
The Indian stock market on September 4, 2025. As Sensex, Nifty50, and Bank Nifty teeter on critical support and resistance levels, GST reforms and US tariff fears ignite suspense. FMCG stocks like Tata Consumer shine, while IT giants like TCS falter. Discover the top 10 gainers and losers, expert predictions, and stocks to watch in this thrilling 2,500-word analysis. Ready to navigate Dalal Street’s twists?
The Indian stock market is a pulsating ecosystem, a battleground of emotions, strategies, and opportunities. On Thursday, September 4, 2025, traders and investors across India are poised at the edge of their seats, awaiting cues from the Sensex, Nifty50, and Bank Nifty. Will the bulls charge or will the bears dominate? With global uncertainties, tariff tensions, and domestic triggers like GST rationalization in play, the market is a cauldron of suspense. This blog dives into the latest market news, technical analysis, support and resistance levels, and predictions for Nifty and Bank Nifty, while spotlighting the top 10 gainers and losers and stocks to watch.
The Pulse of Dalal Street: Setting the Stage
India’s financial heartbeat echoes through the Sensex and Nifty50, with Bank Nifty acting as the sector’s powerhouse. On September 3, 2025, the Sensex closed at 80,157.88, down 206.61 points (-0.26%), while the Nifty50 settled at 24,579.60, slipping 73.4 points (-0.30%). Bank Nifty, reflecting banking sector dynamics, ended at 53,661.00, down from its intraday high of 54,160.95. The market’s mood was cautious, driven by global bond yield pressures, US-India tariff concerns, and profit booking in key sectors. Yet, whispers of GST reforms and a dovish US Federal Reserve signal potential catalysts. What will Thursday bring? Let’s unravel the narrative.
Technical Analysis: Decoding Support and Resistance
Technical analysis is the trader’s compass, guiding through the chaos of price movements. For the Nifty50, immediate support lies at 24,403–24,294, with resistance at 24,756–24,866. A break above 24,866 could spark a rally toward 25,000, a psychological barrier that traders eye with anticipation. Conversely, a slip below 24,294 might drag the index to 24,165, aligning with the 200-day EMA. The Relative Strength Index (RSI) is at 27.45, signaling oversold conditions and hinting at a potential short-term bounce.
Bank Nifty, trading below its 20-day and 50-day EMAs, faces resistance at 54,269–54,646 and support at 53,053–52,676. A decisive breach below 53,500 could push it toward 52,900, while a breakout above 54,500 might signal bullish momentum. The Sensex, meanwhile, finds support at 79,571–79,208 and resistance at 80,744–81,107. These levels are critical for traders navigating intraday volatility. Will Thursday see a breakout or a breakdown? The charts hold the clues.
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Market Movers: Top 10 Gainers and Losers
The market’s daily dance reveals winners and losers, each telling a story of sectoral shifts and investor sentiment. Based on September 3 data, here are the top 10 gainers and losers from the Nifty50 index:
Stock | Sector | % Change | Closing Price (INR) |
Tata Consumer Products | FMCG | +2.77% | 1,200.45 |
Nestle India | FMCG | +2.26% | 2,550.30 |
Eicher Motors | Auto | +1.85% | 4,850.75 |
Maruti Suzuki | Auto | +1.62% | 12,400.20 |
ITC | FMCG | +1.37% | 505.65 |
SBI Life | Insurance | +1.37% | 1,850.10 |
Hindustan Unilever | FMCG | +0.46% | 2,780.25 |
Axis Bank | Banking | +0.63% | 1,175.90 |
Canara Bank | Banking | +0.97% | 115.40 |
Bank of Baroda | Banking | +0.77% | 250.85 |
Stock | Sector | % Change | Closing Price (INR) |
TCS | IT | -3.47% | 4,300.15 |
M&M | Auto | -2.93% | 2,750.60 |
Hero MotoCorp | Auto | -2.74% | 5,250.45 |
Bajaj Auto | Auto | -2.54% | 10,100.30 |
Wipro | IT | -2.62% | 510.20 |
Shriram Finance | NBFC | -2.07% | 2,900.75 |
Bajaj Finance | NBFC | -1.55% | 6,800.40 |
Kotak Mahindra Bank | Banking | -1.20% | 1,780.65 |
ICICI Bank | Banking | -1.42% | 1,200.80 |
HDFC Bank | Banking | -0.64% | 1,600.25 |
FMCG and select PSU banks shone, buoyed by GST rationalization hopes and resilient domestic demand. IT and auto sectors, however, faced profit booking, with TCS’s lackluster earnings dragging the IT pack lower. The market’s bipolar nature—defensive sectors rallying while growth stocks falter—sets the stage for Thursday’s intrigue.
Top Stocks to Watch: Detailed Analysis
1. Tata Consumer Products (+2.77%)
Tata Consumer Products is riding a wave of optimism, fueled by expectations of GST rate cuts boosting consumption. With a robust portfolio spanning tea, coffee, and packaged foods, the stock is a defensive bet in volatile times. Technicals show a bullish breakout above its 50-day EMA, with support at 1,180 and resistance at 1,250. Traders should watch for a sustained move above 1,200 to confirm upside momentum. Action: Consider buying on dips near support levels with a stop-loss at 1,160.
2. Nestle India (+2.26%)
Nestle India’s resilience reflects strong domestic demand for its Maggi and KitKat brands. The stock’s RSI is at 60, indicating room for growth before hitting overbought territory. Support lies at 2,500, with resistance at 2,600. GST reforms could further catalyze its rally. Action: Monitor for a breakout above 2,600 for long positions; set a stop-loss at 2,480.
3. Eicher Motors (+1.85%)
Eicher Motors, a leader in premium motorcycles, benefits from rising rural demand and export growth. Its chart shows a bullish engulfing pattern, with support at 4,800 and resistance at 5,000. A breakout above 5,000 could target 5,200. Action: Buy above 4,900 with a stop-loss at 4,750 for short-term gains.
4. TCS (-3.47%)
TCS’s sharp decline followed disappointing earnings, raising concerns about IT sector valuations. The stock is testing support at 4,250, with resistance at 4,500. Oversold RSI levels suggest a potential rebound, but tariff fears loom. Action: Wait for confirmation of a reversal above 4,350 before entering; avoid chasing the dip.
5. HDFC Bank (-0.64%)
HDFC Bank, a banking heavyweight, faces pressure from global yield concerns but remains a long-term favorite. Support is at 1,580, with resistance at 1,650. A positive crossover in RSI hints at short-term recovery. Action: Accumulate on dips near 1,580 with a stop-loss at 1,550.
Nifty50 Prediction for Thursday, 04-09-2025
The Nifty50 is at a crossroads. Gift Nifty trends suggest a muted opening around 24,761.50, a slight premium over the previous close. A bullish candle on the daily chart indicates potential for a rebound, but resistance at 24,700–24,800 remains formidable. If the index sustains above 24,756, it could test 25,000, driven by IT and FMCG strength. However, a breach below 24,403 could trigger selling toward 24,165. Prediction: Sideways to cautiously bullish, with a range of 24,500–24,900. Traders should adopt a buy-on-dips strategy, with strict stop-losses below 24,400.
Bank Nifty Prediction for Thursday, 04-09-2025
Bank Nifty’s bearish Gravestone Doji signals caution, but its proximity to the 200-day EMA at 53,450–53,570 offers hope for a bounce. Resistance at 54,000–54,500 is critical. Optimism around RBI’s NBFC risk weight easing could lift PSU banks like Canara Bank and Bank of Baroda. Prediction: Range-bound between 53,200–54,200, with a slight bullish bias if support holds. Traders should monitor 53,500 closely; a break below could signal deeper corrections.
Latest News Impacting the Market
GST Rationalization Hopes
The ongoing GST Council meeting is a game-changer, with potential rate cuts on consumer goods sparking buying in FMCG stocks like Tata Consumer and Nestle India. A favorable outcome could drive a broader market rally, boosting consumption-driven sectors.
US-India Tariff Tensions
Fears of 200% US tariffs on Indian pharma exports have dented sentiment, impacting stocks like Sun Pharma and Dr. Reddy’s. Thursday’s market may hinge on fresh tariff-related updates, with investors eyeing diplomatic resolutions.
Global Cues
Rising global bond yields, with the UK’s 30-year gilt hitting 5.68%, and US tariff concerns are weighing on Asian markets. However, dovish signals from the US Federal Reserve could provide a tailwind, supporting IT and metal stocks.
SEBI’s Derivative Regulations
SEBI’s new rules, effective October 1, 2025, cap intraday derivative exposure at ₹100 billion, aiming to curb manipulative trading. This could reduce volatility but may impact high-frequency trading strategies, affecting market liquidity.
Sectoral Trends to Watch
- FMCG: Defensive strength amid GST optimism; watch Tata Consumer, HUL, and ITC.
- Banking: Mixed signals with PSU banks outperforming private peers; focus on Canara Bank and Bank of Baroda.
- IT: Under pressure post-TCS earnings; monitor Infosys and Wipro for reversal cues.
- Auto: Profit booking in M&M and Hero MotoCorp; Eicher Motors remains a bright spot.
- Pharma: Tariff fears weigh on Sun Pharma; watch for policy clarity.
Emotional Resonance: The Trader’s Journey
Imagine waking up to a market that’s a maze of red and green candles, your portfolio teetering on the edge. The thrill of a breakout, the dread of a breakdown—it’s a rollercoaster only traders understand. On Thursday, as you sip your chai, watching the Sensex flicker, remember: every dip is an opportunity, every rally a test of discipline. The Indian market, with its vibrant chaos, rewards those who blend patience with precision. Will you seize the moment or wait in the wings? The choice is yours.
Stunning Suggestions for Traders
- Leverage Technicals: Use support and resistance levels to set precise entry and exit points. For Nifty, buy above 24,756 with a target of 25,000; sell below 24,403 with a stop-loss at 24,450.
- Diversify Bets: Balance defensive (FMCG) and growth (IT, banking) stocks to hedge volatility.
- Monitor Newsflow: Stay glued to GST meeting outcomes and US tariff updates for real-time trades.
- Risk Management: Never risk more than 2% of your capital per trade; set stop-losses religiously.
- Use Options: Bull call spreads on Nifty (buy 24,700 call, sell 24,900 call) can limit risk while capturing upside.
Call-to-Action: Seize the Day
The Indian stock market on Thursday, September 4, 2025, is a canvas of opportunity painted with risks. Whether you’re a seasoned trader or a curious newbie, now is the time to act. Open a demat account, dive into technical charts, and track the stocks highlighted above. Share this blog with fellow investors to spark discussions and strategies. Join online forums, follow market experts on X, and stay updated via platforms like Moneycontrol and NSE India. The market waits for no one—will you ride the wave or watch from the sidelines? Drop your predictions in the comments and let’s conquer Dalal Street together!
Disclaimer: Investments in the securities market are subject to market risks. Consult a financial advisor before making investment decisions. Data sourced from web references as of September 3, 2025.