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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...
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CRR hike, higher inflation not to impact market: Experts
MUMBAI: The cash reserve ratio (CRR) hike and a higher inflation forecast by the Reserve Bank will not have much impact on the stock market as both have already been factored in by market participants, experts said.
"The 0.75 per cent hike in CRR will not impact the market much though the industry anticipated at most a 0.50 per cent hike," Angel Broking's Managing Director, Dinesh Thakkar, told.
An interest rate hike was also not imminent as "banks have a lot of money and there is sufficient liquidity available in the system," he said.
Last Friday, the Reserve Bank had hiked CRR by 0.75 per cent to 5.75 per cent while pegging inflation at 8.5 percent by end-March.
Agreeing with this view, Edelweiss' Institutional Equities Co-Head, Vikas Khemani, said that lowering of the credit growth forecast would also not impact the market.
"Capacity utilisation is picking up along with industrial confidence. By the next quarter, we can expect a better credit growth forecast," he said.
The fore casted credit growth is anyway as per the market expectation, Thakkar said.
"Presently, credit growth is sluggish at 11-12 percent. The market will be happy if it reaches 16-17 percent as it means a GDP growth at 7.5 percent levels. So it should not impact the market," he said.

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