Photo Credit: Francis Mascarenhas/Reuters
Stock markets are likely to sustain the momentum on Thursday on positive global cues. The us Fed’s Rate Cut, Thought on Expected Lines, Analysts Expect Foreign Portfolio Investments to Revive for Indian Markets.
Gift nifty at 25,550 against nifty futures close of 25,423, Sign a Gain of at Least 120 Points at the open.
According to Deepak Agarwal, Cio-Debt, Kotak Mutual Fund, SAID: Fed Action Seems to be Prioritying Growth. FOMC Reduced Rates by 25 BPS and is guiding for 50 bps more rate cuts in cylindaries. Main Driver for the Fomc Guidance. Inflation due to GST Cuts Increases The Odd of RBI Rate Cut in October 2025, ”
According to Market Experts, The Us Fed Decision will likely slow the seling of fipis in Indian rights and may revive buying interest. Value-Atractive Large-Cap Stocks May See Buying Interest, They Added.
Ross Maxwell, Global Strategy Lead at VT Markets, Said: The US Fed Continues to face a delicate balance act following a 0.25% rate at its latest Meeting in September.
Whilst the rate cut was expected, it is of more note to what fed Chair Jerome Powell Said in the Press Conference afterwards, where he mentioned that policy decisions remain challenging, and the committee Members are still split on further rate cuts, with 10 out of 19 policy makers seeing two or more rates this year, ”said. Financial markets are likely to welcome the rate cut in the near term, as lower borrowing costs ease pressure on households and businesses. Equity Markets May See Short-Term Support, Thought Yields Bonds Bonds Bonds Volatile as Investors Weigh Growth Concerns Against Inflation Risks, He Added.
Cues from FPI & F & O
Meanwhile, analysts see smart hedging by foreign portfolio investors.
Fiis remain cautious, having offered ₹ 11,330.08 Croes in the Cash Market Month-to-Date, Said Ponmudi R, CEO-Enrik Money. However, their strategic additions in index futures (₹ 4,727.78 years) and options (₹ 6,739.97 Crores) Reflect Hedging Activity Rather Than OutRight Bearishness. Counterbalancing this, Diis has infused ₹ 32,892.91 years, supported by resilient retail sip flows and confidence in India’s long-term growth story. This Steady Domestic Support has anchored sentiment and offset external nervousness.
Open Interest Data Indicates Firm Resistance Around the 25,500–26,000 strike, where rising call Oi sugges sellers May assertt pressure. “At the same time, concentrated put oi at 25,150–25,000 highlights strong defensive positioning, reinforcing the support base. The balance of oi shifts sugges Participants Hedging while Staying Positioned for an Eventual Breakout, ”He added.
Meanwhile, Asia-Pacific stocks are mixed. Japan and Korean Stocks Show Strong Gains While Australian Stocks Are Down in the Early Deal on Thursday. Others in the region are hovering Around with Gains of 0.2-0.5 per cent.
Published on September 18, 2025