Daily Finance Pulse India - 19 September 2025
Indian markets surged on optimism after the US Fed’s rate cut; Sensex last closed at 83,013.96 (+320.25) and Nifty50 at 25,423.60 (+93.35) on September 18, 2025. Stock market ahead for India: open. Sentiment: bullish.
1/10
Fed Rate Cut: US Federal Reserve Eases Policy, Lifts Indian Equities
18 Sep 2025 · The US Federal Reserve cut its benchmark rate by 25 bps to 4–4.25%, signaling two more potential cuts in 2025. Indian indices rallied in response, with Sensex up 320 pts and Nifty50 up 93 pts, led by IT and pharma gains.
Impact: US Fed’s dovish stance boosts risk appetite and Indian markets.
2/10
Indices Rally: Sensex, Nifty50 End at Multi-Month Highs
18 Sep 2025 · Sensex closed at 83,013.96 (+0.39%), Nifty50 at 25,423.60 (+0.37%) after three days of gains, with global cues and GST reform optimism adding to momentum.
Impact: Indian benchmark indices sustain uptrend, signaling investor confidence.
3/10
Sector Moves: Pharma, IT Lead; Autos, Financials Lag
18 Sep 2025 · Sun Pharma (+1.75%), HDFC Life (+2.22%), and Infosys (+1.23%) led gains, while Coal India (-1.69%) and Bajaj Finance (-1.33%) declined as sector rotation continued.
Impact: Defensive sectors outperform amid global policy shifts.
4/10
Global Markets: Asian Indices Mixed, Europe Positive Post-Fed
18 Sep 2025 · Japan’s Nikkei and South Korea’s Kospi closed over 1% higher; Shanghai and Hong Kong indices fell >1%. European markets ended higher as investors digested Fed’s decision.
Impact: Global equity sentiment remains broadly constructive, aiding Indian flows.
5/10
Currency Watch: Rupee Strengthens Against Dollar
18 Sep 2025 · The Indian rupee appreciated against the US dollar as foreign inflows increased following the Fed’s rate cut and stable crude prices.
Impact: Stronger rupee reduces import costs, improving macro stability.
6/10
Commodity: Brent Crude Dips Below $68 Amid Supply Optimism
18 Sep 2025 · Brent crude slipped 0.56% to $67.57/barrel on signs of steady supply and cautious demand outlook.
Impact: Lower oil prices offer relief for India’s import bill and inflation.
7/10
Crypto: Bitcoin Holds Steady as Risk Assets Rebound
18 Sep 2025 · Bitcoin prices remained stable, tracking a recovery in global equities after the Fed’s rate cut, with sentiment improving across crypto markets.
Impact: Crypto market steadiness aligns with renewed risk-on appetite.
8/10
Stock Picks: Eicher Motors, JSW Infrastructure Among Top Analyst Calls
18 Sep 2025 · Analysts recommend Eicher Motors and JSW Infrastructure as top picks amid ongoing market rally and sectoral rotation.
Impact: Fresh stock recommendations highlight sector opportunities for investors.
9/10
Midcaps Outperform: Broader Market Gains Track Blue Chips
18 Sep 2025 · Nifty Midcap index advanced strongly, with select stocks outperforming on improved investor risk appetite.
Impact: Midcaps rally on increased participation and positive sentiment.
10/10
Policy Watch: GST Reforms and India-US Trade Progress Drive Optimism
18 Sep 2025 · GST reforms and renewed momentum in India-US trade talks bolstered market outlook and underpinned this week’s rally.
Impact: Structural reforms and trade progress support longer-term market sentiment.