August 4, 2025 | Business & Finance News
India’s stock markets opened on a positive note today, tracking firm cues from Asian peers and supported by strong buying interest in auto and metal sectors. The BSE Sensex rose by 217.61 points to touch 80,817.52, while the NSE Nifty gained 71.55 points, starting the session at 24,636.90. After a weak close in U.S. markets last Friday, this recovery indicates positive domestic sentiment driven by sectoral optimism.
Auto and Metal Stocks Drive Momentum
Leading the rally were major names in the auto, steel, and cement sectors. Tata Steel, Bajaj Finserv, UltraTech Cement, BEL, Asian Paints, Reliance Industries, and Adani Ports saw early buying, lifting overall market sentiment. Investors were seen favoring stocks that are often sensitive to infrastructure growth and global commodity trends.
Meanwhile, IT and banking stocks faced some pressure, with Infosys, Tech Mahindra, HCL Technologies, Axis Bank, and ICICI Bank showing weakness in the opening hours.
Global Market Influence
Asian markets provided a strong backdrop for Indian equities today. South Korea’s Kospi, Hong Kong’s Hang Seng, and China’s SSE Composite were all trading higher. However, Japan’s Nikkei 225 opened lower, indicating mixed investor sentiment in the region.
On the global commodities front, Brent crude oil prices dipped slightly by 0.23%, hovering around $69.51 per barrel. This could offer some relief to oil-importing countries like India, easing pressure on inflation expectations.
Foreign Investor Activity & Previous Market Movement
Despite today’s bullish opening, data from the exchanges revealed that Foreign Institutional Investors (FIIs) had sold off Indian equities worth ₹3,366.40 crore last Friday. That day, the Sensex dropped by 585.67 points, closing at 80,599.91, while the Nifty declined by 203 points, settling at 24,565.35.
The recovery today reflects a temporary correction rather than a major reversal, with traders watching macroeconomic trends closely.
Market Outlook Ahead
Analysts suggest that this week may continue to see sector-based volatility, particularly around earnings season, crude oil price trends, and global economic developments. However, strong domestic fundamentals, robust corporate numbers, and FII repositioning could provide near-term support.
Sectors like auto, cement, and metals remain in focus, while investors are advised to remain cautious about IT and banking until more clarity emerges.
