Markets slip, Nifty at 25,034.50 (-0.09%), Sensex at 81,574.31 (-0.17%).
Indian markets opened on a weak note as Nifty slipped to 25,034.50 and Sensex to 81,574.31, tracking mixed global cues, sector-specific weakness, and persistent FII outflows.
Today, the Indian stock market continued its negative march, with Nifty trading at 25,034.50 in the pre-trading session, down by 0.09% while Sensex was down by 0.17%, trading around 81,574.31 amid global weakness.
Global cues
- The Asian markets traded mixed, as investors are focused more on earnings, global demand, and sector-specific news.
- The U.S. markets show a mixed performance, reflecting cautious investor sentiment ahead of key economic data releases, including Durable Goods, GDP, and Jobless Claims.
Gift Nifty
- On September 25, 2025, GIFT Nifty indicated a negative start for the day. This decline reflects sector-specific weakness in IT, FMCG, and Pharma, along with weak global cues from Asian markets.
Asian Markets
- Nikkei 225 and Taiwan were slightly up, supported by domestic earnings and tech exports.
- Hang Seng and KOSPI remained under pressure due to global economic concerns.
US & European Markets
- The S&P 500 and Nasdaq traded in green while the Dow Jones declined by 0.37%, reflecting investors balancing profit-booking and sector-specific optimism, while awaiting economic indicators for direction.
- European markets showed mixed performance, with gains in the UK and Germany but a slight decline in France as investors stay cautious ahead of recent Eurozone macro data, including inflation and manufacturing figures.
Commodities
- Crude oil prices went down, indicating caution among energy traders due to weaker demand expectations.
- Precious metals like Gold & Silver are positive as safe haven instruments for investment amid global economic uncertainty.
- Natural gas rose, reflecting tight supply conditions and regional demand spikes due to cold weather forecasts in key regions like the US and Europe.
Currency Movements
- On 25th September, the Indian Rupee (INR) strengthened against the USD, GBP, and EUR due to a modest drop in the US Dollar Index (DXY) due to global "dovish Fed" expectations.
Sectors to watch
- Pharma: The sector has shown strong resilience, with positive news flows related to USFDA approvals and product launches like Glenmark Pharma and Zydus Lifesciences in recent news.
- Oil and Gas: The Oil and Gas stocks will be in focus as India’s fuel exports hit a multi-year high, driven by higher refinery runs and ethanol blending.
- IT Sector: Due to recent US H1-B visa hike and other regulatory concerns, the IT sector may face pressure.
Stocks to watch
- Tata Steel: On 24th September, Tata Steel announced that it invested ₹4,054 in its foreign subsidiary T Steel Holdings Pte (TSHP).
- Glenmark Pharma: On 24th September, Glenmark Pharma signed a deal worth $18 million with China’s Hengrui Pharma for cancer therapy drugs.
- Lupin: On Wednesday, 24th September, Lupin got FDA approval for its generic version of the HIV drug.
- Adani Energy Solutions: On Wednesday, Adani Energy Solutions said that it has been certified as Zero-Waste-to-Landfill by Intertek.
- Waaree Energies: Waaree Energies announced that it is investing ₹300 crores in its subsidiary to set up a battery cell plant.
FII and DII Inflows - 24th Sep 2025
(The above numbers are in ₹ Cr)
- For 24th September, net value for DIIs inflow was ₹1,211.68 crores and FII outflow was ₹2,425.75 crores, respectively.
- The market experienced a net outflow of funds of ₹1,214.07 Crores. This net outflow can put downward pressure on the overall market indices. FIIs are pulling money out due to attractive alternatives in the US markets with higher interest rates.
Global Events & Updates
- Mexico’s Central Bank is expected to reduce its benchmark index by 25 bps to 7.50%. For India, this can bring foreign inflows and provide support to banking and financial stocks.
- The US will be releasing its Final GDP (q/q), GDP Price Index, Durable goods, and Jobless claims data, which can create sentiment for sectors like IT, Pharma, and Metals in the Indian market.
Things to look out for
- Japan’s Flash PMI for September 2025 fell to 48.4 from 49.7, indicating a contraction, while Composite PMI eased to 51.1 from 52.0. Weak data shows a softer global demand, which is likely to affect Indian exporters like the automobile, machinery, and textile industries.
- Germany’s Ifo Business Climate Index for September 2025 declined to 87.7 from 88.9, reflecting a weaker Eurozone growth outlook, which can impact Indian IT, Pharma, and auto exporters as they depend heavily on European demand.
- Taiwan’s Industrial Production Index rose by 14.41% YoY to 117.36, with the manufacturing subindex up by 15.48%. Strong technology-driven growth could create more competition in electronics, which will support IT demand.
