Indian Market Brief: February 25, 2026 Indian equity benchmarks staged a significant recovery on Wednesday, rebounding from a sharp selloff in the previous session. The recovery was driven by a strong bounce-back in technology shares and positive cues from global markets. **Market Performance Indices** The **BSE Sensex** surged by **515.93 points**, or **0.62%**, to reach **82,741.85** in early trade. Simultaneously, the **NSE Nifty 50** reclaimed the **25,550** level, advancing **146.40 points** (**0.58%**) to trade at **25,571.05**. This upward movement comes after a volatile Tuesday where the Sensex had plummeted over **1,000 points**. **Sectoral Leaders and Laggards** The **Nifty IT index** led the charge with a **2.5%** gain, as major players like **Tech Mahindra**, **HCL Technologies**, and **TCS** saw jumps of up to **3%**. This rally follows a period of intense pressure where some IT stocks corrected by **18% to 26%** over the past month. Metal and banking sectors also supported the rally. **Tata Steel** hit a new all-time high of **₹211.45**, outperforming its peers. However, the solar energy segment faced heavy headwinds, with companies like **Waaree Energies** and **Premier Energies** plunging up to **14%** following reports of high initial import duties from the US. **Institutional Activity** Market dynamics continue to be shaped by a "tug of war" between institutional players. On the previous trading day, **Foreign Institutional Investors (FIIs)** were net sellers, offloading shares worth **₹102.53 crore**. **Domestic Institutional Investors (DIIs)** provided a substantial cushion, acting as net buyers to the tune of **₹3,161.22 crore**. This domestic support remains a critical stabilizing factor for the Indian indices amidst global uncertainty. **Global Context and Commodities** US markets provided a supportive backdrop, with the **Dow Jones** rising **0.76%** and the **Nasdaq** climbing **1.04%** overnight. In Asia, Japan’s **Nikkei** and South Korea’s **KOSPI** both hit record highs, fueled by a rally in semiconductor stocks. Crude oil prices showed a slight upward trend as investors weighed supply risks against geopolitical developments. **WTI Crude** rose to approximately **$66.20 per barrel**, while **Brent Crude** traded near **$71.44**. Concerns remain focused on the **Strait of Hormuz**, a vital transit point for **20%** of global oil supply. **Currency and Outlook** The **Indian Rupee** remained nearly unchanged, opening at **90.93** per US dollar. While the immediate market sentiment has turned positive, analysts remain watchful of US trade policies and their impact on Indian exports, particularly in the renewable energy and technology sectors.