Latest after the Bell @ 4:00 PM – Friday, September 5th 2025

Nifty wavers, ends near the flat line as focus shifts towards US NFP. India VIX 10.79.

NIFTY (+7, 24741)
Sensex (-7, 80711)
Bank Nifty (+39, 54115)

1) All bullish eyes turn towards August US Jobs Report which is likely to play crucial role ahead of Federal Reserve’s rate cut outcome on September 17th.

Hopefully, the Friday’s US employment data to trickle in at 12:30 GMT (6:00PM IST) seals the deal for a rate cut.

Nonfarm Payrolls are set to rise by 75K in August, a tad higher than July’s 73K increase.

As of writing, the CME Group’s FedWatch tool indicates a 90% chance of such a move.

# Honestly speaking, Nifty ending lower after a strong positive start indicates that the hype over big GST cut is fizzling out.

Our call of the day which suggests the ‘Next-Gen GST Reforms’ should strengthen the case for a consumption-led recovery, with auto and consumption expected to benefit the most.

But having said that, the broader and macro-outlook still is vulnerable to global macro uncertainties – especially on Trump's US tariff of 50% on India and most importantly, the persistent FII’s outflows.

We will continue to spy with one big eye to watch out what positive trigger it will take for Dalal Street to climb the biggest ‘Wall of Worry’ of 50% Trump’s tariff which came into effect on August 27th?

# Long Story Short: Nifty risk-on theme are likely to prevail, that said confirmation of strength only above Nifty 25155 mark.

# Adv-Dec 27—23
# INDIA VIX 10.78 (-0.65%)
# NIFTY PCR (09th SEP) 0.77
₹ NIFTY PCR (30th SEP) 1.09
# USD/INR Futures (Sep) (+0.13%, 88.33)

# SECTOR GAINERS:
NIFTY AUTO (+1.25%)
NIFTY METAL (+0.68%)
NIFTY MEDIA (+0.59%)

# SECTORS LOSERS
NIFTY IT (-1.44%)
NIFTY FMCG (-1.42%)
NIFTY REALTY (-1.16%)

# TODAY’S MARKET RE-CAP:

1) Nifty (+0.55%) ended on a flat note as the benchmark gave away its intraday hard-fought gains. Nifty is now above its 21 DMA (24701) but still below its 50 DMA (24963) and 100 DMA (24793) and most importantly, well below the psychological 25000 mark.

2) Bank Nifty (++0.07%) too ends on an uninspiring note and most importantly, was seen mirroring Nifty’s rangebound action. Bank Nifty’s new all-time-high continues to be at 57628.40 mark

3) The market breadth (27:23) was in favor of the bulls.

4) The Nifty Mid-cap (+0.42%) and Nifty Small-cap (+0.31%) indices were seen outperforming benchmark Nifty’s inspiring session.

5) Amongst sectoral indices ending in green were NIFTY AUTO (+1.32%)) Nifty METAL (+0.77%) and Nifty MEDIA (+0.7%), while sectors ending in red were Nifty FMCG (+1.41%), NIFTY IT (+1.36%) and NIFTY REALITY (-0.93%).

6) Technically speaking, Nifty’s major interweek/intermonth hurdles placed at 24155 mark and only above 24155, all eyes will be on June 30th high at 25670 mark.

Nifty’s immediate support seen at 24336 mark. Nifty’s major support placed at its 200 DMA at 24092 mark.

# Bottom-line: Nifty now needs some real major positive catalyst to move up and reclaim its psychological 25000 mark. Technically, confirmation of major strength only above 25155 mark.

# STOCKS IN SPOTLIGHT:

1) Netweb Technologies India Ltd continued to stage its spectacular run, ending the day 20%higher after the company bagged a Rs 1,734-crore order for the supply of server

2) The Nifty Metal index ended the week on a positive note, up 5.85% on weekly basis.

This week, the key outperformers were National Aluminium Company (+14%), VEDANTA (+6%) NMDC (+6.42%), Steel Authority of India (+9%), Hindalco Industries (+5.6%), Tata Steel (+8.62%), Hindustan Copper (up 0.27%), and Jindal Steel (+9.5%).

3) Yasho Industries (-1.86%) drifted down despite the company entered into a 15-year long-term supply agreement with a global multinational corporation for lubricant additives.

2) Spice Jet (-1.8%) was consolidating with slight negative bias ahead of its meeting of the board of directors of Spicejet is scheduled on 05/09/2025 to consider and approve the un-audited standalone and consolidated financial results of the company for first quarter ended June 30, 2025 and Issue of equity shares on a preferential basis to aircraft lessor(s) consequent upon conversion of their existing outstanding dues, including determination of the issue price, in accordance with applicable laws.

# BULLS OF THE DAY:
EICHERMOT (+2.41%)
M&M (+2.34%)
SHRIRAMFIN (+1.68%)
MARUTI (+1.64%)
DRREDDY (+1.33%)

# BEARS OF THE DAY:
ITC (-1.92%)
CIPLA (-1.69%)
HCLTECH (-1.61%)
TCS (-1.54%)
TECHM (-1.49%)

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