🚀 Tariff Pause Sparks Rally! Nifty Scales 23,300, Bulls in Full Control

📰Daily Market Wrap-Up by Stock Whisperers-April 15

Author

thestock whisperers
April 15, 2025

15-April-2025

📈 Market Overview:

Summary of the Day's Market Performance

Market Overview

  • The Sensex surged 1,577.63 points (+2.10%) to close at 76,734.89 in a robust rally.

  • The Nifty gained 500 points (+2.19%) to 23,328.55, reclaiming ground above 23,300.

  • Midcap and Smallcap indices rose 3% each, reflecting broad-based strength.

  • All sectoral indices ended in the green, with no specific laggards noted.

💸 Market Transactions:

  • Foreign Institutional Investors (FII): Bought ₹6,065.78 crore

  • Domestic Institutional Investors (DII): Sold ₹1,951.60 crore

Strong FII inflows drove the rally, despite DII profit-taking.

📊📑 Important Observations and Market Sentiments: Editor Special

  • The rally was fueled by a surprise US pause on reciprocal tariffs, now extended with an exemption on electronics goods, boosting optimism. Sectors like financials, capital goods, realty, and metals led gains, with autos rising on potential tariff relief and banks benefiting from deposit rate cuts.

  • Domestically, focus shifts to a weak Q4 earnings forecast, but global recovery hopes and the RBI’s accommodative stance (6.00% repo rate) support sentiment. Investors remain cautious about supply chain impacts from escalated US-China tariffs on steel and cars.

  • The 90-day tariff pause (since April 11) and ongoing US-India trade talks provide a near-term cushion—earnings season will be the next test.

❓ DO YOU KNOW?

Effective today, the US exemption of electronics from reciprocal tariffs follows a 26-27% rate pause, marking a strategic shift to protect tech supply chains amid US-China tensions.

📰Stock News:

Key Stock Movements and News

  • Top Gainers: IndusInd Bank, Shriram Finance, L&T, Tata Motors, and Axis Bank

  • Top Losers: HUL and ITC

  • Devyani International jumped 5% after Kotak upgraded it to ‘Buy,’ citing FY25 weakness from QSR demand and management exits.

  • Auto stocks rallied—Tata Motors (+5%), Sona BLW (+7%), and Samvardhana Motherson (+8%)—on Trump’s tariff relief hint.

  • Inox Green extended its rally, surging 20% for a second day on buzz of a ₹5,000 crore IPO by Inox Clean Energy.

  • Vedanta rose 3% on talks with Assam CM for a ₹50,000 crore oil and gas investment over 3-4 years.

  • Transrail Lighting jumped 8% after securing ₹1,085 crore in domestic orders.

  • Ajanta Pharma gained 2% as Jefferies initiated coverage with over 10% upside potential.

Your Weekly Stock Markets Rundown: 📊 Q4 Earnings Kick Off Amid Global Jitters! Infosys, HDFC Bank, ICICI in Focus

April 14-18, 2025

The week of April 14-18, 2025, marks a pivotal start to the Q4 FY25 earnings season, with TCS’s cautious results setting the stage. Investors will eye Infosys, Wipro, and major banks like HDFC Bank and ICICI Bank for further cues. Macro data, including interest rate decisions from Canada, the Eurozone, and South Korea, OPEC/IEA oil reports and key economic indicators from India, China, and the US, will shape global sentiment. With trade tensions and inflation risks in focus, the market outlook remains cautious, with opportunities in resilient banking and defensive sectors.

👀Stocks to Focus:

  1. Tata Motors: Tariff relief could sustain auto gains.

  2. Inox Green: IPO buzz may drive further momentum.

  3. Vedanta: Investment plans signal long-term growth.

📝Summary:

Indian markets soared 2.2%, with Nifty above 23,300, as a US tariff pause (now including electronics) sparked a broad rally—metals and autos led. FII buying offset DII selling, supported by domestic rate cuts and global recovery hopes. Despite weak Q4 forecasts, sentiment is upbeat—watch earnings and trade talks!

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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.