NEWS UPDATE 30 JUNE 2025
📉 Market Snapshot (Early and Close)
- Opening: Sensex dipped about 100 pts (~0.12%) to ~83,950, while Nifty also declined ~0.1% to ~25,615 early in the session, affected by moderate global cues timesofindia.indiatimes.com+2business-standard.com+2moneycontrol.com+2.
- Closing: The indices recovered to close stronger—Sensex gained ~303 pts (+0.36%) at 84,059, and Nifty rose ~89 pts (+0.35%) to 25,638, marking a weekly rise of ~2% livemint.com+2moneycontrol.com+2livemint.com+2.
- India Cash Market:
- FII: +₹1397 Cr
- DII: -₹589 Cr
- FIIs in Index Futures:
- Net Buy: ₹291 Cr
- Long Positions: 38%
🔎 Sector & Stock Highlights
- PSU Banks emerged as early gainers (+1.5%), while the Auto sector underperformed (~‑0.3%) business-standard.com.
- Broader market participation: Mid‑caps +0.4%, Small‑caps +0.5%, led by positive appetite across capital goods, healthcare, oil & gas, power, telecom, and PSU banks reuters.com+7moneycontrol.com+7business-standard.com+7.
📈 Technical Outlook
- Bullish momentum continued: Nifty formed a weekly Marubozu candle and remains above its 21‑ and 55‑day EMAs, signaling further upside potential hdfcsky.com+7livemint.com+7livemint.com+7.
- Key support likely in the 25,500–25,300 zone, with resistance around 25,750–25,850, and potential upside toward 26,000 if momentum sustains reuters.com+5livemint.com+5livemint.com+5.
📝 Trades & Stock Picks
- Top trade ideas include Bharat Forge, IGL, and Kotak Mahindra Bank for short-term plays hdfcsky.com+10m.economictimes.com+10reuters.com+10.
- Under ₹100 stock suggestions: Mukta Arts, Rattanindia, IFCI, Suzlon, Niva Bupa, AMJ Land livemint.com.
- 🌟 Stocks in Focus:
- Torrent Pharma acquires KKR’s stake in JB Chem & Pharma for ₹1600/share; Open offer at 9% discount to previous close.
- ITD Cementation secures an international marine contract worth $67.4 million.
- Jyoti CNC: ₹1250 Cr block deal likely.
- Karnataka Bank: MD & CEO Srikrishnan HH Sarma and Executive Director Sekhar Rao resign.
📌 Key Catalysts
- Global sentiment remains positive as geopolitical tensions ease and hopes grow for U.S.–China trade progress indiatimes.com+15livemint.com+15reuters.com+15.
- Continued domestic fund inflows, driven by supportive RBI policy, moderating inflation, and improved earnings outlook reuters.com.
📊 Weekly Wrap & July Outlook
- Both Sensex and Nifty ended the week up ~2%, building on four consecutive positive sessions reuters.com+3m.economictimes.com+3moneycontrol.com+3.
- Brokerages continue to eye record highs for Nifty heading into July, underpinned by healthy domestic flows economictimes.indiatimes.com+2reuters.com+2m.economictimes.com+2.
📌 Summary
Markets ended the day on a high note, supported by broad-based sector gains and sustained technical strength. With key levels holding firm and domestic investor interest strong, eyes are now on the 25,500 support and 26,000 resistance zones. Watch out for upcoming macro developments like global trade news and earnings reports for potential volatility.
