10 things that changed for market overnight- Gift Nifty, US-China trade war to gold, silver prices

By Admin

15 Oct, 2025

The global financial landscape witnessed several key developments overnight, setting the tone for the Indian markets today. From Gift Nifty signaling a positive start to renewed US-China trade tensions, here are ten major updates investors need to know before the markets open.

1. Gift Nifty Indicates a Positive Start
Gift Nifty was trading around the 25,288 level   a premium of nearly 82 points from the Nifty futures’ previous close   suggesting a positive start for Indian benchmarks, Sensex and Nifty 50.

2. Mixed Global Market Cues for Indian Indices
The Sensex and Nifty 50 are expected to open higher on Wednesday, following mixed global market signals. Asian markets traded in the green, while Wall Street ended mixed overnight amid trade tensions and interest rate speculation.

3. Previous Session Recap: Markets Extend Losses
On Tuesday, Indian markets extended losses for the second straight session. The Sensex fell 297.07 points (0.36%) to 82,029.98, and the Nifty 50 dropped 81.85 points (0.32%) to close at 25,145.50.

4. Asian Markets Rally on Rate Cut Hopes
Asian markets traded higher on expectations of a US Federal Reserve interest rate cut. Japan’s Nikkei 225 rose 0.82%, the Topix gained 0.75%, South Korea’s Kospi jumped 1.2%, and Hong Kong’s Hang Seng Index futures pointed to a higher opening.

5. Wall Street Ends Mixed
US stock indices closed mixed as Fed Chair Jerome Powell reinforced the likelihood of an interest rate cut in October. The Dow Jones gained 0.44%, while the S&P 500 dipped 0.16%, and Nasdaq fell 0.76%. Notably, Nvidia and Amazon shares declined, while HP stock rallied over 4%.

6. Renewed US-China Trade Tensions
The trade dispute between the US and China intensified, as both countries imposed new port fees on ocean shipping firms. China clarified that the new charges apply only to US-linked vessels, exempting Chinese-built ships   signaling a fresh escalation in trade friction.

7. Fed Chair Powell’s Remarks Boost Rate-Cut Bets
Powell hinted that the US central bank might stop shrinking its balance sheet soon, acknowledging a weakening labor market. His remarks strengthened investor expectations of a rate cut this month, keeping the dollar subdued.

8. IMF Raises India’s Growth Forecast
The International Monetary Fund (IMF) upgraded India’s GDP growth forecast for FY26 to 6.6%, up from 6.4%. However, it trimmed the FY27 projection to 6.2%, while predicting a global growth slowdown to 3.1% by 2026.

9. Tech Mahindra Q2 Results Beat Expectations
Tech Mahindra reported a 4.8% rise in net profit to ₹1,195 crore in Q2FY26, with revenue growing to ₹13,995 crore. EBIT margins improved to 12.1%, and the company announced an interim dividend of ₹15 per share   signaling strong operational performance.

10. Gold Near Record Highs, Crude Oil Weakens
Gold prices surged 0.4% to $4,155.99 per ounce as investors sought safety amid trade tensions. Conversely, crude oil prices slipped further, with Brent crude at $62.29 a barrel and WTI at $58.62, following IEA’s warning of a potential supply surplus in 2026.

Market Outlook
According to Siddhartha Khemka, Head of Research, Wealth Management, Motilal Oswal Financial Services Ltd., “Markets are expected to remain range-bound, with global trends, FII flows, and Q2FY26 earnings likely to guide near-term direction.”

As investors digest the latest global and domestic cues, all eyes will be on how Indian indices react to a mix of optimism, trade uncertainty, and corporate earnings data.

(With inputs from Reuters. Disclaimer: The views and recommendations mentioned above are those of analysts and not of Mint. Investors are advised to consult certified financial experts before making investment decisions.)