Sensex, Nifty open marginally higher on 25 Sep amid mixed global cues
Synopsis
Indian markets opened marginally higher on 25 September despite a heavy backdrop — US 10-year Treasury yields above 5.20%, FIIs dumping ₹5,027 crore the previous session, and Iran tensions keeping crude risk alive. The slim gains mask real stress: Nifty IT is down 1.37% and the rupee is under pressure, suggesting the opening pop may not hold.
Key Takeaways
Sensex opened up 96 points at 73,676 and Nifty50 gained 20 points at 23,084 as of 9:24 am IST on 25 September .
Nifty IT was the top sectoral loser, down 1.37% ; Nifty Realty topped gains at 0.59% .
US 10-year Treasury yield crossed 5.20% , near multi-year highs, pressuring emerging market equities and the rupee.
FIIs net sold equities worth ₹5,027 crore on 24 September ; DIIs bought ₹4,301 crore .
Asian markets were mixed: Nikkei up 1.23% , Hang Seng down 1.77% , Shanghai down 1.04% .
Geopolitical risk from US-Iran diplomatic uncertainty is keeping global investors cautious over crude supply routes.
The BSE Sensex and NSE Nifty50 opened with modest gains on Friday, 25 September, even as rising US Treasury yields and elevated geopolitical uncertainty continued to weigh on broader sentiment. The early uptick came against a backdrop of mixed signals from global markets overnight.
As of 9:24 am IST, the Sensex was up 96 points, or 0.13%, at 73,676, while the Nifty50 gained 20 points, or 0.09%, to trade at 23,084.
Broader Markets and Sectoral Performance
Broader indices largely tracked the benchmarks. The Nifty Midcap 100 inched up 0.03%, and the Nifty Smallcap 100 added 0.06%. Sectoral performance on the National Stock Exchange (NSE) was mixed — IT, FMCG, consumer durables, and healthcare were in the red, while realty led the gainers.
Nifty IT was the top sectoral loser, down 1.37%, reflecting continued pressure from rising global yields and a stronger dollar. Nifty Realty, on the other hand, was the top sectoral gainer, up 0.59%.
US Treasury Yields and the Rupee Under Pressure
The US 10-year Treasury yield has moved above the 5.20% mark and remains near multi-year highs, tightening global financial conditions and reducing the relative appeal of emerging market equities, according to analysts. The combination of rising yields and a stronger dollar has added fresh pressure on the Indian rupee.
In the previous session, the Nifty closed at 23,063, down 1.64%. Analysts place immediate support at 22,800–23,000 and resistance at 23,250–23,300. The Bank Nifty closed at 55,438, down 1.96%, with support seen at 55,000–55,200 and resistance at 55,800–56,000.
Geopolitical Tensions Keep Investors Cautious
On the geopolitical front, uncertainty remains elevated as diplomatic progress between the US and Iran stays unclear. Continued risks around energy supply routes are keeping global investors on edge, with analysts warning that any further escalation could push crude prices higher once again.
Asian and US Market Cues
Asian markets were mixed on Friday. China's Shanghai Composite shed 1.04% and Shenzhen lost 2.34%, while Japan's Nikkei added 1.23% and South Korea's Kospi gained 0.9%. Hong Kong's Hang Seng Index declined 1.77%.
US markets closed largely in the red overnight. The Dow Jones Industrial Average shed 0.31% and the S&P 500 lost 0.02%, even as the Nasdaq eked out a marginal gain of 0.01%.
Institutional Flows
On 24 September, foreign institutional investors (FIIs) net sold equities worth ₹5,027 crore, while domestic institutional investors (DIIs) bought equities worth ₹4,301 crore, partially cushioning the impact of foreign outflows.
With global yield dynamics and geopolitical risks still in flux, market direction in the near term will likely hinge on fresh US data releases and any developments on the Iran diplomatic front.
Point of View
027 crore in the prior session — a signal of conviction, not noise — and Nifty IT's 1.37% early drop confirms that the US yield spike is already repricing Indian tech earnings risk. DII buying is providing a floor, but it is a reactive floor, not a confident one. Until US Treasury yields stabilise or the Iran situation clarifies, any intraday rally is likely to find sellers. The rupee pressure is the variable to watch: a sharper depreciation could accelerate FII exits and turn what looks like a mixed open into a decisive risk-off session.
NationPress
25 Sept 2026
Frequently Asked Questions
How did Sensex and Nifty open on 25 September 2026?
The Sensex opened up 96 points at 73,676 and the Nifty50 gained 20 points to trade at 23,084 as of 9:24 am IST on 25 September. The gains were marginal, with broader sentiment subdued by rising US Treasury yields and geopolitical uncertainty.
Why are Indian markets under pressure despite opening higher?
Rising US 10-year Treasury yields above 5.20% — near multi-year highs — are tightening global financial conditions and reducing the appeal of emerging market equities like India. A stronger dollar is also adding pressure on the Indian rupee, compounding the headwinds.
Which sectors are gaining and which are losing today?
Nifty IT is the top loser, down 1.37%, followed by FMCG, consumer durables, and healthcare in negative territory. Nifty Realty is the top gainer, up 0.59%, on the NSE sectoral board.
What were FII and DII flows on 24 September?
Foreign institutional investors (FIIs) net sold equities worth ₹5,027 crore on 24 September, while domestic institutional investors (DIIs) net bought equities worth ₹4,301 crore, partially offsetting the foreign outflows.
What are the key support and resistance levels for Nifty and Bank Nifty?
For Nifty, immediate support is at 22,800–23,000 and resistance at 23,250–23,300. Bank Nifty has support at 55,000–55,200 and resistance at 55,800–56,000, based on the previous session's close of 55,438.
