🌦️ Monsoon Cheer & RBI Dividend Hopes Lift Markets; Nifty Jumps 1%

📰Daily Market Wrap-Up by Stock Whisperers-May 23

Author

thestock whisperers
May 23, 2025

23-May-2025

📈 Market Overview:

Summary of the Day's Market Performance

Market Overview

  • The Sensex rose 793.80 points (+1%) to close at 80,174.13, recovering from yesterday’s dip.

  • The Nifty gained 241.05 points (+1%) to 24,345.64, reclaiming ground above 24,300.

  • Midcaps (+0.6%) and Smallcaps (+0.8%) posted solid gains, reflecting broad-based strength.

  • Except Pharma (-0.4%), all other sectors ended in the green. FMCG (+1.6%) led the rally, followed by IT (+1%) and Banks (+0.8%). 

💸 Market Transactions:

  • Foreign Institutional Investors (FII): Bought ₹1,794.59 crore

  • Domestic Institutional Investors (DII): Bought ₹299.78 crore

FII inflows returned, supporting the rebound, alongside modest DII buying.

📊📑 Important Observations and Market Sentiments: Editor Special

  • Markets recouped nearly half of the week’s losses, driven by gains in FMCG (early monsoon forecast) and IT (post-correction rebound). Optimism around a potential record-high RBI dividend lifted hopes for fiscal consolidation, reflected in falling Indian bond yields.

  • Investor focus remained on US-India trade talks and strong domestic macros (RBI’s 6.00% repo rate, March CPI at a 5-year low). However, recent FII outflows, driven by rising US bond yields amid US debt concerns (post-Moody’s Aa3 downgrade), may weigh on sentiment.

  • The market anticipates volatility, with support at 24,300 and resistance at 24,800—focus on trade talks and upcoming Fed policy.

❓ DO YOU KNOW?

The India Meteorological Department’s above-normal monsoon forecast for 2025, predicting 106% of the long-period average rainfall, is the most optimistic since 2020, boosting FMCG sentiment.

📰Stock News:

Key Stock Movements and News

  • Top Gainers: ITC, Grasim Industries, Bharat Electronics, Trent, Angel One, BSE Ltd, Hindustan Copper, Max Financial Services, Varun Beverages, and Bondada Engineering

  • Top Losers: Sun Pharma, GMR Airports, Container Corporation, and Ramco Cements

  • ITC surged 2.5%, leading Nifty 50 gainers, after Q4 FY25 results showed 9.9% YoY revenue growth (ex-excise) to ₹18,565.05 crore and a 285 %+ net profit spike to ₹19,727.3 crore.

  • Waaree Energies tanked 8% after Trump proposed a tax bill removing clean energy subsidies.

  • Bondada Engineering locked in a 10% upper circuit after winning a ₹9,000 crore solar project in Andhra Pradesh, bolstered by strong Q4 results.

  • Sun Pharma plummeted nearly 5%, the biggest Nifty 50 loser, as Q4 profit fell 19% YoY despite improved margins.

  • Emcure Pharma hit a 10% upper circuit for the second day; Kotak raised its target to ₹1,625/share from ₹1,515.

  • BSE gained 5% after trading ex-bonus (2:1); Ashok Leyland approved a 1:1 bonus share issuance.

  • Ashok Leyland was in focus after its board considered bonus shares alongside Q4 FY25 results.

  • GMR Airports fell 2.2% to ₹86.99 due to profit-taking in infrastructure.

  • Ramco Cements dipped after weak Q4 results, adding to cement sector volatility.

Your Weekly Stock Markets Rundown: 🌪️ After the Storm: 🚀 Nifty Tops 25,000! FIIs Fuel Rally Amid Cooling Inflation & Global Trade Hopes 🌏📊

May 19- May 23, 2025

The week of May 19-23, 2025, sees the Nifty briefly surpassing 25,000 before retreating, reflecting mixed global cues and valuation concerns despite FIIs’ Rs 5,393 crore buying spree. Easing US-China trade tensions and controlled inflation fuel optimism, but Japan’s economic contraction and fading Asian market gains signal caution. Key data like India’s PMI, US jobless claims, and final Q4 earnings from ITC and Sun Pharma will guide sentiment. Investors should focus on heavyweights and defensive sectors while monitoring global developments for potential volatility.

👀Stocks to Focus:

  • ITC: Strong Q4 may sustain FMCG gains.

  • Bondada Engineering: Solar project win signals upside.

  • Sun Pharma: Q4 profit dip to watch.

📝Summary:

Indian markets rebounded 1%, with Nifty above 24,345, led by FMCG and IT on monsoon optimism and post-correction buying. FII inflows returned, but US debt concerns and trade talk uncertainties may cap gains. Domestic macros and RBI dividend hopes support sentiment—monitor volatility and Fed cues!

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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.