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The Indian stock market began the week on a weak note as global concerns and domestic earnings uncertainty weighed on investor sentiment. On Monday, July 14, 2025, both benchmark indices trade lower, dragged by IT and financial stocks. The overall mood in the market remains cautious as traders react to international trade tensions and await corporate earnings for the June quarter.
Global Tensions Hit Market Sentiment
The key reason behind today’s market weakness is the latest trade move by US President Donald Trump. Over the weekend, President Trump announced a 30% tariff on all imports from the European Union and Mexico, starting August 1, 2025. This surprise decision sparks concerns of a new global trade war, leading to weakness in international equity markets.
Asian and European markets reflect the uncertainty, with major indices trading lower. As global investors turn risk-averse, Indian equities also come under pressure. The fear of slowing global growth, coupled with higher import costs, affects investor confidence across sectors.
Sensex and Nifty Open Lower
The BSE Sensex trades around 82,235, down 265 points or 0.32%. Similarly, the Nifty 50 index is down 69 points, or 0.27%, and trades near 25,081. Both indices extend losses from last week, as selling pressure builds up in heavyweight stocks.
Large-cap technology, finance, and consumer companies see significant selling, dragging down the benchmarks. However, select public sector and energy stocks offer support to the market.
Top Losers: Technology and Finance Stocks Fall
Several large-cap companies led the losses today. Among the Sensex stocks, the biggest losers include:
Bajaj Finance
Infosys
Tech Mahindra
Bharti Airtel
HCL Technologies
Bajaj Finserv
Asian Paints
Tata Motors
These stocks fell up to 2%, reflecting broad-based selling in the IT and financial sectors. The decline in technology stocks comes ahead of quarterly results, with investors worried about revenue growth and margin pressure due to global uncertainties.
Top Gainers: PSU and Pharma Stocks Support Indices
Despite the weakness, a few stocks trade in the green. Among the top gainers on the Sensex are:
Sun Pharma
Trent
Power Grid
NTPC
State Bank of India (SBI)
Mahindra & Mahindra (M&M)
These stocks rose to 0.7%, offering some cushion to the falling indices. The buying interest in public sector and energy companies shows investor preference for defensive sectors in a volatile market.
Broader Markets Perform Better
In contrast to the benchmark indices, the broader markets show some resilience. The Nifty Midcap 100 index is up 0.59%, while the Nifty Smallcap index gains 0.87%. This indicates buying interest in mid- and small-sized companies, even as large caps see selling pressure.
Investors may be shifting focus to undervalued and growth-oriented companies in the broader market, especially those that are less affected by global trade developments.
Sectoral Trends: PSU Banks Outperform, IT and FMCG Lag
Sector-wise performance is mixed today. The Nifty IT index falls 1%, making it the worst-performing sector, followed by the Nifty FMCG index, which also ends in the red.
On the other hand, the Nifty PSU Bank index rises 1.5%, making it the top gainer among sectors. The Nifty Media index also rises 0.6%. The rise in public sector banks is supported by expectations of improved credit growth and positive Q1 results.
Earnings Season in Focus
As the June quarter (Q1FY26) earnings season gains momentum, investors focus on companies set to announce results today. Key companies releasing their financial performance include:
HCL Technologies
Authum Investment & Infrastructure
Tata Technologies
Ola Electric Mobility
Tejas Networks
Rallis India
Sambhv Steel Tubes
NELCO
Den Networks
Among these, HCL Technologies is under close watch. Investors expect updates on digital transformation deals and profitability trends. A weak or cautious outlook from HCL Tech may affect other IT stocks in the near term.
Market Outlook and Investor Strategy
Today’s weakness in Indian markets reflects a combination of global and domestic factors. The sudden trade action by the US government creates fresh concerns over global economic stability. Higher tariffs can reduce international trade and hurt export-oriented sectors like IT and manufacturing.
At the same time, investors are waiting for clarity from quarterly earnings. Strong financial performance from leading companies can restore confidence, but any sign of weakness may lead to more selling pressure.
While the Sensex and Nifty face short-term headwinds, the broader market’s strength offers some hope. If earnings remain solid and inflation stays under control, Indian equities could recover in the coming weeks.
Key Levels to Watch
For the Sensex, immediate support is seen near 81,950, while resistance is at 82,700.
For the Nifty 50, support lies at 24,950, and resistance at 25,250.
Breaking below the support levels could signal more weakness ahead, while a bounce from these levels might bring back buying interest.
Global Factors to Track
Beyond domestic earnings, markets are likely to track the following global events:
Reactions from the EU and Mexico to the US tariffs.
US inflation and job market data this week.
Chinese trade and GDP numbers which will impact global growth forecasts.
Movement in crude oil prices can affect India’s import bills and inflation.
Currency fluctuations, especially the Indian rupee versus the US dollar.
These factors can influence foreign investor activity in Indian markets.
Final Thoughts
The Indian stock market trades lower on Monday, July 14, 2025, amid global trade tensions and a cautious investor mood ahead of Q1 earnings. The Sensex and Nifty slip as tech and finance stocks see selling pressure, while broader markets and public sector banks show strength.
Earnings announcements from major companies like HCL Tech and Tata Technologies will set the tone for the rest of the week. Traders and investors remain alert to both global developments and domestic financial results.
In the near term, market direction will depend on corporate earnings, foreign investor flows, and any updates on the global tariff situation. Until then, volatility is expected to remain high.