Sensex Soars Over 150 Points; Nifty Tops 25,000 in 8-Day Rally

September 12, 2025

Indian stock markets continued their bullish momentum on Friday, with the Nifty 50 crossing the 25,000 mark and the S&P BSE Sensex rising over 150 points. This marks an eight-day consecutive rally, driven by strong domestic buying and optimism from global cues.

At the opening, the Sensex jumped 196.70 points (0.24%) to 81,745.43, while the Nifty 50 gained 65.50 points (0.26%) to 25,071. The broader market also followed the positive trend, with midcap and smallcap indices showing notable gains.

Global Factors Boosting Market Sentiment

The rally in India mirrors global optimism. Encouraging U.S. jobs data eased concerns about persistent inflation, raising hopes that the Federal Reserve may reduce interest rates sooner than expected. Investors across the world welcomed these signals, boosting equities globally, and the Indian market followed suit.

Analysts noted that softer-than-expected U.S. employment numbers helped counterbalance a recent higher-than-expected inflation print. Combined with optimism around potential improvements in India-U.S. trade relations, these factors created positive investor sentiment, particularly in the IT and financial sectors.

IT Stocks Lead the Charge

Information Technology (IT) stocks were the top performers during the session. Infosys, TCS, Wipro, HCL Technologies, and Tech Mahindra led gains on the Sensex and Nifty.

• Infosys surged 2% following approval of its largest-ever share buyback of $2.04 billion (Rs 1,800 per share), a premium of nearly 19.2% over the previous close.
• TCS and Wipro recorded modest gains of 1% each, reflecting investor confidence in strong IT services demand.

The IT index gained nearly 1%, outperforming other sectoral indices as investors anticipated benefits from Fed rate cuts, which typically improve IT company margins through higher dollar earnings.

Sectoral and Stock Analysis

Beyond IT, other sectors showed significant momentum:

• Banking: Axis Bank, HDFC Bank, and ICICI Bank rose between 0.5% and 1.5%, supported by stable domestic credit growth and positive Q2 earnings forecasts.
• Automobiles: Tata Motors and Maruti Suzuki gained 1%–2%, boosted by strong passenger vehicle demand and production ramp-up.
• Metals: Tata Steel and JSW Steel witnessed buying interest on expectations of better domestic and international steel demand.

Market breadth was positive, with more than 1,800 stocks advancing on the BSE compared to 950 decliners. The market’s overall bullishness is also supported by FIIs (Foreign Institutional Investors) continuing to invest in Indian equities, reflecting sustained global confidence.

Technical Outlook

From a technical perspective, analysts see Nifty 25,000 as a key psychological level. Sustaining above this mark may trigger further upside. Short-term traders are likely to watch for support near 24,900 and resistance around 25,150–25,200.

Market experts emphasize the importance of global cues, particularly U.S. inflation data, Federal Reserve policy announcements, and geopolitical developments. Domestic factors, such as corporate earnings and policy measures, will continue to influence short-term market behavior.

Investor Sentiment and Market Outlook

Analysts suggest that the ongoing rally could extend if global markets remain positive and domestic economic indicators remain supportive. Factors likely to influence sentiment include:

• Corporate earnings reports: Q2 earnings from IT, banking, and consumer goods sectors.
• Infrastructure spending: Government spending on roads, energy, and urban development.
• Interest rate expectations: Market reaction to RBI policy review and global central bank moves.

Long-term investors are advised to focus on fundamentally strong companies with consistent earnings growth, particularly in sectors like IT, banking, consumer goods, and energy.

Key Takeaways for Traders

1. Sensex and Nifty continue upward trend – bullish momentum is likely to persist in the short term.
2. IT stocks outperform – strong earnings and Fed rate-cut expectations are positive triggers.
3. Global cues remain critical – U.S. jobs data and inflation reports will influence daily market swings.
4. Investor caution advised – watch support and resistance levels closely for entry and exit points.

The Indian stock market’s eight-day rally, with Sensex jumping over 150 points and Nifty crossing 25,000, reflects a combination of domestic optimism and favorable global cues. IT stocks, led by Infosys, continue to drive market gains amid rate-cut expectations by the Federal Reserve.

As global and domestic factors evolve, investors should remain alert yet optimistic, leveraging market opportunities while keeping a watchful eye on potential volatility. With sustained buying interest and strong fundamentals in key sectors, Indian equities are positioned for continued positive performance in the near term.