October 9 , 2025 : Indian stock markets opened on a positive note on Thursday, rebounding strongly after recent volatility, supported by fresh foreign fund inflows and renewed buying in heavyweight stocks such as Reliance Industries, Infosys, and other major IT firms.
The BSE Sensex surged over 400 points in early trade, while the NSE Nifty 50 climbed nearly 150 points, reflecting improved investor sentiment. Market experts said the rebound was driven by strong global cues, continued foreign institutional investor (FII) interest, and optimism surrounding India’s economic growth prospects.
According to traders, buying activity was particularly strong in energy, information technology, and banking sectors, which had seen some correction in the past few sessions. The rupee also strengthened slightly against the U.S. dollar, further boosting confidence among investors.
Key Market Movers
Among the top gainers in early trade were Reliance Industries, Infosys, TCS, HDFC Bank, and ICICI Bank, all of which contributed significantly to the Sensex rally.
Reliance shares rose after reports of fresh investments in its energy and retail divisions, while IT majors gained following positive global tech trends and stable U.S. market performance.
“After a few days of consolidation, the market is witnessing strong support from institutional investors and retail participation,” said a senior analyst from a leading brokerage firm. “Positive macroeconomic data and improving foreign inflows have lifted overall sentiment.”
Foreign Fund Inflows Boost Market Confidence
Data from the stock exchanges showed that foreign investors turned net buyers of Indian equities this week, reversing last week’s mild outflows. Experts believe the inflows reflect growing confidence in India’s long-term growth story, even amid global uncertainties.
Foreign funds have been particularly active in blue-chip and large-cap stocks, especially in banking, energy, and IT sectors, which are considered resilient against short-term market fluctuations.
“The return of FIIs has been a key driver for the current rally,” said V. K. Vijayakumar, Chief Investment Strategist at Geojit Financial Services. “India continues to remain one of the most attractive emerging markets thanks to strong corporate earnings and robust economic fundamentals.”
Global Market Trends Influence Sentiment
Asian markets were trading mostly higher on Thursday, tracking overnight gains in U.S. markets. A softer tone from the U.S. Federal Reserve regarding future interest rate hikes also lifted investor mood across global exchanges.
Lower U.S. Treasury yields and easing crude oil prices contributed further to the positive momentum in domestic equities. Analysts said the reduced volatility and steady global outlook are encouraging Indian investors to take new positions in quality stocks.
Sectoral Highlights
- IT Sector: Infosys, TCS, and Wipro gained over 1–2% each after reports of rising global demand for digital services and AI-based solutions.
- Energy Sector: Reliance Industries and ONGC advanced after energy prices stabilized, and oil demand forecasts improved.
- Banking Sector: Private lenders such as HDFC Bank and Axis Bank traded higher amid expectations of strong quarterly results.
On the other hand, pharma and FMCG stocks saw mild profit-booking, as investors shifted focus toward high-growth sectors.
Market Outlook
Market experts remain cautiously optimistic, saying that while short-term fluctuations may continue, India’s overall growth outlook remains solid.
With inflation under control, stable corporate earnings, and consistent foreign investment, the medium-term view for Indian equities is positive.
Analysts also suggested that investors focus on quality companies with strong balance sheets rather than chasing short-term market trends.
“The recent rally could extend if global markets remain stable and earnings continue to improve,” said Deepak Jasani, Head of Retail Research at HDFC Securities. “However, investors should remain alert to geopolitical and oil price developments.”
Closing Outlook (Morning Session)
By 11:00 AM, the Sensex was up by around 420 points, trading near 77,850, while the Nifty 50 climbed past the 23,600 mark. Broader indices such as the Nifty Midcap and Smallcap also saw healthy gains, signaling widespread market participation.
Investors are now awaiting key inflation and industrial output data due later this week, which could influence market direction in the coming sessions.
Summary
Indian stock markets rebounded sharply on Thursday, supported by strong foreign fund inflows and buying in Reliance, IT, and banking stocks, reflecting improved investor confidence and global stability.