Motilal Oswal Global Dashboard – October 2026

The Motilal Oswal Global Market Snapshot provides a quick glance at index performances and economy updates from the Indian & global markets.

Click here to view the detailed report for October 2026

Indian Market Update

• Nifty 50 gained 1.91% in October, while the rest of the market cap spectrum declined. Nifty Next 50 fell 2.92% and Midcaps declined 3.75%, while Smallcaps (-5.81%) and Microcaps (-8.95%) declined more than large and midcaps.

• Sectorally, IT led with a gain of 17.69%, followed by Healthcare (+1.93%) and Bank (+0.10%). Metal and Defence saw the sharpest falls, at (-7.65%) and (-6.17%) respectively, followed by Consumer Durables (-5.74%).

• Factor indices declined across the board. Low Volatility fell the least at 0.79%, followed by Momentum at 2.41%. Quality fell 2.73% and Enhanced Value declined 2.90%.

• Nifty 500 declined 0.80%, with Industrials (-0.54%), Commodities (-0.54%) and Consumer Discretionary (-0.42%) the largest drags on return contribution. IT

(+0.99%), Telecommunication (+0.32%) and Healthcare (+0.10%) were the only sectors with a positive contribution.

Global Market Update

• S&P 500 declined 0.93% in October, as IT (-2.77%) and Communication Services (-1.49%) weighed on the index return, while Health Care contributed 0.92% and Financials added 0.67%.
• Emerging markets declined across the board, as Korea, Brazil and Taiwan fell 15.57%, 12.11% and 8.37% respectively, while China declined 7.17% and South Africa fell 4.14%.
• Developed markets were mixed this month, as Switzerland gained 8.32% and UK rose 2.25%, while Japan fell 4.18% and France declined 1.73%.
• Crude oil rose 15.15% in the month, touching $104.12 a barrel, while Gold fell 6.30% to $3,913 an ounce. USD/INR moved lower by 0.92% closing at 94.95.
• Crypto markets declined this month, with Ethereum falling 9.65% and Bitcoin declining 7.51%, while both remained lower over the preceding one year period.

Economic Indicators

India

• CPI inflation rose to 5.54% from 4.83%, while the repo rate was raised to 5.50% from 5.25% and the 10 year yield rose to 7.40% from 7.16%.
• FII remained net sellers with outflows of ₹24,475 cr, against outflows of ₹58,443 cr a month ago, while DIIs recorded net outflows of ₹28,943 cr.

US

• CPI inflation rose to 3.70% from 3.40%, while the Fed held its target rate steady at 4.00%.
• US Tax Receipts rose to $558 Bn from $360 Bn one month prior, while the 10 year yield eased to 4.91% from 5.27%.

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