Brazil’s presidential election heads to a runoff on October 25 after no candidate secured a majority on October 4. Meanwhile, HDFC Bank shares are in focus following Anup Bagchi’s appointment as MD and CEO. Also, Bajaj Housing Finance saw its gross disbursements rise 25.2 percent to ₹19,930 crore in Q2FY27.

Hello and Welcome To CNBC-TV18's Morning Newsletter In today's newsletter, we take a look at HDFC Bank after the appointment of the new MD and CEO, the Brazil election heading to the run-off, with Lula behind Bolsonaro, Shareholder Lock-Ins of multiple stocks, an explainer on the Mecca Pact, Bajaj Housing Finance, and more.

* 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 Q2

The 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. 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.

* Brazil elections 2026: Flavio Bolsonaro leads Lula as presidential race heads off for runoff

Senator 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. The two frontrunners out of 12 candidates on the ballot will now advance to a second-round runoff on October 25.

* Saudis cut flagship oil price to Asia to lowest in six years

Aramco 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. 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?

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. Bagchi will succeed Sashidhar Jagdishan, whose term will end on October 26.

* Shareholder Lock-Ins: Supply worth ₹16,344 crore from 15 companies lined up this week

Deepa 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 end

* Protests against CEC Gyanesh Kumar: Detentions in Delhi, march in Mumbai; clashes reported

Protests demanding the resignation of Chief Election Commissioner (CEC) Gyanesh Kumar and the suspension of the Election Commission's Special Intensive Revision (SIR) 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: Exclusive

India'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.

* The environmental risk behind AI: Could climate, water and energy constraints rewrite consumer pricing

Artificial 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. The model feels closer to Netflix than to electricity or cloud infrastructure. Yet beneath that simplicity sits a different economic reality.

Read on CNBCTV18 Access

* ESDS Software Solutions shares have had five straight lower circuits - Here's why today's session is important

Shares 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 alliance

The 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 submit bid for RBI's proposed polymer banknote programme: Report

Homegrown 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.