July 31, 2025 — Indian equity markets snapped their two-day winning streak, closing lower after a fresh round of geopolitical jitters. The trigger? U.S. President Trump’s announcement of a 25% tariff on Indian imports, which rattled investor confidence and hit export-driven sectors hard.

📉 The Nifty 50 fell 86.70 points (−0.35%) to close at 24,768.35, while the Sensex lost 296.28 points (−0.18%) to end at 81,185.58.

🔻 Key Highlights

Markets opened weak, rebounded briefly on hopes of ongoing trade talks, but lost momentum post-midday. Nifty gave up gains after failing to sustain above its 50-day DEMA. Only 2 of 11 sectoral indices closed positive. Midcaps & Smallcaps underperformed sharply.

💥 Sectoral Snapshot

FMCG

🟢 Up

Led by HUL and Emami

IT

🟢 Up

Sagility India led the rally (🔼10%)

Metals

🔴 Down

Hit by Adani Ent. and Tata Steel

Textiles

🔴 Down

Major losers on tariff news

🧨 Stocks That Moved the Market

📉 Losers Reliance Industries (−19.23 pts) Bharti Airtel (−12.39 pts) Infosys (−10.25 pts) Vardhman Textiles, Welspun, KPR Mills: Down 3–6% 📈 Gainers HUL: +3.44% after strong Q1 results 💪 Sagility India: Soared 10% on 7x profit jump Jio Financial: +2.79% on ₹500cr warrant raise

📊 Market Breadth & Internals

🔻 Declining Stocks: 1,907 🔺 Advancing Stocks: 1,047 🚫 52-week Lows: 50 🔼 52-week Highs: 72 🚀 Upper Circuits: 82 📉 Lower Circuits: 60

🌐 Global Economic Calendar (Coming Up)

U.S. Fed Interest Rate Decision ⏳ U.K. Manufacturing PMI Eurozone PPI India Infrastructure Output Data

The Trump tariff move has clouded short-term sentiment. Keep an eye on Fed’s tone tonight and whether global central banks stay dovish — or turn hawkish again.

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