Nifty Outlook: Weekly Report with Top Gainers, FII Trends & Sector Insights

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Weekly Recap

Last week, benchmark indices rallied over 4%, marking their biggest weekly gain in more than two years. Here's our take on this week gone by, some stories you might have missed out on, and our thoughts on what to do going ahead, in your weekly stock market report.

Relief Rally!

  • Investors got a much-needed breather last week as a calmer global mood helped Nifty climb 4.48%.
  • The rally was broad-based, with BSE Large-cap, Mid-cap and Small-cap indices gaining over 4% each during the week.
  • India VIX plunged 28%, indicating a sharp decline in market volatility and improving sentiment.

What Changed?

  • FPI buying picked up strongly last week, as foreign investors returned to Indian markets amid the Trump administration’s shifting stance on India tariffs.
  • Alongside hopes of a trade deal with the US, softer domestic inflation, an above-normal monsoon forecast and RBI rate cut prospects made Indian equities more attractive.

The Winners

  • Private banks led the rally last week, driven by bullish sentiment around regulatory easing, improving asset quality and ample liquidity.
  • IndusInd Bank surged 16.8% after an audit revealed a lower-than-anticipated negative impact from its derivatives exposure, while Axis Bank gained 12.2%.

The Losers

  • That’s how strong the week was—only one notable Nifty loser on D-Street!
  • Wipro slipped after brokerage downgrades and subdued Q4 results, driven by muted revenue and sluggish demand growth expected to persist in the near term.

Meanwhile…

  • Fed Chair Jerome Powell flagged inflation risks from Trump’s tariffs—even as the president reportedly threatened to remove him if rate cuts don’t follow.
  • Over in the UK, stronger-than-expected growth and easing inflation have the Bank of England considering earlier rate cuts this year.

Market Brief

Key Indices
Sectors
Stocks
Other Key Data

Market Outlook

Market Outlook
Sectors To Watch
Stocks in Radar: Gujarat Gas, State Bank of India, Bharti Airtel, Ashok Leyland, SBI Life Insurance

Our Take

  • India stands out as the first major market to fully recover from the recent US tariff-induced sell-off. The domestic macro backdrop remains supportive, with hopes of a US trade deal, easing inflation and attractive valuations potentially extending gains into next week.
  • We expect Nifty to maintain its bullish bias, trading between 23,550 and 24,200 levels next week. That said, investors should remain selective—focusing on sectors and stocks where earnings and management commentary guide sentiment.

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