The Week That Was: Sep 22 to Sep. 26

📊 The Week That Was: Sep 22–26, 2025

The week for Indian markets was a bit like eating a plate of pani puri 🌶️🥵 — it started off with a delicious high, but ended with watery eyes and regret. By Friday, Sensex and Nifty 50 slipped ~0.47%, thanks to a broad sell-off in pharma 💊 and IT 💻.

💻 IT: From “Techies Rock” to “Techies Shock”

The U.S. pulled out a surprise move straight out of the “How to Upset Outsourcing 101” handbook 📘:
👉 A $100,000 fee on new H-1B visas 💸🛂.
That’s like charging a lakh for boarding a flight ✈️… without the free peanuts.

Naturally, Infosys, TCS, HCL, Wipro & Co. all caught a fever 🤒 and investors sneezed their stocks away.

💊 Pharma: Bitter Medicine Week

• Sun Pharma slipped ~2% 🩺

• Natco Pharma went down harder, ~3.4% 💉

The culprit? A 100% U.S. tariff on branded & patented drugs. Basically, pharma exporters had to swallow their own bitter pill 🤢.

💱 Rupee: Gravity Always Wins

As if pharma + IT weren’t enough, the rupee hit a fresh all-time low 🪙⬇️. Tariff stress, visa fee shock, and foreign money running out the door 💨 gave the currency zero chill.

🚗 Autos: Fast & Curious (for a While)

Autos zoomed in early week 🚗💨, thanks to policy support + demand revival hopes. Markets even touched two-month highs 🏔️!
But mid-week, optimism broke down like an old scooter 🛵, and autos couldn’t carry the load.

🏦 RBI, PMI & Other Acronyms

• RBI Bulletin: Don’t worry, GST reforms will ease retail prices 🛒 and boost consumption. (Translation: “Go shop more, India!” 🛍️).

• PMI Composite: Slowed to 61.9 in Sep vs. 63.2 in Aug. Growth momentum cooled… kind of like chai left in the cup too long ☕.

🌍 Global: AI Saves the Day (Again)

• Global equity funds pulled in $28.36B inflows 🤖📈, with Nvidia sprinkling some AI magic dust 🪄.

  • U.S.: $12.06B 💵

  • Europe: $10.73B 💶

  • Asia: $4.12B 💴

• Bond funds: Went beast mode with $22.96B inflows, their best week in years. 🏦💪

• U.S. markets: Mixed, but inflation data gave investors a warm hug 🫂.

• Asia: Tariffs & fading rate-cut hopes left everyone sulking 😒.

📈 Top Gainers (India)

• Adani Group 🚀 — Up after SEBI dismissed parts of Hindenburg allegations. (Adani stocks basically said: “Who’s laughing now?” 😂).

• Vodafone Idea 📱 — Jumped after govt didn’t oppose its AGR plea. Investors dialed in some overdue hope 📞.

📉 Top Losers (India)

• Sun Pharma: Down ~2–3% 💊

• Natco Pharma: Down ~3.4% 💊

• IT Pack: Infosys, TCS, HCL, Wipro — visa fees hit harder than Monday morning blues ☕💻.

🧾 Sectoral Highlights

• Pharma: The sickest patient this week 🤒 (U.S. drug tariff = major side effect).

• IT/Tech: Spooked by the “Visa Monster” 🧟‍♂️.

• Autos/Metals: Early-week heroes turned mid-week zeroes 🦸➡️🤷.

• FMCG: HUL had hiccups (short-term GST disruption). Not quite “ghar ghar Hindustan Unilever” this week. 🧴🛒

⚖️ Summary: Markets began with optimism (autos, GST tailwinds) but then got smacked by external shocks (visa fees, tariffs, rupee drama). By Friday, indices limped out of the week weaker, leaving investors muttering: “Thoda aur sambhalna chahiye tha” 🤦📉.

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