ndian-Markets-Closed-for-Ambedkar-JayantiMarket outlook shifts to RBI policy cues and upcoming stock earnings as trading resumes

 

Stock Market updates this week include the Indian financial markets were shut on April 14, 2025, for Ambedkar Jayanti, a national observance of the birth of Dr. B.R. Ambedkar, the principal architect of the Indian Constitution and a major protagonist of the social reform movement in India. It was a well-deserved hiatus for investors and traders who were facing an extremely volatile month. Market trading was suspended on the BSE and NSE following a strong rise on April 11, where all major indices improved impressively amid a positive global mood. With that in mind, attention is now turned to cues affecting any influences that will sway the market opening on April 15, more so when global markets had mixed performances during the long weekend.

 

Market Recap: April 11 Performance Before the Market Holiday

 

The last trading day before the holiday closed in the green, with the benchmark indices. The BSE Sensex shot up by 1.77%, gaining over 1,300 points in settling at 75,157.26. The Nifty 50 index also advanced by 1.92% as the closing price settled at 22,828.55. This rally was driven by strong participation from all sectors - metals, oil & gas, and consumer durables- that reacted positively to the abatement of global tensions. 

Contribution to the rally came from several heavyweight stocks. Companies like Reliance Industries, Tata Steel, Hindalco, and JSW Steel all witnessed gains in the range of 3.5% and 5%. The recovery in global commodity prices was, in turn, supportive for Indian metal exporters while energy stocks benefited from expectations of stable international crude oil supply. 

Investor optimism was supported by the temporary rollback of certain tariff restrictions by the US, notably those on electronic components and industrial metals. Such a move appears to bolster the prospects of global trade and buoyed risk appetite across Asian and emerging markets. 

 

Sectoral Snapshot

 

Metals & Mining

 

The metal index led the charge on April 11. Hindalco Industries, Vedanta, and Tata Steel stocks gained between 3.9% and 4.2% thanks to a weaker dollar, steady Chinese demand, and global tariff relaxation. 

 

Banking & Financials

 

Private banking stocks also showed strength. Steady earning and favorable credit growth expectations kept HDFC Bank, ICICI Bank, and Axis Bank shares strong. Analysts see strong retail lending and improved asset quality in the upcoming quarterly results. 

 

FMCG & Consumer Durables

 

Rural demand outlooks and improving discretionary spending play into the positives of the consumer segment. Buying interest in stocks like Titan, Voltas, and Havells indicates a bullish sentiment leading into summer sales. 

 

Domestic Fundamentals in Focus

 

Policy Shift- RBI 

 

The Reserve Bank of India (RBI) cut the benchmark repo rate by 25 basis points in its monetary policy meeting held in April. This was the second such cut in 2025 already. Besides changing the policy stance to "accommodative," the RBI now wishes to support economic growth amid global uncertainties. Rate-sensitive sectors such as real estate, banking, and auto appreciated the move, and analysts opine liquidity conditions would be supportive in the near term. 

 

Earnings In Focus- Q4

 

The Q4FY25 income statement season will closely be monitored by investors, kicking off from this week. Several companies of interest, including Infosys, Wipro, HDFC Bank, and ICICI Bank, would all be declaring results. Depending on the quality of numbers and management commentary regarding FY26 guidance, market direction is likely to change fairly dramatically.

 

Global Market Cues

 

Despite the Indian markets being closed, many global markets continued to trade, thus giving some clues regarding the investor mood: 

U.S. Markets: Wall Street rallied in the previous session as tech stocks rebounded on news the White House would suspend tariffs on key tech components. This relief allowed Nasdaq to gain 1.2%, followed closely by S&P 500 and Dow.

Asian Markets: Japanese stocks were strong, the Nikkei 225 soaring about 1.5% as electronics exporters benefitted from the tariff reprieve. Murata, Advantest, and TDK produced a strong performance that brought sentiment in the region.

European Markets: European indices remained mixed as energy price concerns continue, together with some regional inflation data. FTSE 100 and DAX managed a very small gain while CAC 40 lost slightly. 

 

What to expect on April 15 

 

When trading resumes on April 15, analysts predict Indian equity markets will open on a positive note, supported by global cues and ongoing investor optimism. A few factors can affect sentiment: 

 

Technical Factors

 

Nifty 50: Resistance is seen between 23,000 and 23,500; support is seen around 22,600 to 22,000. 

Bank Nifty: Resistance points are located around 51,500 to 52,000; support is seen at 50,000 to 50,500.
 
Technical indicators suggest bullish momentum in the short term, although some consolidation could occur if index levels hold firm. 

 

Stock-Specific Action

 

A focus will remain on IT and banking stocks as the earnings season commences with Infosys and Wipro. Strong quarterly results could help keep the momentum positive. 

Select buying is expected in midcaps and small-caps as well, especially in rural consumption, infrastructure, and capital goods.

 

Foreign Institutional Activity

 

The in-bound net buying of Foreign Institutional Investors around the several last sessions reinstated the domestic equities for main trade. The trend would be facilitating the most decisive in determining movement in the near future in short terms. Most typically, the participation and sentiment across the broader market are underpinned by strong foreign flows. 

April 14, 2025, slotted a mid-month breather for market players courtesy of the Ambedkar Jayanti holiday. The previous rally, solid global cues and central bank support, set the stage for an active week ahead, with upcoming earnings releases in some markets. 

 

Conclusion

 

In line with the re-opening on April 15, the market would be sharing space with investor earnings, policy and foreign fund inflow sustenance. In the short term, sentiment appears favorable although introduced in some pockets of volatility by global uncertainties and profit-booking near resistance levels.
 
A combination of domestic resilience and external headwinds, including trade developments, currency movement, and geopolitical shifts, will decide the market direction over the next few sessions.