Sensex,-Nifty50-Climb-on-Tariff-Relief-Hopes

 

Adani Ports, SBI, Power Grid Among Top Gainers as Markets Rise

 

Indian benchmark indices close higher on June 27, 2025, as optimism rises over the possibility of a relaxation in upcoming US tariff deadlines. The market gains are broad-based, with specific sectors and mid- and small-cap stocks witnessing solid interest from investors. 

The BSE Sensex trades at 83,931.59, up 175 points or 0.21%, while the NSE Nifty50 moves up by 56 points, settling at 25,604.7, marking a gain of 0.22%. The upbeat mood across global markets and easing trade tensions contribute to the positive sentiment in the domestic market. 

 

Global Sentiment Lifts Domestic Markets 

 

Global cues remain supportive. Hopes that the United States may delay or soften upcoming tariff actions improve risk appetite across Asian and European markets. This expectation fuels buying in several sectors, especially those exposed to global trade, such as metals, infrastructure, and public sector undertakings (PSUs).

 

Top Gainers and Losers 

 

Adani Ports, Power Grid, SBI, BEL, and Asian Paints emerge as the top gainers in the Nifty50 index. These stocks benefit from sector-specific optimism and rotational buying. Power Grid and SBI lead among PSU-focused counters, while Adani Ports gains on shipping and logistics-related optimism linked to improved trade outlook. 

On the losing side, HDFC Bank, the Bajaj twins (Bajaj Finance and Bajaj Finserv), Kotak Mahindra Bank, Titan, and Eternal see mild profit booking. These heavyweight stocks had recently rallied and are witnessing temporary cooling, particularly in private banking and financial segments. 

 

MidCap and SmallCap Indices Outperform 

 

Broader market indices outperform the frontline benchmarks, showing strong interest in mid-sized and smaller companies. 

The Nifty MidCap index rises by 0.68%, reflecting healthy buying across industrial, engineering, and capital goods companies. 

The Nifty SmallCap index gains 0.75%, driven by interest in FMCG, auto ancillaries, and textiles. 

These gains highlight investor confidence in the broader economy and smaller business segments, many of which are beneficiaries of domestic demand recovery and sectoral reforms. 

 

Sectoral Performance: PSU Banks and Media in Focus 

 

Sector-wise, the market shows mixed trends: 

Nifty PSU Bank index jumps 1%, supported by strong buying in state-run banks such as SBI, Bank of Baroda, and Punjab National Bank. Better credit growth outlook and improving asset quality continue to support the positive tone in this space. 

Nifty Media index also climbs 1%, with stocks like Zee Entertainment, Sun TV, and TV18 broadcasting attracting investor attention amid improving ad-spend forecasts and festival season optimism. 

Nifty Metal index rises 0.7% as global commodity prices stabilize and Chinese demand shows signs of recovery. Stocks such as Tata Steel, Hindalco, and Jindal Steel perform well. 

On the downside: 

Nifty Private Bank index slips 0.16%, mainly due to weakness in HDFC Bank and Kotak Bank. Though fundamentals remain strong, the index faces resistance after recent highs. 

Nifty Realty index ends down 0.55%, dragged by profit booking in top real estate counters like DLF, Godrej Properties, and Oberoi Realty. Rising input costs and delays in project approvals weigh on sentiment temporarily. 

 

Market Breadth Remains Positive 

 

The overall market breadth stays positive, with more stocks advancing than declining on both NSE and BSE. The uptick in mid- and small-cap shares indicates sustained interest in diversified portfolios and sector-specific opportunities. 

Investor attention is also focused on earnings season expectations, macroeconomic data flow, and global central bank commentary in the coming weeks. 

 

Institutional Flows and Trading Activity 

 

Foreign institutional investors (FIIs) remain net buyers in the cash market, encouraged by easing geopolitical tensions and relatively stable global interest rate expectations. Domestic institutional investors (DIIs) continue to support the market with consistent inflows, especially in mutual funds and pension-linked investments. 

Trading volumes remain stable, with high participation seen in sectors like infrastructure, PSU banks, and FMCG. 

 

Technical View on Indices

 

From a technical perspective, both Sensex and Nifty show strength by closing above key short-term moving averages. The Nifty50, after holding the support zone near 25,500, appears poised to test resistance near the 25,700–25,750 range. 

If the upward momentum sustains, a further breakout toward the 25,900 level is possible. On the downside, the 25,450 zone acts as an immediate support level. 

 

Currency and Commodities Update 

 

The Indian rupee trades firm against the US dollar, supported by steady inflows and a softer greenback globally. The stronger rupee benefits importers and reduces pressure on input costs for various sectors. 

In the commodities market, crude oil prices remain range-bound, while gold trades flat. Base metal prices show a slight improvement as global demand picks up pace. 

 

Outlook for the Coming Sessions 

 

Market outlook remains cautiously optimistic. Key triggers ahead include: 

Progress in US–China trade negotiations 

Upcoming domestic economic indicators such as industrial production and inflation data 

Movement in global commodity prices 

Corporate earnings guidance for the next quarter 

The expectation of a delayed or softened tariff deadline by the US continues to boost risk sentiment. At the same time, investors remain watchful of any surprise announcements from global central banks regarding interest rates or liquidity tightening. 

On June 27, 2025, Indian equity markets end the day with modest gains, supported by global optimism and strong performances in PSU banking, media, and metal sectors. The Sensex closes near 83,931, while the Nifty holds firm above 25,600. 

Top-performing stocks include Adani Ports, Power Grid, SBI, BEL, and Asian Paints. Mid- and small-cap indices outperform, suggesting investor interest is broadening beyond large-cap names. 

Sectoral strength in public banks and media counters, along with steady institutional flows, reflects growing confidence. At the same time, the market remains cautious around private banks and realty stocks due to valuation concerns and external risks. 

The overall sentiment stays positive, but market participants are closely monitoring upcoming global trade developments, corporate earnings, and key economic indicators before making aggressive moves. As global trade tension softens, Indian equities appear well-positioned for further gains, provided macroeconomic stability continues.