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EQUITY
Post Session: Quick Review
Aug-08-2025

Indian equity benchmarks witnessed heavy selling pressure on Friday, with both the Nifty and Sensex closing around 1% cut due to broader-based selling. Markets made a slightly negative start and extended their losses to trade near day’s low points, as U.S. President Donald Trump ruled out trade talks with India and Prime Minister Modi said he will never compromise on farmers' interests.

Some of the important factors in today’s trade:

Organic Chemicals, Apparel, Jewellery, Shrimp exports may dip 50-70% due to trump tariff: Some concerns also came as think tank GTRI said the imposition of a 50 per cent US tariff on Indian goods will impact exports of nine product categories, including shrimp, organic chemicals, apparel, and jewellery by 50-70 per cent.

India's GDP to slow down by 6% in FY26: Moody's Ratings said that India's GDP growth is likely to slow down by about 30 basis points to 6 per cent in the current fiscal if the US implements 50 per cent tariffs from August 27.

Ongoing foreign fund outflows: Foreign Institutional Investors (FIIs) offloaded equities worth Rs 4,997.19 crore on Thursday, according to exchange data.

Global front: European markets were trading mostly in red, after the Trump administration's higher tariff rates on trading partners took effect from midnight and Moscow confirmed Russian President Vladimir Putin and U.S. President Donald Trump are preparing to meet in the coming days. Asian markets ended mixed as uncertainty continues over US reciprocal tariffs.

The BSE Sensex ended at 79857.79, down by 765.47 points or 0.95% after trading in a range of 79775.84 and 80550.40. There were 5 stocks advancing against 25 stocks declining on the index. (Provisional)

The broader indices ended in red; the BSE Mid cap index was down by 1.56%, while Small cap index down by 1.03%. (Provisional)

The top losing sectoral indices on the BSE were Realty down by 2.09%, Telecom down by 1.83%, Metal down by 1.82%, Consumer Durables down by 1.68%, Capital Goods down by 1.62%, while there were no gaining sectoral indices. (Provisional)

The top gainers on the Sensex were NTPC up by 1.58%, Titan Company up by 1.47%, Trent up by 0.24%, ITC up by 0.19% and Bajaj Finserv up by 0.17%. On the flip side, Bharti Airtel down by 3.41%, Tata Motors down by 2.55%, Mahindra & Mahindra down by 2.16%, Kotak Mahindra Bank down by 1.84% and Reliance Industries down by 1.79% were the top losers. (Provisional)

Meanwhile, following Trump’s administration’s decision to double tariffs on Indian imports, U.S. President Donald Trump has said there will be no trade negotiations with India until a dispute over tariffs is resolved. India and the U.S. teams had concluded the fifth round of talks for the agreement in July in Washington, ahead of the August 1 deadline for Trump’s tariff suspension. A U.S. team was to visit India on August 25 for the next round of negotiations for the proposed bilateral trade agreement between the two countries.

But the White House on August 6, 2025 issued an Executive Order imposing an additional 25% in tariffs on Indian goods, raising the total levy to 50%. The administration cited national security and foreign policy concerns, pointing specifically to India’s ongoing imports of Russian oil.

The order claims that these imports, whether direct or via intermediaries, present an ‘unusual and extraordinary threat’ to the United States and justify emergency economic measures. According to US officials, the initial 25% tariff came into effect on August 07, 2025. The additional levy will take effect in 21 days and apply to all Indian goods entering US ports - with exceptions for items already in transit and certain exempt categories.

The CNX Nifty ended at 24363.30, down by 232.85 points or 0.95% after trading in a range of 24337.50 and 24585.50. There were 9 stocks advancing against 41 stocks declining on the index. (Provisional)

The top gainers on Nifty were NTPC up by 1.52%, Titan Company up by 1.30%, Dr. Reddy's Lab up by 0.88%, HDFC Life Insurance up by 0.77% and Bajaj Finserv up by 0.27%. On the flip side, Bharti Airtel down by 3.33%, Adani Enterprises down by 3.19%, Indusind Bank down by 3.08%, Shriram Finance down by 2.82% and Mahindra & Mahindra down by 2.08% were the top losers. (Provisional)

European markets were trading mostly in red; UK’s FTSE 100 decreased 3.62 points or 0.04 to 9,097.15 and Germany’s DAX lost 25 points or 0.1 to 24,167.50, while France’s CAC rose 23.58 points or 0.31 to 7,732.90.

Asian markets ended mixed in cautious trade on Friday as US President Donald Trump's reciprocal tariffs targeting more than 90 nations came into force just after midnight. The US President claimed that billions of dollars would soon start flowing into the US, unless blocked by what he called a ‘radical left court’ determined to see America fail. Chinese shares declined after Trump demanded the immediate resignation of new Intel CEO Lip-Bu Tan, calling him ‘highly conflicted’ due to his ties to Chinese firms. However, Japanese shares gained after the country's chief trade negotiator said the US agreed to end so-called stacking on universal tariffs and cut car levies at the same time.

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,635.13

-4.54

-0.12

Hang Seng

24,784.00

-297.63

-1.20

Jakarta Composite

7,533.38

43.20

0.57

KLSE Composite

1,556.98

7.87

0.51

Nikkei 225

41,780.00

720.85

1.73

Straits Times

4,239.83

-18.32

-0.43

KOSPI Composite

3,210.01

-17.67

-0.55

Taiwan Weighted

24,021.26

17.49

0.07
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