13-8-2025

1. Market Overview

Sensex surged 304.3 pts (+0.38%) to close at 80,539.9, while Nifty 50 climbed 131.9 pts (+0.54%) to 24,619.4  . Strong gains in auto and financials fueled the rally, riding global and domestic optimism.  Key drivers included a cool US CPI print (0.2% MoM) that ramped up Fed rate cut hopes and India’s retail inflation falling to an 8-year low of 1.55% in July  .

2. Market Breadth & Internals

Advances vs Declines: Broader indices performed well—midcaps +0.63%, smallcaps +0.66%  . 52-Week Highs/Lows: Stocks like Eternal, BEL hit highs (~2% gains), while beaten-down names like Tata Steel underperformed—down 0.03%, about 6% below its 52-week peak  . Upper/Lower Circuits: No major limit-hits reported among large-cap names.

3. Sector Rotation & Mid/Small-Cap Pulse

Sector leaders were autos, financials, metals, and oil & gas, reflecting broad-based rally participation  . Mid-caps and small-caps outpaced with ~0.6%+ rises, indicating strengthening domestic flows  .

4. Global & Domestic Calendar

Domestic Highlights: July retail inflation eased to 1.55% (lowest since Jul 2017)  . Global Drivers: US CPI at +0.2% MoM (soft print boosted Fed cut odds to ~94%)  . Next U.S. PPI and Fed meeting minutes scheduled soon. India Independence Day holiday on Aug 15—markets will be closed.

5. Top Volume & Price Movers — NSE

Educational purposes only; not investment advice

Bajaj Finance: +0.9% on healthy earnings, though still ~12% below its 52-week peak; traded below average volumes  . Tata Steel: −0.03%, volumes ~2M vs avg. 1.1M; minor lag despite sector rally  . E-Verse gainers: Stocks like BEL, Eternal, M&M rose ~2% during session  .

6. FII / DII Flow Snapshot

Foreign Institutional Investors (FIIs) were net sellers of ₹3,644 Cr on August 13  . Domestic Institutional Investors (DIIs) were net buyers of ₹5,623 Cr, providing strong support  .

7. Technical Levels to Watch

(Refer YouTube for detailed charts)

Nifty comfortably above 24,600; support zone ~24,500 ahead of RBI policy. Mid-cap index breakout above recent consolidation zone: bullish. Global Fed cues and US yields remain key triggers.

8. What This Means for Indian Investors

Auto & financials leading: Likely to stay in focus ahead of Independence Day demand and credit data. Inflation tailwind: With CPI at 1.55%, RBI has headroom; consider allocations in rate-sensitive sectors like banks and NBFCs. Domestic flows offsetting FII weakness: DIIs remained aggressive—suggests stability despite global volatility. Mid/small-cap resurgence: Opportunity for selective exposure to quality names in diversified portfolios. Upcoming global events: US PPI and Fed minutes in the near term could swing market sentiment—use dips for tactical entries.

 YouTube + Social Plug

📺 Catch the full technical breakdown on YouTube: https://msha.ke/angeeras