Share Market News

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 21.50 points lower in early trade, suggesting a negative opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 3,694.31 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 2,820.77 crore in the Indian equity market on 17 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 107797.48 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

Asian shares were trading higher on Friday, taking cues from Wall Street's rally overnight. Investors cheered a batch of upbeat US economic reports and corporate earnings that comfortably beat expectations.

In Japan, inflation showed some signs of cooling. Core inflation for June eased to 3.3%, down from May’s 29-month high of 3.7%, with rice prices showing signs of moderation. Headline inflation also slipped to 3.3%, from 3.5% the previous month. However, the "core-core" inflation gauge, closely tracked by the Bank of Japan, as it strips out both food and energy, edged up to 3.4%, hinting that underlying price pressures are still in play.

Over on Wall Street, the S&P 500 and Nasdaq closed at record highs on Thursday. Strong earnings and resilient consumer spending drove the rally. The Dow Jones rose 0.52%, while the S&P 500 climbed 0.54%, and the Nasdaq jumped 0.74%.

Investors also brushed off worries about new US trade tariffs set to kick in from August 1 under President Trump, focusing instead on growth and AI-fueled optimism.

Taiwanese chip giant TSMC stole the spotlight with stellar earnings and a bullish outlook on AI-related demand. Its US-listed shares surged 3.4%, igniting gains across the semiconductor and tech sectors.

Adding to the momentum, US retail sales rebounded strongly in June after two months of decline. Sales rose 0.6% month-on-month, reversing a 0.9% dip in May, thanks to increased auto purchases and a still-healthy consumer.

Domestic Market:

Equity benchmarks ended slightly lower on Thursday as investors navigated mixed global cues and a choppy trading session marked by the weekly F&O expiry. After opening flat, the Nifty gradually lost ground, and a mid-session recovery attempt fizzled out, eventually closing below the 25,120 mark. The S&P BSE Sensex declined 375.24 points or 0.45% to 82,259.24. The Nifty 50 index fell 100.60 points or 0.40% to 25,111.45.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 3.50 points lower in early trade, suggesting a flat-to-negative opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 1,858.15 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,223.55 crore in the Indian equity market on 16 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 6809.93 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

Most Asian indices declined on Thursday as investors digested Japan’s second straight monthly drop in exports and conflicting signals from U.S. President Donald Trump on monetary policy and trade.

Japan’s exports slipped 0.5% year-on-year in June, following a 1.7% fall in May, signaling continued weakness in external demand. Meanwhile, Trump denied plans to fire Federal Reserve Chair Jerome Powell, just hours after reportedly telling Republican lawmakers otherwise. The President added fuel to the trade uncertainty by reiterating a potential 25% tariff on Japanese imports, casting doubt on a comprehensive trade deal with Japan.

On the flip side, Singapore delivered a surprise. Its non-oil domestic exports surged 13% in June versus a year ago, sharply rebounding from a 3.9% drop in May. This marked the fastest growth since July 2024.

U.S. markets shrugged off the Powell drama. The Dow Jones rose 0.53%, the S&P 500 gained 0.32%, and the Nasdaq advanced 0.26% as Trump told reporters he was “not planning anything” regarding Powell’s removal, despite continuing to criticize the Fed chief for high interest rates and a pricey renovation of the Fed building.

Economic data brought a mixed bag. Producer prices in the U.S. remained flat in June on a monthly basis, with annual growth slowing to 2.3% from May’s 2.7%. However, consumer prices showed signs of heating up, rising 2.7% year-on-year in June compared to 2.4% in May. On a monthly basis, inflation stood at 0.3%, matching expectations.

On Wall Street, Tesla shares climbed 3% after the EV giant announced plans to launch a six-seater Model Y this fall. Meanwhile, Global Payments surged 5% following reports that activist investor Elliott Management had taken a stake in the company.

Domestic Market:

Equity benchmarks ended with modest gains on Wednesday, with the Nifty closing above the 25,200 mark. PSU banks and IT stocks attracted buying interest, while metal and pharma shares faced selling pressure. However, sentiment remained cautious amid renewed concerns over rising U.S. inflation and lingering uncertainty over trade tariffs. The S&P BSE Sensex jumped 63.57 points or 0.08% to 82,634.48. The Nifty 50 index added 16.25 points or 0.06% to 25,212.05.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 3.50 points higher in early trade, suggesting a flat-to-positive opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 120.47 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,555.03 crore in the Indian equity market on 15 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 6354.15 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

Asian market opened on a choppy note Wednesday after US President Donald Trump claimed a preliminary trade deal with Indonesia, which surprisingly includes a 19% tariff on the country’s exports to the US.

Eyes are also on Indonesia’s central bank, which is expected to announce its policy decision later today.

Back in the US, stocks ended mostly lower on Tuesday despite early gains in tech. The S&P 500 slipped 0.4% and the Dow tumbled 0.98%, while the Nasdaq eked out a modest 0.18% rise. Both the S&P 500 and Nasdaq briefly touched record highs before retreating.

June's consumer price index came in slightly hotter than expected, reigniting concerns that fresh tariffs could add more heat to inflation. According to the Bureau of Labor Statistics, consumer prices rose 2.7% year-on-year and climbed 0.3% between May and June. The data bolstered expectations that the Federal Reserve will hold off on any rate cuts for now.

Tariff jitters were far from over. Trump doubled down Tuesday evening, confirming that his proposed 200% tariffs on pharmaceutical imports will kick in by month-end, alongside a broader package of trade levies. Earlier, he announced a 30% tariff on imports from Mexico and the EU. The European Union pushed back sharply and is reportedly preparing retaliatory tariffs on US products including cars and alcohol.

In earnings land, Wall Street’s biggest banks kicked off the season with a bang. JPMorgan Chase, Citigroup, and Wells Fargo all topped Q2 profit estimates, thanks to solid performance in both consumer and investment banking segments.

Domestic Market:

Equity benchmarks ended a four-day losing streak with modest gains on Tuesday, as easing CPI inflation lifted investor sentiment. Hopes of a potential rate cut spurred buying interest, pushing all NSE sectoral indices into the green. After a quiet start, the market gathered pace through the day, with the Nifty closing well above 25,150, led by strength in auto, healthcare, and pharma stocks. The S&P BSE Sensex jumped 317.45 points or 0.39% to 82,570.91. The Nifty 50 index added 113.50 points or 0.45% to 25,195.80. In the past four consecutive trading sessions, the Sensex and the Nifty dropped 1.74% and 1.72%, respectively.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 9.50 points lower in early trade, suggesting a mildly negative opening for the Nifty 50.

Economy:

India’s retail inflation, measured by the Consumer Price Index (CPI), cooled to a multi-year low of 2.10% in June 2025, thanks to a sharp dip in food prices. The data, released by the Ministry of Statistics and Programme Implementation (MoSPI) on Monday, 14 July 2025, marks the lowest year-on-year inflation rate since January 2019. For comparison, CPI inflation stood at 2.82% in May 2025 and 5.08% in June 2024.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 1,614.32 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,787.68 crore in the Indian equity market on 14 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 5474.96 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

Most Asian indices edged higher on Tuesday after China's GDP grew 5.2% in the second quarter, according to data from the National Bureau of Statistics. While the growth beat market expectations, it still marked a slowdown from the 5.4% seen in the first quarter.

June’s economic indicators in China offered a mixed bag. Retail sales growth eased to 4.8% year-on-year, down from 6.4% in May. On the brighter side, industrial output beat forecasts, rising 6.8% year-on-year, while fixed asset investment climbed 2.8% in the first half of 2025. The urban unemployment rate held steady at 5% in June, unchanged from May but lower than the two-year high of 5.4% in February.

Over in the US, the S&P 500 inched up on Monday after President Donald Trump signaled willingness to negotiate on trade, including with the European Union. The gesture helped calm market jitters over a potential global trade war. By the closing bell on the NYSE, the Dow Jones Industrial Average was up 0.20%, the S&P 500 gained 0.14%, and the NASDAQ Composite added 0.27%.

Among standout movers, shares of Palantir Technologies surged 4.96%, or $7.05, to hit an all-time high of $149.15. Boeing Co also soared to a 52-week high, rising 1.62% or $3.67 to $230.51.

Domestic Market:

Equity benchmarks ended lower for the fourth straight session on Monday, slipping despite a softer WPI inflation print. The Nifty closed below the 25,100 mark as selling in IT stocks offset gains in healthcare. Meanwhile, mid- and small-cap stocks bucked the trend, showing positive momentum. The S&P BSE Sensex declined 247.01 points or 0.30% to 82,253.46. The Nifty 50 index lost 67.55 points or 0.27% to 25,082.30. In four consecutive trading sessions, the Sensex and the Nifty have dropped 1.74% and 1.72%, respectively.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 43 points lower in early trade, suggesting a negative opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 5,104.22 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 3,558.63 crore in the Indian equity market on 11 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 555.58 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

US Dow Jones futures dropped 190 points, hinting at a weak start for Wall Street today.

Asian equities traded higher on Monday as markets weighed the impact of fresh trade tariff announcements by U.S. President Donald Trump. Investor attention also turned toward a string of key economic data releases from China expected this week.

In Japan, core machinery orders slipped 0.6% in May on a month-on-month, seasonally adjusted basis, according to the Cabinet Office. However, on a year-on-year basis, orders rose 4.4%, outperforming the 3.4% growth forecast by analysts, as per LSEG data.

Singapore’s economy delivered a better-than-expected performance in the second quarter, growing 4.3% year-on-year compared to 3.9% in the previous quarter. On a quarterly basis, GDP expanded 1.4%, marking a strong rebound from the 0.5% contraction seen earlier.

Tensions flared over the weekend as President Trump unveiled new 30% tariffs on imports from Mexico and the European Union, effective August 1, 2025. This follows an aggressive series of levies in the past week targeting Japan, South Korea, Canada, Brazil, and a 50% duty on all copper imports.

Leaders from the EU and Mexico signaled their intention to continue negotiations with the U.S. administration in hopes of securing lower tariff rates before the new duties kick in.

Wall Street ended lower on Friday as trade anxieties mounted. The Dow Jones Industrial Average dropped 0.63%, the S&P 500 shed 0.33%, and the NASDAQ Composite eased 0.22%, following Trump’s threat of a 35% tariff on Canadian goods.

Domestic Market:

The key benchmark indices closed deep in the red on Friday, marking their third consecutive day of losses as investors grappled with global trade tensions and disappointing cues from the IT sector. The S&P BSE Sensex tumbled 689.81 points or 0.83% to 82,500.47. The Nifty 50 index dropped 205.40 points or 0.81% to 25,149.85. In three consecutive trading sessions, the Sensex declined 1.45%, while the Nifty fell 1.46%.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 44 points lower in early trade, suggesting a negative opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 221.06 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 591.33 crore in the Indian equity market on 10 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 1385.08 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

US Dow Jones futures surged 146 points, hinting at a strong start for Wall Street today.

Asian stocks traded mixed Friday after U.S. President Donald Trump announced 35% tariffs on Canada starting Aug 1. The new duties will be in addition to Trump’s recent sectoral tariffs. Trump attributed fentanyl and Canada’s retaliatory tariffs as reasons for the rate. The 35% duty might be increased if Canada continues to retaliate, Trump said.

Trump also told reporters Thursday that his administration is preparing to impose blanket tariffs of 15% to 20% on a broader set of trade partners, adding another layer of uncertainty to global trade dynamics.

Despite the rising geopolitical tension, Wall Street closed higher overnight, with the S&P 500 and Nasdaq setting fresh record highs. The S&P 500 gained 0.27%, the Nasdaq edged up 0.09%, and the Dow Jones Industrial Average rose 0.43%, lifted largely by strong performance in chip stocks.

Semiconductor stocks rallied 1% after Taiwan Semiconductor Manufacturing Co (TSMC) reported a robust 40% jump in Q2 sales, beating expectations and reinforcing optimism around AI-led demand.

Advanced Micro Devices also gained momentum following an upgrade to "buy" by a broker, while Nvidia extended its rally a day after breaching the $4 trillion market cap mark for the first time.

Domestic Market:

The domestic equity benchmarks slipped further on Thursday, extending losses for a second consecutive session, as investors treaded cautiously ahead of a possible India-US trade deal and the kickoff to the Q1 earnings season. The S&P BSE Sensex declined 345.80 points or 0.41% to 83,190.28. The Nifty 50 index fell 120.85 points or 0.47% to 25,355.25. In two consecutive trading sessions, the Sensex shed 0.62%, while the Nifty fell 0.66%.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 28 points lower in early trade, suggesting a negative opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 77 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 920.83 crore in the Indian equity market on 9 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 1953.12 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

US Dow Jones futures slipped 58 points, hinting at a tepid start for Wall Street today.

Most Asian equities edged higher on Thursday, riding a wave of optimism from the tech sector after Nvidia briefly crossed the $4 trillion valuation milestone. However, gains were tempered by growing unease over fresh U.S. trade tariffs announced by President Donald Trump.

Trump has begun dispatching formal letters to major trade partners, outlining steep new tariffs. Japan and South Korea each face a 25% tariff, while Brazil was hit with a 50% levy, prompting strong criticism and threats of reciprocal action from Brasilia. Trump also confirmed a 50% tariff on copper imports, claiming it was necessary to revive the domestic copper industry.

In South Korea, the Bank of Korea held interest rates steady, as expected, while signaling a readiness to ease policy further amid ongoing economic challenges.

Overnight on Wall Street, the Nasdaq hit record highs despite the tariff drama, lifted by a strong rally in Nvidia, which briefly topped $4 trillion in market cap. Investor enthusiasm around AI continued to fuel tech stocks, with Meta Platforms and other major names also ending in the green.

At the close, the Dow Jones gained 0.49%, the S&P 500 rose 0.61%, and the Nasdaq jumped 0.95%.

The Federal Reserve’s June meeting minutes, released Wednesday, showed most policymakers still expect rate cuts this year, though divisions are emerging. While some members are eyeing a possible cut as early as July, others see no need for any easing in 2025.

Domestic Market:

Equity benchmarks ended moderately lower Wednesday, weighed down by lingering uncertainty over potential U.S. tariff actions and the prospects of a U.S.-India trade deal. While tariff concerns continue to cloud sentiment, investor attention is now turning to the Q1 earnings season, with IT giant TCS set to report its results on Thursday, July 10. The Nifty closed below the 25,500 mark, pressured by declines in metal and energy stocks. The S&P BSE Sensex declined 176.43 points or 0.21% to 83,536.08. The Nifty 50 index fell 46.40 points or 0.18% to 25,476.10.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 10.50 points lower in early trade, suggesting a negative opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 26.12 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,366.82 crore in the Indian equity market on 8 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 2087.16 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

US Dow Jones futures slipped 33 points, hinting at a tepid start for Wall Street on Wednesday.

Asian markets traded mixed after US President Donald Trump ruled out any extension to the looming August 1 tariff deadline. On Tuesday, he also announced a steep 50% duty on copper imports and signaled that more sector-specific tariffs could follow soon.

In a bold move, Trump threatened to slap tariffs of up to 200% on pharmaceutical exports to the US. However, he added a grace period of "about a year, year and a half" before the measure kicks in.

Meanwhile, fresh economic data from China painted a mixed picture. The country's producer price index tumbled 3.6% in June from a year earlier, the sharpest drop in nearly two years. On the flip side, the consumer price index inched up just 0.1% year-on-year.

Back in the US, Wall Street remained jittery over escalating trade tensions. The Dow fell 0.37%, the S&P 500 slipped 0.07%, and the NASDAQ managed a slim gain of 0.03%.

All eyes now turn to the Federal Reserve, with the minutes from its June policy meeting set to be released later today. Investors will be scanning the details for clues on the Fed's next move on interest rates.

Domestic Market:

Equity benchmarks closed higher on Tuesday, buoyed by a late rally in banking and financial services stocks, with the Nifty ending above the 25,500 level. However, gains were capped by weakness in consumer durables, pharma, and healthcare shares. Overall sentiment remained cautious amid global uncertainty triggered by U.S. President Donald Trump's announcement of fresh import tariffs on key trade partners. The S&P BSE Sensex added 270.01 points or 0.32% to 83,712.51. The Nifty 50 index rose 61.20 points or 0.24% to 25,522.50.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 44 points higher in early trade, suggesting a positive opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 321.16 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,853.39 crore in the Indian equity market on 7 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 4270.38 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

US Dow Jones futures slipped 44 points, pointing to a weaker open for Wall Street, as investors digested a slew of new trade and political headlines.

In contrast, Asian markets saw broad gains, brushing off fresh tariff threats from US President Donald Trump. Trump, in a series of posts on Truth Social, announced steep new duties on goods from 14 countries, including key Asia-Pacific partners.

Starting August 1, exports to the US from Japan, South Korea, Malaysia, Kazakhstan, and Tunisia will face 25% tariffs. Indonesia is set to be hit with a 32% excise duty, while Bangladesh, Cambodia, and Thailand will see 35% to 36% rates. Imports from Laos and Myanmar will be subject to a 40% duty.

Despite the tariff escalation, risk appetite remained firm across Asian bourses, though Wall Street reflected a more cautious tone overnight.

US stocks pulled back from record highs on Monday, weighed by profit-taking and increased risk aversion in the tech sector. The S&P 500 fell 0.8%, the Nasdaq Composite dropped 0.9%, and the Dow Jones Industrial Average also slid 0.9%.

Tesla shares plunged, wiping out $68 billion in market capitalization, after CEO Elon Musk announced plans to launch a new political party. The move sparked concerns over further distractions from his leadership at the EV giant.

In positive corporate news, Kalvista Pharmaceuticals rallied after the FDA approved its on-demand oral treatment for hereditary angioedema, marking the first of its kind in the US market.

Looking ahead, investors are awaiting the minutes of the Federal Reserve’s June policy meeting, scheduled for release Wednesday.

Domestic Market:

The headline equity benchmarks closed little changed after a choppy session on Monday, as investors stayed cautious ahead of a potential breakthrough in US-India trade talks. Media reports hinted that a mini trade deal could be announced as early as this evening. The S&P BSE Sensex rose 9.61 points or 0.01% to 83,442.50. The Nifty 50 index rose 0.30 points or 0.0% to 25,461.30.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 6.50 points lower in early trade, suggesting a flat-to-negative opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 760.11 crore, while domestic institutional investors (DIIs) were net sellers to the tune of Rs 1,028.84 crore in the Indian equity market on 4 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 4923.19 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

US Dow Jones futures declined by 141 points early Monday, indicating a weak opening for Wall Street.

Asian equities also traded lower amid continued uncertainty surrounding US trade policy. President Donald Trump confirmed that the "reciprocal" tariffs announced in April will take effect on August 1 for countries that have not reached a trade agreement with the US.

US Treasury Secretary Scott Bessent reiterated that the tariffs introduced in April will be enforced starting August 1. While he clarified that this date does not represent a new deadline, he noted it may provide additional time for trade partners to renegotiate terms.

The Reserve Bank of Australia has commenced its two-day policy meeting, with markets widely expecting a 25 basis point rate cut, which would bring the benchmark rate down to 3.60%.

On Thursday, US equity indices closed at record highs, supported by optimism that the administration may again delay the imposition of tariffs. The S&P 500 gained 0.8%, the NASDAQ Composite advanced 1%, and the Dow Jones Industrial Average rose 0.8%. U.S. market was closed Friday for the Independence Day holiday.

Strength in technology stocks also contributed to the rally, with continued investor interest in major artificial intelligence firms such as Nvidia.

Meanwhile, the US economy added 147,000 nonfarm payroll jobs in June, while the unemployment rate held steady at 4.1%, according to the Bureau of Labor Statistics. The labor market data suggests underlying resilience, prompting a reduction in expectations for imminent rate cuts.

Domestic Market:

Domestic benchmarks ended higher on Friday, breaking a two-day losing streak. The Nifty closed comfortably above the 25,450 level, powered by gains in energy and pharma stocks. However, metal and auto counters remained under pressure. The S&P BSE Sensex advanced 193.42 points or 0.23% to 83,432.89. The Nifty 50 index jumped 55.70 points or 0.22% to 25,461. In the previous two consecutive sessions, the Sensex and Nifty fell by 0.54% and 0.53%, respectively.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 50 points lower in early trade, suggesting a negative opening for the Nifty 50.

SEBI Action on Jane Street:

The Securities and Exchange Board of India (SEBI) has barred U.S.-based trading firm Jane Street Group from accessing the Indian securities market. According to an order posted on SEBI’s website, the firm and its related entities are prohibited from buying, selling, or otherwise dealing in securities, directly or indirectly.

SEBI has also issued an interim order to impound over Rs 4,843.57 crore in alleged illegal gains. The regulator stated that Jane Street allegedly used strategies to artificially influence the Nifty 50 index to benefit from larger positions in index options. Banks have been directed not to allow any debits from accounts held individually or jointly by the firm’s entities without SEBI’s prior approval.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth Rs 1,481.19 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 1,333.06 crore in the Indian equity market on 3 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 2224.93 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

Asian stocks were mixed on Friday, taking cues from Wall Street, where investors cheered a surprisingly upbeat U.S. jobs report that soothed fears of an economic cooldown.

Overnight, U.S. indices were all green. The S&P 500 and Nasdaq Composite notched fresh record highs, while the Dow Jones Industrial Average climbed 0.77%. The S&P 500 rose 0.83%, and the Nasdaq led the pack with a 1.02% gain. U.S. market is closed Friday for the Independence Day holiday.

Data from the U.S. Bureau of Labor Statistics showed that nonfarm payrolls increased by 147,000 in June, above expectations and revised upward from 144,000 in May. The unemployment rate declined slightly to 4.1%, while average hourly earnings rose 0.2% month-over-month, indicating limited wage-driven inflation. Initial jobless claims also fell to a six-week low.

In corporate developments, shares of Tripadvisor rose following reports that activist investor Starboard Value has acquired a stake exceeding 9% in the company. Datadog shares also advanced after it was announced the company will be added to the S&P 500 index.

Domestic Market:

The headline equity indices closed with modest losses on Thursday, extending their losing streak for the second straight session. Supported by positive global cues, the market opened on a firm note and saw continued buying through the first half of the session. However, the rally lost steam toward the close, dragging key indices lower. The S&P BSE Sensex fell 170.22 points or 0.20% to 83,239.47. The Nifty 50 index lost 48.10 points or 0.19% to 25,405.30. In two consecutive sessions, the Sensex and Nifty are down by 0.54% and 0.53%, respectively.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 21 points higher in early trade, suggesting a positive opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth 1,561.62 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 3,036.68 crore in the Indian equity market on 2 July 2025, provisional data showed.

According to NSDL data, FPIs have sold shares worth Rs 1351.82 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

Asian market were a mixed bag on Thursday, with investors awaiting clarity on the U.S.-Vietnam trade deal announced by President Donald Trump. According to a post on Truth Social, the U.S. will slap a 20% tariff on Vietnamese imports, while Vietnam will impose "ZERO Tariff" on U.S. goods. The announcement comes as Trump’s 90-day tariff reprieve nears its deadline.

Back in the U.S., Wall Street closed on a mixed note. The Dow Jones dipped 0.02%, while the S&P 500 rose 0.47%, and the Nasdaq jumped 0.94%.

Tesla made headlines with a sharp 5% rebound, recovering from the previous day’s drop triggered by another round of sparring between Trump and Elon Musk. The EV giant reported Q2 deliveries of 384,122 vehicles, down from 443,956 last year but beating analyst expectations.

Meanwhile, U.S. private payrolls disappointed again. June saw a decline of 33,000 jobs, against expectations of a 99,000 gain. May’s figures were also revised down to 29,000, marking the weakest two-month stretch since early 2023. The soft labor data reflects employer caution and worker hesitation amid tariff-related economic jitters.

All eyes are now on the upcoming nonfarm payrolls report, due Thursday, which could provide clues on the Fed’s next move on interest rates.

Markets will wrap up early on Thursday ahead of the July 4 Independence Day holiday.

Domestic Market:

Equity benchmarks closed with moderate losses today as uncertainty around the India-US trade negotiations kept investor sentiment subdued. Caution dominated trading activity, with participants leaning towards a risk-off stance. The Nifty 50 slipped below the 25,500 mark, dragged down by financial services and PSU bank stocks. On the other hand, metal and consumer durables stocks witnessed buying interest. The S&P BSE Sensex declined by 287.60 points or 0.34% to close at 83,409.69, while the Nifty 50 shed 88.40 points or 0.35% to end at 25,453.40.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 2 points higher in early trade, suggesting a flat opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth 1,970.14 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 771.08 crore in the Indian equity market on 1 July 2025, provisional data showed.

According to NSDL data, FPIs have bought shares worth Rs 45.87 crore in the secondary market during July 2025. This follows their purchase of shares worth Rs 8466.77 crore in June 2024.

Global Markets:

Asian stocks were mixed on Wednesday as investors evaluated recent comments from U.S. Federal Reserve Chair Jerome Powell. Powell stated on Tuesday that the central bank would have already cut interest rates if not for U.S. President Donald Trump's tariff policies.

In Singapore, stocks touched a record high on Wednesday morning, supported by local market strength despite broader global uncertainty.

Overnight in the United States, major indices ended the session with mixed results. The S&P 500 dipped 0.11% and the Nasdaq Composite declined 0.82%. In contrast, the Dow Jones Industrial Average rose 0.91%, reflecting some rotation into blue-chip stocks.

Investor sentiment remained cautious ahead of the July 9 tariff deadline, when reciprocal tariffs are scheduled to be reimposed unless a resolution is reached.

Tesla shares dropped 5.3% after President Trump criticized CEO Elon Musk, claiming he has benefited disproportionately from government subsidies. Trump also called for a review of Tesla’s federal support.

The tension follows Musk’s public criticism of a large tax and spending bill, which narrowly passed in the Senate on Tuesday. The bill is expected to add approximately 3.3 trillion dollars to the national debt. It now moves to the House of Representatives for further consideration, with President Trump aiming to sign it into law by the July 4 holiday.

Traders are now focused on Thursday's U.S. nonfarm payrolls report, which may influence the Federal Reserve's decision on a potential rate cut in July.

Domestic Market:

The domestic benchmark indices closed slightly higher on Tuesday. Investor sentiment remained cautious as markets awaited developments in U.S. trade talks ahead of the July 9 tariff deadline. Buying was seen in PSU banks, energy, and metal stocks, while FMCG and IT shares faced selling pressure. The S&P BSE Sensex rose 90.83 points or 0.11% to 83,697.29. The Nifty 50 index added 24.75 points or 0.10% to 25,541.80.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 5 points higher in early trade, suggesting a positive opening for the Nifty 50.

Economy:

India’s industrial output growth fell to a nine-month low of 1.2% in May 2025, dragged down by weak performance in the manufacturing, mining, and electricity sectors, data released by the National Statistical Office (NSO) on Monday showed. The factory output, measured by the Index of Industrial Production (IIP), had grown 6.3% in May 2024, while the April 2025 estimate has been revised to 2.6%, slightly down from the earlier 2.7%. According to the data, manufacturing – which forms over three-fourths of the IIP – grew 2.6% in May, down from 5.1% a year ago. Mining output shrank 0.1%, reversing a 6.6% expansion in May last year. Electricity generation saw a sharp contraction of 5.8% compared to a robust 13.7% growth a year ago.

India's gross collection of goods and services tax (GST) hit an all-time high of Rs 22.08 lakh crore in the financial year 2024-25, marking a 9.4% year-on-year (YoY) growth compared to the previous financial year, according to an official statement on Monday, 30 June 2025. On 1 July 2025, India will mark the completion of eight years since the implementation of the GST.

India’s fiscal deficit for the first two months of FY26 stood at Rs 13,163 crore, or just 0.8% of the full-year target of Rs 15.69 lakh crore, according to data released by the Controller General of Accounts on Monday. The year-ago deficit for the same period was significantly higher at Rs 50,600 crore.

Institutional Flows:

Foreign portfolio investors (FPIs) sold shares worth 831.50 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 3,497.44 crore in the Indian equity market on 30 June 2025, provisional data showed.

According to NSDL data, FPIs have bought shares worth Rs 8466.77 crore in June 2024.

Global Markets:

Most Asian shares advanced on Tuesday as investors evaluated record highs on Wall Street and the potential global effects of U.S. President Donald Trump's tariff policies. The 90-day tariff reprieve is set to expire next week.

U.S. Treasury Secretary Scott Bessent stated on Monday that "countries are negotiating in good faith." However, he cautioned that tariffs could return to the levels announced on April 2 if talks do not progress due to what he described as "recalcitrant" behavior.

Hong Kong market remained closed for a public holiday. In mainland China, the Caixin Manufacturing PMI rose to 50.4 in June, a significant improvement from May’s reading of 48.3. A PMI reading above 50 indicates expansion. This data follows the official government PMI, which showed a third consecutive monthly contraction in Chinese manufacturing activity for June.

On Wall Street, the S&P 500 gained 0.52% to close at another record high. The NASDAQ Composite rose 0.47%, also reaching a new peak, while the Dow Jones Industrial Average climbed 0.63%.

The gains were supported by news of a trade agreement between the United States and China. The agreement raised optimism that further trade deals could be finalized before the July 9 deadline set by President Trump.

Investor sentiment also received a boost after Canada withdrew its digital services tax on technology companies. The tax was scheduled to take effect within hours but was suspended in an effort to revive trade discussions with the United States. President Trump had previously cited the tax as a barrier to negotiations. Canadian Prime Minister Mark Carney and President Trump are now expected to meet with the goal of finalizing a trade agreement by July 21.

Domestic Market:

The headline equity benchmarks ended with modest losses on Monday, snapping a four-day winning streak. While easing geopolitical tensions and optimism around US-India trade offered some support, investors remained cautious ahead of the upcoming U.S. tariff deadline on July 9. Private banks and financial services stocks saw selling pressure, dragging indices lower. In contrast, PSU banks and consumer durables stocks attracted buying interest. The S&P BSE Sensex tanked 452.44 points or 0.54% to 83,606.46. The Nifty 50 index fell 120.75 points or 0.47% to 25,517.05. In the previous four consecutive sessions, the Sensex jumped 2.64% while the Nifty rose 2.67%.

GIFT Nifty:

GIFT Nifty July 2025 futures were trading 30.50 points higher in early trade, suggesting a positive opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth 1,397.02 crore, while domestic institutional investors (DIIs) were net sellers to the tune of Rs 588.93 crore in the Indian equity market on 27 June 2025, provisional data showed.

According to NSDL data, FPIs have bought shares worth Rs 2791.99 crore in the secondary market during June 2025. This follows their purchase of shares worth Rs 18082.82 crore in May 2024.

Global Markets:

US Dow Jones futures surged over 250 points early Monday, signaling a strong start for Wall Street after last week's upbeat finish.

Asian shares traded higher, riding a wave of optimism despite mixed economic signals. Investors were closely watching fresh data from across the region, including industrial output numbers from South Korea and Japan, and China's latest PMI readings.

In China, manufacturing activity contracted for the third straight month in June. The official manufacturing PMI inched up to 49.7 from May's 49.5, still below the 50-mark that separates growth from contraction. Meanwhile, the non-manufacturing PMI, which captures activity in services and construction, ticked up to 50.5 from 50.3. With the economy continuing to lose steam, hopes are building for fresh stimulus measures from Beijing.

Back in the US, Friday was a blockbuster session for equities. The S&P 500 closed at its highest level in over four months, gaining about 0.5%. The Nasdaq Composite also reached an all-time high, closing at a record after adding about 0.5%, while the Dow Jones Industrial Average rose nearly 1%. All three indices have made a solid comeback this month after April’s slump, which was triggered by escalating trade tensions.

Adding a political twist to the mix, the US Senate on Saturday narrowly voted 51-49 to begin debate on President Trump’s sweeping "One Big Beautiful Bill." This legislation rolls together tax cuts, spending shifts, and border security measures. While the bill still faces a turbulent legislative journey, the vote kicks off up to 20 hours of debate. However, the Congressional Budget Office estimates it could swell the federal deficit by a staggering $3.3 trillion over the next ten years.

Domestic Market:

The domestic equity benchmarks advanced for the fourth straight session on Friday, buoyed by a mix of global and domestic tailwinds. The recent Israel-Iran truce helped cool geopolitical worries, while growing optimism over a potential US-India trade deal added to the cheer. Foreign institutional investor inflows added to the bullish sentiment. Even concerns around the July 9 US tariff deadline appeared to take a backseat, as news of a likely extension helped soothe nerves. The S&P BSE Sensex added 303.03 points or 0.36% to 84,058.90. The Nifty 50 index surged 88.80 points or 0.35% to 25,637.80. In four consecutive sessions, the Sensex jumped 2.64% while the Nifty rose 2.67%.