- विज्ञापन -
With the ease of Indo-Pak escalation, the Indian stock market marked a slight growth on Monday. However, on Tuesday, the market witnessed a downturn as investors decided to sell their stocks to take profits after Monday’s big gains.
Market Dynamics on Monday and Tuesday
This selling caused the Sensex to drop by 1,281.68 points (1.55%) to 81,148.22, while the Nifty fell by 346.35 points (1.39%) to 24,578.35.
According to the reports, At the end of the trading session today, BSE Sensex stood at 81,148.22, declining 1,281.68 points or 1.55 per cent, and the Nifty was down 346.35 points or 1.39 per cent at 24,578.35.
On BSE, the midcap index ended near the flatline, while the Smallcap index added 1 per cent.
In the morning today, the Nifty opened marginally lower at 24,864 and briefly climbed to an intraday high of 24,973 before witnessing aggressive selling pressure, plunging to a day’s low of 24,560 and now trading near the day’s low.
What Experts Said?
According to Vinod Nair, Head of Research, Geojit Investments Limited, The domestic market witnessed profit booking today, following yesterday’s sharp rally. The relief-driven surge–fuelled by easing global and domestic risks, including a reduction in trade war tensions and Indo-Pak geopolitical stress–appears to be taking a breather.
He added that the consolidation seen in the market is primarily affecting large-cap stocks, while mid- and small-cap segments continue to gain traction.
Observing the market statistics, Nair further added that divergence is expected to persist, supported by broad-based earnings improvements reflected in Quarter 4 results so far.
Sundar Kewat, Technical and Derivatives Analyst, Ashika Institutional Equity said, “Geopolitical tensions remained in focus as market participants monitored the fragile ceasefire between India and Pakistan, adding to the cautious sentiment.”
The market experts said that looking ahead, there is increasing optimism around FY26 earnings growth, underpinned by supportive fiscal and monetary policies, a rebound in external demand, a favourable monsoon outlook, and declining inflation and interest rates.
How Indo-Pak Escalation Impacting Nifty Share?
This is to be noted that the conflict with Pakistan also alluded to the fact that it is critical to achieve self-reliance in defence manufacturing.
The Nifty India Defence index has climbed over 30 per cent over the past three months, reflecting investor confidence in the strategic importance and commercial growth of India’s domestic defence sector.
The Nifty India Defence index tracks listed companies that derive a significant proportion of their revenues from the sale of defence-related products and services.
As per the Nifty India Defence factsheet of April 30, 2025, the top five constituents by weightage of the index include Hindustan Aeronautics, Bharat Electronics, Solar Industries India, Mazagon Dock Shipbuilders, and Bharat Dynamics. The index includes 18 defence stocks.
The Indian government has taken several policy initiatives in the past few years and introduced reforms to encourage indigenous design, development, and manufacture of defence equipment, thereby promoting self-reliance in defence manufacturing.
