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Pankaj Pandey suggests domestic-oriented sectors like auto, capital goods, and cement offer attractive risk-reward amidst market volatility, expecting a further 2% correction before a bottom. While exporters face headwinds, select food FMCG companies and auto sales show promise, though IT remains challenging due to global sentiment.

Silver has emerged as the top-performing precious metal of 2025, delivering a 53% YTD gain, outpacing gold’s 49% rise. Its rally pushed prices to an all-time high of Rs 1,44,179/kg on the MCX, highlighting strong bullish momentum.

Indian equities lagged global markets over the past year. Weak earnings and high valuations caused this underperformance. Foreign investors also reduced holdings. Now, valuations are more reasonable. Government reforms and global shifts may attract new flows. A rebound is possible in the next 12 months. Focus will be on specific sectors.

Tata Capital’s IPO, priced at Rs 310–326, shocks unlisted investors who bought at up to Rs 1,125, creating a 125% gap to break even. Experts advise focusing on fundamentals, long-term growth, and capital strength rather than chasing pre-IPO premiums or listing-day gains.

Precious metals have dramatically outperformed Indian stock market this year, with silver up 59% and gold 47% against Nifty50 s 4%. While some experts see equities poised for a comeback due to lower valuations and earnings recovery, others remain bullish on precious metals, though caution is advised at current highs. The market faces a potential reversal of fortunes.

Jinkushal Industries Rs 116.15-crore IPO entered its final bidding day, having been subscribed 5.11 times by Day 2, largely due to robust retail and NII interest. Its grey market premium of Rs 17 suggests a potential 14.6% listing gain, despite a slight dip.

Azad Engineering shares: The company signed a $73.47 million (₹651 crore) five-year contract with Japan’s Mitsubishi Heavy Industries to supply turbine engine components. This builds on an earlier deal, taking total business value with MHI to $156.36 million (₹1,387 crore).

Benchmark indices Nifty and Sensex opened in the green on Monday, September 29, snapping a six-day losing streak. Gains in IT, oil & gas, and metal stocks propelled the market, though a sharp drop in FMCG counters limited the overall upside. The Sensex rose 162 points, while the Nifty gained 75 points.