What changed
RBI/SEBI: RBI net short forward position rises to $200B; $133B inflow now a rate-decision factor. SEBI to refund Growpital investors directly for first time, and NSE gets nod for corporate bond index futures.
Sector hit: Bajaj Auto, Hero MotoCorp, M&M tumble as Nifty Auto falls over 3%. Ten Nifty 50 stocks, including Infosys and TCS, posted double-digit September losses.
Corporate: Kataline files IPO papers with SEBI; NMDC dividend record date today. Small positives, but no match for the index selling.
Tomorrow: Nifty under 22,550 and an 8th weekly loss means bounces get sold until Auto and IT stabilize. Watch 22,500 hold, RBI forward positioning, and whether FPI flows return.