💤 Indices Snooze, But Mid & Smallcaps Stay Buzzing! Realty & FMCG Shine Bright 🌇🛒

📰Daily Market Wrap-Up by Stock Whisperers-April 22

Author

thestock whisperers
April 22, 2025

22-April-2025

📈 Market Overview:

Summary of the Day's Market Performance

Market Overview

  • The Sensex rose 0.1% to close at 79,451.80, gaining 43.30 points.

  • The Nifty climbed 0.2% to 24,148.45, up 22.90 points, marking a steady session.

  • Midcaps (+0.8%) and Smallcaps (+0.8%) continued their upward streak, outperforming benchmarks.

  • All sectors ended in the green or flat except IT (-0.6%) and Energy (-0.4%), with Real Estate (+2.4%) and FMCG (+1.9%) leading gains.

💸 Market Transactions:

  • Foreign Institutional Investors (FII): Bought ₹1,290.43 crore

  • Domestic Institutional Investors (DII): Sold ₹885.63 crore

Consistent FII inflows for the fourth day, despite DII selling, supported the market’s resilience.

📊📑 Important Observations and Market Sentiments: Editor Special

  • Despite negative global cues from Trump-Fed tensions, India’s market held optimism, driven by the RBI’s relaxed liquidity coverage ratio guidelines, boosting credit growth in finance. A weakening US Dollar Index (below 98) and competitive valuations fueled FII flows.

  • Domestic macros improved with declining inflation (March CPI at a 5-year low) and expectations of further RBI rate cuts, likely lowering costs and boosting FY26 earnings. Real Estate and FMCG thrived, while IT and Energy lagged amid consolidation.

  • The market anticipates continued strength, supported by domestic cues and Q4 earnings, though global uncertainties persist.

❓ DO YOU KNOW?

The RBI’s recent liquidity easing, following the 6.00% repo rate cut, has unlocked an estimated ₹1.5 lakh crore in additional credit potential for banks this quarter.

📰Stock News:

Key Stock Movements and News

  • Top Gainers: ITC, IIFL, Dixon Technologies, Max Healthcare, Phoenix Mills, and Colgate-Palmolive

  • Top Losers: ITC, IIFL, Dixon Technologies, Max Healthcare, Phoenix Mills, and Colgate-Palmolive

  • FMCG stocks (DMart, ITC, HUL) rose 2% each after UBS issued a bullish call on the sector.

  • HDFC Bank gained 1.71%, building on its Q4 FY25 profit rise (6.7% YoY to ₹17,656.61 crore), supported by RBI liquidity measures.

  • ICICI Bank rose, leveraging its Q4 profit surge (18% YoY), with Nifty Bank showing resilience (Motilal Oswal ₹1,650, Nuvama ₹1,660 targets).

  • ITC topped Nifty 50 gainers with a 2.36% rise, recovering from Sresta acquisition losses amid strong sector sentiment.

  • HUL gained 2.21%, highlighted by brokerages for Q4 earnings potential.

  • Jio Financial Services rose 1.71% on a 2% YoY profit rise to ₹316 crore, revenue up 18% to ₹493 crore, and a ₹0.5/share dividend.

  • IndusInd Bank fell 4.79% due to profit-taking and ongoing PwC forex derivatives review concerns.

  • Hero MotoCorp dropped 2.02% amid two-wheeler sector volatility.

  • Devyani International gained focus after acquiring Biryani By Kilo, with bullish brokerage views on QSR growth.

  • Hyundai Motor India rose post-IPO lock-in expiry, boosting investor interest.

  • Tata Consumer Products rose on expectations of strong Q4 revenue despite tea inflation pressures.

  • Bajaj Finance, dubbed the “Nifty king” with a 36% 2025 return and ₹1.5 lakh crore rally, remained in the spotlight.

Your Weekly Stock Markets Rundown: 🌍 Trade Turmoil Meets Monsoon Hope as Market Eyes Earnings & Rate Cuts

April 21-25, 2025

The week of April 21-25, 2025, unfolds amid a chaotic trade war between the US and China, testing global supply chains and market resilience. India’s Q4 FY25 earnings season progresses with key IT and financial results, following TCS’s cautious start, while easing inflation and a promising monsoon forecast bolster hopes for RBI rate cuts. However, FII volatility and rising US jobless claims temper optimism. Investors will watch PMI data, loan growth, and consumer confidence figures for direction, with opportunities in IT, consumer goods, and financial stocks amidst the uncertainty.

👀Stocks to Focus:

  1. ITC: FMCG strength may persist.

  2. HDFC Bank: Banking momentum could continue.

  3. IndusInd Bank: Forex review outcome to watch.

📝Summary:

Indian markets edged up 0.2%, with Nifty at 24,148.45, as Midcaps and Smallcaps led, supported by FII inflows and RBI liquidity boosts. Real Estate and FMCG shone, while IT and Energy dipped. Despite global Trump-Fed tensions, domestic optimism and falling inflation fuel the rally—focus on Q4 earnings!

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Disclaimer: The Stock Whisperers is a media platform providing educational and informational content related to the stock market. We do not offer investment advice, stock recommendations, or tips. Readers should consult a SEBI-registered advisor before making any investment decisions.