Markets Extend Gains as Fed Rate Cut Fuels Optimism

📰Daily Market Wrap-Up by Stock Whisperers- September 18, 2025

Author

thestock whisperers
September 18, 2025

September 18, 2025

📈 Market Overview:

Market Overview

Summary of the Day's Market Performance

  • The Sensex rose 320.25 points (+0.39%) to close at 83,013.96, ending higher.

  • The Nifty gained 93.35 points (+0.37%) to 25,423.60, crossing 25,400.

  • Midcap index rose 0.3%, while Smallcap indices ended flat, showing mixed broader market performance.

  • IT rose 0.8%, Pharma gained 1.5%, Metal up 0.3%, and Private Bank up 0.4%, while Energy, Media, and Capital Goods shed 0.3% each.

💸 Market Transactions:

  • Foreign Institutional Investors (FII): Bought ₹366.69 crore

  • Domestic Institutional Investors (DII): Bought ₹3,326.56 crore

Strong DII inflows, supported by modest FII buying, drove the day’s gains.

📊📑 Important Observations and Market Sentiments: Editor Special

  • Indian equities extended gains after the Fed’s 25 bps rate cut (to 4.75%-5.00%) and signals of further easing, boosting IT and Pharma on export and spending hopes. Elevated valuations and a firm dollar prompted profit booking, but private banks and mid/small caps sustained the positive trend.

  • Domestic factors (GST 2.0 rollout on September 22, potential RBI rate cut, monsoon benefits) and trade talk progress (amid a 50% US tariff) underpin optimism. Analysts expect Nifty to consolidate around 25,400–25,700, with support at 25,300—watch trade deal outcomes.

❓ DO YOU KNOW?

The Fed’s dovish stance today projects two additional 25 bps cuts in 2025, lowering the terminal rate to 4.25%-4.50% by year-end, fueling global equity rallies.

📰Stock News:

Key Stock Movements and News

  • Top Gainers: HDFC Life, Infosys, Eternal, Cipla, and Sun Pharma

  • Top Losers: Coal India, Bajaj Finance, Trent, Tata Motors, and UltraTech Cement

  • Indian Hotels rose after reports of Taj exiting New York’s Pierre hotel in a $2 billion deal with the Khashoggis and Dorchester Collection.

  • Apex Frozen and Avanti Feed surged 15.7% and 14.8%, respectively, after EU cleared 102 Indian fishery units for exports.

  • Infosys, LTIMindtree, and Wipro rose up to 3%, with the Nifty IT index up 1.5% for the third session.

  • Sigachi Industries gained 15% to ₹43.24, boosted by high volumes, a 10% dividend payout of ₹3.82 crore (record date today), and trade optimism.

  • Indian Life Insurers’ premiums rose 6.01% to ₹1,63,461.52 crore in August, supporting insurance momentum.

  • Redington Ltd jumped up to 19% ahead of iPhone 17 sales starting September 19, with pre-orders underway.

  • Poonawalla Fincorp rose 14% to a 52-week high after a ₹1,500 crore promoter fund infusion via 3.31 crore shares at ₹452.51.

  • CDSL shares rose 2% as Motilal Oswal gave NSDL a ‘neutral’ rating, citing fair valuation.

Markets Eye Fed Rate Cut & Trade Deal Boost as Bull Run Stretches Into New Week

Weekly Stock Markets Rundown: September 15-19, 2025

The week of September 15-19, 2025, starts strong after Nifty's 1.51% weekly gain to above 25,100 and Sensex at 81,904.70, fueled by Fed cut anticipation and trade deal buzz. The FOMC decision on September 17 and US jobs data (Sep 19) will be pivotal, alongside India's PMI final and CPI impacts. Nifty's bullish bias persists above 25,000, with support from DIIs despite FII selling. September 18-19 flagged as key dates for reversals; focus on infrastructure, metals, banking, and autos for potential upside amid global easing signals.

👀Stocks to Focus:

  • Infosys: IT momentum to monitor.

  • Apex Frozen: Export boost to watch.

  • Poonawalla Fincorp: Fund infusion impact to observe.

📝Summary:

Indian markets rose 0.37%, with Nifty at 25,423, lifted by a Fed rate cut and export hopes. IT and Pharma gained, while Energy lagged. DII buying drove sentiment—focus on trade talks next week!

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Disclaimer: The Stock Whisperers is a media platform providing educational and informational content related to the stock market. We do not offer investment advice, stock recommendations, or tips. Readers should consult a SEBI-registered advisor before making any investment decisions.