Indian equity markets will look for a stable start today morning September 2, 2025, with GIFT Nifty indicators suggesting modest gains following Monday’s recovery. Analysts forecast a range-bound day driven by major stock-specific triggers, continuous corporate developments, and overseas directions.
Market Performance and Sentiment
Both NSE Nifty 50 and BSE Sensex finished Monday’s session in the green, ending a three-day losing streak. Nifty 50 closed at 24,625.05, up 0.81%, whereas Sensex was up at 80,364.49, gaining 0.7%. Robust domestic institutional buying countered continued FPI outflows, with DIIs being net buyers for a fifth consecutive session. FPIs, however, offloaded shares worth ₹1,703.73 crore due to Indo-US trade uncertainty and a weak rupee ending at a record low of 88.20 per dollar.
GIFT Nifty: Pre-market Pointer
GIFT Nifty is closely monitored as a pre-market pointer for the direction of how Indian markets are likely to open. On Friday, GIFT Nifty futures were trading between 24,700–24,800, 0.65% higher, indicating positive bias and strength for Nifty 50 to open firm. A strong GIFT Nifty performance generally indicates positive sentiment, particularly when coupled with institutional support.
Stocks to Watch
- Hero MotoCorp: Posted solid August sales, total units rose 8%, exports jumped 72%, boosting an optimistic view for the auto industry.
- Bharat Electronics Ltd (BEL): Placed likely in the spotlight following order wins and spotlighting in broker recommendations on account of its consistent earnings growth.
- NMDC: Posted a close to 10% rise in iron ore production, which should further support metals and mining shares.
- Maruti Suzuki: Production dropped by 6.3%, which deserves consideration for potential short-term pressure even though it is in an industry-leading position.
- Eicher Motors and BHEL: Humming on account of recent operating news and new deals, placing them among stocks to watch for volatility and upside.
Dividend Stocks
A number of stocks go ex-dividend, making Gujarat Narmada Valley Fertilizers, Ratnamani Metals, and Deepak Fertilisers trading their ex-dates today.
Sector Trends
- Power and Auto industries remain in positive tone, driven by sales data and order flows.
- Smallcap and Midcap indices also registered gains, with the BSE MidCap gaining 1.6% and SmallCap gaining 1.5%, indicating wide-based market participation.
- Stocks under the Long Term ASM Framework as well as those experiencing price band changes, such as Shree Rama Multi-Tech, could see higher volatility today.
Expert Outlook
Market analysts predict a range-bound day with stock-specific action likely to take precedence over indices. Though the strength of GIFT Nifty suggests a stable or firmer open, prudence is indicated due to FPI selling, weakness in rupee, and foreign uncertainties. Short-term opportunities can be on auto, banks, and metals, traders believe.
Indian markets today are set for selective gains, with focus on auto, banking, and dividend moves; GIFT Nifty indicates a strong opening, but volatility may emerge due to FPI flows and global indications.
