HOME > MARKETS > MARKET COMMENTARY
  MARKET COMMENTARY
EQUITY
Post Session: Quick Review
Aug-28-2025

Indian equity benchmarks remained under pressure for second consecutive session on Thursday, with Nifty and Sensex closing near day’s low points, amid continued selling by foreign institutional investors. Markets made a negative start and remined lower throughout day, after U.S. President Donald Trump's 50 percent tariffs on Indian goods came into effect from August 27, 2025.

Some of the important factors in trade:

India Inc to report muted revenue growth of 5-6% in Q2FY26: Traders remained cautious as the rating agency ICRA expects India Inc to report muted revenue growth of 5-6 per cent in the second quarter of the fiscal (Q2FY26). 

Foreign fund outflow: Ongoing foreign fund outflows also dampened market sentiments. Foreign institutional investors (FIIs) offloaded shares worth Rs. 6,516.49 crore on a net basis on Tuesday.

India-Africa trade crosses $100 billion in FY25: Traders overlooked Union minister Kirti Vardhan Singh’s statement that India's bilateral trade with Africa has crossed the magical figure of $100 billion in 2024-25 compared to $56 billion in 2019-2020.

Global front: European markets were trading mostly in red, despites Nvidia's positive results helped ease AI slowdown fears. Asian markets ended mostly in green amid reports that China's industrial profits declined at a slower pace in the January to July period.

The BSE Sensex ended at 80080.57, down by 705.97 points or 0.87% after trading in a range of 80013.02 and 80775.71. There were 7 stocks advancing against 23 stocks declining on the index. (Provisional)

The broader indices ended in red; the BSE Mid cap index was down by 1.09%, while Small cap index down by 0.96%. (Provisional) 

The only gaining sectoral index on the BSE was Consumer Durables up by 0.60%, while Telecom down by 1.73%, IT down by 1.68%, TECK down by 1.59%, Realty down by 1.47% and Utilities down by 1.26% were the top losing indices on BSE. (Provisional)

The top gainers on the Sensex were Titan Company up by 1.22%, Larsen & Toubro up by 0.72%, Maruti Suzuki up by 0.61%, Axis Bank up by 0.46% and Bajaj Finance up by 0.17%. On the flip side, HCL Technologies. down by 2.82%, Infosys down by 1.95%, Power Grid Corp down by 1.93%, TCS down by 1.89% and HDFC Bank down by 1.55% were the top losers. (Provisional)

Meanwhile, the Crisil in its latest report has said that uncertainties surrounding the US tariffs might be a new hindrance to capital expenditure decisions in the current financial year (FY26). The additional 25 per cent tariff imposed by US President Donald Trump on India for its purchases of Russian oil came into effect on August 27, 2026, bringing the total amount of levies imposed on New Delhi to 50 per cent.

The rating agency said that the government has so far been driving investments, with private corporate capital expenditure remaining muted. According to the report, the imposition of tariffs is likely to hit sentiments, even as healthy corporate balance sheets support fresh investments. In the current uncertain environment, it said free trade agreements (FTAs) can enhance investor confidence by reducing tariff barriers and establishing predictable trade policies. As of August 24, US tariffs on India stand higher than those on Bangladesh, Vietnam and Indonesia.

The report said the new challenges, which are holding back the animal spirits of the Indian private sector despite supportive macroeconomic parameters, are disruptions in the global supply chain due to rising geopolitical tensions and lingering domestic inefficiencies like high power and land costs. According to the report, the opportunities stem from new trade agreements, like the FTA with the UK, and the ability of the corporate houses to invest.

The CNX Nifty ended at 24500.90, down by 211.15 points or 0.85% after trading in a range of 24481.60 and 24702.65. There were 13 stocks advancing against 36 stocks declining on the index, while one stock remained unchanged. (Provisional)

The top gainers on Nifty were Titan Company up by 1.22%, Larsen & Toubro up by 0.53%, Coal India up by 0.50%, Hero MotoCorp up by 0.36% and Asian Paints up by 0.31%. On the flip side, Shriram Finance down by 3.88%, HCL Technologies down by 2.88%, TCS down by 2.01%, Power Grid Corp down by 1.95% and Infosys down by 1.93% were the top losers. (Provisional)

European markets were trading mostly in red; UK’s FTSE 100 decreased 44.74 points or 0.48% to 9,210.76, and Germany’s DAX lost 16.81 points or 0.07% to 24,029.40, while France’s CAC rose 18.87 points or 0.24% to 7,762.80.

Asian Markets ended mostly higher on Thursday tracking Wall Street’s overnight gain and as Nvidia's strong results quelled worries over weakening AI demand. Japanese shares advanced after Warren Buffett increased his investments in the country. Seoul shares rose as the Bank of Korea held rates as widely expected and lifted its 2025 growth forecast. However, some gains were capped due to Fed independence woes and reports that the Mexican government is set to raise tariffs on Chinese imports, including cars, textiles, and plastics, as part of its 2026 budget proposal. Hong Kong shares dropped, dragged down by weakness in technology shares.

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,843.60

43.25

1.13

Hang Seng

24,998.82

-202.94

-0.81

Jakarta Composite

7,952.09

15.91

0.20

KLSE Composite

1,587.07

-0.84

-0.05

Nikkei 225

42,828.79

308.52

0.73

Straits Times

4,253.78

8.21

0.19

KOSPI Composite

3,196.32

9.16

0.29

Taiwan Weighted

24,236.45

-283.45

-1.17
  RELATED NEWS >>
Most Viewed >>
August 20 , 2025
Motilal Oswal AMC raises stake in Paytm parent
August 23 , 2025
Consumption theme based mutual funds offer up
August 23 , 2025
Sebi Chairman urges caution for mutual funds i
August 23 , 2025
Sebi plans to introduce additional incentives
EXPLORE
© CITRUS INTERACTIVE
Designed & Developed Accord Fintech Pvt. Ltd.