowing from a revised 7.8% in August, with manufacturing up 7.6% and mining contracting 6.2%, government data released on 28 October 2026 showed.
Cyclone Arnab crossed the Andhra Pradesh and Yanam coasts early on 28 October 2026 with winds gusting to 150 km/h, and at least three people died in Andhra Pradesh, The Hindu reported in live updates that day.
Oil prices rose more than 1% on 28 October 2026, with Brent crude futures at US$115.90 a barrel, after the Houthis said they had hit Saudi Arabia's biggest refinery, renewing supply concerns. Saudi authorities did not immediately confirm the strike, the report said.
Monthly derivatives expiry on 29 October 2026, alongside the market reaction to the US Federal Reserve decision to hold rates at 3.75% to 4.00% on 28 October 2026.
Quarterly results due on 29 October 2026 include Asian Paints, Coal India, InterGlobe Aviation, Ambuja Cements and Suzlon Energy, according to Business Today.
Brent crude and the rupee: Brent was US$114.40 per barrel at 7:02 AM IST on 29 October 2026, and the rupee was around Rs 95.21 per US dollar in the DSIJ pre-market update.
Watch whether the early GIFT Nifty gain holds into the open, after the 7:01 AM IST quote of 22,792 on 29 October 2026.
Global markets in one line
US rates held, oil rose again. The US Federal Reserve held rates steady on 28 October 2026, keeping the target range at 3.75% to 4.00%, and Brent crude was US$115.08 per barrel in futures trade on 28 October 2026, up 1.06%.
No separate global index levels were in today's edition, so no global table is shown here. Sources: Channel News Asia for the Fed decision, The Hindu for Brent crude.
AI news, new AI tools
AI news from 28 October 2026, each in one or two sentences plus a named link to the original source.
SEBI and AI: SEBI is implementing a global supervisory toolkit for artificial intelligence and is considering a domestically governed AI model for the securities market, Chairman Tuhin Kanta Pandey said in Mumbai on 28 October 2026. Reuters report on SEBI and AI
SAP India AI skills: SAP India announced on 28 October 2026 that it will expand programmes to equip two million people in India with AI-ready skills by 2030, working with academic institutions, industry partners and government bodies. SAP India AI skilling announcement
Sarvam defence AI: The Week reported on 28 October 2026 that Headquarters Integrated Defence Staff signed a five-year agreement with Bengaluru startup Sarvam to integrate AI across the Army, Navy and Air Force, with human oversight kept central. The Week report on Sarvam defence deal
No verified new AI tool was found for this edition.