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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Fed, FPIs & Budget Watch | Indian Equities The Fed Held, the Foreign Funds Flinched, and Delhi Is Listening: Where Indian Equities Go From Here The Fed held at 3.75%–4.00% on a 10–2 vote. FPIs have sold a record ₹3.07 lakh crore through 23 October. Delhi is reportedly weighing an LTCG cut. And on 27 October, the Nifty Smallcap 100 jumped 2.70% in a single session. Wednesday, 28 October 2026, gave Indian markets a rare thing: a day without a nasty surprise from Washington. The Federal Reserve kept its policy rate unchanged at 3.75%–4.00%. Nifty closed at 22,698.85, down just 0.22%, after Sensex had been down nearly 1,000 points at the intraday low. Then came the numbers that matter more. According to provisional NSE data, FII/FPIs were net buyers on the day. Across NSE, BSE and MSEI combined, they bought a net ₹871.83 crore, against DII net buying of ₹643.35 crore. It is one session, and it f...
Mid-day Analysis:
HLL Comes up with wonderful results. Keep holding the stock at Rs.232.80 for some wonderful gains. Please refrain from adding more at this price. RBI Increases Reverse Repo rates and hence exit all the banking counters as banks might have some pressure on the profitability. But most of the banks hardly borrow from RBI. So I can say this step will chanllenge the efficiency of banks as how they manage their capital. DCM Shriram Consolidated Ltd has gone past the recommended price. Those who are averse to risk can take their own decisions whether to stay put or exit. I am holding some shares of the company .... Stovec Industries Ltd is still above Rs.113, which is good. Keep holding and add on declines. Chandra Prabhu International Ltd is having a AGM today, keep watch on the counter. Coral Finance and Housing Ltd. is coming up with results tomorrow. Keep watch. More on the following mails....... Best wishes, Suman Mukherjee India. www.eindiabrokers.com www.bcozindia.com www.sumanspeaks.blogspot.com

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