WEEKLY REPORT
Indian benchmark indices ended the holiday-shortened week higher, with the Nifty 50 hitting a more than one-month high above 24,250, aided by easing geopolitical tensions, a sharp correction in crude oil prices to pre-Iran conflict levels, sustained domestic institutional buying, improving foreign inflows, and positive global risk sentiment.
For the week, BSE Sensex rose +355.48 points, or 0.46%, to close at 77,100.47. while Nifty 50 down by -75.50 points, or 0.31%%, to settle at 24,056.00.
Sector ended in Green Hardware Technology 8.32%, Hotels Restaurants & Tourism 3.67%, Telecommunications Equipment 3.46%
While sector ended in Red: Metals & Mining 4.54%, Fertillizers 3.28% and Software & Services 4.0%.
The Nifty Midcap 100 index down nearly 0.55 percent and The Nifty Smallcap 100 also down by 0.47 percent.
During the period from 22 Jun to 25 Jun 2026, DIIs remained strong net buyers, investing ₹11,100.94 Cr in the cash market, while FIIs were net sellers, offloading ₹2,077.69 Cr. In the derivatives segment, FIIs showed a positive bias with net buying in Index Futures (+₹426.37 Cr), Index Options (+₹5,629.53 Cr), and Stock Options (+₹1,698.14 Cr), while remaining net sellers in Stock Futures (-₹1,225.53 Cr). Despite mixed FII activity, strong domestic buying helped keep the broader market relatively stable during the week.
The Indian rupee erased the previous week’s gains and ended 3 paise lower at 94.36 against the US dollar, compared with 94.33 in the previous week.
ECONOMY
🇮🇳 India: RBI called rate hikes premature, added liquidity support, lifting banks. ICICI Bank cleared to raise insurance-unit stake; LIC’s CFO exits July 14. Activity slowed to a 3-month low, but easing oil and US trade-deal hopes kept sentiment steady.
🌏 Asia: Samsung and SK Hynix fell 12%+ then rebounded on AI-demand reassurance. Hong Kong’s China Enterprises Index slipped into a bear market, led by Tencent and CMOC. AI-valuation worries weighed on regional tech by week’s end.
🌐 Global/Europe: Fed held rates but Chair Warsh’s hawkish tone rattled markets and lifted yields. A BofA note flagging future hikes added pressure. Apple/Microsoft price-hike reports and a possible OpenAI IPO delay hit tech Friday. Oil kept easing on US-Iran progress
STOCKS IN NEWS
Godrej Industries
Shares of Godrej Industries gained as much as 5.46% on this week, after the company’s board committee approved the allotment of non-convertible debentures (NCDs). The ₹1,000 crore issuance was split into two series of ₹500 crore each, carrying an annual coupon rate of 8.23%, with proceeds earmarked for general business purposes and loan repayment. Business StandardWhalesbook
Tech Mahindra
Tech Mahindra shares rallied as much as 0.81% on this week after the company announced the expansion of its partnership with Telefónica Germany to build a private cloud platform aimed at telecom infrastructure modernization and AI-led operations.
JSW Infrastructure
Shares of JSW Infrastructure jumped as much as 7.65% on this week because of on the back of a healthy business outlook. Business Standard
Adani Enterprises
Adani Enterprises rose around 0.46% in this week after global brokerage Morgan Stanley initiated coverage on the stock with an ‘Overweight’ rating.