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Below the Quote on Daily Market Commentary for September 12th 2025 By Siddhartha Khemka - Head of Research, Wealth Management, Motilal Oswal Financial Services Ltd

Nifty extended its winning streak for the eighth straight session, gaining 102 points to close at 25,108 (+0.4%), in line with a global rally as hopes of a US Fed rate cut next week buoyed investor sentiment. The broader market maintained momentum with Nifty Midcap100 and Smallcap100 up 0.3% and 0.6%, respectively. Sectorally, financial services and metals advanced 1% each, while the IT index posted modest gains led by Infosys, which rose after approving its largest-ever buyback worth ?18,000 crore. Defence stocks surged, lifting the Nifty India Defence index over 4% on fresh order wins that spurred strong buying interest. Globally, a 25bps Fed rate cut is widely expected following weak US jobs data. Further, interest rate decisions from the Bank of England and Bank of Japan will also be closely tracked for their implications on global liquidity and risk sentiment. Overall, the near-term market outlook remains constructive, albeit with potential volatility around central bank events, while progress in India–US trade negotiations could provide an additional boost to investor confidence.

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