Brief Summary
This video provides a comprehensive market analysis for July 24, 2025, and forecasts for the trading day of July 25, 2025. It covers Nifty 50 and Bank Nifty movements, key economic data releases, global market news, FII/DII data, and technical analysis. The video also discusses important updates related to trade deals, government policies, and potential impacts on various sectors.
- Nifty 50 closed at 2562 with a 0.63% decline, focus on 25,000 level.
- Manufacturing PMI at 59.2, Service PMI at 59.8.
- Historic FTA deal between India and the UK signed, aiming for $34 billion in annual trade.
- Bank Nifty lot size increased to 35 from July 31 for monthly expiry.
- Donald Trump's trade policies and their potential impact on global markets and India.
Market Analyst Views and Predictions
The video starts by referencing market analyst opinions on Nifty 50, noting that breaking the 25,000 level could lead to a support at 24,900, while surpassing 25,260 could indicate further gains. Another analyst suggests Nifty faces resistance at 25,250, with a range-bound action expected between 24,800 and 25,300. Bank Nifty is holding its 20-day exponential moving average (EMA).
Economic Data and Latest Updates
The presenter discusses India's Manufacturing PMI, which improved to 59.2 for half of July, and Service PMI, which slightly decreased to 59.8. US Manufacturing PMI data fell below 50, indicating economic struggles. The European Central Bank (ECB) held interest rates steady due to geopolitical and tariff concerns.
India-UK Free Trade Agreement (FTA)
The video highlights the historic FTA deal between India and the UK, which aims to increase annual trade to $34 billion. Indian companies, particularly in the gem and jewelry sector, are expected to benefit significantly, with exports potentially doubling. The deal reduces tariffs for both countries, promoting trade and economic growth.
Government Policies and Updates
The Indian government is likely to extend electronics manufacturing schemes due to their success. Additionally, the lot size for Bank Nifty in F&O trading will increase from 30 to 35, effective July 31 for monthly expiry.
US Market and Policy Analysis
The video touches on the US market, noting that Federal Reserve Chair Jaime Poyle's term will end in 8 months. It also revisits the controversy between Elon Musk and Donald Trump, highlighting Trump's change in stance and the importance of funding in politics. Trump's administration is considering imposing tariffs ranging from 15% to 50% on countries without trade deals and has ordered a halt to tech hiring from India, potentially benefiting Indian tech companies.
India-US Trade Talks and Trump's Ultimatum
India and the US are in talks to finalize a trade pact. Donald Trump has issued an ultimatum, threatening more sanctions on countries that do not sign a trade deal by August 1st.
Company Results and Market Overview
The presenter lists companies with upcoming results on July 25th, including Anttel, Bajaj Finsv, and SBI Card. The US market shows mixed performance, with Dodge down but NSDCC up due to Alphabet Google's positive results. Brain Crude prices increased by 1%, while the Indian currency valuation remained stable.
FII/DII Data and Gift Nifty Analysis
FIIs continue to sell, while DIIs bought shares. The presenter notes that significant inflows are unlikely until trade deals are signed between India and the US. Gift Nifty is down, indicating a potential negative opening for the Indian market.
Market Analysis and Predictions for Tomorrow
The video concludes with a detailed market analysis using candlestick charts. Key sectors to watch include IT, banking, and jewelry. Nifty 50 has support at the 50-day EMA and resistance at 25,250. Bank Nifty held its 20-day EMA at 57,000, which is a crucial level to maintain. The presenter advises caution due to market volatility and recommends against F&O trading without sufficient knowledge and experience.
