🇮🇳 India Daybook ~ Stocks in News
Published: 2025-09-14 16:56 IST | Category: Markets | Author: Abhi
Positive Buzz
- The Indian stock market demonstrated robust performance, with the Nifty 50 regaining the psychological 25,000 level and closing at 25,114, marking an eight-day winning streak. The BSE Sensex also finished strong, nearing 82,000. Broader market indices, including Nifty Midcap100 and Smallcap100, also saw gains.
- Optimism surrounding potential interest rate cuts by the US Federal Reserve is boosting global and Indian market sentiments, with market experts anticipating a 25 basis point cut in the upcoming meeting.
- Infosys shares saw gains following the approval of its largest-ever buyback worth ₹18,000 crore.
- Defence stocks surged over 4%, driven by fresh order wins. The Nifty India Defence index also broke out above a downward sloping trendline, indicating bullish momentum. Other sectors like financial services, metals, pharma, IT, and auto were key drivers of the market's positive momentum.
- The Indian government's "Next-Gen GST Reforms," which include making essential goods like milk, bread, and pulses tax-free and simplifying the tax rate structure, are expected to boost domestic demand. This policy initiative has contributed to the Nifty 50 rising 2.81% this month.
- The low inflation data (CPI at 2.07%) has led to expectations that the Reserve Bank of India (RBI) might cut interest rates in its upcoming October Monetary Policy Committee (MPC) meeting.
- India's equity capital markets are poised for a record-setting year in Fiscal Year 2026, with 13 IPOs worth over ₹15,000 crore approved in early September 2025, and 84 more awaiting approval, reinforcing India's position as the world's second-biggest IPO market.
- The National Payments Corporation of India (NPCI) has increased the Unified Payments Interface (UPI) limit for Person-to-Merchant (P2M) transactions to ₹10 Lakh per day.
- Market experts have recommended specific stocks for buying on Monday, September 15, including Tata Motors, Reliance Industries Ltd, and Shriram Finance. Additional recommendations include Shriram Properties, Snowman Logistics, and MSP Steel & Power.
Neutral Developments
- The market outlook for the coming week suggests that the Nifty 50 faces a hurdle at 25,300, a decisive break above which could push the index towards 25,800. Analysts advise focusing on domestic cyclicals such as autos, metals, and consumer discretionary, balanced with defensive stocks like select FMCG and pharma.
- While Foreign Institutional Investors (FIIs) recorded significant outflows of Rs 11,169 crore in September up to the 12th, they were net buyers in two of the last five trading sessions, including Rs 129.58 crore on Friday, indicating a potential shift in trend.
- Several companies are scheduled to trade ex-dividend next week, including Glenmark Pharma, Dixon Technologies, Mazagon Dock Shipbuilders, SJVN, Indraprastha Gas, and NSDL.
- Ola Electric Mobility Ltd announced the appointment of Mr. Abhishek Jain as its Company Secretary & Compliance Officer.
- A company (details not fully specified in the snippet) approved raising funds up to Rs. 4,000 crores through the issuance of equity shares and/or other securities.
Negative News
- Despite recent positive FII activity, the cumulative FII outflows for September up to the 12th stood at Rs 11,169 crore, bringing the total outflows in 2025 to a substantial Rs 1,82,109 crore.
- Lingering trade tensions between India and the United States continue to be a concern. The US Ambassador-designate to India stated that getting India to cease Russian oil imports is a "top priority," suggesting ongoing friction despite efforts to restart trade ties. These tensions have reportedly led to the US imposing tariffs of up to 50% on Indian exports, contributing to a perception among some local investors that the Indian market is "locked in a box" with low returns.
- Birla Corporation Ltd is facing a court injunction that restrains the company from putting to vote a resolution on adopting a new set of Articles of Association at its upcoming Annual General Meeting (AGM), following a suit filed by five shareholders.
- Broader global trade tensions, including fresh tariff threats and oil sanctions discussed by the G7 nations in response to Russia's war in Ukraine, could also impact global and Indian market sentiment.
TAGS: Stocks in News, Stock Market, Buzzing Stocks, Nifty, Sensex
Tags: Stocks in News Stock Market Buzzing Stocks Nifty Sensex