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EQUITY
Post Session: Quick Review
Sep-16-2025

Indian equity benchmarks witnessed significant gains on Tuesday, with both the Nifty and Sensex closing over half a percent gains, ahead of the outcome of US Federal Reserve’s monetary policy meeting. Indices made slightly positive start and extended their gains to end near day’s high points, amid hopeful developments in India-US trade discussions. Indian and U.S. officials have reportedly restarted trade talks, aiming to resolve tariff dispute and revive stalled deal.

Some of the important factors in trade:

India’s exports rise 6.7% to $35.1 billion in August: Traders were optimistic as the government data showed that India's exports rose 6.7% to $35.1 billion in August annually, while imports declined 10.12% to $61.59 billion.

Unemployment in India declines for second month to 5.1% in August: Some support came as the government data showed that the India’s unemployment rate for persons aged 15 years and above declined for the second month in a row in August, to 5.1%. The unemployment rate was 5.2% in July and 5.6% in both May and June.

Banks' credit growth to inch up to 12% in FY26: Traders took a note of Domestic credit rating agency Crisil in its latest report has said that banks' credit growth will accelerate in the second half of the fiscal year (H2FY26) and inch up to 12 per cent in FY26.

Global front: European markets were trading in red ahead of the start of a two-day policy meeting of the Federal Reserve later in the day, with traders eyeing a widely expected 25 bps rate cut. Asian markets ended mostly in green as trader got some support with President Donald Trump’s statement that the U.S.-China trade negotiations in Spain were progressing well.

The BSE Sensex ended at 82380.69, up by 594.95 points or 0.73% after trading in a range of 81779.94 and 82443.48. There were 28 stocks advancing against 2 stocks declining on the index. (Provisional)

The broader indices ended in green; the BSE Mid cap index was up by 0.62%, while Small cap index up by 0.66%. (Provisional)

The top gaining sectoral indices on the BSE were Telecom up by 1.50%, Auto up by 1.43%, Industrials up by 1.05%, TECK up by 1.05% and Realty up by 1.02%, while FMCG down by 0.10% was the only losing index on BSE. (Provisional)

The top gainers on the Sensex were Kotak Mahindra Bank up by 2.64%, Larsen & Toubro up by 2.26%, Mahindra & Mahindra up by 2.22%, Maruti Suzuki up by 1.99% and Bharti Airtel up by 1.88%. On the flip side, Asian Paints down by 0.78% and Bajaj Finance down by 0.44% were the few losers. (Provisional)

Meanwhile, a NITI Aayog in its report titled 'AI for Viksit Bharat: The Opportunity for Accelerated Economic Growth' has said that accelerated adoption of Artificial Intelligence (AI) across industries can contribute $500-600 billion to India's GDP by 2035 on the back of increased productivity and efficiency in the workforce. The report further said over the next decade, the adoption of AI across sectors is expected to add $17–26 trillion to the global economy. It said ‘India's combination of a large STEM workforce, expanding R&D ecosystem, and growing digital and technology capabilities position the country to participate in this transformation, with the potential to capture 10-15 per cent of global AI value’.

According to the Aayog, projections show that while AI will create many new roles, it will also displace many existing jobs, particularly in clerical, routine, and low-skill segments. It said the analysis shows that financial services and manufacturing can be most impacted and might have up to 20-25 per cent of their sectoral GDP attributed to AI by 2035. AI-led productivity and efficiency improvement could unlock $50-55 billion in financial services, over and above the current estimated growth for the sector by 2035. The report said ‘AI could power automated compliance, fraud detection, and risk management through advanced anomaly detection techniques and privacy-preserving analytics such as secure multi-party computation and federated learning’. 

According to the report, AI-enabled systems can reshape credit decisioning, collections, and portfolio management. By leveraging alternative data sources, banks can make more accurate, dynamic, and inclusive lending decisions It noted that potential AI opportunities for India presently include accelerating AI adoption across industries to improve productivity and efficiency, potentially bridging 30-35 per cent of the gap. It said these effects are expected to materialize across both domestic consumption and export markets. The report also observed that innovation in technology services, strengthening India's reputation as a technology services leader, contributing another 15-20 per cent to the step up could drive the development of higher-value solutions and new business models, enhancing India's competitiveness in the global market.

In manufacturing, the report said $85-100 billion could be driven by AI-led productivity and efficiency improvement over and above India's current growth by 2035. At its current growth rate of 5.7 per cent, India's GDP is projected to reach $6.6 trillion by 2035. However, it said under the aspirational 8 per cent growth trajectory outlined in the government's vision for the nation known as Viksit Bharat, India's GDP could increase to $8.3 trillion, representing an incremental $1.7 trillion compared with the current growth path.

The CNX Nifty ended at 25239.10, up by 169.90 points or 0.68% after trading in a range of 25070.45 and 25261.40. There were 41 stocks advancing against 9 stocks declining on the index. (Provisional)

The top gainers on Nifty were Kotak Mahindra Bank up by 2.58%, Larsen & Toubro up by 2.28%, Mahindra & Mahindra up by 2.20%, Maruti Suzuki up by 2.02% and Eicher Motors up by 1.86%. On the flip side, Tata Consumer Products down by 0.95%, Shriram Finance down by 0.89%, Asian Paints down by 0.87%, Nestle down by 0.68% and Bajaj Finance down by 0.65% were the top losers. (Provisional)

European markets were trading lower; Germany’s DAX lost 135.96 points or 0.57% to 23,612.90, UK’s FTSE 100 decreased 24.78 points or 0.27% to 9,252.25 and France’s CAC fell 12.83 points or 0.16% to 7,884.10.

Asian markets settled mostly higher on Tuesday tracking Wall Street's overnight gains with anticipation of the US Federal Reserve rate cut on Wednesday. Moreover, positive comments from US President Donald Trump regarding trade talks between top US and Chinese officials in Europe also supported sentiments. Reports suggesting that Washington has reached a framework deal with China on TikTok's US operations. Seoul stocks rose sharply to set a new record high for the fifth consecutive session, driven by a rally in chip shares on US rate cuts hopes and expectations for the South Korean government's policy road map aimed at fostering advanced industries. Meanwhile, Chinese and Hong Kong shares traded almost flat on uncertainty over the future of US-China relations.

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,861.87

1.37

0.04

Hang Seng

26,438.51

-8.05

-0.03

Jakarta Composite

7,957.70

20.58

0.26

KLSE Composite

--

--

--

Nikkei 225

44,902.27

134.15

0.30

Straits Times

4,337.74

-0.68

-0.02

KOSPI Composite

3,449.62

42.31

1.24

Taiwan Weighted

25,629.64

272.48

1.07
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