FII का Big Exit! ₹35,000 Cr बेचकर भागे | Rs-Dollar 96+, Nifty का आगे क्या ? RBI Policy #bulltrack

FIIs have sold more than ₹34,000 crore of Indian equities in just 5 sessions, and the selling has hit almost every sector. Crude oil and US bond yields affect every market in the world, so why is India falling while Japan, Korea and the US are rallying? In this video we break down the real reason behind the FII exodus: the link between FII selling and a weakening rupee, which is now close to its record low against the US dollar. We cover the Nifty's 8-week losing streak (its longest since 2001) and why crude above $100 hurts India more than other markets. We look at US 10-year yields near multi-decade highs and India's expensive valuations, and at the RBI's dilemma ahead of the October 7 policy. We also ask whether DIIs can still absorb heavy FII selling, which sectors are bleeding, the latest from the US–Iran talks, global triggers to watch, and a complete technical view of the Nifty, including Elliott Wave structure, key support and resistance, India VIX, PCR and FII futures positioning. ━━━━━━━━━━━━━━━━━━━━━━ 📌 Key data points ━━━━━━━━━━━━━━━━━━━━━━ FII net selling (Sep 21–30): ₹36,972 Cr; ₹10,148 Cr on Sep 30 alone USD/INR: 95.60 → 96.39 in under two weeks Nifty: -2.78% this week; Consumer Durables -5.25%, Auto -5.03% US 10-year yield: ~5.28% RBI MPC decision: October 7, 2026 ━━━━━━━━━━━━━━━━━━━━━━ ⏱️ TIMESTAMPS ━━━━━━━━━━━━━━━━━━━━━━ 00:00 – FII selling crosses ₹34,000 Cr in 5 sessions 00:47 – Market recap: Nifty's 8-week losing streak 01:39 – Reason #1: Crude oil & India's import bill 02:49 – Reason #2: US bond yields & expensive valuations 03:34 – Reason #3: Rupee weakness (-6.5% YTD) 04:27 – RBI rate hike dilemma: two scenarios 05:42 – FII selling vs USD/INR: the correlation chart 08:07 – Can DIIs still save the market? 08:51 – Sector performance: only IT in the green 10:14 – Iran update: talks stall, crude on edge 11:24 – BT Signature Portfolio 13:05 – Global triggers: US yields, Fed, Nikkei, Micron 14:12 – Key events ahead: US jobs data & RBI policy (Oct 7) 15:40 – Today's market: India VIX, PCR & F&O data 18:56 – Nifty weekly chart: Elliott Wave & Fibonacci levels 21:48 – Trading strategy & key levels ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🔥 JOIN BULLTRACK COMMAND ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Tired of trading the headline and getting stopped out? Build the structural edge. → Download All New Blltrack App https://play.google.com/store/apps/de... → BullTrack Edge: Real-time FPI sectoral tracking, derivative dashboard, weekly institutional briefings → Try Stock X-Ray Tool: https://www.bulltrack.in/stockxray → Subscribe to BullTrack for institutional-grade market analysis made simple → Join this channel to get access to perks:    / @bulltrack   → Bulltrack Portfolio https://www.bulltrack.in/global https://www.bulltrack.in/portfolio → For Any queries WhatsApp - 99033 22404 → Subscribe and hit the bell so you don't miss the next forensic breakdown ═══════════════════════════════════════ 📊 BullTrack — When Markets Talk, We Translate ═══════════════════════════════════════ ABOUT BULLTRACK: BullTrack is a SEBI Registered Research Analyst platform delivering institutional-grade market analysis for retail investors. We cover Indian equities, macroeconomics, derivatives, and global market transmission chains with original data-driven frameworks. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ⚠️ SEBI DISCLAIMER & COMPLIANCE NOTE ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ . This video is for educational and informational purposes only and does NOT constitute investment advice or a buy/sell recommendation. All data is from publicly available, named sources and has been independently verified. #FIISelling #RupeeVsDollar #Nifty #StockMarketIndia #RBIPolicy #Sensex #BullTrack