SGX Nifty September 2026 futures increased by 40.50 points, suggesting a favourable start for the Nifty 50. Sentiment is bolstered by a decrease in crude oil prices.
Institutional Flows:
On 25 August 2026, foreign portfolio investors acquired shares valued at Rs 1,593.53 crore, whereas domestic institutional investors recorded net purchases amounting to Rs 230.26 crore in the Indian equity market, as per provisional data. Foreign Portfolio Investors acquired shares valued at Rs 15,491.48 crore in August up to 25 August 2026. This follows net cash purchases of Rs 6,731.97 crore in July 2026, while they were net sellers of Rs 53,957.90 crore in June 2026.
Global Markets:
Asian stocks exhibited a mixed performance on Wednesday, as investors maintained a cautious stance in anticipation of Nvidia’s earnings report and crucial US inflation data. Declining crude oil prices and reduced US Treasury yields offered a degree of support to risk assets. Investors maintained their attention on Nvidia’s results, which are set to be released following the close of the US market on Wednesday. The earnings are anticipated to offer new insights into the robustness of the artificial intelligence investment cycle and the durability of high technology valuations. Falling crude oil prices and lower US Treasury yields have offered a degree of support to risk assets. Brent crude declined to the $86 per barrel threshold as Iran and Oman engaged in discussions regarding an interim framework to facilitate the resumption of shipping through the Strait of Hormuz.
Declining oil prices contributed to a reduction in the US 10-year Treasury yield, which now stands at approximately 4.63%. Sentiment was also influenced by lower-than-anticipated US consumer confidence. The Conference Board’s Consumer Confidence Index decreased to 89.4 in August, down from a revised 90.2 in July, representing its lowest point in seven months. The decline was primarily influenced by a significant drop in the expectations index, which indicates heightened apprehensions regarding business conditions and the labour market. Trade tensions between the United States and Canada have also escalated. Canada has declared specific counter-tariffs on US goods, aligning its tariff rates with those imposed by the US on the affected products. The measures, encompassing approximately $27.6 billion of US imports, will be implemented on 8 September and will feature tariffs of 15%, 25%, and 50%. Wall Street concluded the trading session on Tuesday with gains.
The Nasdaq Composite rose 0.66%, the S&P 500 gained 0.32%, and the Dow Jones Industrial Average advanced 0.30%. Technology and semiconductor stocks experienced a rebound in anticipation of Nvidia’s results, with Nvidia increasing by 2.19% and AMD rising by 4.91%. Investors are also anticipating the release of the US July Personal Consumption Expenditures price index, scheduled for later on Wednesday. The data is closely monitored by the Federal Reserve and may impact expectations regarding the interest-rate outlook. Meanwhile, Federal Reserve Chair Kevin Warsh is set to address the Jackson Hole Economic Policy Symposium on Friday, 28 August. His remarks will be closely monitored for indications regarding the Federal Reserve’s policy trajectory.
Domestic Market:
Domestic equity indices concluded the trading day on a positive note on Tuesday, following a session marked by volatility. The market rebounded from initial losses as investors capitalised on undervalued stocks. Easing crude oil prices also provided some relief to market sentiment amid ongoing geopolitical tensions. Investors evaluated the recent US sanctions imposed on Iran, simultaneously alleviating worries regarding a potential immediate disruption to oil supplies. The S&P BSE Sensex increased by 286.98 points, representing a 0.37% rise, reaching a level of 77,656.09. Concurrently, the Nifty 50 saw an advancement of 115.50 points, or 0.48%, bringing it to 24,334.55.
