Skip to content Welcome to the weekly stock market roundup for the week ending 12 September 2025.
Weekly Highlights
- BSE Sensex Weekly Performance: 81,904.70 (+1.48% WoW, -1.31% YoY)
- Nifty 50 Weekly Performance: 25,114.00 (+1.51% WoW, -1.06% YoY)
- Long-term trend: Both the Sensex and Nifty indices remain upward over the 10-year horizon
BSE Sensex Weekly Performance
As of Friday, 12 September 2025, the BSE Sensex closed at 81,904.70, marking a 1.48% gain compared to the previous Friday’s close of 80,710.76. However, on a year-on-year basis, the index was slightly down by 1.31%, compared to 82,988.78 recorded on 16 September 2024.
Despite the short-term dip, the Sensex index continues to reflect long-term resilience, with the last 10 years showing an upward trajectory.
Nifty 50 Performance
The Nifty 50 was up 1.51% WoW closing at 25,114.00 but down 1.06% YoY from last year’s 25,383.75 as of Monday, 16 September 2024. Over a 10-year period, the Nifty index share price has continued to build investor confidence, making it a reliable indicator for long-term wealth creation. For those tracking the Nifty 50 stock price, the consistency of the index demonstrates the robustness of the Indian stock market.
News for the Week
Indian equities logged a strong week, with the Sensex and Nifty up about 1.5% as IT-led gains, benign inflation at 2.07%, and supportive SEBI signals buoyed risk appetite. Momentum was underpinned by optimism around Fed rate cuts and improved India-US trade optics despite persistent FPI selling pressure.
Key Economic Data
India’s August CPI inflation printed at 2.07% year-over-year, up from 1.61% in July but comfortably within the RBI’s 2–6% target, easing immediate policy risk concerns. The uptick reflected firmer prints in categories like vegetables, meat and fish, oils and fats, and personal care, even as overall inflation remained benign by historical standards. The contained print helped sustain equity sentiment into week’s end alongside global rate-cut hopes.
SEBI and Regulatory Signals
The SEBI Board approved a package of reforms easing IPO norms for large issuers, relaxing minimum public shareholding timelines, enabling SWAGAT-FI single-window access for trusted foreign investors, and revamping the anchor investor framework to deepen institutional participation.
The regulator also indicated a consultation on curbing weekly F&O expiries to nudge markets toward longer tenures, with specifics to follow post-stakeholder discussions. Separately, SEBI extended the public comment deadline on the proposed Closing Auction Session to September 19 to refine the mechanism for fairer closing price discovery. Fresh circulars updated the angel funds framework, clarified co-investment within AIF structures, and standardized portfolio manager disclosures, alongside LODR amendments notified on September 8.
Flows and Liquidity
Foreign portfolio investors were net sellers in the first week of September, pulling an estimated ₹12,257 crore from equities on a stronger dollar and tariff worries, which tempered the upside for beta and small caps. According to news reports, overall FPI outflows for 2025 have reached $11.57 billion in equities, though this has been partially offset by $4.75 billion of buying in debt markets. The selling intensified after US tariff announcements. The FPIs sold a net $8.0 billion over the past eight weeks.
The broader context remains one of intermittent FPI risk-off through late summer even as domestic flows and sector rotations supported indices week-on-week. Near-term liquidity dynamics will hinge on global rates, tariff developments, and domestic policy signalling into the upcoming central bank calendar.
Corporate Highlights
Infosys announced a buyback of up to ₹18,000 crore at ₹1,800 per share, lifting sentiment across large-cap IT and contributing to the sector’s leadership in the weekly advance. The action supported a rotation back into export-oriented tech as global rate-cut expectations improved risk-adjusted earnings visibility for the space. Follow-through was visible in benchmark resilience through the latter half of the week despite selective profit-taking in consumer defensives.
Sector and Stock Moves
IT led weekly gains on buyback-led sentiment and macro tailwinds, while metals and autos benefited from cyclical momentum and domestic demand resilience. Financials aided the advance with Bajaj Finance and Axis Bank among notable contributors, offsetting weakness in FMCG and select discretionary names. Defence-linked counters maintained positive traction on order visibility, with BEL featuring among the day’s top gainers into Friday’s close.
Outlook
Near-term focus centres on global central bank decisions and guidance, where an anticipated Fed cut could ease global financial conditions and support risk assets in India. Domestically, the benign inflation trajectory, ongoing SEBI reforms, and the policy calendar should keep dips shallow, though FPI flow volatility and tariff risks may inject bouts of consolidation. Index leadership is likely to remain with IT, select financials, industrials, and metals while defensives may lag on relative earnings momentum and positioning.
