🔁 Markets Bounce Back from Lows Amid Global Peace Buzz; Nifty Holds 24,600 💚

📰Daily Market Wrap-Up by Stock Whisperers- August 7, 2025

Author

thestock whisperers
August 07, 2025

August 7, 2025

📈 Market Overview:

Market Overview

Summary of the Day's Market Performance

  • The Sensex rose 79.27 points (+0.10%) to close at 80,623.26, recovering from intraday lows.

  • The Nifty gained 21.95 points (+0.09%) to 24,596.15, stabilizing around 24,600.

  • Midcap index rose 0.3%, while Smallcap index ended flat, showing mixed broader market action.

  • IT, Media, and Pharma rose 0.5-1%, with all sectoral indices recovering most intraday losses.

💸 Market Transactions:

  • Foreign Institutional Investors (FII): Sold ₹5,214.04 crore

  • Domestic Institutional Investors (DII): Bought ₹10,760.13 crore

Massive DII inflows drove the recovery, countering significant FII outflows on a volatile expiry day.

📊📑 Important Observations and Market Sentiments: Editor Special

  • Domestic equities rebounded from intraday lows during the weekly F&O expiry, despite initial selling pressure from steep US tariff hikes (totaling 50% on Indian goods, effective August 27). Sentiment improved late in the session with reports of potential Trump-Putin-Zelensky peace talks, raising hopes for a softer US trade stance.

  • The rebound lifted auto, pharma, metals, and energy sectors, supported by domestic resilience, the RBI’s neutral stance, and a favorable inflation outlook from a good monsoon. Investors remain cautious but optimistic, focusing on consumption-driven and domestically oriented stocks.

  • Analysts expect Nifty to consolidate around 24,500–24,800, with support at 24,400—watch trade talks and US policy shifts closely.

❓ DO YOU KNOW?

The rumored Trump-Putin-Zelensky peace talks, if realized, could be the first high-level negotiation since the Russia-Ukraine conflict escalated in 2022, potentially easing global trade tensions.

📰Stock News:

Key Stock Movements and News

  • Top Gainers: Hero MotoCorp, Tech Mahindra, Wipro, Eternal, and JSW Steel

  • Top Losers: Adani Enterprises, Adani Ports, Trent, Tata Motors, and Grasim Industries

  • Hero MotoCorp surged 4% after a 10.9% YoY Q1 FY26 profit rise to ₹1,122 crore, driven by exports and domestic demand.

  • Adani Enterprises dropped 2% amid US Justice Department probes and the 50% tariff burden.

  • Adani Power gained after receiving a Letter of Intent for a 2,400 MW thermal plant in Bihar.

  • Hikal hit a 52-week low of ₹281.90, down 8%, after a Q1 FY26 net loss of ₹22.4 crore versus a ₹5.1 crore profit YoY.

  • NSDL jumped 7%, extending post-listening gains to 13% on strong IPO debut interest.

  • LTIMindtree rose after securing a ₹792 crore PAN 2.0 project, boosting IT sentiment.

  • Fortis Healthcare gained after a 40% YoY Q1 FY26 profit rise to ₹174 crore.

  • Reliance Industries fell due to US tariff concerns and volatile crude prices impacting refining margins.

  • Murae Organisor hit a 5% upper circuit as the last day to qualify for its 1:10 bonus issue (record date today).

Your Weekly Stock Markets Rundown: Markets Brace for Volatility Amid Trade and Earnings Focus

August 4-8, 2025

  • Earnings Season: Over 128 companies, including DLF, Adani Ports, and Bharti Airtel, will report Q1 FY26 results, with analysts noting mixed performances. Trent and Titan are among those to watch for consumer demand trends.

  • Trade Tensions: The August 1 US tariff deadline saw Trump extend talks with the EU and Canada, with a 50-50 chance of an EU deal. India-US negotiations are postponed to mid-August, keeping tariff risks alive, though domestic demand may cushion the impact.

  • US Data Impact: Weak July jobs data (expected unemployment at 4.2%) and non-farm payrolls on August 8 could influence Fed rate cut expectations, with a 75% probability of a 25-bps cut in September per market pricing.

  • Monsoon and Economy: A strong monsoon (90% of normal rainfall so far) supports rural demand, potentially boosting auto and FMCG stocks, while industrial production data due later will clarify manufacturing trends.

  • Technical Outlook: Nifty’s support at 24,300 and resistance at 24,900 suggest consolidation, with a break below 24,300 risking further downside to 24,000, amid F&O expiry volatility.

👀Stocks to Focus:

  • Hero MotoCorp: Auto sector strength to monitor.

  • Adani Enterprises: Tariff impact to watch.

  • NSDL: Post-IPO momentum to observe.

📝Summary:

Indian markets rose 0.09%, with Nifty at 24,596, recovering from tariff-driven lows on peace talk hopes. IT and Pharma gained, while Adani stocks lagged. DII buying offset FII outflows—focus on trade developments and sectoral resilience!

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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.