Daily Finance Pulse India - 04 September 2025
On 03 Sep 2025, the Indian stock market closed higher with the Sensex up 410 points at 80,567.71 and Nifty 50 at 24,715.05, led by metal and pharma sectors amid the ongoing GST Council meeting. The rupee strengthened to 88.07 against the US dollar. Oil prices dipped amid OPEC+ supply talks. The overall market tone is bullish. Stock market ahead for India: open on 04 Sep 2025 as usual.
1/10
**Gain: GST Council Meeting, Market Rises on Tax Reform Hopes**
On 03 Sep 2025, India's GST Council began a two-day meeting focused on next-gen GST reforms including lowering tax rates on mass consumption items and easing MSME compliance, lifting market sentiment.
Impact: Positive reforms expected to ease business costs and boost consumption, supporting market uptrend.
2/10
**Rise: Metal Stocks Surge, Tata Steel Leads Gains**
On 03 Sep 2025, metal stocks led gains with Tata Steel, Hindalco, and JSW Steel rallying over 3%, driving the Nifty Metal index to its best intraday gain since May 2025.
Impact: Strong metal sector performance signals industrial activity recovery and investor confidence.
3/10
**Strengthen: Rupee Appreciates Against US Dollar**
On 03 Sep 2025, the Indian rupee closed 9 paise stronger at 88.07 versus the US dollar, improving from the previous day's 88.16.
Impact: A stronger rupee reduces import costs and inflationary pressure, benefiting businesses and consumers.
4/10
**Decline: Infosys and IT Sector Drag Market**
Infosys and other IT stocks underperformed on 03 Sep 2025, causing Nifty IT index to drop 0.74%, contrasting the broader market gains.
Impact: IT sector weakness signals caution amid global tech challenges impacting investor sentiment.
5/10
**Dip: Brent Crude Oil Prices Fall Ahead of OPEC+ Meeting**
On 03 Sep 2025, Brent crude prices declined 1.55% to $68.07 per barrel as OPEC+ considers supply boost in an upcoming meeting on 07 Sep 2025.
Impact: Lower oil prices ease fuel costs for India but keep investors watchful of geopolitical risks.
6/10
**Rise: Indian Services Sector Hits 15-Year High**
India's services sector reached a 15-year high in August 2025, fueled by strong international demand and new order growth, reported on 03 Sep 2025.
Impact: Robust services growth underpins economic resilience and supports positive market outlook.
7/10
**Recommendation: Buy Amara Raja Energy, Jindal Stainless, Jubilant Pharmova**
On 03 Sep 2025, Anand Rathi’s Mehul Kothari recommended buying Amara Raja Energy, Jindal Stainless, and Jubilant Pharmova based on technical breakouts and support levels.
Impact: Investors seeking growth stocks can consider these picks for potential upside in the near term.
8/10
**Rise: Pharma Sector Gains Amid Market Rally**
Pharma stocks gained 1.10% on 03 Sep 2025, contributing to the broader market rally as investors favored defensive sectors.
Impact: Pharma’s steady performance offers portfolio diversification amid market volatility.
9/10
**Rise: PSU Banks See 1.03% Gains on Positive Sentiment**
Public sector banks rose 1.03% on 03 Sep 2025, supported by improving credit growth and government reforms.
Impact: Bank sector gains signal improving financial conditions and credit availability.
10/10
**Caution: US Sanctions on Iranian Oil Transport Network**
The US imposed sanctions on companies involved in transporting Iranian oil labeled as Iraqi crude, reported 03 Sep 2025, heightening geopolitical risks.
Impact: Geopolitical tensions may impact global oil markets and investor sentiment.