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FII sentiment towards India is reviving due to macro stability and easing global uncertainties, suggesting a shift from "pause" to "play" for the market. Despite some economic slowdown indicators, strong corporate profits and potential consumption boosts point towards renewed foreign inflows and a potential bullish phase.

Real estate is reclaiming its investment spotlight this Diwali, driven by festive sentiment, attractive home loan rates, and RBI s rate cuts. Premium and upper mid-income housing segments in Tier-1 and Tier-2 cities are witnessing strong demand from both end-users and investors seeking stable, long-term returns and enhanced lifestyle amenities.

Dalal Street is experiencing a strong rebound, with the Sensex surging 5% in October driven by a significant return of foreign institutional investors. This rally, nearing all-time highs, has market veterans questioning if it signals a new bull cycle or a temporary festive surge, with earnings growth being a key determinant.

Asian bond markets saw their biggest outflows since March 2022, led by Indonesia and Malaysia, as fiscal instability, weak industrial output, and global demand slowdown dampened investor confidence.

Goldman Sachs predicts a significant 30% rise in China s main stock index by the end of 2027. This optimistic outlook is driven by supportive government policies, increasing company profits, and strong investor money flows. Chinese stocks are set for a steady upward trend, moving from a phase of hope to one of growth.

Global investors are reallocating funds to Japan as PM Sanae Takaichi’s reflation policies lift confidence, though yen weakness, coalition uncertainties, and limited political scope temper long-term optimism.

Oil prices surged for the second consecutive day, fueled by tightening sanctions and optimism around a new trade agreement between the U.S. and China. In a strategic move, the U.S. is set to replenish its emergency oil reserves, a stark contrast to the five-month low previously recorded.

The US Fed is expected to cut rates twice in 2025 to support the weakening labour market amid persistent inflation risks, though long-term policy uncertainty remains due to leadership and economic factors.

Deepak Shenoy, Founder & CEO of Capitalmind MF, says largecaps may lead the next market rally as FII selling stabilizes and earnings stay resilient. Sectors like healthcare, autos, and industrials are showing strong growth potential, while financials remain steady performers. Shenoy adds that India’s macro fundamentals and policy tailwinds support sustained equity market gains.