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Market Recap May 12, 2025: Sensex & Nifty Surge on India-Pakistan Ceasefire and IT Earnings Boost

Last updated on 13 May 2025 Wraps up in 3 minutes Read by 172

After last week’s cautious undertone, the Indian stock market today on 12th May 2025 delivered a powerful comeback, with benchmark indices soaring to record highs. Riding on easing geopolitical tensions and upbeat global cues, domestic equities witnessed a broad-based rally across sectors. Let’s dive into today’s market summary, key highlights, sectoral trends, and what lies ahead for tomorrow’s trade.

Nifty and Sensex Today – Market Indices Performance

Sensex and Nifty closed significantly higher:

  • Sensex ended at 82,429.90, up 2,975.43 points or 3.74%
  • Nifty 50 settled at 24,924.70, gaining 916.70 points or 3.82%

Intraday Movement:

Both indices witnessed strong upward momentum throughout the day, closing near their intraday highs.

Market Sentiment:

The broader tone was bullish, driven by easing geopolitical tensions and positive global cues.

Top News Driving the Market – Key Stock Market Highlights

  • India-Pakistan Ceasefire Agreement: Sparked a sharp rise in investor confidence and reduced geopolitical risk premiums, fuelling a market-wide rally.
  • Positive Global Market Trends: Global equity markets were upbeat due to improved US-China trade dialogue, boosting Indian investor sentiment.
  • Strong Corporate Earnings: Infosys and HCLTech posted robust Q4 results, attracting strong institutional buying.
  • Crude Oil Prices Rally: Brent crude rose over 3% to $64.14 per barrel, reflecting improved demand expectations and supporting energy stocks.

Sectoral Update – Which Sectors Moved the Market Today

Outperforming Sectors:

  • Information Technology (IT): Nifty IT surged 6.7% on strong earnings and demand outlook.
  • Realty: Nifty Realty jumped 5.9% amid investor optimism on economic stability.
  • Energy: Gained 5.8% backed by rising global crude prices.

Underperforming Sectors:

None notably lagged – all sectoral indices ended in the green, reflecting broad-based bullish sentiment.

FII and DII Activity – What Smart Money Did Today

Institutional Activity:

  • FIIs: Continued their buying momentum, supporting bullish tone.
  • DIIs: Recorded net purchases, strengthening market breadth.

Market Insight:

Strong inflows from both FIIs and DIIs show renewed confidence in Indian markets, aided by easing geopolitical risks and positive earnings.

Top Gainers and Losers – Stock Highlights of the Day

Top Gainers Today:

  • Infosys (+7.6%) – IT | Strong Q4 numbers and FY26 guidance
  • HCL Technologies (+5.9%) – IT | Robust performance and deal wins
  • LTIMindtree (+7.0%) – IT | Won its largest-ever contract
  • Tata Steel (+5.6%) – Metals | Global steel price recovery
  • ONGC (+5.2%) – Energy | Rising crude oil prices

Top Losers Today:

Note: Losses were minimal and mostly driven by profit booking.

Global Market Snapshot – International Market Trends

Global Market Performance:

  • US Markets: Ended last week strong, boosting Asian sentiment.
  • Asian Markets: Nikkei and Hang Seng traded higher.
  • European Markets: Opened strong on easing inflation and global cues.

Key Global Cues:

  • Progress in US-China trade talks
  • Rally in crude oil prices
  • Stable dollar index and bond yields

Market Outlook for Tomorrow – What to Watch Next

Key Triggers to Track:

  • US CPI Inflation Data
  • Mid- and small-cap earnings announcements
  • Further updates on India-Pakistan ceasefire

Key Technical Levels:

  • Nifty: Support – 24,800 | Resistance – 25,000
  • Sensex: Support – 82,000 | Resistance – 82,500

Investor Sentiment:

Outlook remains bullish, with momentum likely to continue backed by institutional buying and improving macros.

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