Latest after the Bell @ 4:00 PM – Tuesday, August 5th 2025

# Nifty gets hammered but the positive takeaway was that the benchmark ends off the day low. India VIX at 11.71 (-2.13%)

NIFTY (-73, 24650)
Sensex (-308, 80710)
Bank Nifty (-259, 55360)

# Nifty plunged at the open, and then moved down further to trade with negative bias before perking up slightly towards the close.

That said, Nifty bears dominated Tuesday’s trading session.

# That brings us to our call of the day which suggests markets are likely remain choppy and volatile until ‘the Trump tariff threats are off the front pages’

There are still hopes that the latest 25% tariffs won’t come into effect until August 7th, so there is a window of opportunity for the Indian government to try and negotiate lower levies.

Also, the U.S. team is likely to visit India on August 25 for next round of talks for trade pact

# Amongst, other 5-positive catalysts also are:

1) WTI oil prices plunging towards $66 a barrel.

2) Technical Oversold conditions for benchmark Nifty.

3) A booming Wall Street and Global stock markets.

4) Helping sentiments were the UPI transactions which have hit record 19.47 billion in July 2025, cross Rs 25 lakh crore in value.

5) Most importantly, Fed’s September rate cut is back on the table.

# Bottom-line: Sentiments are seen walking the tightrope between tariff threats and newly optimistic dovish Federal Reserve bets.

# Adv-Dec 25—25
# INDIA VIX 11.71 (-2.17%)
# NIFTY PCR (07th Aug) 0.72
# NIFTY PCR (28th AUG) 0.97
# USD/INR Futures (Aug) (+0.19%, 87.90)

# Meanwhile, the 3-key negative catalysts on the backburner:

1) FII selling: Last week, FIIs were net sellers to the tune of Rs. 20524.40 crores. In yesterday’s positive session too, FIIs turned out to be net sellers to the tune of Rupees 2567 crores.

2) Uninspiring Q1FY26 by Indian corporates.

3) The Indian rupee extends its fall amid sustained concerns over U.S. President Donald Trump’s threaten to "substantially" raise tariffs on goods imported from India. As of writing, INR was hovering at 87.78.

# SECTOR GAINERS:
NIFTY CONSUMER DURABLES (+0.12%)
NIFTY METAL (+0.09%)

# SECTORS LOSERS
NIFTY OIL & GAS (-0.96%)
NIFTY PHARMA (-0.83%)
NIFTY FMCG (+0.72%)

# TODAY’S MARKET RE-CAP:

1) Nifty (+0.64%) gives up most of yesterday’s gains and continiues to trade way below its 21 DMA and 50 DMA.

2) Bank Nifty (+0.0%) ends way below its dotted lines, aiming to join the conga-line of bearish sectoral indices. Bank Nifty’s new all-time-high continues to be at 57628.40 mark

3) The market breadth (25:25) was evenly biased.

4) The Nifty Mid-cap (-0.64%) and Nifty Small-cap (-0.21%) indices were drifting lower and ended on a jittery note.

5) Among sectoral indices, only Nifty Auto (+0.37%) and Nifty Metal ( +0.09%) indices ended in green but that said, selling was witnessed in Nifty Oil & Gas (-1.07%) NIFTY Pharma (-0.91%) and Nifty FMCG (-0.74%) ended in red.

# Bottom-line: Nifty’s biggest hurdles seen psychological 25000 mark. Nifty’s immediate support is placed at 24473 mark and then all eyes will be on Nifty’s 200-DMA at 24049 mark.

STOCK ALERTS:

1) Indusind Bank (+1.67%) gains on appointing Rajiv Anand as MD & CEO effective 25 August 2025, for a term of 3 years.

2) RailTel Corp (-0.66%) was seen consolidating after bagging from Bihar State Electronics Development Corporation for a project worth Rs 216.81 crore.

# BULLS OF THE DAY:
TITAN (+2.02%)
INDUSINDBNK (+1.66%)
SBILIFE (+1.56%)
MARUTI (+1.44%)
COALINDIA (+1.36%)

# BEARS OF THE DAY:
ADANIPORTS (-1.94%)
RELIANCE (-1.52%)
INFY (-1.38%)
ADANIENT (-1.29%)
CIPLA (-1.24%)

# The Next Big Catalyst for Dalal Street:

All eyes will be on RBI's MPC meeting outcome to be wired this Wednesday, August 6th as keenly watching: Repo rate, stance, inflation outlook, and India’s growth amidst Trump hiking the tariff.

As the writing the market is divided between a cut and a pause after June’s jumbo rate cut.

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