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In September, the U.S. central bank lowered interest rates by an expected 25 basis points to 4.00-4.25% on labor market concerns and indicated more cuts would follow later this year.

Tata Capital s Rs 15,511 crore IPO, opening October 6, has already attracted strong anchor investor interest, with Rs 4,642 crore allocated. LIC was the largest investor, and domestic mutual funds secured a substantial share. As India s third-largest diversified NBFC backed by the Tata Group, the issue is poised for robust subscription, following Tata Technologies successful listing.

India s primary market prepares for a week of public issues. Five IPOs worth over Rs 28,500 crore will launch. Tata Capital and LG Electronics India are major offerings. Rubicon Research and Anantam Highways Trust InvIT also open. Mittal Sections will list on the SME platform. This period offers investment opportunities across finance, consumer durables, pharma, infrastructure, and steel.

Indian markets remain range-bound in 2025, with foreign investors pulling out ₹2 lakh crore, though domestic buying has cushioned the impact. A sustained bull run hinges on FII return, which requires stronger corporate earnings and a positive India-US trade deal.

Family offices are investment firms set up by wealthy families to manage their assets. Over the past two decades, they have become a significant force in India’s markets—investing in startups, private equity, and initial public offerings.

HDFC Bank announced robust Q2FY26 business updates, with average deposits surging 15.1% year-on-year to Rs 27.15 lakh crore. Average advances also grew by 9% to Rs 27.95 lakh crore. The bank reported significant increases in both CASA and time deposits, reflecting strong financial performance for the quarter.

The U.S. government shutdown will capture investor focus next week. Markets hold near record highs, preparing for the earnings season. Few expect the Washington situation to derail the current rally. A data drought could impact Federal Reserve policy decisions. The fourth quarter is historically strong for stocks. Investors anticipate results from Levi Strauss and Delta Air Lines.

Bank of America Global Research has advanced its forecast for the Federal Reserve s next interest rate cut to October from December, citing a softening labor market. While BofA expects only one cut this year, other major firms anticipate two.

The move is aimed at tightening governance and reducing conflicts of interest in lending practices by commercial banks. The revised norms, effective from April 1, 2026, consolidate and replace over a dozen legacy circulars, creating a unified regulatory framework. RBI also introduced scale-based thresholds beyond which banks and non-banking financial companies (NBFCs) will need board approval for lending to related parties.

Eyewear retailer Lenskart has received Sebi approval for its IPO, targeting a mid-November listing. The company aims to raise Rs 2,150 crore in fresh capital, with the total IPO size expected to be Rs 7,500-8,000 crore. Lenskart turned profitable in fiscal 2025, posting a net profit of Rs 297 crore, and will use proceeds for store expansion and acquisitions.