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Firm trade continues over the Dalal Street in morning deals
Jun-25-2026

A firm trade continued over the Dalal Street in morning deals, tracking a decline in crude oil prices and a positive trend in Asian equities. Traders took support as India and the US reviewed the progress in negotiations for an interim bilateral trade agreement during a two-day ministerial meeting and discussed core elements, including market access, digital trade and non-tariff barriers, as both countries aim to conclude the pact before Washington’s temporary 10 per cent tariff expires on July 24. Meanwhile, trade ministers of India and the UK will hold discussions this week in London on issues related to implementation of the comprehensive economic and trade agreement (CETA), which is scheduled to come into force on July 15. Commerce and Industry Minister Piyush Goyal will undertake an official visit to London from June 25-27 for the discussions. On the global front, Asian markets are trading mostly in green, as investors responded to easing geopolitical tensions in the Middle East and improving global market sentiments.

The BSE Sensex is currently trading at 77500.60, up by 509.38 points or 0.66% after trading in a range of 77280.49 and 77565.13. There were 21 stocks advancing against 9 stocks declining on the index.

The top gaining sectoral indices on the BSE were Auto up by 2.48%, Consumer Discretionary up by 1.02%, Telecom up by 0.83%, Realty up by 0.73% and FMCG up by 0.63%, while Metal down by 0.89%, Consumer Durables down by 0.41%, Basic Materials down by 0.24%, Utilities down by 0.24% and Power down by 0.15% were the top losing indices on BSE.

The top gainers on the Sensex were Interglobe Aviation up by 4.20%, Maruti Suzuki India up by 3.79%, Mahindra & Mahindra up by 3.28%, TCS up by 1.54% and State Bank of India up by 1.53%. On the flip side, Titan Company down by 2.10%, Power Grid down by 1.79%, Bharat Electronics down by 0.77%, Tata Steel down by 0.63% and NTPC down by 0.41% were the top losers.

Meanwhile, the Reserve Bank of India (RBI) has revised the computation of capital charge for foreign exchange risk of banks in line with international standards. The RBI stated that banks will compute Net Open Position and maintain capital charge for foreign exchange risk at both the consolidated (group) level and the standalone (solo) level. Further, the RBI said the capital requirement for foreign exchange risk must be met by banks at all times, as measured at the end of each business day. 

The RBI said ‘Upon a review and to ensure greater alignment with international standards and consistent implementation across commercial banks, there is a felt need to amend these instructions.’ The RBI has proposed that the directions come into effect from April 1, 2027. With regard to exclusion, the RBI said, commercial banks will not have to apply foreign exchange risk capital requirement to any position that is deducted from the bank's regulatory capital, including a position that is hedging such a position. 

It said holdings of capital instruments that are deducted from a commercial bank's capital or risk weighted at 1,250 per cent are not required to be included in the forex risk capital requirements. It mentioned ‘A bank shall not apply foreign exchange risk capital requirements to securities which are already matured and remain unpaid, or have been classified as a non-performing asset/investment. Such securities shall attract capital only for credit risk.’

The CNX Nifty is currently trading at 24172.60, up by 150.95 points or 0.63% after trading in a range of 24107.80 and 24190.25. There were 34 stocks advancing against 16 stocks declining on the index.

The top gainers on Nifty were Interglobe Aviation up by 4.38%, Maruti Suzuki India up by 3.49%, Mahindra & Mahindra up by 3.18%, Max Healthcare Inst. up by 3.08% and Dr. Reddy's Labs. up by 2.30%. On the flip side, Hindalco Industries down by 2.02%, Titan Company down by 1.95%, Power Grid down by 1.86%, Coal India down by 1.81% and ONGC down by 1.65% were the top losers.

Asian markets are trading mostly in green; Nikkei 225 surged 3083.03 points or 4.46% to 72,258.00, Taiwan Weighted added 401.61 points or 0.87% to 46,445.21, Jakarta Composite gained 170.9 points or 2.9% to 6,054.78, Shanghai Composite strengthened 9.34 points or 0.23% to 4,120.15 and KOSPI increased 488.72 points or 5.77% to 8,959.74.

On the flip side, Hang Seng declined 300.18 points or 1.28% to 23,112.00 and Straits Times fell 1.39 points or 0.03% to 5,214.60. 
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