Sensex Surges by 900 Points

Strong global cues, anticipation of lower US interest rates, and increased foreign investor purchasing all contributed to the Sensex's 900-point, broad-based surge. The Nifty likewise saw significant gains across major sectors.

Market Move in Numbers

• The BSE Sensex surged roughly 900 points intraday, a gain of about 1–1.1%, pushing the index to a new or near-record zone above 82,000–85,000 on different recent sessions.​

• The NSE Nifty rose around 250–270 points on the same days, reclaiming and then trading above key psychological levels such as 25,000 and 26,100.​

• Total market capitalisation of BSE-listed companies increased by several lakh crore rupees in a single session, reflecting a strong improvement in overall investor wealth.​

Key Reasons for the 900 Points Rally

• Global markets were positive, supported by softer US economic data that increased the probability of a US Federal Reserve rate cut in upcoming meetings, improving risk sentiment for emerging markets like India.​

• Expectations of easier global liquidity, along with a weaker US dollar and relatively stable crude oil prices, made Indian equities more attractive for foreign portfolio investors.​

• Domestic factors such as resilience in corporate earnings, optimism around future demand, and reduced intensity of foreign selling also contributed to the sharp upmove.

Sector and Stock Performance

• The rally was broad-based, with major sectoral indices such as metals, PSU banks, consumer durables, autos, financial services and IT all trading in the green and many of them gaining around 1.5–2% on the day.​

• Heavyweight banking and financial stocks, including HDFC Bank , ICICI Bank and other index heavyweights such as Reliance Industries , provided a large part of the index-level gains because of their high weight in Sensex and Nifty.​

• Mid-cap and small-cap indices also participated in the rally, indicating that buying was not limited to a few frontline names but spread across the broader market.​

What Changed in Sentiments

• After a few sessions of correction and profit booking, the sharp rebound showed that investors were willing to buy on dips, especially once clarity emerged on global rates and domestic growth prospects.​

• Commentary from global central bank officials and data pointing to slowing inflation strengthened the belief that interest rates may have peaked, which typically supports higher equity valuations.​

• Early signs of foreign inflows returning, combined with a steady rupee and hopes of continued domestic reforms, further boosted confidence and helped the Sensex log a near 900‑point surge.​