Morning Market Update: Nifty Faces Key Support Test as Global Sentiment Remains Positive
August 25, 2025 | Monday – The week begins with a positive cue from global markets. Gift Nifty is trading 76 points higher, while Asian indices are showing strong gains – the Nikkei is up nearly 300 points and the Hang Seng by over 400 points. However, U.S. Dow futures are slightly weak, down by 33 points.
Despite global optimism, Indian markets may see some weakness today, as most of the recent positive developments have already been factored in. Last week, despite multiple government announcements and geopolitical discussions involving the U.S., Russia, and Ukraine, the Nifty 50 closed flat, ending at the same level where it opened.
Key Levels to Watch
Nifty 50: Currently holding above the crucial 24,800 support level. If breached, it could trigger a sharp decline towards 24,200 or lower.
Resistance: A breakout above 25,000 could revive positivity and sustain an upward trend.
Bank Nifty: Closed last session 606 points lower, with key support at 55,000 and resistance at 55,350–55,500.
Last Trading Session Highlights
Top Gainers:
Mahindra & Mahindra (+1%)
Maruti Suzuki (+0.5%)
Top Losers:
Asian Paints (–2.5%)
Colgate (–2.5%)
Adani Enterprises & Ultratech Cement (–2% each)
FII & DII Activity
FIIs sold stocks worth ₹1,622 crore
DIIs sold stocks worth ₹329 crore
Both domestic and foreign institutions were net sellers, adding pressure to the market.
Derivatives & Volatility
India VIX (Volatility Index) showed a slight rise, signaling caution.
Put-Call Ratio dropped from 1.09 to 0.73, indicating heavy call writing and a bearish undertone.
Commodity & Currency Update
Gold has reclaimed the ₹1,00,000 mark, while silver crossed ₹16,000.
Crude oil & natural gas saw mild profit booking.
Indian Rupee remains weak, trading close to ₹88 per U.S. dollar, also losing ground against the euro, pound, and yen.
Stock-Specific Developments
Index Rebalancing: Indigo (InterGlobe Aviation) and Max Healthcare to be added to the Nifty 50, replacing Hero MotoCorp and IndusInd Bank.
Yes Bank: Japan’s SMBC Bank has received RBI approval to acquire a 25% stake. Existing investors like SBI are expected to exit.
Brigade Enterprises: Announced a new residential project covering 9.33 lakh sq. ft., with revenue potential of ₹950 crore.
Alpro International: Bought ₹37.49 crore worth of HDFC Bank shares, raising questions about its investment strategy.
Signpost India: Secured exclusive advertising rights across 67 Bengaluru metro stations for nine years, with revenue potential of ₹600–700 crore.
Titagarh Rail Systems: Won a ₹91 crore order from Banaras Locomotive Works for wagons.
JMC Power & Infra: Plans to raise ₹3,000 crore.
Apollo Hospitals: Promoter Preetha Reddy sold 1.3% stake, which was acquired by Goldman Sachs, Kotak Life, Axis MF, and Tata MF.
Mazagon Dock Shipbuilders: In talks with Germany for a potential ₹7,000 crore submarine order, aligning with its upgrade to Nifty Next 50.
Global Geopolitical Concerns
Tensions between Russia and Ukraine have escalated, with reported strikes on nuclear facilities. This remains a key overhang for global sentiment.
Market Outlook for Today
The Indian market is likely to open with a positive bias, tracking global cues. However, sustainability will depend on whether Nifty manages to hold 24,800 or cross 25,000. Stock-specific action is expected to dominate, with index rebalancing and corporate developments driving momentum.
📌 Investors are advised to remain cautious near support and resistance levels, as institutional selling and rising volatility could add pressure.
