Share Market News

GIFT Nifty:

GIFT Nifty August 2025 futures were currently trading 22.50 points (or 0.05%) lower, suggesting a possible negative opening for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 4,636.60 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 6,146.82 crore in the Indian equity market on 29 July 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 41,227.73 crore in the cash market during July 2025. This follows their cash purchase of shares worth Rs 7,488.98 crore in June 2024.

Global Markets:

Markets in Asia traded in a mixed manner on Wednesday as market sentiment remained restrained, with participants weighing the potential impact of renewed trade tensions and the US Fed’s stance on future interest rate poicy announcements.

As U.S. President Donald Trump’s deadline to strike a deal and avoid the “Liberation Day” tariffs approaches, trade negotiations with some countries appear likely to continue until the last possible moment before the August 1 cutoff date.

The U.S. Commerce Secretary was quoted by the media saying that President Donald Trump’s upcoming Friday deadline to impose major tariffs on a slew of trading partners will not be delayed further. However, the trade negotiations with China are progressing on a separate timeline, the report added.

The US Federal Reserve is expected to leave interest rates unchanged at its policy meeting later on Wednesday, though it could see a rare dissent by some central bank officials in favour of lower borrowing costs.

Crude prices rose sharply earlier this week as the U.S. threatened to sanction major buyers of Russian oil, to pressure Moscow into ending its conflict with Ukraine. Signs of progress in U.S. trade relations, after a deal was struck with the European Union, also aided oil markets.

However, oil’s rally saw some profit booking emerge steam after industry data revealed an unexpected rise in U.S. crude inventories. The Crude Oil futures were currently down 2 cents or 0.05% to $69.19 per barrel.

Data from the American Petroleum Institute, released on Tuesday evening, showed U.S. oil inventories grew about 1.5 million barrels (mb) in the week to July 25. This build contrasted the widely reported market expectations for a 2.5 mb draw, and also marked a reversal from a small draw in the prior week.

Stocks on Wall Street closed lower on Tuesday, as investors turn their attention to the Federal Reserve’s interest rate decision.

The S&P 500 slipped 0.30% to close at 6,370.86, while the Nasdaq Composite lost 0.38% to 21,098.29. The Dow Jones Industrial Average slipped 204.57 points, or 0.46%, to finish the session at 44,632.99.

Domestic Market:

The benchmark equity indices rebounded on Tuesday, ending higher after three consecutive sessions of losses, as value buying in blue-chip stocks lifted sentiment. The renewed buying interest helped counter worries over continued foreign fund outflows and delays in reaching a potential trade agreement with the United States. The Nifty regained the 24,800 mark, with all NSE sectoral indices finishing in positive territory, led by gains in realty, pharma, and healthcare stocks.

The S&P BSE Sensex rose 446.93 points, or 0.55%, to close at 81,337.95, while the Nifty 50 advanced 140.20 points, or 0.57%, to 24,821.10. The uptrend follows a three-day losing streak during which the Sensex had shed 2.21% and the Nifty had declined 2.13%.

GIFT Nifty:

GIFT Nifty August 2025 futures were trading 12 points (or 0.05%) higher in early trade, suggesting a flat to mildly positive opening for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 6,082.47 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 6,764.55 crore in the Indian equity market on 28 July 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 36,591.13 crore in the cash market during July 2025. This follows their cash purchase of shares worth Rs 7,488.98 crore in June 2024.

Global Markets:

Markets in Asia traded in the red as investors awaited the outcome of the ongoing U.S.-China trade talks.

Investors also await the result of the U.S. Federal Reserve meeting due Wednesday stateside, where it will make a decision on whether to cut interest rates.

On Monday, President Donald Trump announced that a global blanket tariff would likely fall between 15% to 20%. This would affect imports from countries that have not yet negotiated separate trade agreements with the United Statements.

Trump had previously announced that baseline tariffs would be just 10%. The president’s tariffs are expected to go into place on August 1.

On Wall Street, the S&P 500 closed near the flatline on Monday, with the latest trade deal between the U.S. and EU failing to spark a fresh rally.

The broad market index inched up 0.02% to close at 6,389.77, while the Nasdaq Composite gained 0.33% to 21,178.58. The Dow Jones Industrial Average slipped 64.36 points, or 0.14%, to finish the session at 44,837.56.

Domestic Market:

Key equity benchmarks ended sharply lower on Monday, marking their third straight day of losses as investor sentiment remained fragile amid uncertainty over the US-India trade deal.

The downbeat mood was compounded by weaker-than-expected quarterly results from Kotak Mahindra Bank, persistent foreign fund outflows, and mixed cues from global markets. Adding to the pressure, IT stocks continued to drag, with TCS spooking the Street by hinting a 2% cut in its global workforce.

The Nifty closed below the 24,700 mark, underscoring the market's cautious tone. Realty and private bank stocks bore the brunt of the sell-off, while pharma, healthcare, and FMCG names defied the broader trend and closed in positive territory.

The S&P BSE Sensex slipped 572.07 points or 0.70% to 80,891.02. The Nifty 50 index declined 156.10 points or 0.63% to 24,680.90. In three consecutive trading sessions, the Sensex declined 2.21% while the Nifty fell 2.13%.

GIFT Nifty:

GIFT Nifty August 2025 futures were trading 23.50 points (or 0.09%) lower in early trade, suggesting a flat to mildly positive opening for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 1,979.96 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 2,138.59 crore in the Indian equity market on 25 July 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 30,508.66crore in the cash market during July 2025. This follows their cash purchase of shares worth Rs 7,488.98 crore in June 2024.

Global Markets:

Asian markets traded mixed on Monday as investors awaited further details on upcoming U.S.-China trade talks, set to begin later in the day in Stockholm.

The talks—led by U.S. Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng—are expected to cover a broader range of topics, and Bessent anticipates an extension of the current trade truce between the world’s two largest economies.

A trade deal between the U.S. and EU boosted market sentiment and offered some clarity ahead of major policy decisions by the Federal Reserve and the Bank of Japan later in the week.

One could expect more trade deals to be announced this week as nations race to conclude trade agreements with the US, before the August 1 deadline that has been self-imposed by U.S. President Donald Trump.

On Wall Street, all three major averages finished in positive territory on Friday and posted gains for the weekly period.

The S&P 500 ended the session 0.40% higher, closing at 6,388.64, while the Nasdaq Composite finished the day up 0.24% to reach 21,108.32. The Dow Jones Industrial Average also rose 208.01 points, or 0.47%, to settle at 44,901.92.

Domestic Market:

The domestic equity benchmarks ended deep in the red on Friday, with the Nifty 50 breaching the key 24,850 level and posting losses for the second straight session. The selloff was broad-based, sparing only pharma and healthcare among NSE's sectoral indices. IT, metals, and auto stocks bore the brunt of the decline, dragging benchmarks lower.

Muted corporate earnings, lacklustre global cues, and premium valuations in index heavyweights all weighed on sentiment. Adding to the pressure was persistent foreign institutional selling, which kept investors on edge. Caution also stemmed from lingering uncertainty around U.S.-India tariff talks ahead of the crucial August 1 deadline, the European Central Bank’s decision to pause rate cuts, and slowing inflows from domestic institutional investors after a period of strong accumulation.

The S&P BSE Sensex tanked 721.08 points or 0.88% to 81,463.09. The Nifty 50 index declined 225.10 points or 0.90% to 24,837. In two consecutive trading sessions, the Sensex declined 1.52% while the Nifty fell 1.51%.

GIFT Nifty:

GIFT Nifty August 2025 futures were trading 3.50 points (or 0.01%) lower in early trade, suggesting a flat to mildly negative opening for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 2,133.69 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 2,617.14 crore in the Indian equity market on 23 July 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 28,528.70 crore in the cash market during July 2025. This follows their cash purchase of shares worth Rs 7,488.98 crore in June 2024.

Global Markets:

Asian markets came off their early highs on Friday, with Japanese markets retreating from a record peak, as investors locked in profits ahead of a crucial week that includes US President Donald Trump's tariff deadline and a host of central bank meetings.

Mixed inflation data, however, dampened the sentiment for Japanese investors. Tokyo consumer inflation data for July showed a slightly bigger-than-widely anticipated easing in prices. But core inflation still remained above the Bank of Japan’s 2% annual target, keeping uncertainty over the central bank’s rate hikes largely in play.

Focus now is on China’s Politburo meeting, a convening of top political leaders, for more cues on the Chinese economy. The meeting was supposed to be convened in late-July.

US stocks were mixed on Thursday, with the S&P 500 notching its fourth record close in a row as tech earnings from Alphabet pointed to AI as a key growth catalyst.

The tech-heavy Nasdaq Composite rose 0.2% to also close at a fresh record, while the S&P 500 ended up just 0.1% higher. The Dow Jones Industrial Average dropped 0.6% amid a post-earnings slide in IBM (IBM) shares.

Alphabet beat widely reported market’s second quarter earnings expectations and doubled down on its AI spending spree. The Google parent's shares rose alongside other AI-linked stocks such as Nvidia, helping buoy the tech-focused gauges.

Tesla's stock sank after an earnings miss, a continued slump in European sales, and a warning from CEO Elon Musk that the EV maker faced "rough quarters" as President Trump's budget bill kills off tax credits.

Optimism around trade deals remained strong after the US-Japan agreement helped push the S&P 500 and Nasdaq Composite to new record highs on Wednesday. Meanwhile, media reports indicated that the US and EU are nearing a deal to impose a 15% tariff on most European imports—significantly lower than the previously threatened 30%.

Domestic Market:

Domestic equity benchmarks ended in the red on Thursday as intense selling pressure in IT stocks dragged indices lower, following disappointing earnings from key sector players. Investor sentiment was further dampened by negative global cues. The White House's announcement that U.S. President Donald Trump will visit the Federal Reserve on Thursday — an unexpected and controversial move — has heightened tensions with Fed Chair Jerome Powell, injecting fresh uncertainty into global markets.

Adding to the unease, trade negotiations between India and the U.S. have reportedly hit a roadblock. With Washington’s August 1 deadline approaching, talks remain stalled over tariff reductions on key agricultural and dairy products, raising doubts over the finalisation of an interim trade deal.

The Nifty 50 closed below the 25,100 mark, weighed down by broad-based selling across sectors. However, selective buying in pharma and PSU banks helped limit the downside. The market had opened on a positive note but quickly gave up gains during the early part of the session. Despite a mild recovery attempt later in the day, indices eventually closed near the day’s lows.

The S&P BSE Sensex slumped 542.47 points or 0.66% to 82,184.17, while the Nifty 50 fell 157.80 points or 0.63% to 25,062.10.

GIFT Nifty:

GIFT Nifty August 2025 futures were trading 4 points lower in early trade, suggesting a flat opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 4,209.11 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 4,358.52 crore in the Indian equity market on 23 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 14825.06 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

Asian market traded higher on Thursday as fresh trade developments between the U.S. and Japan, alongside encouraging signals of a deal with the European Union, buoyed investor sentiment.

Investor focus shifted to Washington’s evolving trade strategy, with U.S. President Donald Trump setting his sights on the European Union after finalizing a sweeping agreement with Japan. Negotiators from both the U.S. and EU are now under pressure to strike a deal by August 1, as the Trump administration appears firm on its tariff timeline.

On Tuesday, the U.S. and Japan sealed what Trump described as "the largest trade deal in history." The agreement includes a $550 billion investment from Japan into the U.S. economy. In return, tariffs on Japanese exports to the American market—ranging from automobiles to agricultural goods—have been reduced to 15% from the previously proposed 25%. Trump hailed the deal as a mutually beneficial win that opens Japan’s markets to U.S. cars, trucks, and farm products.

Economic data from Japan, however, painted a mixed picture. The au Jibun manufacturing PMI dropped to 48.8 in July’s preliminary reading, below expectations of 50.2 and down from 50.1 in June, signaling a mild contraction. On the other hand, the services sector showed resilience, with the services PMI rising to 53.5 from 51.7 a month earlier.

Overnight on Wall Street, U.S. equities finished higher after Trump promoted his trade accomplishments with Japan and Indonesia on Truth Social. He also hinted at easing tariffs if other nations opened their markets to American goods. Adding to the momentum, Washington unveiled its new ‘AI Action (WA:ACT) Plan.’

The Dow Jones Industrial Average jumped 1.14% to a six-month high, while the S&P 500 gained 0.78% and the Nasdaq Composite added 0.61%.

Domestic Market:

The domestic equity indices ended with strong gains on Wednesday, with the Nifty closing above the 25,200 level. This positive performance was largely attributed to optimistic signals from Asian markets, which were buoyed by the newly announced US-Japan trade agreement. Auto and private bank stocks witnessed strong buying interest, while realty and media shares experienced a decline. The S&P BSE Sensex advanced 539.83 points or 0.66% to 82,726.64. The Nifty 50 index added 159 points or 0.63% to 25,219.90.

GIFT Nifty August 2025 futures were trading 37 points higher in early trade, suggesting a positive opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 3,548.92 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 5,239.77 crore in the Indian equity market on 22 July 2025, provisional data showed.

Global Markets:

Markets in Asian traded in the green, with Nikkei leading the gains, after President Donald Trump announced the signing of a "massive” trade deal with Japan.

The deal includes reciprocal tariffs of 15% on the country’s exports to the U.S., with auto duties reportedly being lowered to that level as well.

Japanese Prime Minister Shigeru Ishiba reportedly said that he needed to examine the deal before commenting.

Additionally, the news that Washington had reportedly achieved agreements with the Philippines and Indonesia encouraged investors, giving them hope that other nations may also reach arrangements to avoid the worst of the US president's levies.

The announcements boosted hopes that other deals could be in the pipeline, though talks with the European Union and South Korea reportedly remain elusive for now.

Equity markets have been rising in recent weeks on hope that countries will eventually sign trade deals with the US. This is despite the fact that there haven't been many agreements reached with Trump, despite the deadline of 01 August 2025.

On Wall Steet, the Dow Jones Industrial Average and other indexes eased off the day's highs while the S&P 500 set another new high in the final minutes of trading Tuesday, as investors grinded though countless quarterly financial results.

According to media reports, the S&P 500 companies are expected to report a 7% increase in earnings on average for the second quarter, with technology heavyweights driving much of that gain.

Meanwhile, U.S. trade policy remains a major point of uncertainty for investors and companies as Trump's self-imposed 01 August deadline for many countries to reach agreements with the White House approaches.

On Tuesday, GM tumbled after the automaker reported a $1 billion hit from tariffs to its quarterly results, adding more fuel to investor concerns about U.S. President Donald Trump's global trade policy.

The recent rally in Wall Street’s most valuable companies has been fueled by the optimism about heavy spending on artificial intelligence.

Following the mixed economic data released last week, reports suggest that the market has trimmed its expectations about interest-rate cuts from the U.S. Federal Reserve at next week's policy meeting. The market now expects about a 60% chance of a reduction in rates at the September meeting.

Domestic Market:

Domestic equity benchmarks closed mostly flat today, registering slight losses as investor sentiment remained cautious. Market participants continued to grapple with uncertainty ahead of the August 1 deadline for a potential U.S. trade agreement. The Nifty index settled just below the 25,100 mark. All sectoral indices on the NSE ended in the red, with PSU banks and realty stocks experiencing notable declines.

The S&P BSE Sensex declined 13.53 points or 0.02% to 82,186.61. The Nifty 50 index fell 29.80 points or 0.12% to 25,060.90.

GIFT Nifty:

GIFT Nifty August 2025 futures were trading 39.50 points lower in early trade, suggesting a negative opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 1,681.23 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 3,578.43 crore in the Indian equity market on 21 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 10476.30 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

Asian stocks traded mixed on Tuesday as investors turned cautious ahead of the looming August 1 deadline for potential US trade tariffs. Japanese stocks, in particular, saw sharp swings after Prime Minister Shigeru Ishiba’s ruling coalition lost its majority in the upper house.

Wall Street offered little direction, with US indices closing mostly flat overnight despite hitting fresh intraday records. The spotlight this week remains firmly on corporate earnings, with Tesla and Alphabet set to report on Wednesday.

By the close in New York, the Dow slipped 0.04%, the S&P 500 inched up 0.14%, and the Nasdaq rose 0.38%.

Domestic Market:

The domestic equity benchmarks ended higher Monday, reversing a two-day decline. Gains were driven largely by robust Q1 earnings from major private lenders HDFC Bank and ICICI Bank, which helped offset persistent global trade challenges. The Nifty closed above the 25,050 level, buoyed by private banks, financial services, and metals. The S&P BSE Sensex advanced 442.61 points or 0.54% to 82,200.34. The Nifty 50 index added 122.30 points or 0.49% to 25,090.70.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 27.50 points lower in early trade, suggesting a negative opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 374.74 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 2,103.51 crore in the Indian equity market on 18 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 10775.37 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

Most Asian stocks traded higher on Monday after the People’s Bank of China opted to leave its key loan prime rates unchanged, keeping the 1-year rate at 3.0% and the 5-year rate at 3.5%. This move provided a measure of stability in the region, even as broader market sentiment remained shaped by renewed concerns over global trade policy.

Trade developments came back into focus over the weekend following strong signals from Washington. The White House reiterated its stance on tariffs, with U.S. Commerce Secretary Howard Lutnick designating August 1 as the definitive deadline for countries to begin paying newly announced tariffs. Still, Lutnick added that negotiations could continue beyond that date, suggesting a potential window for ongoing dialogue.

In the U.S., major equity indices lost some ground on Friday as uncertainty around the Trump administration’s trade strategy persisted. Reports indicated that President Trump remained intent on imposing a 15% to 20% levy on the European Union, even if a broader deal is reached, while the EU was said to be arguing for a 10% tariff in response. Despite continued statements from the White House about ongoing negotiations, the number of new trade deals announced remains notably lower than what Trump had promised earlier in the year.

At Friday’s close, the Dow Jones Industrial Average was down 0.32%, the S&P 500 slipped 0.01%, and the NASDAQ Composite inched up by 0.05%, reflecting the cautious tone that continues to dominate global markets.

Domestic Market:

Key equity benchmarks closed lower for a second consecutive session on Friday, weighed down by lackluster corporate earnings and subdued global cues. The S&P BSE Sensex dropped 501.51 points or 0.61% to 81,757.73. The Nifty 50 index slipped 143.05 points or 0.57% to 24,968.40. With this, the Sensex and Nifty have shed 1.06% and 0.97% over the past two sessions, respectively.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 21.50 points lower in early trade, suggesting a negative opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 3,694.31 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 2,820.77 crore in the Indian equity market on 17 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 107797.48 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

Asian shares were trading higher on Friday, taking cues from Wall Street's rally overnight. Investors cheered a batch of upbeat US economic reports and corporate earnings that comfortably beat expectations.

In Japan, inflation showed some signs of cooling. Core inflation for June eased to 3.3%, down from May’s 29-month high of 3.7%, with rice prices showing signs of moderation. Headline inflation also slipped to 3.3%, from 3.5% the previous month. However, the "core-core" inflation gauge, closely tracked by the Bank of Japan, as it strips out both food and energy, edged up to 3.4%, hinting that underlying price pressures are still in play.

Over on Wall Street, the S&P 500 and Nasdaq closed at record highs on Thursday. Strong earnings and resilient consumer spending drove the rally. The Dow Jones rose 0.52%, while the S&P 500 climbed 0.54%, and the Nasdaq jumped 0.74%.

Investors also brushed off worries about new US trade tariffs set to kick in from August 1 under President Trump, focusing instead on growth and AI-fueled optimism.

Taiwanese chip giant TSMC stole the spotlight with stellar earnings and a bullish outlook on AI-related demand. Its US-listed shares surged 3.4%, igniting gains across the semiconductor and tech sectors.

Adding to the momentum, US retail sales rebounded strongly in June after two months of decline. Sales rose 0.6% month-on-month, reversing a 0.9% dip in May, thanks to increased auto purchases and a still-healthy consumer.

Domestic Market:

Equity benchmarks ended slightly lower on Thursday as investors navigated mixed global cues and a choppy trading session marked by the weekly F&O expiry. After opening flat, the Nifty gradually lost ground, and a mid-session recovery attempt fizzled out, eventually closing below the 25,120 mark. The S&P BSE Sensex declined 375.24 points or 0.45% to 82,259.24. The Nifty 50 index fell 100.60 points or 0.40% to 25,111.45.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 3.50 points lower in early trade, suggesting a flat-to-negative opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 1,858.15 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,223.55 crore in the Indian equity market on 16 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 6809.93 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

Most Asian indices declined on Thursday as investors digested Japan’s second straight monthly drop in exports and conflicting signals from U.S. President Donald Trump on monetary policy and trade.

Japan’s exports slipped 0.5% year-on-year in June, following a 1.7% fall in May, signaling continued weakness in external demand. Meanwhile, Trump denied plans to fire Federal Reserve Chair Jerome Powell, just hours after reportedly telling Republican lawmakers otherwise. The President added fuel to the trade uncertainty by reiterating a potential 25% tariff on Japanese imports, casting doubt on a comprehensive trade deal with Japan.

On the flip side, Singapore delivered a surprise. Its non-oil domestic exports surged 13% in June versus a year ago, sharply rebounding from a 3.9% drop in May. This marked the fastest growth since July 2024.

U.S. markets shrugged off the Powell drama. The Dow Jones rose 0.53%, the S&P 500 gained 0.32%, and the Nasdaq advanced 0.26% as Trump told reporters he was “not planning anything” regarding Powell’s removal, despite continuing to criticize the Fed chief for high interest rates and a pricey renovation of the Fed building.

Economic data brought a mixed bag. Producer prices in the U.S. remained flat in June on a monthly basis, with annual growth slowing to 2.3% from May’s 2.7%. However, consumer prices showed signs of heating up, rising 2.7% year-on-year in June compared to 2.4% in May. On a monthly basis, inflation stood at 0.3%, matching expectations.

On Wall Street, Tesla shares climbed 3% after the EV giant announced plans to launch a six-seater Model Y this fall. Meanwhile, Global Payments surged 5% following reports that activist investor Elliott Management had taken a stake in the company.

Domestic Market:

Equity benchmarks ended with modest gains on Wednesday, with the Nifty closing above the 25,200 mark. PSU banks and IT stocks attracted buying interest, while metal and pharma shares faced selling pressure. However, sentiment remained cautious amid renewed concerns over rising U.S. inflation and lingering uncertainty over trade tariffs. The S&P BSE Sensex jumped 63.57 points or 0.08% to 82,634.48. The Nifty 50 index added 16.25 points or 0.06% to 25,212.05.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 3.50 points higher in early trade, suggesting a flat-to-positive opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 120.47 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,555.03 crore in the Indian equity market on 15 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 6354.15 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

Asian market opened on a choppy note Wednesday after US President Donald Trump claimed a preliminary trade deal with Indonesia, which surprisingly includes a 19% tariff on the country’s exports to the US.

Eyes are also on Indonesia’s central bank, which is expected to announce its policy decision later today.

Back in the US, stocks ended mostly lower on Tuesday despite early gains in tech. The S&P 500 slipped 0.4% and the Dow tumbled 0.98%, while the Nasdaq eked out a modest 0.18% rise. Both the S&P 500 and Nasdaq briefly touched record highs before retreating.

June's consumer price index came in slightly hotter than expected, reigniting concerns that fresh tariffs could add more heat to inflation. According to the Bureau of Labor Statistics, consumer prices rose 2.7% year-on-year and climbed 0.3% between May and June. The data bolstered expectations that the Federal Reserve will hold off on any rate cuts for now.

Tariff jitters were far from over. Trump doubled down Tuesday evening, confirming that his proposed 200% tariffs on pharmaceutical imports will kick in by month-end, alongside a broader package of trade levies. Earlier, he announced a 30% tariff on imports from Mexico and the EU. The European Union pushed back sharply and is reportedly preparing retaliatory tariffs on US products including cars and alcohol.

In earnings land, Wall Street’s biggest banks kicked off the season with a bang. JPMorgan Chase, Citigroup, and Wells Fargo all topped Q2 profit estimates, thanks to solid performance in both consumer and investment banking segments.

Domestic Market:

Equity benchmarks ended a four-day losing streak with modest gains on Tuesday, as easing CPI inflation lifted investor sentiment. Hopes of a potential rate cut spurred buying interest, pushing all NSE sectoral indices into the green. After a quiet start, the market gathered pace through the day, with the Nifty closing well above 25,150, led by strength in auto, healthcare, and pharma stocks. The S&P BSE Sensex jumped 317.45 points or 0.39% to 82,570.91. The Nifty 50 index added 113.50 points or 0.45% to 25,195.80. In the past four consecutive trading sessions, the Sensex and the Nifty dropped 1.74% and 1.72%, respectively.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 9.50 points lower in early trade, suggesting a mildly negative opening for the Nifty 50.

Economy:

India’s retail inflation, measured by the Consumer Price Index (CPI), cooled to a multi-year low of 2.10% in June 2025, thanks to a sharp dip in food prices. The data, released by the Ministry of Statistics and Programme Implementation (MoSPI) on Monday, 14 July 2025, marks the lowest year-on-year inflation rate since January 2019. For comparison, CPI inflation stood at 2.82% in May 2025 and 5.08% in June 2024.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 1,614.32 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,787.68 crore in the Indian equity market on 14 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 5474.96 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

Most Asian indices edged higher on Tuesday after China's GDP grew 5.2% in the second quarter, according to data from the National Bureau of Statistics. While the growth beat market expectations, it still marked a slowdown from the 5.4% seen in the first quarter.

June’s economic indicators in China offered a mixed bag. Retail sales growth eased to 4.8% year-on-year, down from 6.4% in May. On the brighter side, industrial output beat forecasts, rising 6.8% year-on-year, while fixed asset investment climbed 2.8% in the first half of 2025. The urban unemployment rate held steady at 5% in June, unchanged from May but lower than the two-year high of 5.4% in February.

Over in the US, the S&P 500 inched up on Monday after President Donald Trump signaled willingness to negotiate on trade, including with the European Union. The gesture helped calm market jitters over a potential global trade war. By the closing bell on the NYSE, the Dow Jones Industrial Average was up 0.20%, the S&P 500 gained 0.14%, and the NASDAQ Composite added 0.27%.

Among standout movers, shares of Palantir Technologies surged 4.96%, or $7.05, to hit an all-time high of $149.15. Boeing Co also soared to a 52-week high, rising 1.62% or $3.67 to $230.51.

Domestic Market:

Equity benchmarks ended lower for the fourth straight session on Monday, slipping despite a softer WPI inflation print. The Nifty closed below the 25,100 mark as selling in IT stocks offset gains in healthcare. Meanwhile, mid- and small-cap stocks bucked the trend, showing positive momentum. The S&P BSE Sensex declined 247.01 points or 0.30% to 82,253.46. The Nifty 50 index lost 67.55 points or 0.27% to 25,082.30. In four consecutive trading sessions, the Sensex and the Nifty have dropped 1.74% and 1.72%, respectively.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 43 points lower in early trade, suggesting a negative opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 5,104.22 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 3,558.63 crore in the Indian equity market on 11 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 555.58 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

US Dow Jones futures dropped 190 points, hinting at a weak start for Wall Street today.

Asian equities traded higher on Monday as markets weighed the impact of fresh trade tariff announcements by U.S. President Donald Trump. Investor attention also turned toward a string of key economic data releases from China expected this week.

In Japan, core machinery orders slipped 0.6% in May on a month-on-month, seasonally adjusted basis, according to the Cabinet Office. However, on a year-on-year basis, orders rose 4.4%, outperforming the 3.4% growth forecast by analysts, as per LSEG data.

Singapore’s economy delivered a better-than-expected performance in the second quarter, growing 4.3% year-on-year compared to 3.9% in the previous quarter. On a quarterly basis, GDP expanded 1.4%, marking a strong rebound from the 0.5% contraction seen earlier.

Tensions flared over the weekend as President Trump unveiled new 30% tariffs on imports from Mexico and the European Union, effective August 1, 2025. This follows an aggressive series of levies in the past week targeting Japan, South Korea, Canada, Brazil, and a 50% duty on all copper imports.

Leaders from the EU and Mexico signaled their intention to continue negotiations with the U.S. administration in hopes of securing lower tariff rates before the new duties kick in.

Wall Street ended lower on Friday as trade anxieties mounted. The Dow Jones Industrial Average dropped 0.63%, the S&P 500 shed 0.33%, and the NASDAQ Composite eased 0.22%, following Trump’s threat of a 35% tariff on Canadian goods.

Domestic Market:

The key benchmark indices closed deep in the red on Friday, marking their third consecutive day of losses as investors grappled with global trade tensions and disappointing cues from the IT sector. The S&P BSE Sensex tumbled 689.81 points or 0.83% to 82,500.47. The Nifty 50 index dropped 205.40 points or 0.81% to 25,149.85. In three consecutive trading sessions, the Sensex declined 1.45%, while the Nifty fell 1.46%.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 44 points lower in early trade, suggesting a negative opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 221.06 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 591.33 crore in the Indian equity market on 10 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 1385.08 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

US Dow Jones futures surged 146 points, hinting at a strong start for Wall Street today.

Asian stocks traded mixed Friday after U.S. President Donald Trump announced 35% tariffs on Canada starting Aug 1. The new duties will be in addition to Trump’s recent sectoral tariffs. Trump attributed fentanyl and Canada’s retaliatory tariffs as reasons for the rate. The 35% duty might be increased if Canada continues to retaliate, Trump said.

Trump also told reporters Thursday that his administration is preparing to impose blanket tariffs of 15% to 20% on a broader set of trade partners, adding another layer of uncertainty to global trade dynamics.

Despite the rising geopolitical tension, Wall Street closed higher overnight, with the S&P 500 and Nasdaq setting fresh record highs. The S&P 500 gained 0.27%, the Nasdaq edged up 0.09%, and the Dow Jones Industrial Average rose 0.43%, lifted largely by strong performance in chip stocks.

Semiconductor stocks rallied 1% after Taiwan Semiconductor Manufacturing Co (TSMC) reported a robust 40% jump in Q2 sales, beating expectations and reinforcing optimism around AI-led demand.

Advanced Micro Devices also gained momentum following an upgrade to "buy" by a broker, while Nvidia extended its rally a day after breaching the $4 trillion market cap mark for the first time.

Domestic Market:

The domestic equity benchmarks slipped further on Thursday, extending losses for a second consecutive session, as investors treaded cautiously ahead of a possible India-US trade deal and the kickoff to the Q1 earnings season. The S&P BSE Sensex declined 345.80 points or 0.41% to 83,190.28. The Nifty 50 index fell 120.85 points or 0.47% to 25,355.25. In two consecutive trading sessions, the Sensex shed 0.62%, while the Nifty fell 0.66%.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 28 points lower in early trade, suggesting a negative opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 77 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 920.83 crore in the Indian equity market on 9 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 1953.12 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

US Dow Jones futures slipped 58 points, hinting at a tepid start for Wall Street today.

Most Asian equities edged higher on Thursday, riding a wave of optimism from the tech sector after Nvidia briefly crossed the $4 trillion valuation milestone. However, gains were tempered by growing unease over fresh U.S. trade tariffs announced by President Donald Trump.

Trump has begun dispatching formal letters to major trade partners, outlining steep new tariffs. Japan and South Korea each face a 25% tariff, while Brazil was hit with a 50% levy, prompting strong criticism and threats of reciprocal action from Brasilia. Trump also confirmed a 50% tariff on copper imports, claiming it was necessary to revive the domestic copper industry.

In South Korea, the Bank of Korea held interest rates steady, as expected, while signaling a readiness to ease policy further amid ongoing economic challenges.

Overnight on Wall Street, the Nasdaq hit record highs despite the tariff drama, lifted by a strong rally in Nvidia, which briefly topped $4 trillion in market cap. Investor enthusiasm around AI continued to fuel tech stocks, with Meta Platforms and other major names also ending in the green.

At the close, the Dow Jones gained 0.49%, the S&P 500 rose 0.61%, and the Nasdaq jumped 0.95%.

The Federal Reserve’s June meeting minutes, released Wednesday, showed most policymakers still expect rate cuts this year, though divisions are emerging. While some members are eyeing a possible cut as early as July, others see no need for any easing in 2025.

Domestic Market:

Equity benchmarks ended moderately lower Wednesday, weighed down by lingering uncertainty over potential U.S. tariff actions and the prospects of a U.S.-India trade deal. While tariff concerns continue to cloud sentiment, investor attention is now turning to the Q1 earnings season, with IT giant TCS set to report its results on Thursday, July 10. The Nifty closed below the 25,500 mark, pressured by declines in metal and energy stocks. The S&P BSE Sensex declined 176.43 points or 0.21% to 83,536.08. The Nifty 50 index fell 46.40 points or 0.18% to 25,476.10.