Markets Rise on Trade Optimism as Fed Rate Cut Looms

📰Daily Market Wrap-Up by Stock Whisperers- September 17, 2025

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thestock whisperers
September 17, 2025

September 17, 2025

📈 Market Overview:

Market Overview

Summary of the Day's Market Performance

  • The Sensex rose 313.02 points (+0.38%) to close at 82,693.71, ending on a positive note.

  • The Nifty gained 91.15 points (+0.36%) to 25,330.25, crossing 25,300.

  • Midcap index ended flat, while Smallcap index rose 0.5%, showing mixed broader market performance.

  • Auto, PSU Bank, IT, and Oil & Gas rose 0.5-2.6%, while FMCG, Consumer Durables, Telecom, and Metal ended lower.

💸 Market Transactions:

  • Foreign Institutional Investors (FII): Sold ₹1,124.54 crore

  • Domestic Institutional Investors (DII): Bought ₹2,293.53 crore

Robust DII inflows drove the gains, offsetting FII outflows post-Fed decision.

📊📑 Important Observations and Market Sentiments: Editor Special

  • Indian equities maintained momentum, lifted by revived India-US trade talks and a stable INR, amid a 25 bps Fed rate cut today. Global markets traded cautiously, but domestic risk-on mode persisted, supported by rate cut expectations, improving macros (monsoon, potential RBI cut), and geopolitical stability.

  • Auto and PSU Bank stocks outperformed ahead of festive demand and GST 2.0 (September 22), though trade uncertainties (50% US tariff) linger. Analysts expect Nifty to consolidate around 25,300–25,600, with support at 25,200—watch trade deal progress.

❓ DO YOU KNOW?

The Fed’s 25 bps rate cut today, lowering the range to 4.75%-5.00%, was accompanied by a dovish outlook, signaling two more cuts in 2025, boosting global equity sentiment.

📰Stock News:

Key Stock Movements and News

  • Top Gainers: Tata Consumer, SBI, BEL, Kotak Mahindra Bank, and Maruti Suzuki

  • Top Losers: HDFC Life, Tata Steel, Bajaj Finserv, Titan Company, and SBI Life Insurance

  • Bandhan Bank and Federal Bank sold Yes Bank shares worth ₹688 crore to SMBC at ₹21.50 each in post-market filings.

  • SBI gained 3% to ₹843 after completing a 13.18% Yes Bank stake sale for ₹8,889 crore to SMBC.

  • Aditya Birla Fashion rose 3.5% as Morgan Stanley turned ‘overweight’ on its ‘OWND!’ brand rebranding.

  • Belrise Industries, Prestige Estates, and Ashok Leyland rose up to 6%, with Investec initiating a ‘buy’ on Belrise at ₹185.

  • Mangalam Worldwide Limited received NSE approval to migrate from SME to Main Board, effective September 18, boosting visibility.

  • Suryoday SFB rose 5% as Paytm launched a UPI-based credit line product with the lender.

  • Coal India and HCL announced ₹1 crore accident insurance and increased ex gratia for mine fatalities, enhancing welfare sentiment.

  • Shringar House of Mangalsutra is listed with a 14% premium, aligning with grey market expectations of over 12%.

  • Urban Company shares settled 64% higher on listing, with a market cap of ₹24,267 crore, exceeding the 52% grey market forecast.

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:

  • SBI: Yes Bank stake sale impact to monitor.

  • Urban Company: Listing momentum to watch.

  • Mangalam Worldwide: Main Board transition to observe.

📝Summary:

Indian markets rose 0.36%, with Nifty at 25,330, boosted by a Fed rate cut and trade talk optimism. Auto and IT gained, while FMCG lagged. DII buying offsets FII outflows—focus on trade deal details next week!

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