Market Analysis : September 12,2025

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1️⃣ FIIs Activity
FIIs sold ₹3,400+ cr worth of equities in cash yesterday, but in F&O they trimmed their net index short positions — indicating some reduction in bearish bets.

2️⃣ Global Cues 🌍
ECB kept rates unchanged, while US inflation came in line with expectations. This strengthened hopes of a Fed rate cut, which has lifted global market sentiment.

3️⃣ India Market Outlook 🇮🇳
With supportive global momentum, Indian equities are expected to trade positively today. Overall sentiment remains constructive and is likely to continue.

4️⃣ Stock in Focus – Infosys 💻
Infosys announced a massive ₹18,000 cr buyback program, which is expected to boost IT stocks and provide additional support to the broader market.

5️⃣ Our View 🎯
Stay positive on the market with a bullish bias, but maintain tight stop-losses to manage risk in case of volatility.