“Nifty 26,000+ Explained! Fed Meeting Impact, Top Metal Stocks, AMC Sell-Off | Trade Strategy”

Welcome to today’s comprehensive Indian stock market analysis and trade plan update! In this video, we break down the latest movements in Nifty, Sensex, sector highlights, and the critical macroeconomic cues shaping tomorrow’s trades. From the ongoing U.S. Fed meeting and its global impact to surges in metal stocks and regulatory developments shaking up AMC stocks, you’ll get all the actionable insights you need for successful trading and investing. Market Analysis: October 29, 2025 Indian equity indices wrapped up on a strong note, with the Nifty closing well above 26,000 and the Sensex rising 369 points to 84,997.13. The market’s momentum was driven by intense buying across sectors—media, metals, oil & gas all logged 1–2% gains, while auto stocks dipped slightly. Nifty’s top gainers included Adani Enterprises, Power Grid, NTPC, Adani Ports, and JSW Steel. The BSE Midcap and Smallcap indices were up 0.7% and 0.6% respectively, highlighting broad-based participation and bullish sentiment.​ Tomorrow’s Trade Plan: October 30, 2025 Key cues for the next session: Nifty support is expected near 25,950; resistance near 26,250. Bank Nifty traders should watch the 58,200–59,000 range, with private banks likely to outperform as strong earnings and liquidity provide support. Key sectors for tomorrow’s trade: Metals (watch for profit-booking after strong run), Energy, and select FMCG stocks. Technical indicators show Nifty’s bullish structure is intact, but caution is advised ahead of Fed decision volatility and global triggers.​ U.S. Federal Reserve Meeting Impact The U.S. Fed’s two-day FOMC meeting concludes tonight, with markets widely expecting a 25 bps rate cut, bringing rates down to the 3.75%–4% range. This could unlock fresh FII inflows and trigger volatility in Indian equities. Traders should follow Jerome Powell’s press conference closely as any dovish stance may spark a further rally across risk assets, including Indian equities and commodity-driven stocks.​ Metal Stocks: Sector Surge Metal stocks powered to record highs, with the Nifty Metal index up over 2% and hitting 10,824.70. Leading performers include SAIL (+8%), Hindustan Copper (+3%), Hindustan Zinc, NMDC, Vedanta, JSW Steel, Tata Steel, and Jindal Stainless. Buying was led by rising hopes of a U.S.–China trade détente and Fed rate cut expectations, both boosting global demand outlook for metals. Metal sector extended its rally for the sixth consecutive session with traders optimistic for further upside, but mindful of sharp profit booking after such a strong move.​ AMC Stocks: Regulatory Shake-Up AMC (Asset Management Company) stocks like HDFC AMC, Nippon India AMC, Motilal Oswal, IIFL Capital, Nuvama Wealth, Aditya Birla Sun Life AMC saw steep falls (3–10%) after SEBI proposed sweeping changes to mutual fund rules, including caps on brokerage commissions and reductions in expense ratios. Analysts see a risk to future earnings with profit declines expected if these reforms are implemented. Watch for sector volatility and possible rebound if regulatory clarity emerges.​ Indian stock market analysis, Nifty 50, Sensex, Fed meeting, FOMC rate cut, metal stocks, AMC stocks, SEBI mutual fund rules, trading plan, tomorrow’s market outlook, Adani Enterprises, JSW Steel, SAIL, HDFC AMC, Q2 results, Bank Nifty, global news, US-China trade.