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Choppy Waters Ahead for Markets ⚠️
Nifty (-0.72%) and Bank Nifty (-0.83%) slipped on weak earnings and trade worries, while midcaps (+0.79%) outperformed. Media and Realty led gains; IT lagged. FPIs sold ₹6,671 cr, offset by DII buying. Softer inflation aided sentiment, but volatility likely to persist.
Prasanna Bidkar
Jul 194 min read


Brace for Tariffs, Pick Stocks Wisely 🔍
Indian equities slipped as Nifty fell 1.25% and Sensex lost 925 pts amid uncertainty over delayed India–US tariff talks and weak IT results. FMCG outperformed with 2.15% gains, while IT and Defence dragged. FIIs turned net sellers (-₹4,511cr) but DIIs cushioned with inflows. With tariffs, earnings and global cues in play, volatility is set to persist.
Prasanna Bidkar
Jul 124 min read


Watch Earnings, Pick Wisely 👀
Indian equities stayed subdued, with Nifty and Sensex down 0.7% on FII outflows and caution ahead of the US-India trade deadline and Q1 results. Midcaps outperformed; Pharma and Consumer Durables gained, while Realty lagged. DIIs supported but couldn’t offset selling. Markets may stay range-bound until clearer cues emerge.
Prasanna Bidkar
Jul 54 min read


Buoyant Trend to Continue 📈
Indian equities surged as geopolitical tensions eased, with Nifty up 2.1% and Bank Nifty hitting fresh highs. Metals, infra, and energy led gains, while IT and realty lagged. Strong DII support, soft crude, a firmer rupee, and hopes of Fed cuts boosted sentiment. With monsoon progress and positive earnings ahead, markets look set to stay buoyant.
Prasanna Bidkar
Jun 284 min read


Volatility with Upward Bias 📈
Indian markets ended higher with Nifty up 1.6% and Bank Nifty 1.3%, driven by Friday’s rally. Consumption, infra, and banks outperformed, while pharma and metals lagged. Strong FII/DII inflows and RBI’s easing of project financing norms boosted sentiment. Cooling inflation added support, though global tensions keep volatility elevated.
Prasanna Bidkar
Jun 214 min read


Caution is the Better Part of Valour ⚠️
Markets turned volatile as geopolitical tensions and rising crude dragged Nifty (-1.14%) and Sensex (-1000+ pts) lower. Most sectors fell, though IT and Pharma gained. FIIs sold while DIIs cushioned the fall. With stretched valuations and global risks, caution and selective buying on dips is advised.
Prasanna Bidkar
Jun 144 min read
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