SGX Nifty September 2026 futures increased by 12.50 points, suggesting a slightly optimistic opening for the Nifty 50.

India’s wholesale inflation increased to 9.92% year-on-year in August 2026, up from 9.78% in July, primarily influenced by rising prices in fuel, manufacturing, and food sectors. Headline inflation rose to 4.82% from 4.45%, driven by elevated energy costs and pressure on the rupee, yet it stayed within the RBI’s tolerance range of 2%-6%.

Institutional Flows:

On 11 September 2026, provisional data indicates that foreign portfolio investors divested shares amounting to Rs 930.90 crore, whereas domestic institutional investors engaged in net purchases totalling Rs 1,968.17 crore in the Indian equity market. Foreign Portfolio Investors divested shares amounting to Rs 14,474.82 crore in September up to 11 September 2026. This follows net cash purchases of Rs 17,366 crore in August 2026, while they were net buyers of Rs 6,731.97 crore in July 2026.

Global Markets:

Asian indices exhibited a subdued performance on Tuesday, 15 September 2026, following a decline on Wall Street the previous nite. Investors are currently grappling with concerns regarding the pace of artificial intelligence development, escalating oil prices, and increasing US Treasury yields. Market participants exhibited caution in anticipation of the Federal Reserve’s policy meeting scheduled for this week. AI-related technology stocks continued to face downward pressure following calls from prominent industry leaders for a more measured approach to AI development, citing concerns regarding the potential risks linked to the swift advancement of AI systems. Anthropic CEO Dario Amodei, OpenAI CEO Sam Altman, and other technology leaders have endorsed appeals for increased caution, resulting in a sell-off in AI-linked shares. The weakness was particularly pronounced in semiconductor stocks.

Markets exhibited volatility due to resurfaced apprehensions regarding energy supplies from the Middle East. Oil prices experienced an uptick following assaults on Saudi Arabian energy infrastructure, which led to disruptions in the kingdom’s East-West pipeline. Brent crude was approximately $106.96 per barrel on Tuesday. The elevated oil prices have sparked apprehensions that ongoing energy inflation may complicate monetary policy deliberations. US Treasury yields intensified the pressure. The 10-year Treasury yield briefly surpassed 5% on Monday, marking its first occurrence since 2023. Higher yields elevate borrowing costs and may exert pressure on equity valuations, especially for growth and technology stocks.

Investors are currently directing their attention toward the upcoming meeting of the Federal Reserve, set to take place this week. Markets are currently reflecting an approximate 90% likelihood of a 25-basis-point rate hike, marking the first increase since 2023. On Wall Street, the Dow Jones Industrial Average experienced a decline of 0.29%, closing at 52,421.17 on Monday. The S&P 500 experienced a decline of 0.48%, closing at 7,619.94, whereas the Nasdaq Composite saw a decrease of 0.56%, finishing at 26,186.41. The declines followed selling in chipmakers and other AI-linked stocks; however, gains in certain non-AI sectors mitigated the broader market losses.

Domestic Market:

Indian equity markets were closed on Monday, 14 September 2026, in observance of Ganesh Chaturthi. In the prior session on Friday, the Sensex experienced a decline of 120.83 points, equivalent to 0.16%, closing at 74,781.76. Meanwhile, the Nifty saw a decrease of 79.70 points, or 0.34%, finishing at 23,398.10. Increasing crude oil prices, tensions in the Middle East, elevated US Treasury yields, and worries regarding ongoing US inflation have negatively impacted sentiment.