In this month’s episode, we look at how global and Indian markets performed in October 2025.

- Korea, Japan, and Taiwan led global markets on optimism from a trade deal with the US.

- Indian markets gained 5%, driven by Telecom, Realty, and Metals indices.

- Q2 FY26 earnings show broad-based growth across Indian corporates.

- Cobalt, Copper, and Lithium prices soared due to supply disruptions and rising demand.

- Vegetable prices — especially onions — collapsed due to oversupply and export bans, impacting farmers.

Don’t miss this crisp monthly analysis connecting markets, policy, and commodities in one concise wrap.

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#Commodities #FinanceNews #IndianEconomy #SwapnilKarkare #MarketUpdate #October2025 #Cobalt #Copper #Lithium #OnionPrices #Nifty #StockMarketIndia #EconomyUpdate #Farmers #Policy #Agriculture #Inflation #Trade #GlobalMarkets #Investing #Earnings #q2fy26

Note: Data updated as on 28th and 29th October 2025.

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⏱️ Time Stamps

00:15: Global Stock Market Snapshot

00:30: Indian Stock Market Snapshot

00:40: India Inc. Q2FY26 Earnings Results - Snapshot

01:45: Why are Cobalt Prices Rising? What's happening in Congo?

02:30: Why did Lithium Prices Rise in Oct?

03:00: Copper Prices Rising Once Again

03:56: Vegetable Prices Have Fallen Since Last Year in India

04:26: Onion Prices Are Falling

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📚 Sources and Further References:

1. Value Research - https://www.valueresearchonline.com/indices/?geo=indian

2. Trading Economics - https://tradingeconomics.com/bonds

3. Dept of Consumers Affairs - Food Prices - https://fcainfoweb.nic.in/Reports/DB/DailySummary.aspx

4. This Week in Earnings Newsletter - https://thisweekindata.indiadatahub.com/p/2q-earnings-banks-commodities-and?utm_source=post-email-title&publication_id=369429&post_id=177187662&utm_campaign=email-post-title&isFreemail=true&r=a3xz7&triedRedirect=true&utm_medium=email

5. Congo Prices News, Bloomberg - https://www.bloomberg.com/news/articles/2025-10-13/congo-s-cobalt-export-shock-spurs-rally-and-doubts-over-supply

6. Lithium Prices News, Bloomberg - https://www.bloomberg.com/news/articles/2025-10-29/lithium-prices-boosted-by-china-s-policy-drive-on-energy-storage

7. Copper Prices News, Reuters - https://www.reuters.com/business/copper-hold-gains-2026-mine-disruptions-fuel-deficit-2025-10-27/

8. Onion Smuggling Short, Swapnil Karkare, YouTube - https://youtube.com/shorts/KetnbdjHSgY?si=_FxRsv0Vz1C5Tnvw

9. Onion Prices News, Mint - https://www.livemint.com/economy/onion-prices-india-onion-farmers-losses-onion-prices-crash-vegetable-inflation-11761634741957.html

10. Onion Prices News, ET - https://economictimes.indiatimes.com/news/economy/agriculture/better-to-destroy-than-sell-onion-tears-flood-maharashtra-farmers-hopes-dashed/articleshow/124716095.cms?from=mdr

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