CLOSING BELL ——  REVIEW & PREVIEW @4PM —— Friday, July 4th 2025.

# Amidst volatility, Nifty ends the week on a positive note on hopes of a favourable Trump tariff.

NIFTY (+56, 25461)
Sensex (+193, 83433)
Bank Nifty (+240, 57032)

1) After a negative start, Nifty’s Nifty bulls regroup at lower levels on hopes of a favorable Trump tariff.

2) Investors mindful of the risks as India and the US race to finalise a bilateral trade pact ahead of the July 9 deadline.

3) Global stock markets were largely trading with negativebias in Friday’s trade after President Donald Trump said he would start sending letters to countries setting new tariff rates.

4) Overnight, the S&P 500 and Nasdaq Composite roared to reach their fresh 52-week highs buoyed by a stronger-than-expected US jobs report.

5) That said, the robust June jobs data actually dampens expectations for a Federal Reserve interest-rate cut in July.

6) Concerns reman over US President Donald Trump’s ‘big, beautiful’ tax-cut and spending bill.

7) FII selling: In yesterday’s session, FIIs turned out to be net sellers to the tune of Rupees 1481 crores. This week, the FIIs have already sold out Rs. 5784.4 crores.

The Big Questions: Nifty Bears in control? The return of risk?

# Bottom-line: Bulls are likely to be reluctant and also, the bears are likely to be reluctant as investors mindful of the risks as India and the US race to finalise a bilateral trade pact ahead of the July 9 deadline.

So, until Wednesday, July 9th serious consolidation seen as the preferred theme.

# SECTOR GAINERS:
NIFTY REALTY (+0.91%)
NIFTY PHARMA (+0.81%)
NIFTY IT (+0.80%)

# SECTORS LOSERS
NIFTY METAL (-0.45%)
NIFTY AUTO (-0.10%)

# Adv-Dec 29—21
# INDIA VIX 12.31 (-0.65%)
# NIFTY PCR (10th July) 0.76
# NIFTY PCR (31st July) 1.19
# USD/INR Futures (July) (+0.05%, 85.47)

1) Nifty reverses morning session losses and end the day comfortably in the green, up 0.22%.

2) Bank Nifty too mirrors Nifty’s rebound action. Bank Nifty’s new all-time-high continues to be at 57628.40 mark

5) The Nifty Mid-cap (-0.12%) and Nifty Small-cap (-0.04%) indices seen consolidating with minor cuts.

6) Among sectoral indices, maximum sluggishness was witnessed in Nifty METAL (-0.53%), Nifty AUTO (-0.17%) but that said, buying was witnessed in Nifty OIL & GAS (+1.05%), Nifty REALITY (+0.9%) and NIFTY PHARMA (+0.89%).

# TECHNICAL OVERVIEW:

# Technically, Nifty forms a small bullish candle on the daily charts indicating tough resistance to continue at recent highs at 25669 area. Nifty’s all-time-high continues to be at 26277.35 mark.

# So, aggressive upside targets still continue to be at Nifty’s all-time-high at 26277.35 mark but that confirmation of strength only above Nifty 25700 mark.

Meanwhile, the biggest interweek support for Nifty will be at 25000 (low as on June 24th).

The biggest make-or-break support for Monday’s trade is placed at 25221 mark.

# BULLS OF THE DAY:
BAJFINANCE (+1.74%)
DRREDDY (+1.45%)
INFY (+1.30%)
HUL (+1.21%)
ICICIBANK (+1.20%)

# BEARS OF THE DAY:
TRENT (-11.37%)
TATASTEEL (-1.69%)
EICHERMOT (-1.58%)
INDUSINDBNK (-0.92%)
MARUTI (-0.82%)

STOCK ALERT:

1) Trent slumped 11.37% after the company's Q1 FY26 business update came in below market expectations, prompting concerns over its growth momentum.

2) AU Small Finance Bank (SFB) gained 0.79%. The company said that its total deposits jumped 31.3% to Rs 1,27,700 crore as of 30 June 2025 compared with Rs 97,290 crore as of 30 June 2024.

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