Indian equity benchmarks bounced back from initial losses and ended with remarkable gains on Tuesday driven by a buying rush in Telecom, Capital Goods and TECK shares amid optimism on a US-India trade deal. However, elevated crude oil prices and foreign fund outflows weighed on investor sentiment. 

Some of the important factors in trade:

India's outward FDI falls 17% in October 2025: The Reserve Bank of India (RBI) in its latest data report has showed that India’s outward foreign direct investment (OFDI) commitments declined 16.56% to $3,140.96 million in October 2025, from $3,764.54 million in October 2024. 

India’s unemployment rate falls to 5.2% in July–September: Ministry of Statistics report said that the unemployment rate (UR) in India among persons of age 15 years and above declined to 5.2 per cent in July-September this year from 5.4 per cent in the previous quarter of April-June.

India, Vietnam sign agreement to expand defence cooperation: The defence ministry has said India and Vietnam have inked a pact to set up a framework for submarine search, rescue and support mechanism in case of any eventualities. The two sides also signed a letter of intent (LoI) to strengthen bilateral defence industry collaboration. 

Telecom stocks in focus: Telecom regulator TRAI is reviewing all nine existing interconnection regulations and has sought stakeholder views on multiple aspects, including the interconnect framework for satellite-based telecommunications networks with other telecom networks.

Global front: European markets were trading higher after the U.S. Senate passed the funding bill to end the longest-running government shutdown in history. Asian markets ended mixed after rising in the previous session as U.S. lawmakers moved toward reopening the federal government. 

Finally, the BSE Sensex rose 335.97 points or 0.40% to 83,871.32 and the CNX Nifty was up by 120.60 points or 0.47% to 25,694.95. 

The BSE Sensex touched high and low of 83,936.47 and 83,124.03 respectively. There were 24 stocks advancing against 6 stocks declining on the index.   

The broader indices ended mixed; the BSE Mid cap index rose 0.20%, while Small cap index was down by 0.09%.

The top gaining sectoral indices on the BSE were Telecom up by 1.59%, Capital Goods up by 1.19%, TECK up by 1.12%, IT up by 1.07% and Auto up by 1.00%, while Healthcare down by 0.33% and Realty down by 0.17% were the few losing indices on BSE.

The top gainers on the Sensex were Bharat Electronics up by 2.52%, Mahindra & Mahindra up by 2.40%, Adani Ports &SEZ up by 2.11%, HCL Technologies up by 1.89% and Eternal up by 1.44%. On the flip side, Bajaj Finance down by 7.38%, Bajaj Finserv down by 6.26%, Tata Motors Passenger down by 0.75%, Kotak Mahindra Bank down by 0.30% and Power Grid Corporation down by 0.22% were the top losers.

Meanwhile, the defence ministry has said India and Vietnam have inked a pact to set up a framework for submarine search, rescue and support mechanism in case of any eventualities. The two sides also signed a letter of intent (LoI) to strengthen bilateral defence industry collaboration. The ministry said both sides expressed satisfaction on progress made in the areas of hydrography cooperation, capacity building and training and ship visits, and cooperation in niche domains namely AI and shipyard upgradation.

The ministry they also decided to expand and further deepen cooperation in important emerging areas like cyber security and real-time exchange of information. The two sides also exchanged views on the regional security situation. Both sides also signed a letter of intent on strengthening defence industry cooperation to promote transfer of technology, prioritise core-technology domains and to undertake joint cooperation in research.

The ministry said It will also provide for setting up of joint ventures, procurement of equipment and materials for defence production as well as exchange of experts, and production of equipment.

CNX Nifty touched high and low of 25,715.80 and 25,449.25 respectively. There were 40 stocks advancing against 10 stocks declining on the index.    

The top gainers on Nifty were Interglobe Aviation up by 3.55%, Bharat Electronics up by 2.39%, Mahindra & Mahindra up by 2.22%, Adani Ports &SEZ up by 2.02% and HCL Technologies up by 2.01%. On the flip side,

Bajaj Finance down by 7.00%, Bajaj Finserv down by 5.92%, ONGC down by 0.60%, Tata Motors Passenger down by 0.57% and Kotak Mahindra Bank down by 0.22% were the top losers.
European markets were trading higher; UK’s FTSE 100 increased 77.31 points or 0.79% to 9,864.46, France’s CAC rose 105.33 points or 1.31% to 8,055.51 and Germany’s DAX gained 19.11 points or 0.08% to 23,979.10.