FI Bullets – August 2025

Before we get into it, 

In August 2025, the Nifty 50 and Bank Nifty continued their downward trend from July, declining by 1.38% (341 points) and 4.12% (2,306 points) respectively, with the Bank Nifty underperforming significantly. The major factor for this market decline was the U.S. President’s announcement and subsequent implementation of a 50% tariff on Indian exports on August 27, which triggered a sell-off and pushed the Nifty below the 24,500 level. Although the Nifty briefly rallied above 25,000 in the second week of the month on GST reform news, it failed to sustain this level. 

FIIs remained net sellers for the second consecutive month, offloading ₹46,903 crore worth of equities, a key driver of the negative sentiment alongside a depreciating Indian Rupee. Despite India’s economy achieving a 7.8% growth in the June quarter, the highest in five quarters, the negative sentiment from tariffs and FII outflows overshadowed this positive economic news. While most sectors ended the month in the red, Auto, FMCG, and Consumer Durables showed resilience on hopes of a GST rate cut, with the Auto sector being the top gainer with a 5.5% increase.

Intraday picks showcased swift gains, momentum stocks surged, and our short-term selections yielded significant returns. Here are the results.

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