Markets Pulse With Vikas Bali: FIIs Resume Buying!

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Financial & Morning Market Updates – 25 March 25

 What a Turnaround for Indian Markets!!! Indian Stock market is now Top Global performer in March among World's Top 10 Equity  Market.

It was 6th straight session of Gains for Indian Markets . Longest rally since last 6 months.

With yesterdays gain , all loses for indices for 2025 has been erased.

FII have turned Net Buyers in three out of last 4 sessions. This change of sentiments by FII has fuelled the rally in markets . Yesterday FII were net Buyers for plus Rs 3055 cr.

As per ET, nearly 1/4th of stocks of midcap of over 1000 cr in March have recouped all loses posted after Oct 1 ….Have u recovered??

As country is heading into harsh Summers, Brokerages like InCred Equities and various others are seeing near Term Opportunities in selective Power stocks like NTPC, KEC international and Kalpataru Projects.

SEBI approved a proposal to increase the threshold for FPI disclosure to 50,000 cr from 25,000 cr earlier.

Govt removes 20% export duty on Onions wef 01 Apr 25.

Govt approves 24% salary hikes for MPs

Govt eliminates Windfall tax on all Oil companies.This will result in more exceptional profits for oil companies.

Household famous ecommerce platform Meesho is getting ready with $ 1 billion IPO and has hired Morgan Stanley , Kotak Mahindra and Citi as it’s Advisers for Share sale.

Strongest ever Rupee recovery was seen yesterday as ₹ closed at Rs 85.63 against dollar. Rising for 9th day in a row

According to Study by Asset Valuation analytics firm Valuemetrics Technologies have declared in their study that SIP in Smallcap Mutual fund need atleast 12 yrs to Ensure NO LOSSES!! As per study, investors with 10 yr period faced loses on annualized returns.

After, 6 straight sessions in market, fear has cropped up in market resulting in jumping not VIX level by 8.9% to 13.7 levels . A cooling off expected??

Markets Today

Market analyst foresee a cooling off in market coming in!!!!
Markets are likely to show signs of exhaustion from this Mega Bull run at around 23800 levels. Hence Short term traders can look for profit booking!!

As far as today’s market is concerned another good and strong opening expected above 23700 levels. Many chances of market crossing crucial higher levels of 23800 levels… And can market sustain this level… Let’s wait n watch!!!

Some good news from US markets was also seen as US indexes touched two week high as Trump Administration is taking measured approach against Trading Nations.

All Asian Markets are trading in positive

Stock News

RVNL receives 116 cr order from Central Railway

Easemytrip Buys 49% stake in Big Charter company , famously knows as FlyBig.

Matrimony declares special interim Dividend of Rs 5 per share for its Silver Jubilee Year.

As Trumps action on Venezuela wrt oil and energy was announced….. India’s ONGC and oil stocks are bound to get affected today…

Suzlon is all set to take off for its journey to Rs 70 as Motilal oSwal gives it’s BUY for stocks based on its 63% CAGR in EPS.

Varun Beverage starts commercial production of Soft Drinks and Bottled water in Himachal Pradesh.

Power Grid Corp has acquired of Banaskantha Transco Ltd in Gujarat.

Indusind has recd a penalty of Rs 30 cr from Joint Commissioner of CGST & Central Excise.

BLS international has informed that Equity Shares of company will be suspended from trading wef 31 March and company will be delisted from Capital Market by 07 Apr 25.

Brigade Enterprise acquires land in Bengaluru for its residential project with a development value of Rs 950 cr.

Caution for Investors
There are very high chances the markets may respond adversely on 02 Apr and 03 Apr in view of US Reciprocal Tariff by US. Although India is not that strongly effected but still, there will be repercussions on Indian markets too.
Please plan ur BUY/SELL based on same !! Analyst see around 300-500 points Nifty Correction!!
Sectors impact can be seen on…
Auto
Steel
Pharma
Chemicals
Textile

Best Mutual Funds- ET Wealth
ET Wealth released its this week best MFs. Best MF category wise are listed below-

Best Large Cap
Nippon India Large Cap

Best Large & Midcap
Motilal Oswal Large & Midcap

Best Midcap
Motilal Oswal Midcap

Best Smallcap
Tata Small Cap

BEST Equity Flexicap
HDFC Focused 30 Fund

Best Hybrid Agressive
JM Aggressive Hybrid Fund

Best Hybrid Conservative
SBI Magnum Children Benefit Fund- Savings Plan

Best Debt Corporate Bond fund
ABSL corporate Bond Fund

Best Banking & PSU Fund
ICICI Pru Banking & PSU Debt Fund

Stocks above 200DMA
200 DMA is used as key indicator for determining the overall trend in particular stock. As long as stock is priced above 200 day SMA on daily time frame, it is generally considered to be an overall uptrend.
So here are few such stocks
Jubilant Foodworks
Dixon tech
The Federal Bank
Persistent Systems
L&T Fin
PB Fintech

Gold/Silver

With surging Gold Process , Indian Buyers have shifted to affordable 14 karat Jewellery this wedding season and sales are already high for same.

Gold is now seen consolidating at present levels after an uninterrupted run to 90000+ levels
Gold is now trading little lower at 90400 levels

Silver slipper further to 100900 levels.

So, 7th Day in row ,markets are set to open in green at 23700+ levels and look up to 23800 levels.
A strong resistance does exist at this level as lot of sell off is expected post 23800 levels… Which may lead to cooling off of markets… !!

Happy Investing!!

Disclaimer: All investments are subject to market risks. Please check the fundamentals and other stock market parameters carefully in detail before investing. Also, it is always good to consult a qualified financial advisor for stock market investments. Opinions and Recommendations above are Authors’ personal, you are should carry out your own checks & balances and due diligence before investment.