Domestic markets are likely to remain volatile in the midst of a doubling of rates by the US. Moreover, the settlement of monthly contracts on the NSE will contribute to volatility, Markmen said.
Aditi Nayar, Chief Economist, Head – Research & Outreach, ICRA LTD, said that the persistent global uncertainty will probably slow down the domestic private Capex cycle in India. “Certain sectors such as electronics, semi-conductors and segments such as electric vehicles, however, will continue to see a scaling up in investments according to ICRA.”
Gift Nifty on 24,650 signals a gap-down opening of approximately 200 points. Nifty September Futures rule on 24,857.50.
Puneet Singhania, director at Master Trust Group, said that the 25 percent extra American rate, which has taken the total duty on Indian input to 50 percent, has already rattled the markets. “Although defensives such as pharmaceutical and electronics remain relatively well insulated, export -oriented sectors such as textiles, gems and jewelry, chemicals and biological connections and agricultural stocks encounter strong headwinds, with increased rates up to 50 percent, making them less competitive in the American market.”
“The markets can remain nervous because investors continue to absorb the commercial shock. Export-bound shares can experience profit downgrades, while the domestic demand-driven sectors, as well as defenses such as pharmaceutical and IT services, can experience. If the rupid remains, it would be said, but otherwise, but granted it, but.
According to Justin Khoo, Senior Market Analyst – APAC, VT Markets, the US increased tasks on many Indian goods on 27 August to a combined 50 percent after the negotiations failed and in the midst of tension about Russian oil purchases.
The sharpest pressure falls on textiles, gems, jewelry, shoes, furniture and chemicals, while pharmaceutical products and semiconductor -related electronics seem to be largely exempt. Steel aluminum copper products and passenger vehicles remain under earlier American regimes instead of the new layer. Indian shares fell around the announcement and the rupid weakened when foreign investors were sold, although domestic buyers limited the slide. A rate of 50 percent does not translate directly into selling prices because importers and exporters often absorb a lot of the costs, which limits the inflation of consumers, but becomes exporter margins. Expect a softer rupid, clear shares and cautious foreign streams in the short term, “he said, adding that Supply Chains can run for alternative markets over time, while India is looking for policy support and renewed conversations.
Published on August 28, 2025
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