"Nifty Nears 25,000 as IT Stocks Surge; Fed Cut Hopes and GST Push Lift Sentiment"

📰Daily Market Wrap-Up by Stock Whisperers- August 25, 2025

Author

thestock whisperers
August 25, 2025

August 25, 2025

📈 Market Overview:

Market Overview

Summary of the Day's Market Performance

  • The Sensex rose 329.06 points (+0.40%) to close at 81,635.91, reflecting optimism.

  • The Nifty gained 97.65 points (+0.39%) to 24,967.75, hovering around 25,000.

  • Midcap and Smallcap indices ended flat, showing cautious broader market action.

  • IT rose 2.3%, Realty added 0.7%, and Metal jumped 0.6%, while other sectors had mixed performance.

💸 Market Transactions:

  • Foreign Institutional Investors (FII): Sold ₹2,218.70 crore

  • Domestic Institutional Investors (DII): Bought ₹3,214.85 crore

DII inflows drove the rally, countering FII outflows amid positive sentiment.

📊📑 Important Observations and Market Sentiments: Editor Special

  • A wave of optimism lifted the domestic market, driven by expectations of a September Fed rate cut and a decline in the US 10-year yield, boosting the IT sector. Proposed GST rationalization and a good monsoon season are expected to enhance consumption demand, offering a buffer against global trade uncertainties.

  • Domestic levers remain positive, with India’s economic resilience supported by a projected 6.5% GDP growth (August 8 context) and strong PMI data. However, clarity on US-India trade negotiations remains a key watchpoint.

  • Analysts expect Nifty to test 25,000 resistance, with support at 24,800—monitor the Fed’s stance and domestic policy updates.

❓ DO YOU KNOW?

The US 10-year yield fell to 3.8% today, the lowest in six months, fueling speculation of a 25-basis-point Fed rate cut in September, boosting global equity markets.

📰Stock News:

Key Stock Movements and News

  • Top Gainers: Infosys, TCS, HCL Technologies, Wipro, and Hindalco Industries

  • Top Losers: Apollo Hospitals, Nestle India, Bharat Electronics, Adani Enterprises, and SBI Life

  • Vodafone Idea jumped up to 16% over two sessions on PMO AGR relief buzz, closing at ₹7.40 (up 5%).

  • Infosys rose up to 4%, leading the IT rally on strong Q1 FY26 results and global tech optimism.

  • TCS gained up to 4%, contributing to IT sector strength amid positive sentiment.

  • Wipro rose up to 4%, driven by robust Q1 FY26 numbers and US tech results.

  • Tech Mahindra advanced up to 4%, reflecting IT recovery and global cues.

  • HCL Tech rose up to 4%, boosting the Nifty IT index.

  • Ola Electric Mobility surged 5% on Niti Aayog meet buzz to push EV motorcycle adoption.

  • Yes Bank rose after RBI updates, lifting banking interest.

  • JK Paper, TNPL, and other paper stocks rose up to 17% after a minimum import price on packaging material curbed cheap imports.

  • Mazagon Dock stayed in focus due to submarine deal updates, with stable defense sentiment.

  • IndusInd Bank jumped 2% after CRISIL reaffirmed its AA+ rating, despite a 25% six-month drop.

  • Hyundai India advanced up to 5% as CRISIL reaffirmed its AAA rating, underscoring financial safety.

  • SFC Environmental refiled IPO papers, reducing the fresh issue size to ₹150 crore.

Markets Enter August 25-29 on Firm Footing: Nifty Eyes 25,000 Amid Rate Cut Hopes and Global Cues

August 25-29, 2025

The week of August 25-29, 2025, begins with Sensex at 81,635.91 and Nifty at 24,967.75 after weekly gains, driven by rate cut optimism and trade truce extensions. Key events include FOMC minutes, global PMIs, and US PCE data, alongside earnings like Nvidia's, which could sway tech sentiment. India's WPI and forex reserves will gauge domestic strength, with the monsoon aiding recovery. Nifty's range (24,500-25,000) suggests consolidation, with opportunities in tech, banking, and consumer stocks amid easing global tensions.

👀Stocks to Focus:

  • Infosys: IT sector leadership to monitor.

  • Vodafone Idea: AGR relief impact to watch.

  • Ola Electric: EV adoption momentum to observe.

📝Summary:

Indian markets rose 0.39%, with Nifty at 24,967, driven by IT gains and Fed rate cut hopes. DII buying offsets FII outflows, though global trade concerns linger. Focus on the Fed’s next move!

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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.