Market Outlook (1–5 Sept 2025): Key Levels, Global Cues, FII Flows
Weekly Preview
The week of 1–5 September 2025 will be crucial for Indian equities as traders return from a volatile August expiry. With Nifty ending the last week flat near 24,700, investors will look for direction from global markets, institutional flows, and macro triggers. IT and FMCG remain strong while banks and metals may weigh on indices. Volatility expected to remain high.
Global Market Cues
Wall Street remains firm near record highs on tech optimism. Europe pressured by energy and trade risks. Asian markets mixed. Commodities steady: crude ~$78, gold ~$1,985/oz, copper weak.
Nifty, Sensex & Bank Nifty Levels
| Index | Support | Resistance | Outlook |
|---|---|---|---|
| Nifty 50 | 24,400 / 24,250 | 24,900 / 25,000 | Range-bound with bullish bias |
| Sensex | 80,400 | 81,500 | Likely consolidation |
| Bank Nifty | 54,800 / 54,200 | 55,800 / 56,000 | Weakness may persist |
Sectoral Outlook
IT & FMCG
Infosys, TCS, HUL, and ITC may attract fresh buying. Weak rupee supports IT margins.
Banks & Financials
HDFC Bank, ICICI Bank may remain weak. PSU banks like SBI stable. Bank Nifty needs to hold 54,800.
Metals & Autos
Metals vulnerable on tariff fears; Tata Steel, Hindalco weak. Maruti may benefit from festive demand.
Pharma
Sun Pharma, Dr. Reddy’s can see accumulation as defensives remain in focus.
FII / DII Flows
FIIs sold ₹20,000 cr last week; trend may extend unless global risk appetite improves. DIIs expected to continue support with inflows.
Trading Strategy for Next Week
- Nifty: Buy dips near 24,500 with targets 24,850–25,000.
- Bank Nifty: Avoid aggressive longs unless above 55,800.
- Sectors: Prefer IT, FMCG, Pharma; avoid metals.
Key Takeaways
- Nifty support 24,400, resistance 25,000.
- Global cues & commodities to drive sentiment.
- IT, FMCG, Pharma remain strong.
- FIIs selling; DIIs absorbing.
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