Bajaj Housing Finance公司：关键指标第二季度增长超过20%
该公司在2027财年第二季度的总支出同比增长25.2%，达到199.3亿卢比（去年同期为159.14亿卢比）；与2027财年第一季度相比，支出基本保持稳定。
DAY AHEAD IN DATA WATCH Singapore Retail Sales Data Russia Global Services PMI Turkey Inflation Data Turkey PPI Data Euro Area Services PMI Mexico Gross Fixed Investment Data Bajaj Housing Finance shares in focus after all key metrics grow in excess of 20% in Q2The company’s gross disbursements rose 25.2% year-on-year to ₹19,930 crore in Q2FY27 from ₹15,914 crore in the year-ago quarter.
截至2026年9月30日，该公司管理的总资产（AUM）同比增长24.8%，达到15.8万亿卢比（去年同期为12.7万亿卢比）。
Disbursements were broadly stable sequentially compared with Q1FY27. AUM grew 24.8% year-on-year to ₹1.58 lakh crore as of September 30, 2026, from ₹1.27 lakh crore a year earlier.
2026年巴西大选：弗拉维奥·博索纳罗领先卢拉进入第二轮投票
Brazil elections 2026: Flavio Bolsonaro leads Lula as presidential race heads off for runoffSenator Flavio Bolsonaro is leading incumbent President Luiz Inacio Lula da Silva in Brazil’s presidential election, but neither candidate has secured the majority needed to win in the Sunday, October 4 vote.
在巴西总统选举中，弗拉维奥·博索纳罗目前领先于现任总统路易斯·伊纳西奥·卢拉·达席尔瓦，但两位候选人尚未获得赢得选举所需的多数票。在12名候选人中，他们将进入10月25日的第二轮投票。
沙特阿拉伯下调对亚洲地区的原油价格至六年最低水平
The two frontrunners out of 12 candidates on the ballot will now advance to a second-round runoff on October 25.
根据沙特国家石油公司（Aramco）的公告，该公司将对亚洲地区的买家出售的“Arab Light”原油价格下调至每桶5美元，低于该地区的基准价格；而本月的价格折扣为每桶2美元。此前市场预计价格将上涨5美元。
Saudis cut flagship oil price to Asia to lowest in six yearsAramco will lower Arab Light crude to buyers in Asia to $5 a barrel less than the regional benchmark, according to a list from the state-owned company. That is compared with a discount of $2 a barrel for this month.
HDFC银行：阿努普·巴吉出任新总经理兼首席执行官后的市场走势
In a survey, traders and refiners had expected a $5 increase from October.HDFC Bank shares in focus after Anup Bagchi's appointment as new MD & CEO - Should you buy or sell?
印度最大私营银行HDFC银行的股票将在10月5日成为市场关注的焦点——此前印度储备银行已于上周四批准了阿努普·巴吉出任该公司总经理兼首席执行官的任命。
Shares of HDFC Bank Ltd., India's largest private sector lender, will be in focus on Monday, October 5, after the Reserve Bank of India gave clearance to the appointment of Anup Bagchi as MD & CEO last Thursday.
巴格奇将接替萨希达尔·贾格迪桑，后者的任期将于10月26日结束。
Bagchi will succeed Sashidhar Jagdishan, whose term will end on October 26.
股东锁定期：本周有15家公司价值1634.4亿卢比的股票即将解禁Deepa Jewellers、Rays of Belief、Purple Style Labs、Priority Jewels、ESDS Software、Knack Packaging、SAi Parenteral's、Amir Chand Jagdish Kumar、TruAlt Bio Energy和EPack Prefab这10家公司的锁定期将于周一结束。除上述公司外，印度煤炭公司（Coal India）子公司CMPDI、Pace Digitek、Glottis、Valiant Labs和Om Freight Forwarders是另外5家锁定期即将结束的公司。
针对首席选举专员吉亚内什·库马尔的抗议：德里发生拘留事件，孟买举行游行；据报道发生冲突要求首席选举专员吉亚内什·库马尔辞职并暂停选举委员会选民名册特别强化修订工作的抗议活动，于10月4日周日进入第三天，德里和孟买均发生了示威活动。HDFC银行新领导层将专注于三管齐下的战略：独家报道据知情人士向CNBC-TV18独家透露，在刚被任命的董事总经理兼首席执行官阿努普·巴格奇的领导下，印度最大的私营贷款机构HDFC银行有限公司将开启一项三管齐下的战略，其中包括重建品牌与信任、优化资产负债表以及为未来做好准备。
Shareholder Lock-Ins: Supply worth ₹16,344 crore from 15 companies lined up this weekDeepa Jewellers, Rays of Belief, Purple Style Labs, Priority Jewels, ESDS Software, Knack Packaging, SAi Parenteral's, Amir Chand Jagdish Kumar, TruAlt Bio Energy and EPack Prefab are companies whose lock-in ends on Monday. Apart from these 10, Coal India's subsidiary CMPDI, Pace Digitek, Glottis, Valiant Labs and Om Freight Forwarders are the other five companies whose lock-in will endProtests against CEC Gyanesh Kumar: Detentions in Delhi, march in Mumbai; clashes reportedProtests demanding the resignation of Chief Election Commissioner Gyanesh Kumar and the suspension of the Election Commission's Special Intensive Revision of electoral rolls entered their third consecutive day on Sunday 4 October, with demonstrations in Delhi and Mumbai.HDFC Bank new leadership to focus on three-pronged strategy: ExclusiveIndia's largest private lender, HDFC Bank Ltd., under the leadership of newly appointed MD & CEO Anup Bagchi, is set to embark on a three-pronged strategy, which include rebuilding brand & trust, optimize its balance sheet and future readiness, sources with knowledge of the matter told CNBC-TV18 exclusively.
人工智能背后的环境风险：气候、水资源和能源限制是否会重塑消费者定价？
The environmental risk behind AI: Could climate, water and energy constraints rewrite consumer pricingArtificial intelligence is currently sold to most consumers in a remarkably familiar way: pay a monthly subscription and use the product within a defined set of limits.
目前，人工智能向大多数消费者销售的方式非常熟悉：支付月度订阅费，并在限定范围内使用产品。这种模式感觉更像是Netflix，而不是电力或云基础设施。然而，在这种简单表象之下，隐藏着一种不同的经济现实。
The model feels closer to Netflix than to electricity or cloud infrastructure. Yet beneath that simplicity sits a different economic reality.
阅读CNBCTV18报道：ESDS Software Solutions股价连续五个交易日跌停——这就是为什么今天的交易时段至关重要ESDS Software Solutions有限公司的股票在10月5日周一备受关注，因为其股东锁定期将于今日的交易时段内解除。该股票在连续五周下跌5%之后，迎来了新的一周。
《麦加条约》解析：沙特阿拉伯、巴基斯坦和土耳其将于10月5日召开会议，以应对胡塞武装的袭击《麦加条约》正面临首次重大考验：沙特阿拉伯正面临也门境内受伊朗支持的胡塞武装的不断升级的袭击；巴基斯坦则表示愿意根据该条约为沙特阿拉伯提供军事支持。
Read on CNBCTV18 Access ESDS Software Solutions shares have had five straight lower circuits - Here's why today's session is importantShares of ESDS Software Solutions Ltd. are in focus on Monday, October 5, ahead of its shareholder lock-in that will open in today's session. The stock is entering the new week on the back of five consecutive lower circuits of 5%.Mecca Pact Explained: Saudi Arabia, Pakistan, Turkey to meet on Oct 5 as Houthi attacks test defence allianceThe Mecca Pact is facing its first major test, with Saudi Arabia confronting escalating attacks by Yemen's Iran-backed Houthi rebels and Pakistan signalling that it is prepared to come to the kingdom's defence under the agreement.
Uflex-Spectra Systems提交竞标书，参与印度储备银行的聚合物钞票项目据消息人士透露，本土聚合物技术公司Uflex与美国公司Spectra Systems合作，已向印度储备银行（RBI）提交了参与该聚合物钞票项目的竞标书。印度储备银行目前正在评估潜在的供应商，以确定谁能够生产这种新型钞票的基材。
Uflex-Spectra Systems submit bid for RBI’s proposed polymer banknote programme: ReportHomegrown polymer science firm Uflex, in partnership with the US-based Spectra Systems, has submitted bids for the proposed polymer banknote programme as the RBI evaluates potential suppliers to manufacture polymer-based currency substrate, sources said.