Stock markets rally in early commerce amid U.S. commerce discuss optimism

Benchmark fairness indices Sensex and Nifty rallied in preliminary commerce on Wednesday (September 17, 2025) following constructive day-long discussions with the visiting U.S. staff on a bilateral commerce take care of each side agreeing to push for an early and mutually useful conclusion of the settlement.

The 30-share BSE Sensex rallied 262.74 factors to 82,643.43 in early commerce. The 50-share NSE Nifty climbed 85.25 factors to 25,324.35.

From the Sensex corporations, Bharat Electronics, ExtremelyTech Cement, Trent, Larsen&Toubro, Tata Consultancy Services, HCL Tech, Infosys and Tech Mahindra had been among the many main gainers.

However, Adani Ports, Mahindra & Mahindra, Tata Steel and Eternal had been among the many laggards.

“The ongoing rally in the market is being driven by a combination of positive sentiments and fundamentals. The market expects the renewed India-U.S. trade talks to result in an agreement, culminating in the withdrawal of the 25% penal tariffs imposed on India. If expectations translate into reality, that would be a huge sentiment positive,” V.Ok. Vijayakumar, Chief Investment Strategist, Geojit Investments Limited, mentioned.

Fundamentally, the GST reform is predicted to set off a powerful demand spurt led by vehicles, he added.

The day-long discussions with the visiting U.S. staff on a bilateral commerce deal had been constructive, and each side agreed to push for an early and mutually useful conclusion of the settlement, the Commerce Ministry mentioned on Tuesday (September 16).

“It was decided to intensify efforts to achieve early conclusion of a mutually beneficial trade agreement,” the Ministry mentioned in an announcement after a day-long assembly with the U.S. officers.

In Asian markets, Japan’s Nikkei 225 index, Shanghai’s SSE Composite index and Hong Kong’s Hang Seng traded in constructive territory whereas South Korea’s Kospi quoted decrease.

U.S. markets ended decrease on Tuesday (September 16).

“The Fed is expected to cut rates by 25 bps tonight. More than the rate action the Fed commentary on the evolving economic outlook and the trajectory of future rate action will be closely watched by the market,” Mr. Vijayakumar mentioned.

Global oil benchmark Brent crude dipped 0.16% to $68.36 a barrel.

Foreign institutional traders (FIIs) turned consumers on Tuesday. They purchased equities value ₹308.32 crore, in keeping with change information.

On Tuesday, the Sensex jumped 594.95 factors or 0.73% to settle at 82,380.69. The Nifty climbed 169.90 factors or 0.68% to 25,239.10.