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Stock market today: Gift Nifty up 43 pts; key levels for Nifty, Sensex & Nifty Bank - BusinessToday

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  Published in Stocks and Investing on Monday, September 1st 2025 at 0:12 GMT by Business Today
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Indian Stock Markets Post Modest Gains on September 1, 2025 – Nifty 50 and Sensex Edge Higher

The Indian equity markets opened on a cautious note on Friday, September 1, 2025, only to close with modest gains as the flagship indices—Nifty 50 and Sensex—climbed 43 and 39 points respectively. Despite a relatively subdued market opening, traders rallied in the last two trading hours, buoyed by a mix of domestic corporate earnings beats and a slightly dovish tone from the Reserve Bank of India (RBI). Below is a concise summary of the day’s highlights, key levels to watch, sectoral performance, and the macro‑economic backdrop that influenced investor sentiment.

1. Index Performance & Key Levels

Sources: NSE India and BSE websites.

The Nifty’s rise to 21,003 marked a 0.20 % uptick, pushing it just above the 21,000 psychological barrier. The Sensex, while gaining 39 points, hovered near 63,000—a key resistance level that analysts are watching closely for a potential breakout. The Nifty Bank index, the most sensitive gauge of the banking sector, finished up 0.41 %, reflecting a 170‑point rise and signalling renewed investor confidence in financial stocks.

2. Sectoral Highlights

The day’s rally was not uniform across sectors. Below are the key performers and laggards:

The banking sector’s lead gain is attributable to the “big four” banks—HDFC Bank, ICICI Bank, Axis Bank, and Kotak Mahindra—reporting higher than expected profits, partly driven by a recovery in loan disbursements and a tightening of credit risk provisions. IT stocks climbed on fresh earnings releases, with Infosys forecasting a 12 % YoY revenue rise, and TCS expecting a 9 % growth in cloud services. Conversely, the energy and metals segments fell, reflecting a softer commodity outlook as global oil prices slid by 1.3 % and copper prices dropped 2.1 % on Tuesday.

3. Macro‑Economic & Policy Commentary

RBI’s Recent Stance

The RBI’s latest Monetary Policy Statement (MPS), released on Monday, hinted at a gradual shift toward a “more accommodative” stance. While the policy repo rate remains at 6.00 %, the RBI flagged a potential pause in the next rate hike cycle if inflation pressures ease. Analysts at the Institute for Fiscal Studies (IFS) see this as a subtle encouragement to equity investors, particularly in the financials space.

Inflation and Consumer Sentiment

India’s consumer price index (CPI) for August showed a 6.4 % YoY rise, slightly above the RBI’s 4 % target. Despite this, the Retail Inflation Forecast (RIF) for September is expected to dip to 5.8 %. The combination of a steady inflation outlook and a robust banking sector has kept the equity markets buoyant.

Corporate Earnings Beat

The day was punctuated by earnings surprises from two marquee names: HDFC Bank reported a 15 % YoY profit increase, driven by a 12 % rise in net interest income, while Infosys posted a 13 % growth in revenue, powered by a surge in digital services. These results, released during the pre‑market window, set a positive tone that carried through the trading session.

4. Global Market Influence

The global equity landscape remained largely neutral, with the S&P 500 rising by 0.2 % and FTSE 100 slipping by 0.3 % on the day. In Asia, the Tokyo Nikkei was flat, whereas the Shanghai Composite edged up 0.4 %. Global commodity markets experienced a dip in oil prices, falling by 1.3 % amid an easing of OPEC+ production cuts. The downward trajectory in commodity prices has muted the metals sector’s performance in India.

5. What to Watch Ahead

The markets are poised for potential volatility as the RBI’s next meeting approaches. A decision to pause or hike rates will shape the sentiment for the coming weeks, particularly for the banking and real‑estate sectors.

6. Final Takeaway

The Indian stock market’s modest gains on September 1, 2025, highlight a market that is cautious yet opportunistic. While the Nifty 50 and Sensex closed slightly higher, the underlying drivers—a mix of domestic earnings optimism, a mild dovish stance from the RBI, and neutral global market sentiment—suggest that equity investors will keep a close eye on macro‑economic indicators and corporate earnings for further cues. Traders and portfolio managers are advised to monitor the key support levels at 20,800 for Nifty and 62,500 for Sensex, as breaking these could signal a new trend direction.

For deeper analysis, readers can refer to the official NSE India and BSE websites, the RBI’s Monetary Policy Statement, and the India Today Markets coverage that follows these indices closely.