Overview

• The Federal Reserve lowered rates by 25 basis points to 4–4.25% and signaled scope for further easing this year, with Chair Jerome Powell calling the move risk management.
• Indian benchmarks opened higher on Thursday, with the Sensex back above 83,000 and the Nifty over 25,400 as IT names including Infosys, Wipro and HCLTech outperformed.
• The upswing builds on momentum from renewed India–US trade talks in New Delhi, where both sides agreed to intensify efforts toward an early, mutually beneficial agreement.
• Foreign investor flows remained uneven, with a Rs 1,124 crore FII net sell on Wednesday after net buying on Tuesday, while domestic institutions continued to provide support.
• Markets are watching the RBI’s late‑September policy meeting and any concrete outcomes from the trade discussions for the next signals on rates and export prospects.