Sunday, September 14, 2025

The Week That Was: Sep. 8 to Sep. 12

 ๐Ÿ“ˆ The Week That Was: Sep. 8 – Sep. 12, 2025


Another week in Dalal Street’s rollercoaster ๐ŸŽข — where Infosys turned Santa ๐ŸŽ…, the rupee slipped on a banana peel ๐ŸŒ, and investors worldwide stared at Jerome Powell like kids waiting for exam results ๐Ÿ“„✏️.

๐Ÿฆ India: The Desi Highlights

  • Market Scorecard
    Nifty 50: +1.5% ๐Ÿ”ผ
    Sensex: +1.47% ๐Ÿ”ผ
    Translation: The bulls didn’t just wake up, they had filter coffee ☕ and went dancing ๐Ÿ’ƒ.

  • Infosys Buyback Bonanza
    The big headline ๐Ÿ“ฐ—Infosys unveiled a ₹18,000 crore buyback at ~20% premium. IT stocks partied like Diwali came early ๐ŸŽ†. Investors whispered, “If only all companies loved us this much…”.

  • Autos on the Fast Lane
    Tata Motors ๐Ÿš™ and Maruti ๐Ÿš— shifted gears upwards, powered by hopes of tax/GST tweaks. Eicher revved up too ๐Ÿ️. But Bajaj Auto? Eh, it decided to sulk in the corner ๐Ÿšฆ.

  • Rupee Woes
    The rupee broke yet another record ๐Ÿ’”—hitting ₹88.44/$. Reasons? U.S. tariffs, weak exports, and foreign investors packing their bags ✈️. For context: If the rupee were in a family WhatsApp group, it’d be the cousin always “forwarding” bad news ๐Ÿ“ฒ.

  • Shrimp Party ๐Ÿฆ
    Aquaculture stocks rallied on export demand. Who knew prawns would outperform banks? (Maybe seafood really is brain food ๐Ÿง ๐Ÿ“ˆ).

  • Gold & Silver Shine
    Investors continued piling into precious metals—because nothing says “I’m nervous about the world” like hoarding shiny things ๐Ÿช™.

๐ŸŒ Global Market Masala

  • Fund Flows ๐ŸŒŠ
    Global equity funds saw outflows (~$3B) after five weeks of inflows. Basically, investors said: “We’ve made some gains, let’s run before geopolitics ruins the party” ๐Ÿƒ๐Ÿ’จ.

  • Bonds Rule the Roost
    Bond funds pulled in ~$18B ๐Ÿ’ต. Money-market funds too saw strong demand. Investors clearly prefer boring-but-safe over spicy-but-risky ๐ŸŒถ️.

  • Macro Mood
    Softer U.S. labor and inflation data kept Fed rate cut hopes alive ๐Ÿ”ฎ. Wall Street now chants “Cut, cut, cut!” louder than cricket fans yelling “Sachin, Sachin!” ๐Ÿ.

๐Ÿ“Š Stock Showstoppers

๐Ÿ† Winners

  • Bharat Electronics (BEL) +3.7% ๐Ÿš€
    Defense theme + rate cut optimism = a bullish cocktail ๐Ÿน.

  • Bajaj Finance +3.3% ๐Ÿ’ƒ
    Raising capital with NCDs? Investors said “Shut up and take my money!” ๐Ÿ’ธ.

  • Bajaj Finserv +2.2% ๐Ÿ“ˆ
    Riding the finance wave like a pro surfer ๐Ÿ„.

  • Hindalco +2% ๐Ÿช™
    Metals shone bright, proving copper is not just for electrical wires.

  • Eicher Motors +1.8% ๐Ÿ️
    Autos loved the GST chatter, Royal Enfield buyers probably loved the new paint schemes.

๐Ÿ˜ฌ Losers

  • Eternal Industries –1.9% ๐Ÿ”ป
    Eternal optimism? Not this week.

  • HUL1.5% ๐Ÿงด
    FMCG faced margin whispers; investors rotated money elsewhere.

  • IndusInd Bank –1.0% ๐Ÿฆ
    Banking had a split week; IndusInd drew the short straw.

  • Bajaj Auto –1.0% ๐Ÿ›ต
    Unlike its peers, it stalled like a scooter with no petrol.

  • Trent / Angel One –0.8% to –1.0% ๐Ÿ›️๐Ÿ“Š
    Retail + broking names got trimmed as traders booked profits.

๐Ÿงพ Takeaways (with extra masala ๐ŸŒถ️)

  1. Bulls found a groove ๐Ÿ‚๐ŸŽถ thanks to Infosys, autos, and Fed hopes.

  2. The rupee auditioned for a soap opera role ๐ŸŽญ—lots of drama, few solutions.

  3. Global investors are cautious ๐ŸŒ๐Ÿ˜ฌ: trimming equities, hugging bonds.

  4. Sectors to stalk ๐Ÿ‘€: IT (๐Ÿ’ป), Autos (๐Ÿš˜), Metals (⛏️), Precious metals (✨), and… shrimps ๐Ÿฆ (no kidding).

✨ In short:
Indian equities wore a smile this week ๐Ÿ˜, Infosys showered love ๐Ÿ’, but the rupee kept everyone grounded ๐Ÿ™ƒ. Globally, investors are cautious but hopeful that the Fed will sprinkle some fairy dust ✨ (aka a rate cut).

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