Share Market News

GIFT Nifty:

GIFT Nifty August 2025 futures were currently trading 19.00 points (or 0.08%) higher, suggesting a possible muted opening for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 4,999.10 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 6,794.28 crore in the Indian equity market on 06 August 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 10,954.49 crore in the cash market during August 2025. This follows their cash sales of shares worth Rs 47,666.68 crore in July 2025.

Global Markets:

Markets in Asia traded mostly lower on Thursday after U.S. President Donald Trump vowed to impose a 100% tariff on imports of semiconductors and chips.

However, the companies that are “building in the United States” would be exempted from the said tariff.

Meanwhile, South Korea posted a record-high current account surplus in June on strong demand for technology exports, central bank data showed on Thursday.

The country's current account stood at a surplus of $14.27 billion, up from $10.14 billion in May. It was reportedly the biggest monthly surplus in the data series dating back to January 1980.

South Korea's trade deal with the U.S. will take a huge burden off monetary policymakers at their upcoming meeting later this month, the country's central bank governor has reportedly said on Thursday at his first meeting with the newly-appointed finance minister.

The Bank of Korea kept its benchmark interest rate unchanged at 2.50% last month, but a majority of board members signalled another rate cut in the next three months and warned of "significant" economic uncertainty from the U.S. tariffs. The central bank next meets on August 28.

All the three major equity averages on Wall Street finished with gains on Wednesday.

The S&P 500 advanced 0.73% to finish at 6,345.06, while the Nasdaq Composite jumped 1.21%, closing at 21,169.42. The Dow Jones Industrial Average also rose 81.38 points, or 0.18%, to end the day at 44,193.12.

Domestic Market:

The domestic equity benchmarks ended lower on Wednesday, marking a second consecutive day of losses. Investor sentiment weakened after the Reserve Bank of India left key interest rates unchanged and maintained a neutral policy stance, signalling caution amid global trade headwinds. The Nifty slipped below the 24,600 mark, weighed down by losses in pharma, healthcare and IT stocks.

The S&P BSE Sensex declined 166.26 points or 0.21% to 80,543.99. The Nifty 50 index fell 75.35 points or 0.31% to 24,574.20. In two consecutive sessions, the Sensex declined 0.59% and the Nifty shed 0.60%.

GIFT Nifty:

GIFT Nifty August 2025 futures were currently trading 63.50 points (or 0.26%) higher, suggesting a possible positive start for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 22.48 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 3,840.39 crore in the Indian equity market on 05 August 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 5,955.39 crore in the cash market during August 2025. This follows their cash sales of shares worth Rs 47,666.68 crore in July 2025.

Global Markets:

Markets in Asia traded in a mixed manner on Wednesday as investors digested disappointing economic data and new tariff-related remarks from U.S. President Donald Trump.

“We’re going to be announcing [tariffs] on semiconductors and chips, which is a separate category, because we want them made in the United States,” Trump said on Tuesday stateside, adding that he’ll announce the new plan “within the next week or so.”

On Wall Street, the three leading U.S. indexes finished lower Tuesday. The S&P 500 fell 0.49%, closing at 6,299.19, while the Nasdaq Composite slid 0.65% to end at 20,916.55. The Dow Jones Industrial Average moved 61.90 points lower, or 0.14%, to settle at 44,111.74.

U.S. services sector activity unexpectedly flatlined in July, data showed on Tuesday. The Institute for Supply Management (ISM) said on Tuesday its nonmanufacturing purchasing managers index (PMI) slipped to 50.1 last month from 50.8 in June. The data indicated that the employment had weakened further and input costs climbed by the most in nearly three years, underscoring the impact from President Donald Trump's tariff policy.

Domestic Market:

Domestic equity benchmarks ended modestly lower on Tuesday, with the Nifty 50 settling just below the 24,650 mark. Energy, FMCG, and pharma stocks led the decline, dragging the index down as sentiment soured in the face of fresh geopolitical jitters.

The market mood deteriorated after U.S. President Donald Trump renewed his threat of imposing steep tariffs on India over its continued purchase of Russian oil. The sharp rhetoric revived concerns around global trade tensions, just as investors were already navigating through mixed Q1 earnings and persistent foreign portfolio outflows.

The S&P BSE Sensex dropped 308.47 points or 0.38% to 80,710.25. The Nifty 50 index declined 73.20 points or 0.30% to 24,649.55.

GIFT Nifty:

GIFT Nifty August 2025 futures were currently trading 45.50 points (or 0.18%) higher, suggesting a flat to mildly positive opening for the Nifty 50 today.

Trump Tariffs:

U.S. President Donald Trump has announced his plans to significantly raise tariffs on Indian exports to the country.

"India is not only buying massive amounts of Russian Oil, they are then, for much of the Oil purchased, selling it on the Open Market for big profits,” Trump reportedly wrote on a social media platform.

India said it was is being 'targeted’ by the U.S. and the European Union over its imports of Russian oil after U.S. President Donald Trump in an overnight social media post threatened New Delhi with much steeper tariffs.

India began importing oil from Russia only after traditional supplies were diverted to Europe following the outbreak of the Russia-Ukraine war in 2022, the Indian foreign ministry reportedly said in a statement.

The ministry stated that it was revealing that the very nations criticizing India — namely the EU and the U.S. — were themselves engaging in trade with Russia.

The EU’s bilateral trade with Russia stood at 67.5 billion euros ($78.1 billion) in 2024, while its services trade in 2023 was at 17.2 billion euros, according to European Commission data. Citing that data, India said the bloc’s trade was “significantly more” than India’s total trade with Russia.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 2,566.51 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 4,386.29 crore in the Indian equity market on 04 August 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 5,932.91 crore in the cash market during August 2025. This follows their cash sales of shares worth Rs 47,666.68 crore in July 2025.

Global Markets:

Markets in Asia edged higher on Tuesday, marking a second straight day of gains, as investor optimism grew that the Federal Reserve will take steps to support the world’s largest economy.

A few Bank of Japan board members said the central bank would consider resuming interest rate increases if trade friction de-escalates, minutes of its June policy meeting reportedly showed on Tuesday.

At the June 16-17 meeting, the BOJ kept interest rates steady at 0.5% and decided to decelerate the pace of its balance sheet drawdown next year, signalling its preference to move cautiously in removing remnants of its massive stimulus.

Meanwhile, South Korea’s consumer prices rose 2.1% in July from a year earlier, slightly slower than the rise of 2.2% in June, government data showed on Tuesday.

On Wall Street, all the three major averages soared into the green on Monday, with the Dow Jones Industrial Average recouping its losses from Friday’s session.

The blue-chip index climbed 585.06 points, or 1.34%, to finish the day at 44,173.64. Additionally, the broad market S&P 500 and the tech-heavy Nasdaq Composite rocketed higher by 1.47% and 1.95%, ending at 6,329.94 and 21,053.58, respectively.

Domestic Market:

Domestic benchmark indices kicked off the week on a positive note, snapping a two-day losing streak. Investors weighed developments around U.S. tariffs and the Federal Reserve’s policy stance amid signs of a softening labour market. The Nifty 50 closed comfortably above the 24,700 mark, buoyed by broad-based gains in metal, auto, and IT stocks.

On Monday, the S&P BSE Sensex advanced 418.81 points or 0.52% to 81,018.72. The Nifty 50 index gained 157.40 points or 0.64% to 24,722.75.

GIFT Nifty:

GIFT Nifty August 2025 futures were currently trading 20.50 points (or 0.08%) higher, suggesting a flat to mildly positive opening for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 3,366.40 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 3,186.86 crore in the Indian equity market on 01 August 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 47,666.68 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 mostly lower on Monday as investors assessed the latest round of tariffs that have been levied by the U.S. on its trading partners. These tariffs have raised concerns over mounting inflation and could also possibly lead to an economic slowdown.

Movements in crude oil prices will be closely watched after OPEC+ announced a significant output hike. On Sunday, the bloc agreed to raise production by 547,000 barrels per day for September — the latest in a series of accelerated increases aimed at regaining market share.

The decision comes amid concerns over potential supply disruptions related to Russia, with OPEC+ citing a healthy global economy and low inventories as key factors behind the move.

On Wall Street, major equity indices ended lower on Friday as a weaker-than-expected jobs report, combined with fresh U.S. tariffs on dozens of trading partners, fueled concerns that the American economy might be slowing down significantly.

The S&P 500 slipped 1.6% to close 6,238.01, while the Nasdaq Composite pulled back 2.24% 20,650.13. The Dow Jones Industrial Average fell 542.40 points, or 1.23%, to finish the session 43,588.58.

Data released by the Labor Department on Friday showed that the US nonfarm payrolls rose by 73,000 in July 2025, well below expectations of 110,000. The revised figures for May and June showed that employment was cumulatively lower by 258,000 than previously reported—suggesting the labor market may be cooling more rapidly than initially anticipated.

Domestic Market:

The headline equity benchmarks closed deep in the red on Friday, dragged by global headwinds and renewed investor caution. The Nifty slipped below the 24,600 mark as the Street digested the impact of steep import tariffs imposed by the United States on multiple trade partners, including a 25% levy on Indian goods.

While indices opened lower tracking weak global cues, they staged a brief recovery only to be hammered down by mid-session profit booking and a sharp selloff in the final hour. Barring FMCG, all sectoral indices on the NSE ended with losses, with pharma, healthcare, and metal stocks bearing the brunt.

The selloff was intensified by sustained FII outflows, global market weakness, and renewed pressure from a strengthening U.S. dollar. With the earnings season in full swing, investors also remained wary of stock-specific volatility and corporate commentary.

The S&P BSE Sensex declined 585.67 points or 0.72% to 80,599.91. The Nifty 50 index lost 203 points or 0.82% to 24,565.35.

GIFT Nifty:

GIFT Nifty August 2025 futures were currently trading 38.50 points (or 0.16%) higher, suggesting a flat to mildly positive opening for the Nifty 50 today.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 5,588.91 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 6,372.71 crore in the Indian equity market on 31 July 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 47,666.68 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 traded lower on Friday after U.S. President Donald Trump announced sweeping new tariffs on American trading partners, citing trade imbalances and national security concerns.

The decision, signed late Thursday, is set to go into effect on 7 August and covers a wide range of goods from 69 countries and the 27-member European Union.

Countries facing the highest rates include Syria at 41 percent, Switzerland at 39 percent, Laos and Myanmar at 40 percent, Iraq and Serbia at 35 percent, and Libya and Algeria at 30 percent. Others like Taiwan, India, and Vietnam fall in the 20 to 25 percent range.

The European Union reached a deal under which goods with existing duty rates above 15 percent are exempt, while others will see adjusted levies. For countries not listed, a default rate of 10 percent will apply.

Meanwhile, Japan’s unemployment rate was unchanged at 2.5% in June, from the previous month, government data released Friday showed. There were 122 job openings for every 100 job seekers in June, lower than the 124 openings for every 100 job seekers in the previous month.

Stocks on Wall Street closed lower on Thursday, with the S&P 500 posting its third consecutive losing session.

The broad market index fell 0.37% to settle at 6,339.39, while the Nasdaq Composite edged down 0.03% to 21,122.45. The Dow Jones Industrial Average declined 330.30 points, or 0.74%, closing at 44,130.98.

Domestic Market:

The headline equity indices ended slightly lower on Thursday, snapping a two-day winning run, as markets reacted sharply to an unexpected tariff announcement from the United States and volatility from the monthly derivatives expiry.

Indices opened on a weak note and saw a knee-jerk sell-off, but a mid-session recovery in heavyweight stocks helped the indices briefly turn positive. However, renewed selling pressure in the final hour pushed benchmarks back into negative territory. The Nifty 50 slipped below 24,800, dragged down by weakness in energy, metal, and pharma stocks. However, FMCG bucked the weak market trend.

Sentiment turned risk-averse after U.S. President Donald Trump announced a 25% tariff on Indian goods, effective August 1, along with an additional, unspecified penalty reportedly linked to India’s procurement from Russia.

The S&P BSE Sensex declined 296.28 points or 0.36% to 81,185.58. The Nifty 50 index lost 86.70 points or 0.35% to 24,768.35.

GIFT Nifty:

GIFT Nifty August 2025 futures were currently trading 16.50 points (or 0.07%) higher, suggesting a muted start for the Nifty 50 today.

Trump Tariffs:

The U.S. President Donald Trump announced on Wednesday that India will face a 25% tariff starting August 1, along with an additional 'penalty' over what he considers unfair trade practices and India’s purchases of military equipment and energy from Russia.

The 25% tariff is slightly lower than the 26% rate he declared on “Liberation Day” for the key trading partner but remains at the higher end of the range he was weighing. On Tuesday, Trump had indicated he was considering a rate between 20% and 25%.

India’s Ministry of Commerce and Industry has reportedly said the 'government is studying' the implications of Trump’s tariff announcement.

"India and the US have been engaged in negotiations on concluding a fair, balanced and mutually beneficial bilateral trade agreement over the last few months,” the ministry said in a statement. “We remain committed to that objective.”

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 850.04 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,829.11 crore in the Indian equity market on 29 July 2025, provisional data showed.

According to public data, FPIs have sold shares worth Rs 42,077.77 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 traded mostly lower on Thursday as after weakness in Chinese economic activity coupled with falling copper prices dampened investor sentiment.

Copper futures witnessed sharp sell-off after Trump said the U.S. will impose a 50% tariff on copper pipes and wiring. The details of the levy, though, fell short of the sweeping restrictions expected and left out copper input materials such as ores, concentrates and cathodes.

China's official NBS Manufacturing PMI dropped to 49.3 in July 2025 from June’s three-month high of 49.7, falling short of expectations and marking the fourth consecutive month of contraction in factory activity. It was the steepest decline since January, as output growth slowed, while both new orders and foreign sales saw their sharpest drops in three months.

The Bank of Japan’s policy decision remained on investor’s radar. Japan’s central bank is widely expected to stand pat on short-term interest rates at 0.5% for the fourth consecutive time, when its two-day policy meeting concludes later in the day.

Investors also assessed the U.S.′ blanket 15% tariffs on imports from South Korea. The U.S. President Donald Trump on Wednesday announced that Washington had reached a “full and complete” trade deal with Seoul, setting blanket tariffs on the country’s exports to U.S. at 15%.

The S&P 500 closed lower on Wednesday and gave up its gain from earlier in the session after Federal Reserve Chair Jerome Powell threw some cold water on the prospects of a September rate cut.

The broad market index lost 0.12% to close at 6,362.90. The Nasdaq Composite added 0.15% to 21,129.67, while the Dow Jones Industrial Average fell 171.71 points, or 0.38%, to finish the session at 44,461.28.

The Federal Reserve's rate-setting committee voted 9-2 on Wednesday to hold interest rates steady for the fifth consecutive meeting, with two Fed governors dissenting for the first time in more than three decades.

Fed Chair Jerome Powell's comments after the decision undercut confidence that borrowing costs would begin to fall in September.

The U.S. economic growth rebounded more than expected in the second quarter, but that measurement grossly overstated the economy's health as declining imports accounted for the bulk of the improvement and domestic demand increased at its slowest pace in two and a half years.

The US economy likely grew at an annualized rate of 2.4% in the second quarter of 2025, rebounding from a 0.5% contraction in the first quarter which was the first decline in three years.

Domestic Market:

The headline equity benchmarks closed with modest gains on Wednesday, aided by strong Q1 earnings from Larsen & Toubro (L&T). However, overall sentiment stayed cautious ahead of the U.S. Federal Reserve's policy outcome due later tonight. Investors also kept a close watch on progress in the India-U.S. trade discussions. The Nifty ended above the 24,850 level, supported by buying in IT, FMCG, and consumer durables stocks.

The S&P BSE Sensex advanced 143.91 points or 0.18% to 81,481.86. The Nifty 50 index added 33.95 points or 0.14% to 24,855.05.

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.