The Motilal Oswal Global Market Snapshot provides a quick glance at index performances and economy updates from the Indian & global markets.
Click here to view the detailed report for September 2025
Indian Market Update
- Large, mid and small caps delivered positive returns in September, while microcaps lagged with a mild decline
- Among sectoral indices, gains were led by Autos, Metals and Defence, whereas IT and Consumer Durables ended in the red for September.
- Nifty 500 delivered 1.21% in September; Financial Services added 0.67% to returns, while IT subtracted 0.30%to the index.
- Value led with 7.6% in September, Momentum and Quality were slightly positive, while Low Vol slipped 0.77%.
Global Market Update
- S&P 500 rose 3.53% in September, with IT and Consumer Services contributing 2.34%and 0.56% to index returns.
- Emerging markets outperformed in September, with South Africa, Korea, China and Taiwan up 9 to 12%; developed markets moved modestly, with France, Japan and the UK up 1 to 3%.
- Oil prices fell 2.56% in September, as expectations of an OPEC output increase and oversupply concerns weighed on the market.
- Gold and Silver continued to climb, up 11.55% and 19.01% respectively, while the USD appreciated 0.64%against INR.
Economic Indicators
- In September, India’s CPI inflation inched up to 2.07%, the repo rate stayed at 5.50%, and the 10 year yield stabilized near 6.55%.
- GST collections were ₹1.89 lakh crore, up 9.11% year on year, while PMI eased to 61.90, with factory output outpacing services.
- In the US, CPI inflation edged up to 2.90%, while the unemployment rate rose to 4.30%.
