Quote on Weekly Market Outlook 12th September 2025 from Vinod Nair, Head of Research at Geojit Investments Limited
Below the Quote on Weekly Market Outlook 12th September 2025 from Vinod Nair, Head of Research at Geojit Investments Limited
"Indian markets ended the week on a strong footing, with the Nifty closing above the 25,000 level and broader indices outperforming the benchmark. The upturn was supported by optimism over the anticipation of stronger H2FY26 earnings, driven by GST rationalisation and the benefits of monetary easing, which also provide resilience to valuations. Sentiment was further lifted by reports that the EU may reject U.S. tariff proposals on India’s Russian oil imports.
Continued foreign outflows weighed on the rupee, while gold reached fresh highs on strong safe-haven demand amid global trade tensions. The market, however, found support in improving prospects for India–US trade negotiations, suggesting tariff-related risks may prove short-lived. Although global bond yields have risen to new peaks, investors currently do not view them as a major threat.
The IT index exhibited its rally, driven by renewed hopes of a Fed rate cut, Infosys’ buyback announcement, and optimism over a revival in technology spending. Consumer-centric sectors, particularly Auto, displayed steady resilience, supported by expectations of GST-driven demand recovery and festive season tailwinds. Domestic CPI inflation registered a slight uptick; however, ongoing tax reforms are expected to help ease pressures in the period ahead."
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