Understanding the Market Pulse – July 28 to August 1, 2025
The Indian stock market had a rollercoaster ride this week, it was filled with global tension, sectoral shifts, and cautious investor sentiment.
From July 28 to August 1, 2025, both the Nifty 50 and Sensex faced selling pressure, ending the week slightly lower. But beyond the numbers, it was a week where every investor had to pay attention to both domestic cues and international headlines.
While global markets reacted to U.S. tariff changes and economic data, Indian equities saw a mix of profit booking, sector rotation, and selective buying in large-cap private banks. Pharma and IT stocks were particularly hit, while FMCG showed resilience despite the headwinds. Mid and Small-caps, too, felt the heat, reflecting a broader consolidation phase.
So, what exactly happened each day? How did major sectors perform? And what does it mean for retail and long-term investors?
In this blog, we break it down day by day, look at sector-wise trends, and wrap up with a quick analysis of Sensex, Nifty, and what to watch for next week.
From July 28 to August 1, 2025, both the Nifty 50 and Sensex faced selling pressure, ending the week slightly lower. But beyond the numbers, it was a week where every investor had to pay attention to both domestic cues and international headlines.
While global markets reacted to U.S. tariff changes and economic data, Indian equities saw a mix of profit booking, sector rotation, and selective buying in large-cap private banks. Pharma and IT stocks were particularly hit, while FMCG showed resilience despite the headwinds. Mid and Small-caps, too, felt the heat, reflecting a broader consolidation phase.
So, what exactly happened each day? How did major sectors perform? And what does it mean for retail and long-term investors?
In this blog, we break it down day by day, look at sector-wise trends, and wrap up with a quick analysis of Sensex, Nifty, and what to watch for next week.
28 July 2025 (Monday)
Sensex: ↓ 572 points
Nifty 50: ↓ 155 points
A sharp fall kicked off the week as:
1.FIIs continued selling.
2 .Earnings from large-cap companies missed expectations.
3 .Concerns around IT layoffs added to nervousness.
Worst-hit sectors:
IT (Infosys, Wipro fell sharply)Auto (Maruti, Tata Motors under pressure)FMCG & Pharma (mild losses)
Market breadth was negative — over 2,000 stocks declined on NSE
Nifty 50: ↓ 155 points
A sharp fall kicked off the week as:
1.FIIs continued selling.
2 .Earnings from large-cap companies missed expectations.
3 .Concerns around IT layoffs added to nervousness.
Worst-hit sectors:
IT (Infosys, Wipro fell sharply)Auto (Maruti, Tata Motors under pressure)FMCG & Pharma (mild losses)
Market breadth was negative — over 2,000 stocks declined on NSE
29 July 2025 (Tuesday)
Sensex: ↑ 447 points
Nifty 50: ↑ 140 points
Markets rebounded as:
1. Bargain hunters stepped in
2 .Reliance Industries and HDFC Bank led the rally
Top gaining sectors:
Banking (Private banks outperformed)Energy Reliance-led gains) Real Estate & Infra (short-term bounce)
The rebound, however, lacked strong volume, indicating fragile confidence.
Nifty 50: ↑ 140 points
Markets rebounded as:
1. Bargain hunters stepped in
2 .Reliance Industries and HDFC Bank led the rally
Top gaining sectors:
Banking (Private banks outperformed)Energy Reliance-led gains) Real Estate & Infra (short-term bounce)
The rebound, however, lacked strong volume, indicating fragile confidence.
30 July 2025 (Wednesday)
Sensex: Flat (~+70 pts)
Nifty 50: Stable above 24,900
A calm day with:
1.Mixed global cues
2 .Anticipation ahead of U.S. Fed and GDP data .
Mixed sectoral performance:
Pharma (slight uptick in Dr. Reddy’s, Cipla)Auto (Hero MotoCorp, M&M showed strength)IT & FMCG remained flat
Investors stayed cautious, awaiting clarity on trade and monetary signals.
Nifty 50: Stable above 24,900
A calm day with:
1.Mixed global cues
2 .Anticipation ahead of U.S. Fed and GDP data .
Mixed sectoral performance:
Pharma (slight uptick in Dr. Reddy’s, Cipla)Auto (Hero MotoCorp, M&M showed strength)IT & FMCG remained flat
Investors stayed cautious, awaiting clarity on trade and monetary signals.
31 July 2025 (Thursday)
Sensex: ↓ 520+ points
Nifty 50: ↓ 151 points
Markets reacted sharply to:The U.S. is imposing 25% tariffs on Indian exports
Biggest sectoral losers:
Pharma & Textiles (direct export impact)IT (bearish global outlook)Mid & Smallcaps saw increased selling.
Trade concerns took centre stage, reversing Tuesday’s gains entirely.
Nifty 50: ↓ 151 points
Markets reacted sharply to:The U.S. is imposing 25% tariffs on Indian exports
Biggest sectoral losers:
Pharma & Textiles (direct export impact)IT (bearish global outlook)Mid & Smallcaps saw increased selling.
Trade concerns took centre stage, reversing Tuesday’s gains entirely.
1 August 2025 (Friday)
Sensex: ↓ 230 points, closed at 80,970
Nifty 50: ↓ 63 points, ended at 24,685
The tariff policy took effect, and global concerns escalated:
1.U.S. job data disappointed (only ~73,000 jobs added)
2. Selling continued in midcap, small cap, and export-heavy sectors
Nifty 50: ↓ 63 points, ended at 24,685
The tariff policy took effect, and global concerns escalated:
1.U.S. job data disappointed (only ~73,000 jobs added)
2. Selling continued in midcap, small cap, and export-heavy sectors
Week’s worst-performing sectors
Conclusion: A Volatile Week Reflecting Market Anxiety
The Indian stock market witnessed a clear wave of caution and sell-off pressure during the week ending August 1, 2025. Several key factors contributed to the market’s downward trajectory — creating an environment of uncertainty and restrained optimism across sectors.
What Triggered the Market Dip?
1.Weak corporate earnings: Results from several heavyweight companies failed to meet market expectations, shaking investor confidence.
2.U.S. Tariffs on Indian Exports: The unexpected move by the U.S. to impose 25% tariffs directly impacted Indian trade sentiment, particularly in manufacturing and pharma.
3.Global Headwinds: Rising bond yields and disappointing U.S. payroll data created ripples across global markets, dragging Indian indices along with them.
What Should Investors Do?
As the RBI’s monetary policy decision looms and global economic indicators remain shaky, it’s time for investors to:
1.Stay selective — focus on high-quality, fundamentally strong stocks
2.Be defensive — consider sectors like FMCG or large-cap private banks
What Triggered the Market Dip?
1.Weak corporate earnings: Results from several heavyweight companies failed to meet market expectations, shaking investor confidence.
2.U.S. Tariffs on Indian Exports: The unexpected move by the U.S. to impose 25% tariffs directly impacted Indian trade sentiment, particularly in manufacturing and pharma.
3.Global Headwinds: Rising bond yields and disappointing U.S. payroll data created ripples across global markets, dragging Indian indices along with them.
What Should Investors Do?
As the RBI’s monetary policy decision looms and global economic indicators remain shaky, it’s time for investors to:
1.Stay selective — focus on high-quality, fundamentally strong stocks
2.Be defensive — consider sectors like FMCG or large-cap private banks
2 thoughts on “🔍 Markets This Week: Nifty, Sensex, and Sector Trends Explained (July 28–Aug 1, 2025)”
Great analysis. Keep doing it..
Thank you so much, Ashok. We’d love for you to stay connected with us by following our blogs for more updates and insights.