TLDR;
This video provides a market analysis for August 21, 2025, focusing on the Nifty 50 and Bank Nifty. It includes insights from market analysts, economic data reports, and upcoming events like the Nifty 50 rebalancing. The video also touches on global market conditions, FII/DII data, and geopolitical updates, offering a comprehensive view for the last trading day of the week.
- Market analysts predict resistance levels for Nifty at 25,250 and 25,500, with support at 24,800.
- India's service PMI data broke a 12-year record, reaching 65.6.
- Nifty 50 rebalancing may include Max Health and Indigo, potentially removing Indus Bank and Hero Motocorp.
Market Overview and Analyst Predictions [0:03]
The market experienced volatility due to the Nifty weekly expiry but managed to hold at 25,000, closing with a slight gain of 0.13%. Analysts from LKP Securities suggest resistance for Nifty 50 at 25,250 and 25,500, with support at 24,800. Another analyst from Money Control anticipates a bullish trend, targeting 25,250, with immediate support at 25,000 and potential movement between 25,350-25,400 if it crosses 25,250, and down to 24,850 if it breaks 25,000.
Economic Data and Reports [2:46]
India's manufacturing PMI data for half of August is 59.8, while the service PMI data hit 65.6, breaking a 12-year record. In comparison, the US manufacturing PMI is slightly lower, and its service PMI is less than India's. Japan's manufacturing PMI is also lower than India's. SBI Research forecasts India's GDP growth at 6.3% for FY26, slightly below RBI's estimate of 6.5%. A minimum growth rate of 8-9% is required to make India a developed nation by 2047.
Nifty 50 Rebalancing and Corporate Updates [4:58]
The final call on Nifty 50 rebalancing is expected, with Max Health and Indigo potentially joining, while Indus Bank and Hero Motocorp may be removed. This could lead to inflows of $400 million in Max Healthcare and $600 million in India Global Aviation, and outflows in Indus Bank and Hero Motocorp. Tata Capital is set to launch a $2 billion IPO before the RBI's September 30 deadline. Apollo Hospital's promoter group will sell its stake at a 2% discounted rate, amounting to ₹13,395 crore.
SEBI Proposal and Geopolitical Updates [9:53]
SEBI is considering extending the equity derivatives term to 10 years, which has negatively impacted capital market shares. India's Foreign Minister S Jaishankar is in Russia, with meetings scheduled with Putin and other ministers. Further geopolitical updates will be provided in the next video.
Global Market Conditions and FII/DII Data [11:08]
US market indicators like Dow Jones and NASDAQ Composite are trading down. US 10-year bond yields are up, crude oil prices are positive, and the Indian currency has slightly declined. Gift Nifty is at 25,089 points, slightly up from Nifty's closing. FIIs bought shares worth ₹1246 crore, and DIIs bought shares worth ₹546 crore.
Market Analysis and Predictions [13:44]
Tracking DJIA futures and NSDCC futures is important for gauging global market sentiments. Key sectors to watch include banking, IT, metal, and oil. Nifty 50's immediate resistance is at 25,250, with strong support at 25,000. If 25,000 breaks, the next support is around 24,800. Bank Nifty needs to hold and move towards 55,700, with resistance at 56,000. The market is currently risky and volatile, so caution is advised regarding F&O trading and intraday activities.