IT sector leads gains, but tariff risks cloud India’s market outlook. On Friday, September 12, 2025, in Mumbai, India shares advance 2025 as the Nifty 50 rose 0.5% to 25,098.4, driven by US rate cut hopes and IT sector strength.
Indian shares advance, bolstering South Asia’s economic hub, as India’s $4 trillion economy drives regional trade. The Indian shares advance IT sector momentum supports tech exports, impacting neighbours like Bangladesh and Sri Lanka reliant on India’s market stability.
India Shares Advance 2025: Market Surge
On Friday, September 12, 2025, at 9:15 AM IST, India shares with the NSE Nifty 50 climbing 0.5% to 25,098.4 and the BSE Sensex gaining 0.5% to 81,831.7, per National Stock Exchange (NSE) data. The rally, fueled by expectations of a US Federal Reserve rate cut on Wednesday, September 17, 2025, saw all 16 major sectors gain, per Bombay Stock Exchange (BSE). According to SEBI, on Thursday, September 11, 2025, at 4:00 PM IST, foreign portfolio investors (FPIs) bought INR 2,100 crore in equities, signaling confidence in Indian shares advance.
The India shares advance IT sector led gains, with the NIFTYIT index jumping 2.2%, driven by a 3.8% surge in Infosys after its share buyback announcement. Lower US interest rates, anticipated at 25 basis points, per CME FedWatch Tool, enhance India’s appeal for FPIs, boosting Indian shares advance.
India Shares Advance IT Sector: Key Drivers
The Indian shares advance IT sector narrative dominates, as IT firms, earning 70% of revenue from the US, per NASSCOM, benefit from a weaker US dollar and potential tech spending revival. According to Infosys CEO Salil Parekh, on Wednesday, September 10, 2025, at 2:00 PM IST, the buyback reflects “strong fundamentals and optimism for US demand.” The Indian shares advance IT sector also saw TCS and Wipro rise 2.5% and 2.1%, respectively, per BSE data. The US tariffs G7 India 2025 proposal, reported on September 11, 2025, threatens IT exports, with potential 50% tariffs on Indian goods, per US Treasury Department.
The Karachi floods Pakistan impact, reported on September 9, 2025, indirectly affects regional markets, as Pakistan’s port disruptions strain South Asia’s trade networks, per World Bank. The India shares advance 2025 rally contrasts with regional challenges, highlighting India’s economic resilience. According to RBI Governor Shaktikanta Das, on Friday, September 12, 2025, at 11:00 AM IST, India’s 7.8% GDP growth in April-June 2025 supports market optimism, bolstering Indian shares advance IT sector.
Trade and Geopolitical Risks
The US tariffs G7 India 2025 push, urging 50-100% tariffs on India’s Russian oil imports, clouds Indian shares advance. According to Commerce Minister Piyush Goyal, on Thursday, September 11, 2025, at 1:00 PM IST, India is negotiating tariff exemptions in talks set for Monday, September 15, 2025. The Indian shares advance IT sector faces risks, as US tariffs could cut $37 billion in exports, per Global Trade Research Initiative (GTRI). The Pakistan Zardari China visit 2025, reported on September 12, 2025, underscores regional trade diversification efforts amid US pressure.
Mid-caps and small-caps rose 0.9% and 0.7%, respectively, per NSE, reflecting broad market strength in Indian shares advance. According to Goldman Sachs, on Wednesday, September 10, 2025, at 10:00 AM EST, India’s market could see 5-7% upside if US rate cuts materialize. The Indian shares advance IT sector remains pivotal, but tariff uncertainties require close monitoring.
Background
India shares advance 2025 follows a 1.2% Nifty gain over five sessions, driven by US rate cut bets after weak US jobs data on September 5, 2025, per US Bureau of Labor Statistics. India’s IT sector, contributing 7.4% to GDP, thrives on US demand, but US tariffs, doubled to 50% in August 2025, per United States Trade Representative, pose risks.
What’s Next for India Shares Advance 2025
India shares advance 2025 hinges on US inflation data on Thursday, September 11, 2025, and Fed decisions. The Indian shares advance IT sector will drive growth, but US tariffs G7 India 2025 outcomes could reshape South Asia’s economic trajectory.
Published in SouthAsianDesk, September 12th, 2025
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