Your Weekly Stock Markets Rundown: 📊 All Eyes on GDP & Powell: Market Awaits Key Triggers Amid Fading Earnings Buzz

• Nifty Recovery: The Nifty 50 index rebounded from April lows, closing at 25,001.15 on May 26, as investors shifted focus beyond global economic uncertainties.

• Earnings Season Closes: Companies met muted expectations overall, with the earnings season nearing its end, providing some clarity but leaving broader recovery questions.

• Global Concerns Persist: Chinese growth slowdown, steady US interest rates at 4.25–4.50%, and rising rates in Japan signal ongoing global turmoil.

• FII Activity: FIIs turned net buyers last week, purchasing Rs 5,393 crore worth of shares, though earlier selling of Rs 11,591 crore reflects cautious sentiment.

• IPO Activity: New IPOs from Aegis Vopak Terminals, Schloss Bangalore, Prostarm Info Systems, and Scoda Tubes open, while Belrise Industries and Borana Weaves list.

📅 Weekly Events Calendar

💡 DO YOU KNOW?

The HSBC India Manufacturing PMI edged up to 58.2 in April 2025, marking the strongest sector improvement in ten months, with the May flash reading released last week showing continued expansion.

Important Observations and Market Sentiments: Editor Special

• Global Economic Signals: Slowing Chinese growth and steady US rates contrast with Japan’s rate hikes, keeping global markets on edge despite tariff de-escalation.

• Domestic Growth Insight: India’s Q4 FY25 GDP data on May 30, expected to improve by at least 50 basis points over Q3’s 6.2%, will clarify economic recovery strength.

• US Policy Watch: Jerome Powell’s speech on May 26 and FOMC minutes on May 28 will be pivotal for rate cut expectations, especially after Powell’s cautious stance on future cuts.

• Earnings Impact: LIC, Bajaj Auto, and Apollo Hospitals’ results will provide final cues on sector performance, with LIC already trading below its 150-day moving average.

• Market Dynamics: Nifty’s support at 24,500 and resistance at 25,265 suggest potential for upside if FII buying persists, though stretched valuations remain a concern.

👀Stocks to Focus:

• Insurance and Healthcare: LIC and Apollo Hospitals for sector-specific performance and recovery signals.

• Automobiles: Bajaj Auto amid mixed sector trends, with Q4 results key for direction.

• Consumer Goods: Bata India and Gillette India for domestic demand insights.

• Pharma: Aurobindo Pharma and Natco Pharma for growth in defensive sectors.

📜 Summary:

The week of May 26-30, 2025, marks the end of the Q4 FY25 earnings season, with Nifty recovering to 25,001.15 amid cautious optimism. Global economic challenges persist, with Chinese slowdown, steady US rates, and rising Japanese rates in focus, though easing tariff tensions provide some relief. Key data releases like India’s Q4 GDP, US GDP estimates, and Jerome Powell’s speech will shape market direction. Final earnings from LIC, Bajaj Auto, and Apollo Hospitals, alongside IPO activity, will drive stock-specific action. Opportunities lie in insurance, healthcare, and consumer goods, with Nifty poised for potential upside if it breaks 25,265.

🚀 Stay cautious, watch key events, and trade wisely!

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