NEWS UPDATE 1 JULY 2025
📈 Market Opening & Current Levels
- Sensex opened around 83,730–83,800, then held gains of ~175 points (0.21%), trading near 83,781 reuters.com+3moneycontrol.com+3business-standard.com+3.
- Nifty 50 started above 25,500, hovered around 25,568–25,580, with a ~0.2–0.25% gain livemint.com+4moneycontrol.com+4reuters.com+4.
🔍 Sector & Stock Movers
- Apollo Hospitals shares rallied ~4% as the company announced plans to spin off its digital health, pharmacy, and telehealth business for listing m.economictimes.com+2reuters.com+2business-standard.com+2.
- NCC, Kalpataru Projects, Gabriel India, Ireda, Asian Paints, BEL, Dr Reddy’s, and Jio Financial were among the top gainers ndtvprofit.com+3business-standard.com+3m.economictimes.com+3.
- Realty sector saw strong performance: Nifty Realty index rose ~0.65% led by Raymond and DLF business-standard.com.
- Stocks to Watch:
- Apollo Hospitals: Announcing a demerger to spin-off and list its omni-channel pharmacy and digital health business separately!
- CG Power: Launching a Rs 3000 Cr QIP with an indicative offer price of Rs 660.
- Paint Stocks: ICICI Sec upgrades Asian Paints & Berger after 4 years!
🛡️ Market Breadth & Institutional Flows
- Small- & mid-cap indices gained ~0.2–0.3% indicating broader market participation reuters.com+1reuters.com+1.
- Domestic Institutional Investors (DIIs) were net buyers, while Foreign Institutional Investors (FIIs) sold into the rally hdfcsky.com+6ft.com+6livemint.com+6.
🗓️ IPO Activity & Listings
- Multiple IPOs are marking debut today: Kalpataru, Globe Civil Projects, Ellenbarrie Industrial Gases (mainboard); Shri Hare‑Krishna Sponge Iron, Icon Facilitators, AJC Jewel, and Abram Food (SME segment) livemint.com+3business-standard.com+3business-standard.com+3.
- Raymond Realty, spun off from Raymond Ltd, listed at ₹1,000/share, with Raymond shares jumping ~6% m.economictimes.com+2business-standard.com+2goodreturns.in+2.
📊 Technical & Strategy Outlook
- Nifty trend remains slightly bullish to sideways. Support around 25,500; resistance near 25,600–25,800 moneycontrol.com+2livemint.com+2livemint.com+2.
- Macro factors: Confidence driven by U.S.–India trade discussions ahead of an early-July tariff decision and continued global easing reuters.com+1goodreturns.in+1.
📰 Broader Context
- The market continues its strong H1 2025 performance—Sensex +8% (~6,000 points), Nifty also near record highs—while small-cap segment shows renewed strength business-standard.com+3reuters.com+3economictimes.indiatimes.com+3.
- Global cues show Asian markets up ~0.6%, and U.S. stocks rose amid progress in trade talks hdfcsky.com+5reuters.com+5business-standard.com+5.
✅ Summary
Indian markets opened July on firm footing, led by healthcare, realty, and construction sectors. A healthy mix of IPO activity and stock-specific rallies underscores improving confidence. Key technical levels at 25,500 support and 25,600–25,800 resistance remain critical. Keep an eye on trade talks and upcoming corporate earnings—these could shape the next leg.
