Research Report : Indian Financial Markets Outlook – 11th September 2025

Indian equities likely to keep upward journey on resumption of India US trade talk

In the morning, the GIFT Nifty was flat at 25,073, indicating a positive - muted open for the benchmark Nifty 50. US index futures traded with marginal gains, mirroring European contracts. The S&P 500 futures were up 0.13%, while Euro Stoxx 50 futures up 0.11%. The NSE Nifty 50 settled 104.5 points or 0.42% higher at 24,973.1 and the BSE Sensex closed 323.83 points or 0.4% up at 81,425.15. The Nifty rose as much as 0.67% during the day to 25,035.7, while the Sensex was up 0.67% to 81,643.88.

The producer price index decreased 0.1% in August from a month earlier and July’s figure was revised down. From the year before, it rose 2.6%. Economists pay close attention to PPI as some components are used to calculate the Fed’s preferred measure of inflation. President Donald Trump called for the Fed to make a “big” rate cut after the dataAsian equities were mixed Thursday after a rally on Wall Street drove stocks and bonds higher, as a drop in producer prices supported bets the Federal Reserve will resume cutting interest rates next week.

Fundamental Update

• Dr Reddy's Labs - The company will acquire Johnson & Johnson's Stugeron portfolio for $50.5 million or Rs 445 crore to foray into anti-vertigo segment. Positive

• Muthoot Capital - The company has successfully redeemed its commercial paper by making a payment of Rs 10 crore to the beneficiaries.Positive

• Optiemus Infracom -The company has approved a further investment of Rs 7.69 crore in its wholly-owned subsidiary, Optiemus Electronics.Positive

• Shipping Corp. Of India - The company has taken physical delivery of a secondhand very large gas carrier of 54,534 MT DWT capacity – "SHIVALIK” (47,058 GT). Positive

• NIFTY – Nifty maintained upward momentum with another 100 points gain to settle at 24,973 on Wednesday. Index likely to move towards 25,100 during the day. Today’s range 24,900 – 25,150.

• BANKNIFTY – Bank nifty geared up with fresh buying to settle above 17 day EMA to 54,536 on Wednesday. Index is likely to head towards 50 day EMA of 55,180. Today’s range – 54,350 – 55,050.

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