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Markets Stay Under Pressure as FII Outflows, Rupee Weakness, and IT Woes Weigh; Autos Shine on Festive Demand & GST Relief

📰Daily Market Wrap-Up by Stock Whisperers- September 23, 2025

Author

thestock whisperers
September 23, 2025

September 23, 2025

📈 Market Overview:

Market Overview

Summary of the Day's Market Performance

  • The Sensex fell 5.44 points (-0.01%) to close at 82,154.53, ending marginally lower after a midday recovery.

  • The Nifty dropped 16.15 points (-0.06%) to 25,186.20, reflecting cautious trading.

  • Midcap index fell 0.35% to 58,496, while Smallcap index rose 0.52% to 17,256, showing mixed broader market trends.

  • Auto gained 1.2%, Banking up 0.41% (Nifty Bank at 55,509.75), while FMCG fell 1.5%, IT down 0.8%, Energy mixed, Realty flat, and Power down 0.3%.

💸 Market Transactions:

  • Foreign Institutional Investors (FII): Sold ₹3,551.19 crore

  • Domestic Institutional Investors (DII): Bought ₹2,670.87 crore

DII inflows limited losses, though FII outflows pressured the market.

📊📑 Important Observations and Market Sentiments: Editor Special

  • Indian equities ended lower for the third session, with profit booking after a rally, driven by FII outflows, H-1B visa fee hikes (up to $100,000), and a record rupee low. Midday buying in Auto and Banking sectors cushioned losses, supported by GST 2.0 (effective yesterday) and festive demand.

  • U.S.-India trade talks and a weakening dollar offer hope for FII return, while domestic fundamentals (monsoon, lower rates) bolster sentiment. Analysts expect Nifty to consolidate around 25,000–25,300, with support at 24,900—watch AGR hearing and trade progress.

❓ DO YOU KNOW?

The H-1B visa fee hike, effective today, includes a new $100,000 cap for premium processing, impacting Indian IT giants like TCS and Infosys amid U.S. tariff tensions (50% on September 11).

📰Stock News:

Key Stock Movements and News

  • Top Gainers: Vodafone Idea (+4.41%), AU Small Finance (+3.49%), Ashok Leyland (+2.90%), Hindustan Petroleum (+2.87%), IndusInd Bank (+2.82%)

  • Top Losers: Adani Total Gas (-4.64%), Bharat Dynamics (-3.08%), Coforge (-2.54%), M&M Financial (-2.20%), Solar Industries (-2.18%)

  • Auto Stocks surged as Maruti, Hyundai, and Tata reported bumper bookings on Navratri Day 1, with GST cuts to 18% (no cess) boosting sub-4m cars.

  • Vodafone Idea rose up to 7% ahead of the Supreme Court’s AGR plea hearing on September 26, gaining 38% in three weeks.

  • Cochin Shipyard plans a ₹15,000 crore shipyard in Tamil Nadu with a Korean partner, including a ₹3,700 crore Block Fabrication Facility in Kochi.

  • SMBC acquired a 4.22% stake in Yes Bank, becoming its largest shareholder, with SBI holding over 10%.

  • KEC International surged 7% on a ₹3,243 crore order win for transmission projects.

Markets Ride Fed Cut Wave, All Eyes on India–US Trade Talks

Weekly Stock Markets Rundown: September 22-26, 2025

The week of September 22-26, 2025, builds on Nifty's surge above 25,100 and Sensex at 81,904.70, with Fed cut tailwinds and trade deal hopes driving optimism. Goyal's visit to the US (Sep 22) and the US PCE data (Sep 26) will be pivotal, alongside flash PMIs and earnings from Adani Green and HDFC Life. Nifty's bullish setup above 25,000 persists, supported by DIIs despite FII caution; September 24 eyed for momentum. Focus on renewables, consumer, insurance, and industrials amid easing inflation and global positivity.

👀Stocks to Focus:

  • Ashok Leyland: Auto demand to monitor.

  • Vodafone Idea: AGR outcome to watch.

  • Cochin Shipyard: Shipyard plans to observe.

📝Summary:

Indian markets fell 0.06%, with Nifty at 25,186, as FII outflows and visa hikes triggered caution. Auto and Banking gained, while FMCG lagged. DII buying limited losses—focus on AGR hearing and festive trends!

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