Weekly Update- 01 August 2025

NIFTY50

The index ended the week with a 1.09% loss, settling at 24,565. The week began on a weak note, with broad-based selling pressure dragging the index lower on Monday. This initial decline was followed by a short-lived recovery on Tuesday and Wednesday, as the index attempted to bounce back from oversold levels, supported by select sectoral buying. However, the rebound lacked conviction, and renewed selling pressure in the latter part of the week erased earlier gains, leading to a weak weekly close and a loss of near-term momentum. The closing below key levels indicates continued caution among market participants. For the week ahead, resistance is expected around 24,900, while strong support is placed near 24,200. A buy-on-dips approach near support levels could be considered, with minimal risk, provided there are signs of stability or recovery from lower levels.

BANKNIFTY

The index ended the week with a 1.61% loss, settling at 55,618. It began on a weak note, facing broad-based selling pressure on Monday that pushed the index lower. Although the next two sessions saw some recovery from lower levels, the rebound lacked strength and failed to hold, as renewed selling pressure in the latter part of the week erased earlier gains. The index closed on a negative note, reflecting a loss of momentum and cautious sentiment. Notably, PSU banks underperformed their private sector counterparts, adding to the drag on the index. For the upcoming week, key resistance is seen around 56,500, while support lies near 55,000. The broader view remains cautiously positive, with a buy-on-dips approach near support levels offering a favorable risk-reward setup.

Best Performing Sector of the week

The Nifty FMCG was best performing sector of this week

Major gainers include:-

Emami: up by 7.67%

Hindustan Unilever: up by 5.73%

Dabur: up by 4.5%

Britannia: up by 3.65%

Worst Performing Sector of the week

The Nifty Realty was worst performing sector of this week

Major losers include:-

Godrej Properties: down by 8.2%

Brigade: down by 7.08%

Oberoi Realty: down by 6.41%

DLF: down by 5.92%

Important News:-

• As foreign portfolio investors (FPIs) became net sellers in the Indian equity market in July, analysts said on Sunday that continuous FPI inflows can be expected once global trade tensions settles.

• Delhivery reported a significant 68.5% year-on-year increase in net profit for the first quarter, reaching ₹91 crore, driven by efficient operations and consistent revenue. The company’s express parcel shipments experienced a 14% volume growth, reaching 208 million. The recent acquisition of Ecom Express is expected to further boost Delhivery’s market share in the 3PL segment.

• Delhivery reported a significant 68.5% year-on-year increase in net profit for the first quarter, reaching ₹91 crore, driven by efficient operations and consistent revenue. The company’s express parcel shipments experienced a 14% volume growth, reaching 208 million. The recent acquisition of Ecom Express is expected to further boost Delhivery’s market share in the 3PL segment.

• Tata Power’s consolidated net profit increased by over 6% year-on-year, reaching ₹1,262 crore in the June quarter, driven by strong revenue growth in its renewable energy and transmission & distribution sectors. CEO Praveer Sinha highlighted the company’s renewable energy portfolio’s exceeding expectations and the reliable electricity provided to 13 million customers. Tata Power’s utility-scale operational renewable energy capacity is 5.

• Donald Trump has imposed a 25% tariff on India’s exports, with an added penalty for its oil trade with Russia. While India pushes back, state-run refiners have halted Russian crude imports.