Monday, September 1, 2025

Research Report : Indian Financial Markets Outlook - 01st September 2025


Ravi Bhatt
Sebi Registered Research Analyst - INH000012591
Website - www.capsavaj.com

Light at the end of tunnel as US Federal court sight Trump tariff as illegal

Markets in Asia Pacific region and US and European futures were trading higher in the morning. A US federal appeals court rued that President Donald Trump’s sweeping trade tariffs were illegal. US markets are closed for the Labor Day holiday. S&P 500 futures up 0.3% Euro Stoxx 50 futures up 0.3% The NSE Nifty 50 ended 74.05 points or 0.3% lower at 24,426.85 and the BSE Sensex closed 270.92 points or 0.34% down at 79,809.6.

The Nifty fell over 0.39% during the day to 24,404.7, while the Sensex slipped 0.42% to 79,741.76. The FPIs sold stocks worth approximately Rs 8,092.9 crore, according to provisional data from the National Stock Exchange. The domestic institutional investors stayed net buyers for the fourth session and bought stake worth Rs 10,925.34 crore.

Fundamental Update

  • Rites - The company received a letter of award worth Rs 25.3 crore for Biennial MGR mega contract from NTPC Ltd. Positive
  • BLS International - Arm BLS International FZE subscribes to 100% stake of BLS consular services. Positive
  • Panorama Studios - Arm in an agreement with the Tweak India Ink to exploit airborne rights of the program ‘Tweak India -The Icons With Twinkle Khanna’. Positive
  • Sterlite Tech - US arm faces $96.5 million jury verdict in Prysmian Litigation. Positive

Technical Update

  • NIFTY – Nifty slide further albeit slower to settle below 24,500 at 24,426 on Friday. Index suffered from heavy selling by FPIs in recent days on account of 50 % trade tariff on India. Index broke near term support and it should now find next support at 24,350. Today’s range 24,350 – 24,700.
  • BANKNIFTY – Bank nifty too slipped further and closed at 53,620 on Friday. Index has support at three months’ low of 53,450 while 54,150 is near tern resistance. Today’s range – 53,450 – 54,150.

Disclaimer: This report is prepared by an analyst who has exercised due diligence in checking the correctness and authenticity of the information before publishing research report. We shall not be in any way responsible for any loss or damage in analysis or views obtained from the use of information contained in this report and especially states that we have no financial liability whatsoever to the user of this report.

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