Markets open on a cautious note and weakened further during Morning Trade, with the Nifty 50 falling 114.65 points or 0.46 per cent to 24,776.20 and the Sensex Declining 357.26 points or 0.44 per cent to 80,802.42. The indices extended their losing streak for the Sixth Consecurable Session AMID Sustained Foreign Institutional Investor Selling and Concerns over new us trade policies.
The Trump Administration’s Announcement of 100 per cent tariffs on branded pharmaceutical importants Effective October 1 Emerged as the Primaryn Weigning on Market Sent. “This move poses a direct risk to over $ 3.6 billion of annual Indian pharma expenses to the us, raising concerns for company with significant us expert,” Said Ponmudi R, CEOD PONMUDI R, CED PONMUDI R, ” The Pharma Sector Facted Immediate Pressure, with Sun Pharma Leading The Losers on Nifty 50, Declining 2.13 per cent to ₹ 1,592.80.
The tariff announcement came along with hikes in us h-1B visa fees, triggering heavy seling in it sector stocks. Wipro Fell 1.66 per cent to ₹ 237.99, while Infosys Dropped 1.65 per cent to ₹ 1,460.30. “Trump is now moving from Country-Specific Tarifs to Product-Specific Tarifs,” Noted Dr. VK Vijayakumar, Chief Investment Strategist at Geojit Investments Limited. He added that “Higher tariffs on trucks, upholsred furniture indicates that the trump Administration’s Weaponisation of Weaponisation of Tarifs May Continue Till Us Infection Spikes.”
Foreign Institutional Investors Extended Their Selling Streak for the Fourth Consecurable Session, Offloading Equites Worth ₹ 4,995 Crore on September 25. For September Overall, FISIWNWNDRAWN ₹ 24,454 Crore, Thought Domestic Institutional Investors Provided Support with Net Purchasses of ₹ 5,103 Crore. “Diis has stepped in with Nearly ₹ 50,000 Crore of Inflows – Menderscoring Resilient Domestic Conviction even as Global Uncertaintiies Mount,” Ponmudi r observed.
The Rupee’s Weakness to Record Lows Near ₹ 88.7 Against The Dollar and Rising Volatily, with India Vix Up 3.5 per cent, Added to Investor Concerns. “Sentiments at Dalal Street Remain Fragile, Pressured by Big Negatives: Trump’s Steep Tarifs and H-1B Visa Fee Hike, Powell’s Stagflation Fears, and the Rupee’s Taple,” SAID PRASHANTH PRASHNTH PRASHANTE, ” Senior VP (Research) At Mehta Equites Ltd.
Auto stocks emerged as the day’s bright spot, with Larsen & Toubro Leading Nifty Gainers, Rising 1.69 per cent to ₹ 3,706.00. Tata Motors Gained 1.68 per cent to ₹ 675.45, While Hero Motocorp Advanced 1.21 per cent to ₹ 5,419.50. Maruti Suzuki Climbed 0.92 per cent to ₹ 16,418.00, and eicher motors rose 0.81 per cent to ₹ 7,042.50.
From a technical percective, the nifty has worked the crucial 25,000 psychological level and is now trading within a descending channel. “A Breach Below 24,750 on the Nifty Could Accelerate the Decline Toward The 24,600–24,500 zone,” Warned Ponmudi R. Hariprasad K, Sebi-RegisterRch Analyst at Livelong WeEle RSI (14) at 46.20 and trending below its moving average, the index reflects a neutral-to-bearish bias. “
Bank nifty also decided Selling Pressure, Trading Below The 55,000 Level With Immediate Support at 54,900. “A Sustained Breakdown Below This Level May Trigger Further Selling, With Potential Downside Targets at 54,800 and 54,500,” Said Amruta Shinde, Technical Analyst at ChocE Equity Broking. Indusind Bank Declined 1.32 per cent to ₹ 730.95, reflecting the broader banking sector weakness.
Gold Remained Firm at $ 3,778, Supported by Safe-Hest Flows Ahead of Us Inflation Data and Rising Geopolitical Risks. Rahul Kalantri, VP Commodities at Mehta Equites, Noted that “Gold Retained Saf-Hen Demand After President Trump Announced New Tariffs Effective October 1.”
Market Participants are Closely Watching The RBI Policy Outom on October 1 and the Upcoming Q2 Earnings Season. “Investors Can UTILISE Dips to Sloly Accumulate High Quality Stocks, Particularly that that are driven by domestic consumption,” Advised Dr. Vijayakumar, suggesting a selective approach amid the current valati.
With broad-based sectorral weakness across auto, it, pharma, and consumer durables, and metals standing out as the Lone Pocket of Strength, Analysts Recommend Mainting a Caatiouse Stop-Losses as Volativity is expected to remain elevated.
Published on September 26, 2025