1. Strong Open Driven by GST Optimism & GDP Data
Markets are poised to start Tuesday on a positive note. The Nifty 50 is expected to open above its previous close of 24,625 as optimism builds around potential Goods and Services Tax (GST) cuts being discussed at the GST Council on September 3–4. Gift Nifty futures are trading around 24,749 points.
Further, stronger-than-expected GDP growth has buoyed investor sentiment, especially as indices rebound from a recent losing streak.
ReutersThe Economic Times
2. Benchmarks Extend Gains
Following Monday’s recovery, Tuesday sees Indian indices trading higher—Sensex and Nifty are extending their rally.
The Economic Times
3. Market Open Figures — Nifty & Sensex Rise
By around 9:16 AM IST, the Nifty50 had opened above the 24,600 mark and was trading near 24,683.50 (up ~58 points or 0.24%), while the Sensex climbed over 200 points to around 80,570.67 (up ~0.26%).
The Times of India
4. SEBI Unveils New Intraday Derivatives Rules
The Securities and Exchange Board of India (SEBI) has introduced stricter monitoring rules for intraday equity derivatives, effective October 1, 2025. A net intraday position limit of ₹50 billion per entity on index options is now in force, up from ₹15 billion end-of-day limits, while gross exposure is capped at ₹100 billion. Exchanges must conduct at least four random intra-day position checks, including during peak trading (14:45–15:30 IST), with penalties for violations on contract expiry days.
Reuters
5. Recovery Despite Persistent Risks
Markets rebounded after three consecutive sessions of losses, aided by upbeat GDP numbers. However, analysts warn that gains could remain limited due to ongoing concerns such as U.S. tariffs, currency depreciation, and muted corporate earnings expectations.
The Economic Times
6. Monday’s Rebound Recap
To recap Monday, the Sensex ended the day up ~555 points (~0.7%), while the Nifty closed around 24,625 — breaking a three-day losing streak. Auto, consumer durables, and small-/mid-cap stocks led the rally.
