September 18, 2025

Hold tight, stock lovers! The Indian markets are buzzing with excitement as the Sensex jumped 313 points to 82,693.71 and the Nifty climbed 91 points to 25,330.25. What’s lighting this fire? The US Federal Reserve just slashed interest rates by 25 basis points, showing it’s keen to help growth despite inflation worries. This move has set the stage for fresh foreign portfolio investor (FPI) money to flow back into Indian shares. Gift Nifty futures hinted at a lively start, trading 120 points above the previous close. Deepak Agarwal, CIO–Debt at Kotak Mutual Fund, says the Fed also plans more rate cuts next year. This, along with India's lower inflation, might just push the Reserve Bank of India (RBI) to drop rates in October. Exciting times, indeed! Though FPIs have sold shares worth ₹11,330 crore this month, their cautious hedging in futures shows they’re keeping an eye on the market. Meanwhile, domestic investors and strong retail SIPs (Systematic Investment Plans) are the sturdy pillars holding market sentiment high. Analysts suggest picking value-packed big companies for buying now. While gold and silver prices slipped, and crude oil saw a slight dip, the mood remains upbeat thanks to global cues. On the corporate side, SAIL stepped up, supplying 15,000 metric tonnes of steel for Mizoram's new railway project, a boost for infrastructure. Markets also watch keenly as the iValue Infosolutions IPO kicks off with a ₹560 crore offer, and companies like Gujarat Fluorochem, Pitti Engineering, and ONGC stay in the spotlight. Meanwhile, the US Fed Chair Powell emphasized the Fed’s data-driven approach, saying they won’t rush rate moves despite pressures. In a nutshell, Indian stocks have caught the growth wave from the US Fed’s rate cut and look forward to more good news, both from abroad and at home. Are you ready to ride this thrilling market rollercoaster?

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Tags: Sensex, Nifty, Fed rate cut, Indian stock market, Fpi inflows, Rbi rate cut,