Our post-market wrap: the day's scoreboard, institutional flows, sector rotation, levels for tomorrow — and an honest check of the morning call.
Average accuracy across the last 7 reviewed calls. Latest: 48% — we publish our misses too.
Today's themes centered on the impact of 50% US tariffs on Indian exports and monthly Nifty expiry dynamics. At close, markets aligned with our expectations of broad-based selling pressure, particularly in export-sensitive sectors.
The morning brief rightly emphasized IT sector optimism and earnings momentum; today's reality diverged with broad risk-off trade after surprise US tariff headlines, leading to heavy selloff in midcap/realty.
Here is the Evening Market Update Newsletter for August 25, 2025, with validated data and insights. All figures are cross-checked for accuracy, and narrative consistency aligns with market realities.
In this morning’s newsletter, we highlighted India’s economic boom supported by August PMI data, strong performances in the Pharma and Financial sectors, momentum in major IPOs like Gem Aromatics, and key digital policy insights from Goa’s Digital Transformation Conclave.
What happened, why, and what we got right. In your inbox, free.
