Thu Sep 18 05:15:00 UTC 2025: Here’s a news article summarizing the provided text, framed from an Indian perspective:

**Indian Markets Surge as US Rate Cut Spurs Global Optimism**

**Mumbai, September 18, 2025:** Indian stock markets opened sharply higher on Thursday, fueled by a positive global outlook following the U.S. Federal Reserve’s decision to cut its key interest rate by 25 basis points. The benchmark BSE Sensex jumped 447.5 points to reach 83,141.21 in early trade, while the NSE Nifty climbed 118.7 points to 25,448.95.

The rally was primarily driven by gains in IT stocks, with Infosys, HCL Tech, and Tech Mahindra leading the charge. HDFC Bank, Sun Pharma, and Tata Motors also saw significant gains. However, not all stocks benefited, as Bajaj Finance, Tata Steel, UltraTech Cement, and Kotak Mahindra Bank lagged behind.

Analysts predict the Fed’s signal of potentially two more rate cuts this year will further bolster investor sentiment. “Asian markets opened nearly 1% higher, while U.S. index futures rose over 0.5% in response,” noted a report from Motilal Oswal Financial Services Ltd.

VK Vijayakumar, Chief Investment Strategist at Geojit Investments Limited, attributed the ongoing market momentum to expectations of renewed earnings growth and positive developments in the ongoing India-U.S. trade negotiations.

Rajesh Palviya, SVP – Research, Axis Securities, highlighted the potential benefits for India. “The Fed’s actions could attract foreign capital, strengthening the rupee and benefiting stock indices like the BSE Sensex and NSE Nifty,” he stated.

However, foreign institutional investors (FIIs) continued to offload equities, with net sales of ₹1,124.54 crore on Wednesday.

Globally, oil prices remained relatively stable, with Brent crude dipping slightly to $67.86 a barrel. Asian markets largely reflected the positive sentiment, with South Korea’s Kospi, Japan’s Nikkei 225, and Shanghai’s SSE Composite all trading in positive territory.

Despite the overall optimism, analysts advise caution and monitoring of FII activity. The Indian market remains sensitive to global cues and the flow of foreign investment.

Read More