Insights

FI Bullets – July 2025

August 12, 2025 . Equities Desk

Before we get into it, 

The Nifty 50 declined by 2.93% (748 points) in July 2025, snapping its four-month winning streak. The Bank Nifty touched a new all-time high of 57,628 on the second trading day of the month but came under consistent selling pressure thereafter, ending the month down by 2.36% (1,350 points), also breaking its four-month positive run. Notably, Nifty posted negative weekly closes in all four weeks of July, marking a rare stretch of sustained weakness. Market sentiment was significantly impacted by the U.S. President’s announcement of a 25% tariff on Indian exports, which weighed heavily on investor confidence.

All sectors ended the month in the red, with the exception of defensive segments like FMCG and Pharma, which showed relative resilience and closed in positive territory. Indian equities also faced continued pressure from disappointing Q1 earnings. Adding to the negative tone, Foreign Institutional Investors (FIIs) turned net sellers for the first time in four months, offloading ₹47,667 crore in the cash segment—more than double the amount they had collectively bought during the previous four months.

Note: Please note that this is not a recommendation and is intended only for educational purposes. So, kindly consult your financial advisor before investing.

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