Indian Developments
The Indian equity market posted a broad-based recovery this week, supported by sector rotation, domestic demand optimism, and GST reform tailwinds. Despite global headwinds, investor sentiment remained resilient.
the Nifty 50 closed the week at 25,114, posting 1.51% gain . Mid and small cap indices outperformed uplifted by 1.86%, and 1.42%, respectively, driven by renewed buying interest and technical strength.
FIIs: Net sellers of ?5,786 crore, continuing their cautious stance. DII’s have provided strong support, absorbing FII outflows and stabilizing sentiment. Short positions by FIIs were reduced, contributing to a short-covering rally
The Indian rupee is trading at record low , hovering around Rs 88.28/$ reflecting On the commodities front, gold prices remained firm, benefiting from global uncertainty and the weaker rupee.
Sectoral Developments
During the week, most major sectors ended in the green, with Nifty India Defence emerging as the top performer, led the charge with 7% surge driven by government policy tailwinds, global geopolitical tensions.
Other significant performers included Nifty Auto (2.07%), Nifty IT ( 4.26%), Nifty PSU Bank ( 2.94%), Nifty financial services (2.21%)
The major laggard seen was Nifty Consumer Durables (1.02%).
Global Developments
Global equity indices ended the week in positive territory. US fed rate cut expectations, soft inflation signals, geopolitical developments and strong corporate earnings led the rally.
U.S. stock indices—the Dow Jones Industrial Average and S&P 500—rose by 1.36% and 0.85%, respectively, compared to the previous week.
In Asia, South Korea’s KOSPI posted a stronger gain of 1.54%, while Japan’s Nikkei was uplifted by 0.89%.
European indices were mildly positive, with the FTSE 100 up 0.38% while Germany’s DAX declined by 0.19%
Among Asian markets, the Shanghai Composite fell by 0.12% and Hong Kong’s Hang Seng Index led gains, rising 1.13%
Other Markets:
Source: www.nseindices.com; MCX Gold Prices; Economic times, Bloomberg.
Data for week ended on September 12, 2025.
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