Indian stocks rallied and ended in the green on Tuesday, with the Sensex climbing more than 590 points and the Nifty 50 breaching the 25,230 level, as a number of factors, from gains in auto stocks to optimism over U.S. trade negotiations and expectations of a U.S. Federal Reserve rate cut, shaped investor sentiment.

Gold held near record highs ahead of the Fed policy outcome, with traders eyeing a widely expected 25 bps rate cut. Analysts suggest buying on dips, with support at Rs 1,09,800 on MCX, and see potential for fresh highs if Powell signals further easing.

Amid a flood of headlines on GST, global tariffs, RBI moves, and the upcoming US Fed meeting, Devina Mehra, Founder and CMD of First Global, says investors should tune out the noise and focus on fundamentals.

Mukesh Ambani plans to take Reliance Retail public in 2027, a year after Reliance Jio’s anticipated IPO, with the retail arm potentially valued at nearly $200 billion. As part of preparations, Reliance has demerged its FMCG unit and is closing underperforming outlets to boost margins. The IPO will also provide exits for major investors, including GIC, ADIA, Qatar Investment Authority, KKR, TPG, and Silver Lake.

Indian markets stayed resilient above 25,100, with technical indicators signaling potential breakout towards 25,500. Dharmesh Shah highlights strong breadth, advises buying dips, and favors capital goods sector with L&T and Bharat Electronics as top picks.

Veteran investor Shankar Sharma warned that India’s rising reliance on stock market taxes to fund capital expenditure makes the economy vulnerable. He stressed weak growth, not taxes, is driving poor market sentiment, countering Ajay Bagga’s critique.

Silver prices have surged due to a confluence of factors, including geopolitical tensions, a weakening dollar, and anticipated Fed rate cuts. A persistent supply deficit, driven by robust industrial demand from solar, EVs, and advanced electronics, further fuels the rally. With potential U.S. stockpiling on the horizon, silver s bullish momentum is expected to continue, targeting key resistance levels.

Bitcoin hovered around $115,540 on Tuesday, reflecting cautious optimism in the crypto market. Analysts note consolidation within a symmetrical triangle pattern, with strong support at $110K and resistance near $120K. Institutional interest and potential US Fed rate cuts provide upside, while global uncertainty tempers breakout potential.

Global markets are on edge ahead of the Fed’s policy decision, with most expecting a 25-basis-point rate cut, while a 50-basis-point cut is also being discussed. A weaker labor market and low inflation have intensified speculation, and a softer dollar is fueling talk of capital flowing into emerging markets.

Shares of Redington Ltd surged 16% to a day’s high of Rs 280 on September 16, driven by excitement around the iPhone 17 launch, with sales starting September 19. The stock gained as the company manages the supply chain for Apple products, leveraging its long-standing partnership and handling logistics, warehousing, and distribution across India, the Middle East, Turkey, Africa, and South Asia.