June 23rd to June 27th 2025.

 

# In the week gone by, the pessimists were once again proven wrong as none of the recent negative catalysts had any impact.

 

# Well, bullish landscape predictability was definitely on investors advantage on the backdrop of steady, relentless buying which was the order of the week. 

 

 

 

 

1) Middle East geopolitical conflicts and tensions are now off the front pages. The Israel-Iran war was short-lived and now rests in peace.

 

2) Oil prices depressed at $65 a barrel and witnessed its worst week since March 2023, following a ceasefire between Israel and Iran.

 

3) RBI positive bulletin acted as one of the biggest tailwinds. The Reserve Bank Bulletin has said that amidst global uncertainties, various high-frequency indicators point towards resilient economic activity in India across the industrial and services sectors.

 

4) Extremely positive Wall Street cues with the S&P 500 and the Nasdaq index scaling new all-time-fresh-record high, supported by broad-based strength.

 

5) The White House has downplayed the urgency of upcoming tariff deadlines, easing investor concerns over a prolonged trade war. In fact, as of writing, the US Commerce Secretary Howard Lutnick says the U.S. is nearing agreements with 10 other trading partners.

6) President Trump is likely to announce candidates for next Fed Chairman, potentially installing a "shadow" chair who could push for a more dovish policy stance.

 

7) FIIs were net buyers in the week gone by to the tune of Rs. 4423 crores. FIIs also continue to be net buyers in the June month to the tune of Rs. 8321 crores.

 

# Long Story Short: 'Upwards and upwards rose Nifty and Sensex — with absolutely no signs of hesitation!'

 

Instruments LTP Weekly % Change

Nifty  25638 +2.09%

Sensex 84059 +2.00%

Bank Nifty 57444 +2.12%

Nifty Midcap 16761 +2.47%

India VIX 12.39 (-9.40%)

 

Dow  43819 +3.82%

Nasdaq 22534 +4.2%

Bovespa 136866 (-0.18%)

 

Crude Oil 65.49 (-11.30%)

Gold 3279 (-2.69%)

Silver 36.09 +0.26%

USD/INR 86.48 (-1.27%)

 

 

1) Nifty ended 2.09% higher. 

 

Technically speaking, Nifty has signaled a massive breakout from a probable complex ‘Flag Pattern’ on the weekly charts, indicating a bright chance of Nifty reclaim its all-time-high at 26277.35 mark. 

 

2) Bank Nifty (+2.12%) enjoyed a strong week gone by, and most importantly, mirroring Nifty’s (+2.09%) gains.

 

3) Nifty Private Bank index ended 1.88% higher while Nifty PSU Bank index gained 2.49% higher.

 

4) The broader markets were seen spurting with positive bias as the Nifty Mid-cap 50 index flared up 2.47% while the Nifty Small-cap index zoomed 4.3% higher.

 

Nifty Metal +4.81%

Nifty Media   +4.36%

Nifty Infra +3.37%

Nifty Oil & Gas +3.25%

Nifty Energy +2.65%

Nifty PSE Index +1.96% 

Nifty Pharma +1.46%

Nifty Auto +1.39%

Nifty FMCG  +0.89%

 

Nifty Reality -1.94%

Nifty IT   -0.43%

 

 

1) Tejas Networks gained 2.42% after the company announced a multi -faceted strategic partnership with Rakuten Symphony to develop integrated open RAN solutions and engage in joint go-to-market efforts, both in India and internationally.

 

2) H.G. Infra Engineering (HGIEL) rose 4.61% after the company announced that it has incorporated of a wholly owned subsidiary (WOS), H.G. Choraniya Bess.

 

3) Aurionpro Solutions surged 11% after the company announced that it has won a contract for implementing its automated fare collection (AFC) system for the public transport system in Egypt.

 

4) Vodafone Idea shares surge 12.5% amid report of Centre considering relief on Rs 84,000-cr dues.

 

5) Lupin (-0.60%) was seen consolidating after receving USFDA approval for generic Prucalopride tablets. Lupin announced that it has received approval from the United States Food and Drug Administration (U.S. FDA) for its abbreviated new drug application (ANDA) for Prucalopride tablets.

 

6) Equitas Small Finance Bank (+3.74%), Ujjivan Small Finance Bank (+1.29%), ESAF (+3.32%) and other small finance bank shares surged in Monday’s trade as RBI eased priority sector lending norms. The Reserve Bank of India tweaked lending norms by reducing its mandatory priority sector lending requirement, covering areas like agriculture and small enterprises by 15 percentage points.

 

7) ITD Cementation (+10%) India was consolidating after the company announcing that it has secured two major contracts cumulatively valued at approximately Rs 960 crore, excluding GST. 

 

8) Zee Entertainment Enterprises (+8.46%) after the company released a detailed strategic business update outlining its plans for consolidation, capital infusion, and digital growth. Zee Entertainment reported that it holds a 17% share of the urban TV viewership market (15+ age group). This comes amid broader industry consolidation that has resulted in a two-player market structure, with Peer-1 holding a dominant 34% share. 

 

9) Zen Technologies was aiming to rebound after the company’s board approved the acquisition of TISA Aerospace (TISA) through a mix of share purchase plus compulsorily convertible debentures (CCDs) from current shareholders of TISA.

 

10) The stock price of Bharti Airtel hit a record high of Rs. 2039, as they rallied 4.67% on the back of heavy volumes amid a healthy outlook.

 

11) TD Power Systems was seen consolidating after the company secured an order worth Rs 67 crore from a leading multinational corporation for the supply of components for traction motors meant for export.

 

 

 

 

JIO FINANCIAL (+9.92%)

ADANI ENT (+8.08%)

HINDALCO (+7.43%)

ADANI PORTS (+6.74%) 

ULTRATECH CEMENT (+6.59%)

 

ONGC (-3.60%)

DR REDDYS LAB (-1.83%)

TECH MAH (-1.28%)

MARUTI (-1.16%)

HCL TECH (-0.95%)

 

 

# Technically speaking, immediate hurdles on Nifty are placed at its all-time-high at 26277.35 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 psychological 25500 mark.

 

# Our call of the week suggests to keep a close eye on the biggest catalyst:

 

# Will the July 9 Trump’s tariff deadline be extended?

 

# Well, the good news is that the White House Press Secretary Karoline Leavitt suggested the upcoming July 9 deadline for countries to submit proposed trade plans in response to President Donald Trump’s Liberation Day tariffs could be delayed.

 

# As of now, media reports suggests that the US and China had finalized a trade framework, including an agreement for rare earth exports, while deals with other key trading partners are reportedly close

 

# Also, commanding attention outside of the equities market is the speculation that President Donald Trump could name a replacement for Federal Reserve Chair Jerome Powell sooner rather than later 

 

# Long Story Short: Nifty’s ‘Unstoppable Rally’ is likely to continue with aggressive targets at its all-time-high at 26277.35 mark…

 

 

 

 

 

 

 

 

 

 

 

 

 

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This does not construe to be an investment advice. Stock market investments are subject to market risks. All information is a point of view, and is for educational and informational use only. The author accepts no liability for any interpretation of articles or comments on this platform being used for actual investments.