Weekly Update- 12 September 2025

NIFTY50

The index ended the week with a healthy 1.51% gain, settling at 25,114. After beginning on a flat note, the market gradually picked up momentum through the week, supported by steady buying interest and strong broader market participation. This steady performance highlights underlying strength in sentiment and points towards continued resilience despite intermittent volatility. Going ahead, key support is placed near 24,900, while resistance lies around 25,300. As long as the index holds above the support zone, the overall view remains buy on dips, with any consolidation likely offering accumulation opportunities for the next leg of upside.

BANKNIFTY

The index ended the week with a 1.28% gain, settling at 54,809. It began on a flat note on Monday but gradually moved higher through the week, delivering a steady close despite signs of relative underperformance compared to broader benchmarks. The overall structure reflects consolidation with a positive bias, supported by buying interest at lower levels. Key support is seen near 54,300, while resistance is placed around 55,150. As long as the index sustains above support, the outlook remains buy on dips, with consolidation phases expected to provide healthy entry opportunities for the next leg of momentum.

Best Performing Sector of the week

The Nifty IND DEFENCE was worst performing sector of this week

Major gainers include:-

MAZDOCK: up by 9.51%

BDL: up by 8.53%

HAL: up by 7.74%

BEL: up by 7.69%

Worst Performing Sector of the week

The Nifty Consumer Durables was worst performing sector of this week

Major losers include:-

Crompton: down by 4.01%

Bluestar: down by 3.02%

Voltas: down by 2.04%

Havells: down by 0.63%

Important News:-

• Indian benchmark indices closed higher, fueled by auto, bank, and pharma stocks, while investors await the Fed’s policy decision amid expectations of a rate cut. Corporate actions, including dividends and stock splits, are lined up, and several IPOs are set to hit the market. FII/DII activity, technical factors, rupee movement, and crude oil prices will also influence market direction.

• Despite Rs 10,782 crore worth of FII selling in September, Nifty has held firm for eight straight sessions. Analysts say improving macro signals, policy reforms, and potential Fed rate cuts could turn FIIs into buyers again and fuel fresh upside in equities.

• Indian markets ended the week strongly, driven by GST cuts, hopes of US tariff concessions, and earnings recovery. Ajay Bagga highlights global liquidity, Fed rate cut expectations, AI-led IT revival, and defence sector’s multi-decade growth potential despite valuation concerns.

• Gold prices have surged past $3,600 globally and ₹1,09,000 in India, driven by recession fears, U.S. policy uncertainty, geopolitical tensions, and shifting global power dynamics that reinforce gold’s role as the ultimate safe-haven asset.

• Trump called for NATO to collectively impose heavy tariffs on China to disrupt its economic control over Russia, linking this action to sanctions on Moscow. He noted China’s ties with Russia, stressing the need for unified efforts among NATO members.