Bitcoin jumped over 3% in the past 24 hours to trade at $115,171 on Monday, as traders set sights on the $120,000 level ahead of key U.S. CPI data. Positive sentiment from successful U.S.-China trade talks lifted the broader crypto market, with Ethereum up 6.77% and other major tokens rallying up to 11%.

India’s real estate sector has seen record fundraising in seven years, driven by renewed investor confidence and strong capital inflows. Equirus Capital’s report highlights Rs 23,080 crore raised across 12 deals, with REITs leading contributions. While small-cap stocks outperformed long-term, REITs have recently regained favour amid market volatility.

Hindalco Industries shares reached a new record on Monday. This surge is fueled by increasing global metal prices and positive sentiment around a potential U.S.-China trade deal. Investors are now anticipating the company s September quarter earnings. Hindalco s strong performance in India and its Novelis business are key drivers. The company is a major player in aluminium and copper production.

Vedanta shares climbed up to 2% to Rs 504.50 on the NSE, marking a four-day rally and a 6% gain, as aluminium prices held firm above $2,850 per tonne on the LME. The metal’s uptrend has been driven by tight supply and robust demand, with production disruptions like Century Aluminum’s Iceland smelter slowdown adding further support.

Indian government bonds saw a slight dip, mirroring U.S. Treasury movements, as traders awaited developments in the U.S.-China trade deal. Despite lower state debt supply, sentiment remained subdued. Overnight index swap rates showed a steady-to-higher trend, influenced by U.S. Treasury yields.

Indian equities are poised for a favourable setup as the US Federal Reserve s anticipated rate cuts and easing trade tensions are expected to boost foreign inflows. India stands out as a potential outperformer in 2025 due to its resilient fundamentals and improving earnings cycle, with progress in trade talks further strengthening its economic position.

Orkla India, the local arm of Norway’s Orkla ASA, is launching a Rs 1,667-crore IPO opening on 29 October 2025. The issue is a complete offer for sale by promoter entities, with no fresh capital raised. Backed by strong brands like MTR and Eastern, the company remains debt-free with robust margins and steady growth prospects.

Despite an uptick in profits, Dr Reddy s Laboratories experienced a decline in share value. Analysts continue to express optimism, keeping a bullish outlook on the stock. While there are immediate hurdles to navigate, promising catalysts for growth lie ahead, notably with the anticipated launches of Semaglutide and Abatacept.

Six initial public offerings are set to open for subscription this week. These companies aim to collectively raise more than Rs 1,800 crore. Investors can consider options ranging from consumer brands to logistics and textile firms. Grey market premiums suggest potential returns for some of these upcoming listings. This presents a busy period for India s primary market.

Coforge s stock took off following impressive quarterly performance. The IT services company enjoyed an 86% increase in net profit alongside a 32% revenue boost. Analysts are upbeat, with several brokerages not only holding onto their buy ratings but also increasing target prices. The company’s robust order book, paired with management’s reassurances on growth, points to exciting opportunities on the horizon.