Key Financial News Investors Should Watch.. September 25 – October 1, 2026
 RAJENDIRAN GOWRISANKAR |
AKIL
FINANCIAL SERVICES, ARN-39992
“Why is the
stock market falling like this? Even gold and silver have declined in the same
week! At the same time, they say GST collections have increased. What does all
this mean for our investments?” Arun asked.
His friend
Ramesh smiled and replied, “There will be some news or the other in the markets
every week. If you keep changing your investments based on every news item, how
will you stick to a long-term investment plan?”
Arun
understood an important point. Knowing
what is happening in the markets is important, but making hurried investment
decisions based on every piece of news is not.
The weekly
financial developments released around October 3, 2026, contain several
important points that investors should take note of.
1. A New
Opportunity in Mutual Fund Investing?
On September
30, SEBI Chairman Tuhin Kanta Pandey spoke about a new approach called PRIM (Portfolio Managers Route for
Investing in Mutual Fund units) at the Association of Portfolio
Managers in India conference.
Under this
approach, portfolio managers can use direct mutual fund schemes, ETFs, index
funds and Specialised Investment Funds to build investment portfolios. The
minimum investment amount is ₹25 lakh.
This could
increase the scope for portfolio
management services to combine mutual fund-based investment options while
constructing portfolios.
However,
ordinary small investors should not mistake this for a new SIP facility. Since
the minimum investment is ₹25 lakh, the framework is aimed at a different
category of investors.
2. GST Collections...
What Do They Tell Us About the Economy?
Gross GST
collections for September stood at around ₹2.04 lakh crore, representing a growth
of about 14.7%
compared with September last year.
After
refunds, net GST collections were around ₹1.76
lakh crore.
GST
collections do not merely indicate government revenue. They can also provide
useful clues about consumption, business activity and the overall level of
economic activity.
Therefore, consistently strong GST collections
can be viewed as a positive indication of economic activity.
3. Change
for Institutional Investors in Bank Stocks
From October
1, changes in RBI regulations have altered the way mutual funds, insurance
companies and pension funds can acquire stakes in banks.
Under the
revised framework, a one-time
approval mechanism has been introduced for future acquisitions
within the specified limits.
This could
reduce some of the administrative difficulties faced by institutional investors
when investing in bank shares. However, investors should not conclude that this
change alone will immediately push bank share prices higher.
4. TCS–Best
Buy Deal... Growing Importance of Artificial Intelligence
Tata
Consultancy Services, or TCS,
announced on October 1 that it would take over the India global capability
centre of US retailer Best Buy under a multi-year agreement.
TCS plans to
develop the centre as a technology
and innovation centre focused on artificial intelligence.
This is more
than just a corporate announcement. It also highlights the growing importance of
artificial-intelligence-based services in India's information technology
sector.
5. What Did
the Market Say in One Week?
The data for
September 25 to October 2 show considerable movement across major investment
assets.
|
Investment
Indicator / Asset |
Sep.
25 |
Oct.
2 |
Change |
|
Sensex |
73,895.74 |
71,909.70 |
-2.69% |
|
Nifty 50 |
23,140.50 |
22,421.95 |
-3.11% |
|
Nasdaq |
27,068.72 |
27,190.86 |
+0.45% |
|
Gold – 10 grams |
₹1,52,113 |
₹1,48,138 |
-2.61% |
|
Silver – 1 kg |
₹2,32,350 |
₹2,20,829 |
-4.96% |
|
Crude Oil |
$91.39 |
$90.33 |
-1.16% |
|
US Dollar |
₹95.8213 |
₹96.3087 |
+0.51%* |
*The dollar
movement should be interpreted carefully based on the quoted exchange-rate
figures.
What Should
Investors Do?
There is no need to stop an SIP or sell
investments in a hurry simply because of one week's market movements.
Short-term
volatility is normal in the stock market. Gold and silver prices can also move
up and down rather than follow a straight line.
Read
the market news, but do not allow market noise to dictate your investment plan.
Long-term
investors should make decisions based on their financial goals, investment horizon, risk-taking capacity
and asset allocation.
Five
Lessons for Investors from This Week's News
1. Even when new
investment frameworks emerge, investors should understand the rules and
structure before considering them.
2. Economic indicators
such as GST collections should be viewed over a longer period rather than based
on a single month's data.
3. A one-week decline
in the stock market should not be used as a reason to change a long-term
investment strategy.
4. Emerging areas such
as artificial intelligence offer growth opportunities. At the same time,
investors should examine whether companies in such sectors are being valued too
aggressively.
5. In investing, the
order should be financial
goal first, asset allocation next, and investment product selection after that.
In
Conclusion
News
changes every day; a good investment plan should continue for the long term!
There is
little benefit in becoming fearful when the market falls for a week or becoming
excessively optimistic when it rises for a week. Disciplined investing, patience,
diversification and periodic review are the foundations of
long-term wealth creation.
For more details and investing..
|
RAJENDIRAN GOWRISANKAR AKIL
FINANCIAL SERVICES |
||
|
AMFI Reg Mutual Fund Distributor |
||
ARN-39992 Phone:
97 8668 2345 Email
id: akilfinserv@gmail.com AKIL
FINANCIAL SERVICES , No.38,Dr Besant Road, Kamalam Complex, Near Lalitha
Jewellery,Kumbakonam-612 001 Disclaimer: Mutual Fund investments are subject to market risks,
read all scheme related documents carefully. The past performance of the
mutual funds is not necessarily indicative of future performance of the
schemes. |
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