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EQUITY
Post Session: Quick Review
Jul-14-2025

Indian equity benchmarks ended lower on Monday weighed down by broad-based selling in IT and TECK sectors, as well as persistent foreign fund outflows. According to exchange data, Foreign Institutional Investors (FIIs) offloaded equities worth Rs 5,104.22 crore on Friday. After making a cautious start, soon indices slipped into negative territory and remained under pressure throughout the session, amid lingering uncertainty over U.S. President Donald Trump’s tariffs and India-U.S. bilateral trade deal. 

Some of the important factors in today’s trade:

Forex reserves drop by $3 billion to $699.73 billion: Traders were concerted as the RBI said that India's forex reserves dropped by $3.04 billion to $699.73 billion in the week ended July 4, 2025.

Net direct tax mop-up dips 1.34% to Rs 5.63 lakh crore on higher refunds: Some concern also came as the government data showed that net direct tax collection fell 1.34 per cent to about Rs 5.63 lakh crore till July 10 of the current financial year, mainly on account on higher refunds. 

India's WPI inflation turns negative in June: Traders remained cautious after inflation based on wholesale price index (WPI) in India dropped to (-) 0.13% in the month of June, from 0.39% in May 2025, marking the first negative reading since the beginning of the year.  

Global front: European markets were trading mostly in red after U.S. President Donald Trump threatened to impose a 30 percent tariff on European Union goods, raising concerns over a prolonged and deeper economic slowdown. Asian markets ended mostly in green as China's exports growth exceeded expectations and imports rebounded in June.  

The BSE Sensex ended at 82253.46, down by 247.01 points or 0.30% after trading in a range of 82010.38 and 82537.87. There were 10 stocks advancing against 20 stocks declining on the index. (Provisional)

The broader indices ended in green; the BSE Mid cap index was up by 0.67%, while Small cap index up by 0.57%. (Provisional)

The top gaining sectoral indices on the BSE were Realty up by 1.38%, Healthcare up by 1.15%, Utilities up by 0.77%, Consumer Discretionary up by 0.54% and Consumer Durables up by 0.35%, while IT down by 0.99%, TECK down by 0.79%, Industrials down by 0.24% and Capital Goods down by 0.07% were the few losing indices on BSE. (Provisional)

The top gainers on the Sensex were Eternal up by 3.11%, Titan Company up by 1.23%, Mahindra & Mahindra up by 0.56%, Sun Pharma up by 0.54% and ITC up by 0.42%. On the flip side, Tech Mahindra down by 1.82%, Infosys down by 1.53%, Asian Paints down by 1.50%, Bajaj Finance down by 1.43% and HCL Technologies down by 1.41% were the top losers. (Provisional)

Meanwhile, the Crisil Ratings in its latest report has said that the sales volume of used cars is expected to grow 8 to 10 per cent in the 2025-26 fiscal. It said driven by rising digital adoption and better access to finance, the sales volume is likely to touch around 6 million units this fiscal.

According to the report, the ratio of used-to-new cars in sales has increased to 1.4 from less than one in a span of five years. The market value of used cars is estimated to be around Rs 4 lakh crore. The organised players in the segment have been incurring high operational cost towards refurbishment, logistics and financing as the sector is in an expansion mode, resulting in cash losses.

However, the report said strong revenue growth is expected to drive breakeven at the operating profit level this fiscal and the next financial year. Until then, the credit profiles of the players will largely depend on timely fund raising and sustenance of adequate liquidity to support growth. The segment, which saw volumes staying stable during the pandemic and semiconductor shortage that disrupted production, is expected to remain resilient. The organised players have collectively raised Rs 14,000 crore through the equity route since the 2018-19 fiscal. 

The CNX Nifty ended at 25082.30, down by 67.55 points or 0.27% after trading in a range of 25001.95 and 25151.10. There were 22 stocks advancing against 28 stocks declining on the index. (Provisional)

The top gainers on Nifty were Eternal up by 2.75%, Titan Company up by 1.28%, ONGC up by 1.02%, Indusind Bank up by 1.02% and Grasim Industries up by 0.98%. On the flip side, JIO Financial Services down by 2.06%, Tech Mahindra down by 1.77%, Bajaj Finance down by 1.57%, Wipro down by 1.55% and Asian Paints down by 1.54% were the top losers. (Provisional)

European markets were trading mostly in red; Germany’s DAX lost 174.98 points or 0.72% to 24,080.33 and France’s CAC fell 39.97 points or 0.51% to 7,789.32, while UK’s FTSE 100 increased 34.13 points or 0.38% to 8,975.25.

Asian Markets ended mostly higher on Monday, despite Wall Streets’ fall last Friday on US President Donald Trump's tariff threats. Trump has intensified his trade war with the threat of 30% tariffs on the European Union and Mexico. Chinese shares gained after data showed China's exports growth beat expectations in June, while rare earths shipments surged 60.3% in June to record high. China's overall exports jumped 5.8% in June year-on-year in US dollar terms, customs data showed. Hong Kong shares rose ahead of Chinese retail sales, industrial output and gross domestic product due on Tuesday. Moreover, the Kospi surpassed the 3,200 mark for the first time in nearly four years. However, Japanese shares declined marginally due to concerns about an upcoming domestic election and unresolved trade talks with the United States. Japan's seasonally adjusted core machinery orders in May fell 0.6% from the previous month.

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,519.65

9.47

0.27

Hang Seng

24,203.32

63.75

0.26

Jakarta Composite

7,097.15

49.71

0.70

KLSE Composite

1,537.51

1.44

0.09

Nikkei 225

39,459.62

-110.06

-0.28

Straits Times

4,109.21

21.40

0.52

KOSPI Composite

3,202.03

26.26

0.82

Taiwan Weighted

22,614.97

-136.06

-0.60
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