Finance with Tarun

Market Updates

Interpretation, not headlines.

Markets move every day; meaning is rarer. These notes explain what recent moves might mean for a long-term investor - calmly, and without the urge to do something.

Never panic-driven · never a recommendation to buy or sell
This week’s note· 2 October 2026

Indian Stock Market This Week: Nifty Ends an Eighth Straight Weekly Fall

8 weeks of decline is a signal to stay informed, not to panic. Market volatility can test investor discipline, but long-term decisions should remain connected to your goals, time horizon and overall financial plan.

What happened

In a holiday-shortened week, Nifty 50 fell 3.1 per cent to 22,421.95 and Sensex fell 2.7 per cent to 71,909.70, the eighth straight weekly fall for both. Foreign investors sold heavily while domestic funds bought.

What it means

Crude oil near $100, US bond yields at multi-year highs and a weaker rupee made foreign investors cautious on Indian equities. The RBI policy decision on 7 October is the next key event.

What to do

Understand what is driving prices, keep decisions tied to your own goals and time horizon, and avoid reacting to one week of headlines. For personal decisions, consider a SEBI-registered adviser.

Written by Finance with Tarun
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Earlier notes

Markets & Economy25 Sept

Markets Log a Seventh Straight Losing Week as Oil and Yield Pressures Persist

Indian equities recorded their seventh consecutive weekly decline, pressured by elevated crude oil prices, rising US bond yields and continued foreign investor selling. Domestic institutional buying provided some support, but global factors remain a key market driver.

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Markets & Economy18 Sept

Six Weeks of Declines, But the Story Is Bigger Than the Headline

Markets extended their decline for a sixth straight week amid global uncertainty, oil volatility and FII selling. Here’s what the trend means for long-term investors and why staying aligned with your goals matters more than reacting to short-term headlines.

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Markets & Economy11 Sept

Nifty and Sensex Extend Losses to a Fifth Straight Week as Oil and Bond Yields Rise

Oil prices and rising bond yields are creating pressure on markets, but short-term volatility is part of investing. A fifth weekly decline is not a reason to abandon your long-term strategy. Stay focused on your goals, investment horizon, and asset allocation. Discipline matters more than reacting to every market move.

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Markets & Economy5 Sept

Markets Steady on Friday After a Four-Session Slide, Nifty Holds Near 24,000

Indian equity benchmarks ended a choppy week on a firmer note. After four straight sessions of losses driven by IT, auto and FMCG weakness, the Sensex and Nifty rebounded on Friday as global rate-hike worries eased and Asian markets turned positive, even though elevated crude oil prices tied to the ongoing Middle East conflict kept a lid on the recovery.

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Markets & Economy29 Aug

Nifty and Sensex Slip for a Third Straight Week as Bond Yields and the Rupee Stay in Focus

Indian markets extended their losing streak to a third week despite a strong Friday rally in IT stocks. Short-term volatility from structural changes, bond yields and FII-DII flows highlights why investors should understand market movements rather than react emotionally to weekly swings.

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Markets & Economy22 Aug

Crude Oil and Bond Yields Weigh on Markets

Indian benchmark indices ended the week of 17 to 21 August 2026 slightly lower, with the Nifty 50 down about 0.50 per cent and the Sensex down about 0.60 per cent, as rising crude oil prices and global bond market stress offset a strong rebound on Thursday.

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Markets & Economy15 Aug

Tata Sons Leadership Shake-Up and Crude Oil Pressure Weigh on Sentiment

This week Sensex and Nifty fell for a fourth straight session, down 0.6 per cent and 0.8 per cent for the week, as N Chandrasekaran's resignation as Tata Sons chairman and elevated crude oil prices weighed on sentiment.

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Markets & Economy8 Aug

Markets Hold Their Gains as RBI Stays Steady, Financials Wobble on Friday

Indian markets ended the week on a positive note, with Sensex and Nifty gaining around 1%, despite Friday’s weakness in financial stocks. The RBI kept the repo rate unchanged at 5.25% with a neutral stance. PSU banks, metals, auto and IT outperformed, while private banks and NBFCs lagged. The key takeaway for investors: focus on asset allocation and long-term goals rather than reacting to short-term market movements.

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Markets & Economy2 Aug

Nifty Rebounds 2.50% as FIIs Return and the Rupee Strengthens

Nifty staged a 2.50 per cent recovery this week, closing near 24,383 after the previous week's five-session decline. Returning FIIs, a stronger rupee and strong Q1 earnings supported the bounce - here's what happened and what it means for you.

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Markets & Economy25 Jul

Nifty and Sensex Post Their Worst Week in Months as Crude Oil Crosses 100 Dollars

Indian benchmark indices fell in every single session this week, with the Nifty and Sensex logging their sharpest weekly decline in months as rising crude oil prices and steady foreign selling weighed on sentiment.

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Markets & Economy11 Jul

A volatile week that ended almost exactly where it began

Indian equities swung hard this week but finished close to flat. The Nifty 50 closed Friday at 24,206.90, up 244.10 points or 1.02 per cent, while the Sensex settled at 77,569.39, up 827 points or 1.08 per cent. Set against the previous Friday's close of 24,270.85 on the Nifty and 77,763.91 on the Sensex, both benchmarks ended the week marginally lower, roughly a quarter of a per cent down, despite a sharp scare in between.

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Markets & Economy3 Jul

Markets climb to a 10-week high - and keep their nerve through the noise

The week foreign investors came back, crude eased, and the market rose even through an alarming headline.

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Markets & Economy25 Jun

Three quiet up-weeks in a row - and why "quiet" is a good thing

Indian benchmarks posted a third consecutive weekly gain, their longest winning streak this year, though a calm one with only modest weekly moves. Crude oil drifted back toward…

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Markets & Economy19 Jun

A ceasefire, a hawkish Fed, and a useful reminder about mixed signals

Two big developments pulled in opposite directions. The US and Iran moved toward a ceasefire, including steps to reopen the Strait of Hormuz, which helped oil prices ease. But the US…

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Markets & Economy12 Jun

When oil spikes and headlines scream, discipline is the whole game

West Asia tensions escalated sharply. Iran-Israel hostilities rattled global risk sentiment, crude oil prices spiked, and Indian markets fell early in the week before recovering some…

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Markets & Economy5 Jun

The RBI held steady - and quietly told us what it's watching

The Reserve Bank of India kept the repo rate unchanged at 5.25% and retained its neutral stance, according to the RBI's June 5 Monetary Policy Committee resolution. It revised its FY27…

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