Soon after Russian President Putin’s visit, former US President Donald Trump has once again hinted at imposing new tariffs on India – this time targeting India’s rice export. Trump says that many countries including India are dumping cheap rice in America, causing huge losses to American farmers. He has indicated that the US administration is considering new tariffs on Agri Products, which may mainly include Fertilizer from Canada and Rice from India. Meanwhile, America has also announced a bail out package of 12 billion dollars for its farmers. The direct impact of this news was visible on Indian Rice Stocks—Shares like LT Foods, GRM Overseas and Sarveshwar Foods fell by 7%. Especially LT Foods, whose 46% revenue comes from the US market, and its Golden Star in the US is America’s No.1 Jasmine Rice Brand. India is the world’s largest rice producer, with a production capacity of 150 million tonnes and a share of 30.3% in global exports. India exported 234,000 tonnes of rice to the US in FY24, worth ₹2,849 crore. The news of this possible tariff is coming at a time when talks on Trade Agreements between India and US are already stuck. Agri products remain the biggest bottleneck between the two countries. New tariffs could make trade talks even more complicated.

The impact of 25 basis points cut in interest rates by the US Federal Reserve was negative on the Indian stock market. At market closing, BSE Sensex fell by more than 500 points and closed below 84,500, while NSE Nifty fell by more than 160 points and went below the level of 25,900. Top Losers included Dr. Shares of big players like Reddy’s Labs, HDFC Life, Sun Pharma, Bharti Airtel and Tata Steel witnessed a decline of up to 5%. Interestingly, while the Asian markets witnessed a rise, the Indian markets continued to fall. The main reason for this was the selling of foreign investors. On October 29, FIIs sold shares worth ₹2,540 crore, while Domestic Institutional Investors bought shares worth ₹5,693 crore, i.e. they were net buyers. Market experts believe that uncertainty regarding Fed policies, continuous selling by foreign investors, and increasing volatility have slowed down the pace of the Indian market. In the coming days, Global Financial Developments and Commodity Price Movements will decide what will be the next direction of Sensex and Nifty.

The Washington Post report claimed that Indian officials had prepared a proposal in May 2025 under which a plan was being made to transfer approximately $3.9 billion of investment of government insurance company LIC to Adani Group companies. However, LIC has strongly refuted this report on October 25 calling it completely false and misleading. LIC said in its statement that this news seems to have been published with the aim of influencing their decision making process and damaging their reputation. The company clarified that any investment decisions are taken only after board-approved policies and detailed due diligence, and any external pressure has no role in it. The report also said that LIC had invested $570 million in Adani Ports & SEZ in May 2025, while international surveillance on Adani Group was going on at that time. But LIC pointed out that its portfolio is diversified and its exposure to Adani Group is only less than 2% of the total loans. Both LIC and Adani have completely rejected these allegations, which has brought relief to investors. Now all eyes will be on the Stock Market Reaction of Monday (27 October).

Retail Investors, pay attention! There is going to be a big change in Tata Motors. Record date is 14 October 2025 — If you have a share of Tata Motors on this day, you will get shares of new Commercial Vehicles (CV) in 1:1 ratio. From October 15, Tata Motors will now ex-trade the CV business. After the demerger, the existing listed company will become Tata Motors Passenger Vehicles Ltd., which will have JLR and EV segments. The new demerged company will be Tata Motors Ltd., which will focus only on commercial vehicles. Now the real question is CV Business provides 25% of Tata Motors’ profits, but only 17% of Revenue! That means High Margin and Stable Growth. On the other hand, PV and EV segments have tremendous growth potential but also require huge investment. Demerger will provide strategic clarity, different capital access and clean valuation to investors.

There has been a continuous decline in the shares of Tata Motors since last week. This downward trend started just before the record date of the company’s big demerger—October 14. Tata Motors is trading at around ₹675 with a fall of ₹40. After demerger, the company will be divided into two separate entities – Passenger Vehicle and Commercial Vehicle Units. However, earlier on the news of demerger, the share had also increased by 7-8%. But now investors are confused about restructuring, which is leading to profit booking. Also, the weak results of the company’s UK-based unit Jaguar Land Rover (JLR) have also put pressure on the share. JLR’s quarterly volume was affected due to a cyber attack. Exports have been affected due to the closure of old models and increase in American tariffs. However, movement in the market is expected once again around the record date of October 14.

The 56th meeting of the GST Council will be held today and tomorrow under the chairmanship of the Finance Minister, in which large GST reforms can be announced. After Prime Minister Modi’s August 15 address, the meeting is expected to remove two GST slabs and cut rates. Reduce GST on FMCG and electronics products will directly benefit the general public, which will reduce their pockets and increase demand in the market. The Auto sector which is already struggling with weak demand is also likely to get relief. Currently, cars have 28% GST and Cess, which can be reduced to 18% – this will reduce prices and increase sales in the festive season. Stocks like Hul, Dabur India, Tata Consumer will be monitored in the FMCG sector, as there is talk of bringing milk powder, hair oil, cooking oil and ready to eat products into 5% slab. At the same time, insurance companies like LIC, HDFC Life, SBI Life, Bajaj Finserv are also on radar. Are you thinking of investing in these stocks? Tell me in the comment!

When the entire market was in a red mark, Tata Steel took a big step that saw a tremendous boom in its shares. The company has given the company’s own subsidiary T Steel Holdings PTE. Ltd. I have purchased shares of ₹ 3,104 crore i.e. around 355 million USD. Tata Steel has bought 353.23 crore shares, whose face value is only $ 0.1005. This company was already a subsidiary of Tata Steel and will still be under the entire control of Tata Steel. Interestingly, Tata Steel is continuously increasing stake in this company – Feb 2024: ₹ 10,727 crore Aug 2024: ₹ 2,348 crore July 2025: ₹ 1,074 crore and now this new deal of ₹ 3,104 crore. As soon as the deal was announced, Tata Steel’s stock rose 2.88%, while Nifty 50 had a decline of more than 1% that day. Now the question is – will this Aggressive International Expaniation Strategy prove beneficial in the long term or will increase the risk? What do you think? Tell me in the comment!

After the ban and gaming bill on online gaming apps, now the country’s well-known investor Rekha Jhunjhunwala is facing allegations of insider trading. According to a social media post by TMC MP Mahua Moitra, Rekha Jhunjhunwala manipulated the market by taking advantage of internal information related to Nazara Technologies. Nazara Tech is an online gaming and e-sport company, whose subsidiary Moonshine Technologies include popular poker platform Pokerbaazi. Nazara has a 46.07% stake in Moonshine. The important thing is that about 2 months before the gaming bill passed, Rekha sold her entire 7.06% stake (61.8 lakh shares) at an average price of Rs 1,225 per share. He got around ₹ 334 crore from this deal. The investment was part of an investment of ₹ 180 crore made by Rakesh Jhunjhunwala in 2017. After his death, this stake came to the line. The question is now being raised on social media whether he was already aware of the gaming bill? The case raises suspicion of insider trading, which is now being demanded for monitoring and investigation.

Anil Agarwal’s company Vedanta has suffered a major setback, as NCLT has stopped the hearing on its proposed Demerger plan. The Central Government and SEBI have objected to this. The government says that this may affect the ability to recover the outstanding amount. At the same time, SEBI has warned the company of administrative action, accusing the company of violating rules. Vedanta was planning a demeter in four different companies. After this news, Vedanta shares have seen a slight decline. Anil Agarwal’s company Vedanta has sufed a Major Setback as the NCLT has Halted the hearing on its propliers proposed demner plan. The Central Government and Sebi Raised Objections, Stating that the Move Cold Impact The Government’s Ability to Recover Dues. Sebi also warned the company of administ action for Violating Regulations by altering the demeger plan without informing them. Vedanta was planning to split into Four Separate Companies. Following this news, vedanta’s shares when a slight decline in the stock market.

Sevi Infra and Logistics Limited is an EPC (Engineering, Procurement and Construction) and a company working in the logistics sector, which is particularly focused on infrastructure projects. The company’s EPC division specializes in work such as soil function, foundation preparation, road construction, embankment, sub-grade work, granular sub-base and bitumen or concrete surfaces.