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EQUITY
Post Session: Quick Review
Sep-18-2025

Indian equity benchmarks continued their winning momentum on Thursday, with both the Nifty and Sensex closing with significant gains, amid optimism over ongoing U.S.-India trade talks. Markets made a gap-opening, buoyed by gains in IT stocks after the U.S. Federal Reserve cut the benchmark lending rate by 25 basis points to a range of 4.00-4.25 percent and signaled two additional cuts in 2025. In last leg of trade, markets gave up most of their intraday gains, but managed to close higher.

Some of the important factors in trade:

India-US relations positive, every situation will be addressed satisfactorily: Some support came as Union Commerce Minister Piyush Goyal stated that relations between India and the US remain positive as leaders of both countries are friends, and asserted that every situation will be addressed satisfactorily.

India’s CAD likely to remain under control at 1% of GDP in FY26: Sentiments remained optimistic as the rating agency Crisil has indicated that the current account deficit (CAD) of India is likely to remain under control at 1% of gross domestic product (GDP) in the current financial year (FY26), despite of the challenges faced by the economy from higher tariffs and global geopolitical headwinds.

India's exports likely to grow 6 per cent this year: Traders took some support as Union Commerce Minister Piyush Goyal has expressed confidence that India's exports would grow by around 6 per cent this year compared to the corresponding period in 2024.

Global front: European markets were trading in green, amid Bank of England (BoE) is widely expected to hold its benchmark bank rate at 4.00 percent after a quarter-point reduction in August. Asian markets ended mostly in red after the US Fed delivered a widely expected quarter point interest rates cut to 4.0 percent, citing a shift in the balance of risks. 

The BSE Sensex ended at 83013.96, up by 320.25 points or 0.39% after trading in a range of 82704.92 and 83141.21. There were 21 stocks advancing against 9 stocks declining on the index. (Provisional)

The broader indices ended mixed; the BSE Mid cap index was up by 0.36%, while Small cap index down by 0.01%. (Provisional)

The gaining sectoral indices on the BSE were Healthcare up by 0.87%, IT up by 0.81%, TECK up by 0.57%, Bankex up by 0.36% and Metal up by 0.35%, while Capital Goods down by 0.33%, Energy down by 0.20%, Industrials down by 0.16%, PSU down by 0.10%, and Basic Materials down by 0.08% were the top losing indices on BSE. (Provisional)

The top gainers on the Sensex were Eternal up by 2.96%, Sun Pharma up by 1.77%, Infosys up by 1.13%, HDFC Bank up by 1.05% and HCL Technologies up by 0.84%. On the flip side, Tata Motors down by 1.13%, Trent down by 1.04%, Bajaj Finance down by 0.83%, Asian Paints down by 0.63% and Ultratech Cement down by 0.60% were the top losers. (Provisional)

Meanwhile, the Ratings firm ICRA in its latest report has said that high US tariffs are expected to affect close to 8 per cent of India's overall auto component production. It said Indian auto component exporters are at a relative disadvantage compared to most other Asian exporting nations, highlighting the importance of concluding an India-US bilateral trade agreement. It noted that auto component exports contribute nearly 30 per cent to the industry's revenues, with the US alone accounting for 27 per cent of this share. 

ICRA pointed out that the imposition of a 50 per cent tariff on Indian goods places Indian auto component exporters at a disadvantage compared to their Asian counterparts, as countries such as China, Japan, Vietnam, and Indonesia face lower tariffs of 15-30 per cent. Further, it said manufacturers in Mexico and Canada remain exempt under the United States-Mexico-Canada Agreement (USMCA), further intensifying competitive pressures on Indian exporters.

According to the report, exports of auto components from India to the US have been rising steadily, moving from $4.1 billion in FY2021 to $6 billion in FY2022, $6.5 billion in FY2023, $6.8 billion in FY2024, and are estimated to reach $7.3 billion in FY2025. It said geography-wise, exports comprise 29 per cent of the country's auto component industry, with domestic sales accounting for 56 per cent and replacement demand for 15 per cent. It added that within exports, Europe accounts for 30 per cent, the US 27 per cent, Asia 26 per cent, Latin America 3 per cent, and other regions 13 per cent.

The CNX Nifty ended at 25423.60, up by 93.35 points or 0.37% after trading in a range of 25329.75 and 25448.95. There were 34 stocks advancing against 15 stocks declining on the index, while one stock remained unchanged. (Provisional)

The top gainers on Nifty were Eternal up by 2.92%, HDFC Life Insurance up by 2.15%, Sun Pharma up by 1.75%, Infosys up by 1.20% and Cipla up by 1.19%. On the flip side, Coal India down by 1.65%, Tata Motors down by 1.11%, Bajaj Finance down by 1.09%, Trent down by 1.03% and Ultratech Cement down by 0.75% were the top losers. (Provisional)

European markets were trading higher; Germany’s DAX gained 287.12 points or 1.23% to 23,646.30, France’s CAC rose 86.72 points or 1.11% to 7,873.70 and UK’s FTSE 100 increased 14.08 points or 0.15% to 9,222.45.

Asian markets ended mostly lower on Thursday as the participants remained sidelines with the global economic slowdown fears. Technical correction in technological, manufacturing and export driven sector stocks saddled the local indices. Hawkish comments from Fed Chairman Jerome Powell dulled investor sentiments. Hang Seng tumbled in the session with the concerns about recession in China, regulatory uncertainties and capital outflows.

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,831.66

-44.68

-1.15

Hang Seng

26,544.85

-363.54

-1.35

Jakarta Composite

8,008.43

-16.75

-0.21

KLSE Composite

1,598.93

-12.77

-0.79

Nikkei 225

45,303.43

513.05

1.15

Straits Times

4,312.62

-11.16

-0.26

KOSPI Composite

3,461.30

47.90

1.40

Taiwan Weighted

25,769.36

331.11

1.30
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