TLDR
📈 Market Recap: June 27, 2025
On June 27, 2025, Indian equity markets extended their winning streak for the fourth consecutive session, buoyed by strong buying in financial and metal stocks amid easing global risks and the return of foreign inflows. The BSE Sensex advanced 303 points (+0.36%) to close at 84,058.90, while the NSE Nifty 50 climbed 88.80 points (+0.35%) to end at 25,637.80, reclaiming the 25,600 level. The upbeat market sentiment also supported the Indian rupee, which strengthened by about 21 paise to settle at ₹85.49 against the U.S. dollar.
Today’s Top Stories:
Sensex +303 pts; Nifty > 25,600: Fourth straight day of gains propelled by financials & metals.
Nifty eyes record highs: Brokerages anticipate new peaks in July amid strong inflows.
Gold drops ~1.7%: Renewed risk-on mood on easing U.S.‑China trade tensions.
Broad sector rally: Mid‑ and small-cap indices rose ~0.5–0.9%.
SBI to issue Tier‑II bonds: Preparing for capital raise in H2 FY26.
INDIASTOX INVESTMENT RESEARCH HACKATHON🏆 The Results Are In! Meet the Winners of Hackathon 1The first edition of the IndiaStox Investment Research Hackathon has wrapped up, and we’re excited to announce the standout entries that rose to the top. After a detailed review process by our expert panel, here are the top five submissions that demonstrated depth, clarity, and strong investment reasoning:
📌 In the coming days, we’ll be featuring select submissions across the IndiaStox platform and community channels. 💡 If you didn’t make it this time, we encourage you to stay engaged. The next edition of the hackathon begins Very Soon..., with updated judging criteria, new themes, and higher benchmarks. 🗣️ If you valued the experience or took something away from it, feel free to share it in your own way and tag @IndiaStox on LinkedIn or X. The more thoughtful voices we bring together, the stronger this community becomes. |
TOP STORIES
1. Brokerages See Nifty Heading to All‑Time Highs in July
DALL-E
June Derivatives: Nifty rose 2.9%, with small- and mid-caps gaining 5.1% and 3.1%.
Strength: Underpinned by robust domestic inflows, favorable macro fundamentals, and leadership by blue-chips like Reliance.
Markets: Now around 3% below record levels reached on September 27, 2024.
2. Financials & Metals Drive Weekly Gains
DALL-E
Financials & Metals: Drove the weekly market rally with standout gains.
Sectors: Strong sectoral performances boosted overall sentiment amid easing geopolitical risks.
Backdrop: Lower geopolitical tensions provided support for risk-on buying in financial and metals stocks.
3. Mid‑ & Small‑Caps Advance
DALL-E
Mid- & Small-Caps: Advanced as broader markets stayed resilient.
Mid-Caps: Gained around 0.4–0.5%, reflecting steady investor interest.
Small-Caps: Led the move with a 0.9% rise, signalling robust broad-based participation.
4. Gold Falls as Risk Appetite Returns
DALL-E
Gold Falls: Spot prices declined ~1.7% to $3,271/oz as risk appetite returned.
Trigger: Easing U.S.–China trade tensions reduced demand for safe-haven assets.
Weekly Trend: Bullion ended the week down ~2.8%, marking a significant pullback.
5. SBI Preparing Tier‑II Bond Issue
DALL-E
SBI Preparing: The State Bank of India plans to issue Tier-II bonds by August.
Timing: The move comes after the bank deferred its infrastructure bond issue earlier this year.
Purpose: Tapping the debt market will help SBI strengthen its capital base.
GYAANI HOT TAKES
Disclaimer:
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