Dear Trader…

Indian equities ended flat in a lacklustre session, with investors assessing US Treasury Secretary’s comments that tariffs would be enforced starting 1st August’25 for countries yet to finalize trade deals with the US administration. Defence stocks witnessed profit booking, following a sustained rally in the sector. Shares of oil marketing companies and paint manufacturers advanced after crude oil prices declined, following OPEC+’s announcement of a larger-than-expected production hike for Aug’25.

FMCG stocks saw fresh buying interest, supported by strong Q1 business updates from Dabur and Godrej Consumer, lifting the Nifty FMCG index by 1.6%. Within the staples segment, price hikes realized in 1QFY26, would aid overall revenue growth; while volume growth is likely to remain in the low- to-mid single digits. With the quarterly earnings season set to commence this week, stock-specific action is expected to intensify.

Nifty futures opened at 25528 points against the previous close of 25540 and opened at a low of 25475 points. Nifty Future closed with an average movement of 99 points and a decline of around 1.20 points and 25538 points…!!

On the NSE, the midcap 100 index will decline 0.27% and smallcap 100 index is closing decline 0.44%. Speaking of various sectoral indices, the NSE saw gains in only FMCG, Oil and Gas, Realty and Healthcare stocks, while all other sectoral indices closed lower.

At the start of intra-day trading, August gold opened at Rs.96485, fell from a high of Rs.96800 points to a low of Rs.96340 with a decline of 312 points, a trend of around Rs.96678 and September Silver opened at Rs.1,08,124, fell from a high of Rs.1,08,395 points to a low of Rs.1,06,869 with a decline of 1005 points, a trend of around Rs.1,07,424.

Meanwhile, The FIIs as per Monday’s data were net buyers in equity segment, while they were net sellers in debt segment, according to data released by the NSDL. In equity segment, the gross buying was of Rs 8924.43 crore against gross selling of Rs 8232.46 crore. Thus, FIIs stood as net buyers of Rs 691.97 crore in equities.

In the debt segment, the gross purchase was of Rs 926.11 crore with gross sales of Rs 1812.81 crore. Thus, FIIs stood as net sellers of Rs 886.70 crore in debt. Of the total debt, FIIs stood as net buyers in Debt-General Limit segment at Rs 167.4 crore, they stood at net sellers in Debt-VRR segment at Rs 625.72 crore, while net sellers in Debt-FAR segment at Rs 428.38 crore.

In the hybrid segment, the gross buying was of Rs 15.73 crore against gross selling of Rs 9.64 crore. Thus, FIIs stood as net buyers of Rs 6.09 crore in hybrid segment.

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