After Monday’s euphoric surge, Indian equity markets took a breather on Tuesday, paring some of their gains amid renewed concerns over global fund flows and profit booking in frontline stocks.
The BSE Sensex fell 1.55%, closing at 81,148.22, while the Nifty 50 declined 1.39% to settle at 24,578.35. The downturn was led by a combination of cooling sentiment, selling in heavyweight counters, and investor caution over the potential short-term impact of the recent U.S.–China trade agreement, which could redirect foreign capital flows towards China.
Sectoral & Stock Movements
The Bank Nifty index lost 0.8%, retreating below the 55,000 mark, as major lenders like HDFC Bank, ICICI Bank, and Reliance Industries reversed a portion of their sharp Monday rally. The Nifty IT index, which had gained a robust 6.7% in the prior session, saw sharp profit booking and ended the day down 2.4%, with Infosys falling over 3.5%.
On the other hand, Nifty Pharma outperformed, rising 1.55%, buoyed by a U.S. executive order on drug pricing that was received more favorably than expected by global pharma players.
Hero MotoCorp posted a strong quarterly performance with Q4 consolidated revenue of ₹9,970 crore (up 4% YoY) and a PAT of ₹1,169 crore, marking a 24% annual growth. The company also declared a final dividend of ₹65 per share. Its shares added positive weight to the Nifty alongside Divi’s Laboratories and Sun Pharma.
Broader market sentiment remained constructive. The Nifty Midcap 100 and Small-Cap 100 indices rose by 0.19% and 0.81%, respectively. Out of 2,959 stocks traded on the NSE, 1,948 advanced, 937 declined, and 74 remained unchanged, showing strong market breadth.
Stocks in the News
Gensol Engineering: Promoter Anmol Singh Jaggi resigns as MD; Puneet Singh Jaggi steps down as Whole-Time Director. Marine Electricals: Raises stake in Marks Marine Radio to 59.2%. Aether Industries: Promoter Purnima Desai to offload 6.77% via OFS at ₹700/share on May 13–14. Arvind Ltd: To acquire at least 26% stake in Torrent Urja 28 for a hybrid renewable energy project in Gujarat. HFCL: Secures a ₹157 crore order for BharatNet Phase III from Tera Software. TVS Motor Co.: VS Trust acquires 5.5 lakh shares of TVS Holdings from Sundaram Finance Holdings. Bliss GVS Pharma: Divests 51% stake in Greenlife Bliss Healthcare. Shree Cement: Granted rights for limestone mining in Rajasthan with 211 million tonnes of reserves.
Macro Data Highlights
India’s CPI-based retail inflation cooled to 3.16% in April 2025, down from 3.34% in March, marking the lowest reading since July 2019. This data reinforces expectations of monetary stability, with inflation remaining within the RBI’s comfort zone.
However, global dynamics are increasingly influential. The U.S.–China trade détente may shift short-term capital flows, possibly diverting attention from emerging markets like India, even as its long-term economic fundamentals remain intact.
Global Economic Calendar | May 14–17, 2025
Tuesday, May 14
US: CPI Inflation (April) UK: Unemployment Rate, Average Earnings Japan: Producer Price Index
Wednesday, May 15
Eurozone: Q1 GDP Flash Estimate India: IIP Data (March) US: Retail Sales (April)
Thursday, May 16
China: Industrial Production, Retail Sales India: WPI Inflation (April) US: Housing Starts, Weekly Jobless Claims
Friday, May 17
Eurozone: Final CPI (April) US: Michigan Consumer Sentiment Index (Preliminary)
Final Note
While today’s consolidation may appear as a short-term setback, it reflects the natural rhythm of a healthy market. With supportive macro data, stable inflation, and constructive broader market breadth, India continues to remain on a structurally strong footing.
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