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Benchmarks likely to make gap-up opening amid US-India trade talks
Sep-18-2025

Indian equity markets are likely to make gap-up opening on Thursday, amid mixed cues from global markets. Market participants are likely to take some support after the U.S. Federal Reserve’s decision to cut its benchmark interest rate by 25 basis points. Additionally, optimism over ongoing US-India trade negotiations may further boost sentiments.

Some of the key factors to be watched:

India-US relations positive, every situation will be addressed satisfactorily: Union Commerce Minister Piyush Goyal said relations between India and the US remain positive as leaders of both countries are friends, and asserted that every situation will be addressed satisfactorily.

GST reforms to inject Rs 2 lakh crore into economy: Union Finance Minister Nirmala Sitharaman said that the next generation GST reforms will infuse Rs 2 lakh crore into the economy, leaving people with more cash in hand that otherwise would have gone as taxes.

India, UAE to discuss trade, investment, bank matters: The commerce and industry ministry said that India and the UAE will review progress of bilateral trade pact, double taxation treaty and central Bank matters during the two-day visit (September 18 to 19) of Commerce and Industry Minister Piyush Goyal to the gulf country.

India's exports likely to grow 6 per cent this year: Union Commerce Minister Piyush Goyal has expressed confidence that India's exports would grow by around 6 per cent this year compared to the corresponding period in 2024.

Sebi for allowing banks, insurers, pension funds to invest in non-agri commodity derivatives: Sebi’s chairman Tuhin Kanta Pandey said that Sebi will engage with the government to allow banks, insurance companies and pension funds to invest in non-agriculture commodity derivative markets. He also said the capital markets regulator is also looking at a proposal to allow foreign portfolio investors to trade in non-cash settled, non-agricultural commodity derivative contracts.

On the global front: The US markets ended mostly in red on Wednesday, owed to late trade volatility following the Federal Reserve's widely expected announcement of its decision to lower interest rates by a quarter point. Asian markets are trading in green on Thursday ahead of Bank of Japan’s two-day policy meeting, where street expects rates to be kept steady.

Back home, Indian equity benchmarks rose for the second straight day on Wednesday on buying in PSU, Capital Goods and Banking shares by investors enthused by positive day-long discussions with the visiting US team on a bilateral trade deal. Growing expectations of a rate cut by the US Federal Reserve also helped stock markets to end higher. Finally, the BSE Sensex rose 313.02 points or 0.38% to 82,693.71 and the CNX Nifty was up by 91.15 points or 0.36% to 25,330.25.      

Some of the important factors in trade:

India set to attract investments worth Rs 80 lakh crore in coming years: Union Minister for Ports, Shipping and Waterways, Sarbananda Sonowal has said that India is set to attract investments worth Rs 80 lakh crore, generate over 1.5 crore jobs, and accelerate green shipping practices in the coming years.

Govt plans Rs 5000 crore scheme to promote decarbonisation in steel industry: Steel Secretary Sandeep Poundrik said the government is working on a Rs 5,000 crore scheme to promote adoption of clean steel-making technologies, thereby reducing carbon emissions.

India's exports to US falling due to high tariffs: Global Trade Research Initiative (GTRI) said India's exports to the US are falling as high tariffs imposed by the Trump administration have started eroding the price competitiveness of domestic goods in Washington.

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