Share Market News

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a gain of 20.50 points (or 0.08%) in early trade, suggesting that the Nifty 50 could open with some positive bias today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 115.69 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 5,004.29 crore in the Indian equity market on 09 September 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 5,901.48 crore in the cash market in so far in September 2025. This follows their cash sales of shares worth Rs 46,902.92 crore in August 2025.

Global Markets:

Asian markets traded in a mixed manner on Thursday after a drop in U.S. producer prices supported bets the Federal Reserve will resume cutting interest rates next week.

Meanwhile, Japan's wholesale inflation accelerated in August on steady rises in food costs, data showed on Thursday. The corporate goods price index (CGPI), which measures the price companies charge each other for their goods and services, rose 2.7% in the year to August, accelerating from a revised 2.5% increase in July.

Overnight stateside, most of the key U.S. benchmarks rose to hit new record closing highs after a benign reading on U.S. producer prices led markets to price in more chance of three interest rate cuts from the Federal Reserve this year.

The broad market S&P 500 finished up 0.3% at 6,532.04, a record close for the index. The Nasdaq Composite edged up 0.03% to end at 21,886.06, likewise notching a closing high. The Dow Jones Industrial Average lost 220.42 points, or 0.48%, to finish at 45,490.92.

The monthly US producer prices excluding food and energy declined 0.1% in August from the prior month, falling short of consensus estimates of a 0.3% increase, while July’s figure was also revised down.

Domestic Market:

Domestic equity benchmarks closed with strong gains on Wednesday, tracking firm global cues. The Nifty 50 ended above 24,950, lifted by IT and PSU bank stocks.

US President Donald Trump said his administration was in talks with India to resolve trade barriers and planned to speak with Prime Minister Narendra Modi. The remarks raised hopes of a breakthrough after weeks of tensions.

Expectations of a US Federal Reserve rate cut next week further buoyed investor sentiment.

The S&P BSE Sensex added 323.83 points or 0.40% to 81,425.15. The Nifty 50 index rose 104.50 points or 0.42% to 24,973.10.

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a gain of 106.50 points (or 0.43%) in early trade, suggesting that the Nifty 50 could witness a muted opening today.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 2,050.46 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 83.08 crore in the Indian equity market on 08 September 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 5,785.79 crore in the cash market in so far in September 2025. This follows their cash sales of shares worth Rs 46,902.92 crore in August 2025.

Global Markets:

Asia market advanced on Wednesday as investors assessed China’s August inflation data.

Consumer prices in the mainland fell 0.4% year over year in August, according to data from the National Bureau of Statistics released Wednesday.

Core CPI, which strips out volatile food and energy prices, rose 0.9% from a year earlier, according to the official release.

Meanwhile, the producer price index fell 2.9% year over year, improving from the 3.6% drop in July.

In South Korea, the seasonally adjusted unemployment rate rose slightly to 2.6% in August compared with July’s 2.5%, according to government data.

Overnight, all three key benchmarks in the U.S. closed at all-time highs as investors moved past concerns about disappointing jobs data and bet on Federal Reserve rate cuts.

The S&P 500 index settled up 0.27% at 6,512.61, while the Nasdaq Composite gained 0.37% to end the day at 21,879.49, with the latter hitting a new all-time intraday high as well. The Dow Jones Industrial Average finished up 196.39 points, or 0.43%, at 45,711.34.

Domestic Market:

The key equity barometers ended higher for a second straight session as a buyback proposal from Infosys ignited a rally in IT names, while consumer discretionary stocks gained on optimism around broad GST rate cuts.

Sentiment was also aided by rising expectations of a U.S. Federal Reserve rate cut later this month, helping the Nifty finish above 24,850 despite the weekly F&O expiry today. Investors now turn to inflation prints due later this week for cues on the policy path and near-term market direction.

The S&P BSE Sensex added 314.02 points or 0.39% to 81,101.32. The Nifty 50 index rose 95.45 points or 0.39% to 24,868.60.

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a gain of 6.00 points (or 0.02%) in early trade, suggesting that the Nifty 50 could witness a muted opening today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 2,169.35 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 3,014.30 crore in the Indian equity market on 08 September 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 7,836.25 crore in the cash market in so far in September 2025. This follows their cash sales of shares worth Rs 46,902.92 crore in August 2025.

Global Markets:

Asian market traded mixed expectations of a U.S. rate cut as early as next week, even as political upheavals around

The Japanese market saw strong buying interest for second consecutive session after the country’s Prime Minister Shigeru Ishiba announced his resignation Sunday.

The rally is being fuelled by hopes that the next leader from the ruling Liberal Democratic Party (LDP) could unleash a new wave of fiscal stimulus to bolster the Japanese economy.

Overnight stateside, the three major averages closed higher. The Nasdaq Composite closed at a record high as investors geared up for a data-heavy week that includes two closely watched readings on inflation.

The tech-heavy Nasdaq finished up 0.45% at 21,798.70, a record high after hitting a new all-time intraday high in the session. The S&P 500, meanwhile, settled up 0.21% at 6,495.15, while the Dow Jones Industrial Average rose 114.09 points, or 0.25%, to close at 45,514.95.

Breathing new life into the equities rally were expectations that the Federal Reserve would ease rates when it meets next week, following Friday's dismal U.S. jobs report.

Domestic Market:

The key equity benchmarks closed with minor gains on Monday, supported by recent GST reforms and positive economic cues, though late profit-booking capped the upside.

The Nifty opened firm above the 24,800 mark and moved higher through most of the session before sharp selling in the final hour trimmed advances. The index eventually settled above the 24,750 level. Sectorally, auto stocks saw strong buying interest, driven by expectations of a demand recovery post-GST cuts. On the other hand, IT stocks remained under pressure amid speculation over possible restrictions on IT services exports.

Investor sentiment was buoyed by GST rate cuts, dovish signals from the US Federal Reserve after weak jobs data, and easing geopolitical risks. Optimism around India’s domestic economic outlook also supported select sectors. However, persistent foreign institutional selling restricted the rally.

The S&P BSE Sensex added 76.54 points or 0.54% to 80,787.30. The Nifty 50 index rose 32.15 points or 0.13% to 24,773.15.

GIFT Nifty:

GIFT Nifty September 2025 futures were trading with a gain of 55.00 points (or 0.22%) in early trade, suggesting that the Nifty 50 could open with some gains today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 1,304.91 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,821.23 crore in the Indian equity market on 05 September 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 5,666.90 crore in the cash market in so far in September 2025. This follows their cash sales of shares worth Rs 46,902.92 crore in August 2025.

Global Markets:

Asian markets traded mixed on Monday as investors weighed key political developments in Japan while keeping an eye on important regional data releases scheduled this week.

Japanese Prime Minister Shigeru Ishiba resigned on Sunday, ushering in a potentially lengthy period of policy uncertainty at a shaky moment for the world's fourth-largest economy.

As per reports, Koizumi Shinjiro, the agricultural minister and son of a former prime minister, is a likely contender to take the helm. Meanwhile, Takaichi Sanae, protege of the late Prime Minister Abe Shinzo and a runner-up in last year’s party contest, is also a key contender, the reports added.

Japan’s economy grew at a much stronger pace than earlier estimated in the second quarter, supported by upward revisions in private consumption and inventories. Revised data from the Cabinet Office on Monday showed GDP expanding at an annualized 2.2% in the April–June period, up from the 1.0% reported on 15 August 2025. On a quarterly basis, growth was revised to 0.5% from the initial 0.3%.

Oil prices were in focus after OPEC+ announced over the weekend it will lift oil production again starting in October, though the group is slowing the pace of hikes. In an meeting on Sunday, eight OPEC+ members agreed to lift production by 137,000 barrels a day starting in October, far below the increases of around 555,000 bpd in September and August, and 411,000 bpd in July and June.

Last Friday in the U.S., all three major averages closed lower after a weaker-than-expected jobs report gave way to worries about a slowing economy, even as expectations for a Federal Reserve rate cut were solidified.

The S&P 500 finished down 0.32% at 6,481.50, while the Nasdaq Composite declined 0.03% to settle at 21,700.39. The Dow Jones Industrial Average closed down 220.43 points, or 0.48%, at 45,400.86.

The U.S. job growth slowed sharply in August, pushing the unemployment rate to 4.3%—its highest level in nearly four years. The data underscored the softening labor market and strengthened expectations for a Federal Reserve rate cut later this month.

Domestic Market:

The frontline equity benchmarks ended almost unchanged on Friday as profit booking in FMCG and IT counters offset gains in auto stocks. The market, which opened higher on the back of positive global cues, struggled to hold on to early momentum despite the government’s sweeping "GST 2.0" overhaul.

The Nifty 50 held the 24,700 mark. In early trade, the index surged to an intraday high of 24,832.35, but mid-session selling dragged it down to a low of 24,621.60. Last-hour buying helped the index recover partially, leaving it to close flat.

The S&P BSE Sensex shed 7.25 points or 0.01% to 80,710.76. The Nifty 50 index rose 6.70 points or 0.03% to 24,741.

GIFT Nifty September 2025 futures were trading with a cut of 0.50 points higher in early trade, suggesting a flat opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 106.34 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 2,233.09 crore in the Indian equity market on 04 September 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 4,361.99 crore in the cash market in so far in September 2025. This follows their cash sales of shares worth Rs 46,902.92 crore in August 2025.

Global Markets:

Asia market advanced on higher Friday after U.S. President Donald Trump signed an executive order Thursday formalizing a lower Japanese auto import tariff of 15%, down from 27.5%.

The order also confirmed the agreement for $550 billion of Japanese investments in U.S. projects.

Several Asian chip stocks were in focus after Trump said Thursday stateside that his administration plans to slap tariffs on semiconductor imports from firms that do not move production to the United States. The comments came ahead of Trump’s dinner with top technology CEOs at the renovated Rose Garden.

Japanese real wages turned positive for the first time in seven months on the back of hefty summertime bonuses, but elevated inflation added to pressure on consumption, data showed on Friday.

Inflation-adjusted real wages, a key determinant of households’ purchasing power, edged up 0.5% in July from a year earlier, the first increase since December last year when they inched up by 0.3%.

Overnight stateside, all three key benchmarks rose on hopes of a favorable jobs report that supports a Federal Reserve rate cut chance.

The broad market S&P 500 finished up 0.83% at 6,502.08, while the Nasdaq Composite settled up 0.98% at 21,707.69. The Dow Jones Industrial Average finished up 350.06 points, or 0.77%, at 45,621.29. It was S&P 500′s 21st record close so far this year.

Data released on Thursday showed that the number of Americans filing new applications for unemployment benefits increased more than expected last week, while hiring by private employers slowed in August, offering further evidence that labor market conditions were softening.

Initial claims for state unemployment benefits rose 8,000 to a seasonally adjusted 237,000 for the week ended August 30, the US Labor Department said.

Domestic Market:

The frontline equity benchmarks ended with modest gains on Thursday after the government unveiled sweeping tax cuts under a major Goods and Services Tax (GST) overhaul. The move, designed to boost consumer spending ahead of the festive season and cushion the impact of high U.S. tariffs, lifted investor sentiment.

The Nifty closed above the 24,700 mark, with auto and FMCG shares leading the advance, while PSU banks and energy stocks lagged. Market watchers noted that enthusiasm over the GST reforms overshadowed the impact of the weekly expiry of the Sensex derivatives contracts.

In contrast, small- and mid-cap stocks came under pressure, snapping their recent rally as traders booked profits amid expiry-driven volatility. Analysts said the decline reflects short-term unwinding rather than a shift in the broader structural trend, which remains supported by policy tailwinds.

The S&P BSE Sensex added 150.30 points, or 0.19%, to close at 80,718.01, while the Nifty 50 advanced 19.25 points, or 0.08%, to 24,734.30. Over two consecutive sessions, the Sensex has risen 0.69% and the Nifty has gained 0.62%.

GIFT Nifty September 2025 futures were trading 122.50 points higher in early trade, suggesting a positive opening for the Nifty 50.

GST Reforms:

The GST Council approved the significant rate cuts on several essential items. Effective from September 22nd, the new rates aim to boost consumption by shifting to a two-slab structure of 5% and 18%, abolishing the 12% and 28% rates. A special 40% GST slab has been introduced for super luxury and sin goods.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 1,666.46 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 2,495.33 crore in the Indian equity market on 3 September 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 4,255.65 crore in the cash market in so far in September 2025. This follows their cash sales of shares worth Rs 46,902.92 crore in August 2025.

Global Markets:

Asian market traded mixed on Thursday as investors awaiting Australia’s household spending data for July later in the day

Global bond markets will continue to be in focus with long-dated borrowing costs around the world under pressure. The U.S. 30-year Treasury yield nudged above 5% on Wednesday morning for the first time since July after a court ruled that most of the Trump administration’s tariffs are illegal, raising questions over the future of tariff revenues.

Overnight on Wall Street, U.S equities closed mixed. The S&P 500 rose Wednesday, boosted by tech shares after a federal court decision in an Alphabet antitrust case fueled optimism that the tech giants would be able to weather regulatory threats.

Nasdaq Composite gained 1.03%, while the S&P 500 climbed 0.51%. The Dow Jones Industrial Average shed 0.05%.

Traders awaited for Nonfarm payrolls data due on Friday.

Domestic Market:

Equity benchmarks ended with strong gains on Wednesday as upbeat services PMI data lifted sentiment, even as investors kept a close watch on the Goods and Services Tax (GST) Council meeting that could unveil rate cuts across categories. The Nifty settled above the 24,700 mark, led by metal, pharma and PSU bank shares. The S&P BSE Sensex added 409.83 points or 0.51% to 80,567.71. The Nifty 50 index advanced 135.45 points or 0.55% to 24,715.05.

GIFT Nifty:

GIFT Nifty August 2025 futures were currently trading 15.50 points (or 0.06%) higher, suggesting that the Nifty 50 could start on a muted note today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 1,159.48 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 2,549.51 crore in the Indian equity market on 01 September 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 2,589.19 crore in the cash market in so far in September 2025. This follows their cash sales of shares worth Rs 46,902.92 crore in August 2025.

Global Markets:

Asian market traded largely lower on Wednesday as investors weighed the impact of climbing global bond yields alongside fresh signals from ongoing trade negotiations and geopolitical tensions.

Chinese market was in focus following President Xi Jinping’s speech at a military parade to commemorate the 80th anniversary of the end of World War II. The event was graced by 26 world leaders, including Russian President Vladimir Putin and North Korea’s leader Kim Jong Un.

Meanwhile, Australia’s second-quarter GDP grew 1.8% year over year, marking the fastest pace of growth since September 2023. The latest reading was higher than the 1.3% seen in the previous quarter.

Overnight stateside, all three key benchmarks ended the day lower.

The Dow Jones Industrial Average ended down 249.07 points, or 0.55% to close at 45,295.81. The broad-based S&P 500 dropped 0.69% to settle at 6,415.54, while the Nasdaq Composite slid 0.82% to close at 21,279.63.

Domestic Market:

Equity benchmarks ended in the red on Tuesday, snapping early gains as profit booking and the weekly expiry of derivatives contracts on the NSE pulled indices lower. Investors also remained cautious amid global uncertainty and ahead of the key Goods and Services Tax (GST) Council meeting scheduled for September 3 and 4.

The Nifty opened strong above the 24,650 mark and climbed to an intraday high of 24,756.10. However, selling pressure in the latter half of the session dragged it below the 24,600 level at close. Banks and financials were the biggest drags, while FMCG and metal counters lent some support to the market.

The National Stock Exchange of India (NSE) ushered in a structural shift to derivatives trading by changing the futures and options contract expiry cycle. Starting 1 September 2025, all expiries will take place on Tuesdays, marking the end of the long-standing Thursday expiry tradition that lasted for 25 years.

The S&P BSE Sensex declined 206.61 points or 0.26% to 80,157.88. The Nifty 50 index dropped 45.45 points or 0.18% to 24,579.60.

GIFT Nifty:

GIFT Nifty August 2025 futures were currently trading 7.50 points (or 0.03%) higher, suggesting that the Nifty 50 could open on a flat note today.

F&O Expiry Changes:

The National Stock Exchange of India (NSE) and the Bombay Stock Exchange (BSE) will witness a significant change today, as the two bourses gear up to swap the expiry of their respective futures and options (F&O) contracts.

Until August 28, the NSE’s Nifty 50 weekly derivatives expired every Thursday, while the monthly contracts lapsed on the last Thursday of each month. On the BSE, Sensex weekly contracts expired every Tuesday, and the monthly contracts on the last Tuesday.

From the next cycle, however, the schedule will be reversed. Nifty’s weekly contracts will now expire on Tuesdays, while its monthly, quarterly, and half-yearly contracts will conclude on the last Tuesday of the expiry month. In contrast, BSE’s Sensex contracts will shift to Thursdays for both weekly and monthly expiries.

Trump Tariffs:

Activity on the domestic bourses will be in focus after U.S. President Donald Trump reportedly said that India had offered to reduce its tariffs on U.S. imports to zero.

"They have now offered to cut their Tariffs to nothing, but it’s getting late. They should have done so years ago,” U.S. President Donald Trump wrote on Truth Social. He added that the U.S.′ relationship with India was “one sided”, the report added.

Indian Economy:

India collected 1.86 trillion rupees ($21.26 billion) as goods and services tax in August, 6.5% higher than the same period last year, the government said on Monday.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 1,429.71 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 4,344.93 crore in the Indian equity market on 01 September 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 46,902.92 crore in the cash market in August 2025. This follows their cash sales of shares worth Rs 47,666.68 crore in July 2025.

Global Markets:

Asia-Pacific markets traded mixed as investors assessed the Shanghai Cooperation Organization meeting of leaders in Tianjin, with tariff uncertainty weighing on sentiment.

This comes after a U.S. federal appeals court on Friday ruled that most of President Donald Trump’s global tariffs are illegal.

South Korea’s consumer price index rose 1.7% in August from the year before, after increasing by 2.1% the month before. This marks its slowest year-on-year rise since November last year.

Australia’s current account balance for the April to June quarter came in at a deficit of 13.7 billion Australian dollars ($8.97 billion), compared to the AU$14.7 billion deficit the quarter before.

Domestic Market:

The domestic equity benchmarks staged a strong comeback on Monday, snapping a three-day losing streak, as upbeat GDP data boosted investor confidence. The Nifty closed above the 24,600 mark, powered by gains in auto and consumer durables stocks.

India's Q1 GDP rose 7.8%, surpassing expectations and reinforcing confidence in the economy's resilience despite global headwinds. Hopes of GST rationalisation at the upcoming council meeting further supported discretionary demand, particularly in auto and durables.

The S&P BSE Sensex advanced 554.84 points or 0.70% to 80,364.49. The Nifty 50 index added 198.20 points or 0.81% to 24,625.05. In the previous three sessions, the Sensex slumped 2.23% and the Nifty tumbled 2.16%.

GIFT Nifty:

GIFT Nifty August 2025 futures were currently trading 33.50 points (or 0.14%) higher, suggesting that the Nifty 50 could open with some gains today.

India Q1 GDP:

India’s economy picked up momentum in the April–June quarter, defying expectations of slower growth, even as higher U.S. tariffs on Indian exports loom as a potential drag in the months ahead.

Gross domestic product (GDP) grew 7.8% in the quarter, the strongest pace in five quarters, compared with 7.4% in the previous three-month period, according to government data released Friday.

Gross value added (GVA) — considered a better gauge of underlying economic activity since it excludes indirect taxes and subsidy transfers — rose 7.6% during the same period, up from 6.8% in the prior quarter.

At this rate, India continues to rank among the world’s fastest-growing major economies, though the outlook for exports has darkened following U.S. President Donald Trump’s tariff hike.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 8,312.66 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 11,487.64 crore in the Indian equity market on 29 August 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 46,902.92 crore in the cash market during August 2025. This follows their cash sales of shares worth Rs 47,666.68 crore in July 2025.

Global Markets:

Asia-Pacific markets were mixed on Monday as investors weighed China’s latest manufacturing data and broader geopolitical developments.

China’s RatingDog Manufacturing Index — previously known as the Caixin PMI — came in at 50.5 for August, signaling modest expansion after July’s contraction of 49.5.

Meanwhile, official government data released Sunday showed the country’s manufacturing PMI at 49.4 in August, barely higher than July’s 49.3.

Markets also kept an eye on India-China relations following the Shanghai Cooperation Organization meeting, where leaders of both countries emphasized that they are “development partners” rather than rivals.

In the U.S., attention turned to a federal appeals court ruling that deemed most of former President Donald Trump’s "reciprocal tariffs” illegal. The Court of Appeals for the Federal Circuit concluded Trump exceeded his authority when imposing tariffs globally under his April 2 “liberation day” declaration.

On Wall Street, stocks retreated Friday as fresh inflation data suggested price pressures remain a concern heading into September.

The S&P 500 slipped 0.64% to 6,460.26, though it still notched its fourth consecutive monthly gain. The Nasdaq Composite fell 1.15% to 21,455.55, while the Dow Jones Industrial Average declined 92.02 points, or 0.20%, to close at 45,544.88.

U.S. markets will remain shut on Monday in observance of Labor Day.

Domestic Market:

The headline equity benchmarks ended with modest losses on Friday, marking their third straight session of decline as steep U.S. tariffs on Indian goods weighed on sentiment. Persistent FII selling further dampened the mood. The Nifty closed below the 24,450 level, pressured by energy and auto stocks, while gains in FMCG and consumer durables provided some support.

The S&P BSE Sensex declined 270.92 points or 0.34% to 79,809.65. The Nifty 50 index lost 74.05 points or 0.30% to 24,426.85. In three trading sessions, the Sensex slumped 2.23% and the Nifty tumbled 2.16%.

GIFT Nifty:

GIFT Nifty August 2025 futures were currently trading 19.00 points (or 0.08%) lower, suggesting that the Nifty 50 could open slightly in the red today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 3,856.51 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 6,920.34 crore in the Indian equity market on 28 August 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 38,590.26 crore in the cash market during August 2025. This follows their cash sales of shares worth Rs 47,666.68 crore in July 2025.

Global Markets:

Asia-Pacific markets traded mixed Friday, breaking ranks with Wall Street as investors also assessed a slate of economic data in the region.

The Tokyo core CPI, which strips out fresh food but includes energy, climbed 2.5% from a year earlier, easing from July’s 2.9% increase. The figure, however, remained above the Bank of Japan’s 2% target.

Japan’s unemployment rate also eased to 2.3% in July, down from 2.5% the previous month.

Overnight stateside, the three major averages closed higher. The broad market S&P 500 index finished 0.32% higher at 6,501.86 after hitting a new all-time intraday high above the 6,500 level.

The Nasdaq Composite ended the day up 0.53% at 21,705.16, while the Dow Jones Industrial Average rose 71.67 points, or 0.16% to end at 45,636.90, which was also a record.

Domestic Market:

The domestic equity benchmarks tumbled for a second straight session on Thursday as U.S. tariffs on Indian goods hit sentiment. Washington slapped 25% duties on key exports, stoking fears of trade tensions and economic fallout. The expiry of monthly Nifty futures contracts added to volatility, while weak global cues and sustained foreign fund outflows deepened the selloff. The Nifty ended near 24,500, dragged lower by IT and financial services stocks.

The S&P BSE Sensex slumped 705.97 points, or 0.87%, to 80,080.57, while the Nifty 50 shed 211.15 points, or 0.85%, to 24,500.90. In two trading sessions, the Sensex fell 1.90% and the Nifty dropped 1.86%.

GIFT Nifty:

GIFT Nifty August 2025 futures were currently trading 29.00 points (or 0.12%) higher, suggesting that the Nifty 50 could open with some gains today.

Trump Tariffs:

President Trump’s secondary U.S. tariffs of 25% on Indian shipments kicked in Wednesday, pushing overall duties on the country’s exports to 50%.

A global research house has reportedly stated that the risks to growth for the Indian economy have naturally become more real.

India’s top exports to the U.S., which are electrical machinery as well as gems and jewelry, face the largest tariff increases, the report stated. Trade talks between the Indian and U.S. delegations, however, are expected to continue.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 6,516.49 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 7,060.37 crore in the Indian equity market on 26 August 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 34,733.75 crore in the cash market during August 2025. This follows their cash sales of shares worth Rs 47,666.68 crore in July 2025.

Global Markets:

Asia-Pacific markets traded mix Thursday as investors digested the Bank of Korea policy decision.

South Korea’s central bank kept its policy rate unchanged at 2.5% for its second straight meeting despite an uncertain trade environment for the country.

Overnight on Wall Street, the three major benchmarks closed higher stateside.

The S&P 500 ticked higher and ended the day up 0.24% at 6,481.40, setting a fresh all-time closing high. The Nasdaq Composite closed up 0.21% at 21,590.14, and the Dow Jones Industrial Average gained 147.16 points, or 0.32%, to finish at 45,565.23.

Shares of Nvidia, the world's most valuable company and the leading supplier of cutting-edge AI processors, fell in extended trading, even after its second-quarter results beat widely reported market estimates. This was primarily due to the fate of the company’s China business hung in the balance, caught up in the trade war between Washington and Beijing.

Investors kept an eye for developments related to U.S. President Donald Trump's attempt to fire Federal Reserve Governor Lisa Cook, a move likely to face legal challenges.

Domestic Market:

The key equity benchmarks ended with sharp losses on Tuesday, unsettled by concerns over potential U.S. trade actions. Investor sentiment soured after Washington issued a draft notice proposing tariffs of up to 50% on Indian goods, effective from Wednesday, 27 August 2025.

The slide was compounded by persistent FII selling, weakness in the rupee, and negative cues from global markets. Both the Sensex and Nifty gave up last week’s gains, with the Nifty closing below the 24,750 mark. Sectorally, consumer durables and metal stocks were among the worst hit. In contrast, FMCG counters bucked the downtrend.

The S&P BSE Sensex dropped 849.37 points or 1.04% to 80,786.54. The Nifty 50 index tumbled 255.70 points or 1.02% to 24,712.05.

GIFT Nifty:

GIFT Nifty August 2025 futures were currently trading 25.50 points (or 0.10%) lower, suggesting that the Nifty 50 could open mildly in the red today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 2,466.24 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 3,176.69 crore in the Indian equity market on 25 August 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 28,217.26 crore in the cash market during August 2025. This follows their cash sales of shares worth Rs 47,666.68 crore in July 2025.

Global Markets:

Asia-Pacific markets mostly fell Tuesday, as investors weighed U.S. President Donald Trump’s escalatory rhetoric on tariffs.

President Donald Trump was quoted by the media on Monday that China has to give the United States magnets or "we have to charge them 200% tariff or something" amid a trade dispute between the two nations.

The US President vowed Monday to impose “substantial” new tariffs and restrict U.S. chip exports for all countries that do not remove digital taxes and related regulations.

Donald Trump on Monday fired Federal Reserve Governor Lisa Cook, an unprecedented and significant escalation of his attacks on the U.S. central bank’s independence over its refusal to cut interest rates quickly.

President Trump, in a termination letter to Cook posted on a social media platform, reportedly cited allegations that she had made false statements on applications for home mortgages.

Wall Street stocks ended lower on Monday as investors parsed the outlook for U.S. interest rates. The S&P 500 declined 0.43% to end the session at 6,439.32 points. The Nasdaq declined 0.22% to 21,449.29 points, while the Dow Jones Industrial Average declined 0.77% to 45,282.47 points.

U.S. Federal Reserve Chair Jerome Powell hinted at the Jackson Hole Symposium that an interest-rate cut could be considered at the central bank's September meeting, citing recent labor market weakness.

These comments from Powell nudged major global research houses to reportedly revise their expectations, with some of them currently seeing a 25-basis-point reduction in borrowing costs next month.

Domestic Market:

The domestic equity benchmarks closed higher on Monday, led by a rally in IT stocks after U.S. Federal Reserve Chair Jerome Powell signaled that rate cuts could begin as early as September. Speaking at the Jackson Hole symposium on Friday, Powell noted rising risks to the U.S. labor market even as inflation pressures persisted, sparking hopes of easier monetary policy.

Lower U.S. borrowing costs typically boost appetite for emerging-market assets, with India among the key beneficiaries. However, investor sentiment remained cautious ahead of fresh U.S. tariffs on Indian goods. President Donald Trump’s additional 25% levy, set to take effect on August 27, could raise duties as high as 50%.

While large-cap IT stocks drove the day’s gains, mid- and small-cap shares gave up early advances, reflecting concerns over domestic demand headwinds. The Nifty 50 managed to hold above the 24,950 level at close, marking a steady start to the week.

The S&P BSE Sensex advanced 329.06 points or 0.40% to 81,635.91. The Nifty 50 index rose 97.65 points or 0.39% to 24,967.75.

GIFT Nifty:

GIFT Nifty August 2025 futures were currently trading 56.50 points (or 0.23%) lower, suggesting that the Nifty 50 could open mildly in the red today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 1,622.52 crore, while domestic institutional investors (DIIs) were net sellers to the tune of Rs 329.25 crore in the Indian equity market on 22 August 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 25,751.02 crore in the cash market during August 2025. This follows their cash sales of shares worth Rs 47,666.68 crore in July 2025.

Global Markets:

Markets in Asia advanced across the board on Mondayafter Federal Reserve Chair Jerome Powell signaled that the central bank could begin easing monetary policy next month.

These comments were made by the US Fed Chair at his widely anticipated annual speech in Jackson Hole, Wyoming.

In a tepid speech at the central bank’s annual conclave in Jackson Hole, Wyo., Powell said that “the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance.”

The Fed chief added that "the balance of risks appear to be shifting” between the central bank’s dual mandate of full employment and stable prices. He cited “sweeping changes” in tax, trade and immigration policies.

On Friday, the Dow Jones Industrial Average rallied to an all-time high Friday after Federal Reserve Chair Jerome Powell signaled the central bank could begin easing monetary policy next month.

The Dow climbed 846.24 points, or 1.89%, reaching a fresh high and closing at a record level of 45,631.74. The S&P 500 rose 1.52% to end at 6,466.91. At its session high, the broad market index came within three points of its record. The Nasdaq Composite gained 1.88% and settled at 21,496.53.

Domestic Market:

The domestic equity indices ended sharply lower today, breaking a six-day winning streak as traders booked profits. Sentiment turned cautious ahead of Fed Chair Jerome Powell’s address at the Jackson Hole Symposium on August 22, his eighth and final speech at the event before his term ends in May 2026.

Investors are awaiting cues for the Fed's September 16-17 policy meeting. The Nifty slipped below the 24,900 mark, weighed down by weakness in banking and metal stocks.

The S&P BSE Sensex declined 693.86 points or 0.85% to 81,306.85. The Nifty 50 index fell 213.65 points or 0.85% to 24,870.10.

GIFT Nifty:

GIFT Nifty August 2025 futures were currently trading 54.00 points (or 0.22%) lower, suggesting that the Nifty 50 could open with some cuts today.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 1,246.51 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 2,546.27 crore in the Indian equity market on 21 August 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 24,128.50 crore in the cash market during August 2025. This follows their cash sales of shares worth Rs 47,666.68 crore in July 2025.

Global Markets:

Asia-Pacific markets traded mixed Friday as investors await U.S. Federal Reserve Chair Jerome Powell’s speech at the central bank’s annual economic symposium, which could offer clues into the path of interest rates.

Japan’s core inflation rate cooled to 3.1% in July, declining from 3.3% the month before as rice inflation continued to ease.

Overnight stateside, stocks fell broadly Thursday, with the S&P 500 sliding for the fifth day in a row.

The broad-market index shed 0.4% and closed at 6,370.17, while the Nasdaq Composite slid 0.34% and settled at 21,100.31. The Dow Jones Industrial Average fell 152.81 points, or 0.34%, ending at 44,785.50.

U.S. business activity picked up pace in August, led by a resurgent manufacturing sector that saw the strongest growth in orders in 18 months, a purchasing managers survey showed on Thursday. S&P Global's flash U.S. Composite PMI Output Index, which tracks the manufacturing and services sectors, increased to 55.4 this month, the highest level since December, from 55.1 in July. A reading above 50 indicates expansion in the private sector.

Meanwhile, the number of Americans filing new applications for jobless benefits rose by the most in about three months last week and the number of people collecting unemployment relief in the prior week climbed to the highest level in nearly four years, signaling recent labor market softness continued into August.

The data may also add to the argument for the Federal Reserve to lower interest rates at its next meeting in about four weeks.

Domestic Market:

Domestic equities eked out modest gains on Thursday, stretching their winning streak to a sixth straight session. Optimism over a potential cut in Goods and Services Tax (GST) supported sentiment, though caution lingered ahead of the US Federal Reserve’s annual symposium for cues on interest rate policy.

The Nifty closed above the 25,050 mark, lifted by strength in pharma and healthcare counters, while FMCG, PSU bank and auto stocks dragged on the upside.

The S&P BSE Sensex advanced 142.87 points or 0.17% to 82,000.71. The Nifty 50 index added 0.13 points or 0.33.20% to 25,083.75. In the six trading sessions, the Sensex and Nifty have jumped 2.19% and 2.43%, respectively.

GIFT Nifty:

GIFT Nifty August 2025 futures were currently trading 25.00 points (or 0.10%) higher, suggesting that the Nifty 50 could open with some mildly in the green today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 1,100.09 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,806.34 crore in the Indian equity market on 20 August 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 25,375.01 crore in the cash market during August 2025. This follows their cash sales of shares worth Rs 47,666.68 crore in July 2025.

Global Markets:

Asian markets were broadly mixed as investors braced for three days of potentially market-moving news from the Federal Reserve's annual symposium in Jackson Hole.

Central bankers from around the world will attend the event, which begins later in the day, although the key focus will be Fed Chair Jerome Powell's speech on Friday as traders look for clues on the chances of a September rate cut.

Overnight stateside, two of the three key benchmarks ended the session on Wednesday in declines as tech stocks dragged the market lower.

The broad market S&P 500 index slipped 0.24% to close at 6,395.78, while the tech-heavy Nasdaq Composite lost 0.67% and settled at 21,172.86. Wednesday marked a fourth day of losses for the S&P 500 and a second negative session for the Nasdaq.

Meanwhile, the Dow Jones Industrial Average was the outlier, adding 16.04 points, or 0.04%, and settling at 44,938.31.

Minutes from the Fed's July gathering released yesterday, when policymakers voted to keep rates steady, suggested that Fed Vice Chair for Supervision Michelle Bowman and Governor Christopher Waller were alone in pushing for a rate cut at the meeting.

Fed Chair Powell had said he is reluctant to cut rates because of expected tariff-driven price pressures this summer.

Domestic Market:

Domestic equities ended marginally higher on Wednesday, with the benchmarks extending their winning run to a fifth straight session. Gains were led by strong buying in IT, realty, and FMCG counters, helping the Nifty close above the 25,000 mark.

Optimism was underpinned by steady domestic inflows and supportive macroeconomic trends, even as analysts cautioned that stretched valuations and external risks, such as U.S. tariffs, remain headwinds.

Globally, investors turned watchful ahead of the release of the Federal Open Market Committee (FOMC) minutes later in the day and the U.S. Federal Reserve’s Jackson Hole symposium scheduled for August 21-23. The event is expected to provide critical signals on the Fed’s policy path and the outlook for global monetary conditions.

The S&P BSE Sensex advanced 213.45 points or 0.26% to 81,857.84. The Nifty 50 index added 69.90 points or 0.28% to 25,050.55. In five trading sessions, the Sensex and Nifty jumped 2.02% and 2.29%, respectively.