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As India steps into Navratri 2025, investment managers on smallcase have spotlighted nine high-conviction sectors expected to benefit from festive tailwinds, policy reforms, and structural growth. The country’s festive economy is surging, with e-commerce sales projected to hit ₹1.2 lakh crore (+27% YoY), UPI transactions crossing 20 billion, and MSME festive credit demand rising 35–40%.

Indian government bond yields eased on the quarter s last day, with investors anticipating the RBI s monetary policy decision. While most expect unchanged rates, some firms foresee a surprise cut. India will also auction a new 10-year bond on Friday, having increased its share in the borrowing plan, as overnight index swaps moved lower.

Seshaasai Technologies debuted on exchanges with a modest premium over its Rs 423 IPO price, despite robust subscription numbers. The Rs 813 crore IPO, heavily oversubscribed by institutional investors, saw shares list slightly below unlisted market expectations. Valued at 30.

Nifty often rises in October, largely due to domestic investor strength. Foreign investors frequently sold shares, but domestic institutions provided consistent market support. October 2025 faces tariff uncertainties and rich valuations. Q2 earnings and festive consumption are key factors influencing market direction. Experts predict Nifty consolidation, with strong support levels identified for investors.

Japan s Nikkei share average saw a slight decline on Tuesday, attributed to portfolio adjustments and a pause in corporate buybacks at the fiscal half-year end. This market adjustment occurred despite record buybacks this year, as investors remained cautious ahead of the U.S. jobs report and the LDP leadership election. Energy explorers were the worst performers, while the insurance sector gained.

India s 10-year benchmark bond may see selling pressure Tuesday after a new 10-year paper auction announcement. Yields are expected between 6.52% and 6.58%. Quarter-end buying and the upcoming RBI monetary policy decision on Wednesday may limit yield increases. A fresh 10-year bond auction on Friday will raise 320 billion rupees.

India s primary markets are experiencing a robust IPO boom, attracting billions from companies and eager retail investors. This surge paradoxically unfolds as benchmark equity indices underperform global counterparts and the economy faces trade challenges. Steady retail money flows are crucial, supporting this frenzy while foreign institutional investors sell off.

Pace Digitek IPO: The IPO is trading at a 5.5% premium over its Rs 219 issue price in the grey market, unchanged from Day 2 and down from the earlier 14% premium.

IME Capital s Ashi Anand suggests OMCs are short-term trading opportunities, not long-term bets, due to persistent government intervention risks in fuel pricing and future uncertainties from renewable energy. He also advises investors to avoid electrical goods amid potential US tariffs, emphasizing the high policy uncertainty and recommending waiting for clarity on long-term business economics.