Indian stock markets witnessed a festive glow during the Diwali Muhurat trading session 2025, as investors welcomed Samvat 2082 on a positive note. The Nifty50 index closed slightly above the 25,800 mark, while the BSE Sensex ended higher by nearly 63 points, reflecting stable investor sentiment amid festive enthusiasm.
During the special one-hour trading window, both benchmark indices opened in green — with the Nifty50 surging past 25,900 at open before paring gains towards the close. The Nifty50 settled at 25,868.60, up 25.45 points (0.10%), while the Sensex ended at 84,426.34, up 62.97 points (0.07%).
Sector Snapshot and Market Movers
Leading the gains were Infosys, Bajaj Finserv, Axis Bank, Mahindra & Mahindra, Tata Motors, Tata Steel, and HDFC, while Kotak Mahindra Bank, ICICI Bank, Bharti Airtel, and HCL Tech were among the top laggards.
The broader markets showed resilience, with BSE MidCap rising by 106.95 points (0.23%) and BSE SmallCap advancing by 486.81 points (0.91%), signaling optimism across sectors such as IT, Industrials, and Services.
Samvat 2082: Markets Look Ahead with Cautious Optimism
Analysts expressed a cautiously optimistic view for Samvat 2082, expecting stronger, more stable market performance driven by domestic fundamentals, lower inflation, and rising investor confidence.
Ajay Bagga, banking and market analyst, noted that the past year (Samvat 2081) saw volatility triggered by global geopolitical tensions, trade disruptions, and heavy FII outflows nearly $15 billion year-to-date. However, he expects Nifty to reach 30,000 and Sensex to target 95,000 by the next Diwali.
“Samvat 2082 is poised for steady growth, supported by India’s strong domestic demand, government reforms, and improving global sentiment,” Bagga said.
Guarded Views Amid Valuation Concerns
Nilesh Shah, MD of Kotak Mahindra Asset Management Company, offered a more cautious perspective. He pointed to high market valuations, slower corporate earnings growth, and continuous promoter divestments as potential risks to investor sentiment.
He also cited American trade tariffs as a factor impacting profitability and warned that market corrections could occur if these pressures intensify. “Last Samvat wasn’t particularly strong for Nifty, but fundamentals evolve and India’s retail participation continues to be a balancing force against FII volatility,” Shah added.
Global Market Pulse
Global markets mirrored India’s festive optimism. In Asia, Japan’s Nikkei 225 gained 0.3%, settling at 49,316.06, as the country celebrated the appointment of Sanae Takaichi as its first female Prime Minister. The Japanese yen weakened to 151.31 per dollar, while markets anticipated continued monetary easing by the Bank of Japan.
In China, the Hang Seng rose 1.2% to 26,164.64, and the Shanghai Composite added 1.3% to 3,913.34, buoyed by renewed trade optimism ahead of a potential meeting between US President Donald Trump and Chinese President Xi Jinping.
