HOME > MARKETS > MARKET COMMENTARY
  MARKET COMMENTARY
EQUITY
Post Session: Quick Review
Jun-25-2026

Indian equity benchmarks ended higher on the last trading session of the week, as oil prices dropped to levels last seen before the war in the Middle East on easing geopolitical tensions. After a strong start, markets maintained gaining rally for the most part of the session but at the end, some correction witnessed.

Some of the important factors in trade:

India, US review progress on interim bilateral trade agreement as tariff deadline nears: Traders got comfort, after India and the United States (US) reviewed the progress on an interim bilateral trade agreement during the two-day ministerial meeting.

RBI revises capital charge computation for banks' foreign exchange risk: The street took a note of reports that the Reserve Bank of India (RBI) has revised the computation of capital charge for foreign exchange risk of banks in line with international standards.

Goyal meets exporters to discuss ways to boost outbound shipments, fully utilise benefits of FTAs: Sentiments were upbeat, as Commerce and Industry Minister Piyush Goyal has met exporters and industry representatives to discuss ways to boost outbound shipments and fully utilise the benefits of free trade agreements (FTAs).

Firm global cues: European markets were trading higher, while Asian markets also ended higher, with technology stocks rallying in South Korea and Japan as robust earnings from Micron and Qualcomm helped ease concerns over AI demand, elevated valuations and the sustainability of the artificial-intelligence trade that has pushed global stocks to record highs. 

The BSE Sensex ended at 77100.47, up by 109.25 points or 0.14% after trading in a range of 76993.16 and 77803.18. There were 11 stocks advancing against 19 stocks declining on the index. (Provisional)

The top gaining sectoral indices on the BSE were Auto up by 2.29%, FMCG up by 0.50%, Consumer Discretionary up by 0.40%, Realty up by 0.29% and Bankex up by 0.03%, while Metal down by 1.37%, Oil & Gas down by 1.29%, TECK down by 1.13%, Utilities down by 0.93% and Basic Materials down by 0.91% were the top losing indices on BSE. (Provisional)

The top gainers on the Sensex were Interglobe Aviation up by 4.73%, Mahindra & Mahindra up by 3.82%, Maruti Suzuki India up by 3.69%, State Bank of India up by 1.01% and ICICI Bank up by 1.01%. On the flip side, Power Grid down by 2.36%, Tech Mahindra down by 1.68%, Bharat Electronics down by 1.68%, Infosys down by 1.42% and Bharti Airtel down by 1.40% were the top losers. (Provisional)

Meanwhile, amid ongoing geopolitical developments in West Asia, the Reserve Bank of India (RBI) Governor Sanjay Malhotra has said that the central bank is maintaining a close watch on the rapidly evolving situation in West Asia and at this stage, discussion on interest rate hike is premature.

Malhotra described the easing of tensions in West Asia as a significant positive development for both the global economy and India, saying it bodes well for economic growth and inflation management. He added that the recent cooling of crude oil prices and the sharp correction in urea prices are providing comfort to the Indian economy.

Stressing that the Indian economy is resilient, he said, ‘The government and the OMCs (Oil Marketing Companies) together cushioned the impact of the energy shock to a great extent, and all high frequency indicators show that India has weathered the shock quite well in very uncertain times’.

While acknowledging that risks have moderated, he cautioned that policymakers were not yet ready to draw definitive conclusions on the inflation outlook. He said the RBI is closely monitoring whether fuel-led wholesale price pressures spread to the broader economy. As of now, he said, the central bank does not see evidence of inflation becoming generalised. Apart from crude oil prices, the RBI is also tracking the progress of the monsoon, which could influence the inflation trajectory in the coming months. Malhotra said ‘Both are uncertain. Both have consequences for inflation. And so we'll be watching...both.’

The CNX Nifty ended at 24056.00, up by 34.35 points or 0.14% after trading in a range of 24039.00 and 24261.60. There were 23 stocks advancing against 27 stocks declining on the index. (Provisional)

The top gainers on Nifty were Interglobe Aviation up by 4.66%, Max Healthcare up by 3.85%, Mahindra & Mahindra up by 3.84%, Maruti Suzuki India up by 3.75% and Tata Consumer Products up by 3.02%. On the flip side, ONGC down by 2.88%, Power Grid down by 2.41%, Hindalco Industries down by 2.40%, Tech Mahindra down by 1.68% and Bharat Electronics down by 1.54% were the top losers. (Provisional)

European markets were trading higher; UK’s FTSE 100 increased 33.17 points or 0.32% to 10,494.80, France’s CAC rose 51.01 points or 0.61% to 8,436.50 and Germany’s DAX gained 211.94 points or 0.86% to 24,952.30.

Asian markets settled mostly higher on Thursday, led by gains in technology stocks in Japan and South Korea. Robust earnings reports and bullish forecasts from chip giants Micron Technology and Qualcomm helped alleviate investor concerns regarding stretched AI valuations. Meanwhile, Brent crude futures dropped below $73 a barrel, falling to their lowest levels since the US-Iran war started as tanker movement through the Strait of Hormuz picked up, which eased energy supply concerns and supported risk appetite across regional markets. Despite the sharp regional tech rebound, international investors kept a cautious eye on the US Federal Reserve’s preferred May PCE inflation gauge data due later in the day. 

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

4,120.28

9.47

0.23

Hang Seng

23,076.91

-335.27

-1.43

Jakarta Composite

5,999.04

115.16

1.92

KLSE Composite

1,663.82

-18.31

-1.09

Nikkei 225

72,366.34

3,191.37

4.61

Straits Times

5,218.96

2.97

0.06

KOSPI Composite

8,930.30

459.28

5.42

Taiwan Weighted

46,255.26

211.66

0.46
  RELATED NEWS >>
Most Viewed >>
EXPLORE
© CITRUS INTERACTIVE
Designed & Developed Accord Fintech Pvt. Ltd.