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March 2025 has ushered in a wave of optimism in the Indian markets, following a turbulent month. Investors have been heartened by positive returns across most stocks during the first week of March, indicating a potential recovery. However, the global markets continue to reel from the uncertainties of an intensifying tariff war, causing ripples of volatility and concern among investors worldwide. In this weekly market roundup, we shall recap the various events that took place during the week and also have a glance at the top weekly gainers and losers.
DII and FII Activity during the Week
An interesting aspect of the first week of March is the significant inflow into mutual funds, driven primarily by Systematic Investment Plans (SIPs). Despite the Foreign Institutional Investors (FIIs) being net sellers every day of the week, the Domestic Institutional Investors (DIIs) have managed to balance the scales by being consistent net buyers. The numbers are telling: while the FIIs withdrew a substantial ₹15,500 crore from the market, the DIIs more than compensated by injecting ₹20,950 crore into the cash market.
This robust activity from DIIs has played a crucial role in stabilizing and uplifting the market sentiment, ensuring that the market remains buoyant despite the external pressures.
The Top Gainers and Losers of the Week
The list of stocks that lost more than 4% of their market capitalization is relatively short, highlighting the positive trend in the market. Among the notable losers are Five-Star Business Finance, Hatsun Agro, Kalyan Jewellers, MCX, IndusInd Bank, PB Fintech, Paytm, Bajaj Auto, and J.B. Chemicals. These companies have faced various challenges, resulting in a decline in their stock prices.
On the other hand, the list of gainers is extensive, reflecting the overall bullish sentiment. Leading the pack is Triveni Turbine, which delivered an impressive 27% return to its investors. This remarkable performance is a testament to the company’s strong fundamentals and market position.
Other top gainers of the week include:
- Alivus Life Sciences
- PTC Industries
- Jyoti CNC Automation
- ZEN TECHNOLOGIES
- DEEPAK FERTILISERS & PETROCHEMICALS
- LMW
- Bharat Dynamics
- Hitachi Energy India
- AVANTI FEEDS
- FORCE MOTORS
- Adani Energy Solutions
- NEULAND LABORATORIES
- Inox Wind
- TBO TEK
- CASTROL INDIA
- REC
- Varun Beverages
The performance of these gainers is a clear indication of the market’s confidence in their growth prospects and operational efficiency. Most of the large-cap stocks have also provided good returns, further bolstering the market’s overall positive outlook.
Here is the extensive list of gainers:
As mentioned previously, most of the stocks have given positive returns in March 2025 till now.
Top economic and financial news from India
In addition to these developments, the Indian government announced its GDP numbers at the end of February. The data revealed a steady growth rate, reflecting the resilience and dynamism of the Indian economy despite global challenges. The positive GDP figures are expected to boost investor confidence and contribute to the overall bullish sentiment in the market.
The new SEBI chief and the encouraging signs given by him
Mr. Tuhin Kanta Pandey, the new SEBI Chairman, took charge on 1st March 2025. He succeeds Mrs. Madhabi Puri Buch who completed her three-year tenure as the Chairperson of SEBI on February 28, 2025. Mrs. Madhabi Puri Buch’s tenure was filled with controversies around her investments and her inaction after the Hindenburg report on the Adani group and its promoters. Mr. Pandey’s last position before joining SEBI was as the Finance Secretary. He had also served as the Secretary of the Department of Investment and Public Asset Management (DIPAM). Mr. Pandey’s initial statements were very encouraging as he indicated that SEBI would work with the Foreign Portfolio Investors (FPIs) and other stakeholders to improve the ease of doing business. Mr. Pandey also said that SEBI will work with the FPIs and the AIF industry participants to address their difficulties.
Global Stories with Market Implications
Trump Tariffs Take Their Toll
In the last few weeks, every economy of substance has been feeling the jitters of Trump tariffs. President Trump has decided to impose reciprocal tariffs on goods being imported from Mexico, Canada, and China into the US. He has also decided to impose similar tariffs on goods imported from India.
One sector in which tariff reduction will be difficult to achieve for India is agriculture. It is quite possible that the USA will start dumping agricultural goods in India if the tariff reduction is substantial. The Government of India can’t pass on subsidies to the farmers at a level at which the Government of the USA subsidizes its agricultural products. This may lead to another round of farm agitation and unrest in the country. Amidst the upbeat performance of the Indian markets, global events continue to exert their influence. The escalating tariff war between major economies has created an environment of uncertainty and caution. Markets across the globe are feeling the jitters, with investors wary of the potential repercussions on international trade and economic stability.
NASDAQ enters a correction phase
NASDAQ Composite is down 3.45% from last week. During the same duration, the Dow Jones Industrial Average is down by 2.37%. Among the European indices, the FTSE 100 is down by 1.47% from the closing levels of February 28, 2025. Other major European markets CAC and DAX ended the week in green.
Major Asian markets, including India, had a good week. Nikkei 225, Hang Seng, and Kospi gained 0.7%, 5.62%, and 1.21%, respectively. Despite the global market’s bearish sentiment, India remains relatively unfazed with strong domestic institutional investors (DII) backing the market.
Conclusion
The first week of March 2025 has been a promising start for the Indian markets, buoyed by strong DII activity and a plethora of gainers. However, the global landscape remains complicated, with tariff wars, geopolitical tensions, and economic policies continuing to cast a shadow over market stability. Investors must navigate these turbulent waters with caution, keeping a close eye on both domestic and international developments. As we move further into the month, the interplay between local market dynamics and global events will be crucial in determining the market’s trajectory. While the current sentiments are positive, the underlying uncertainties necessitate a vigilant and strategic approach to investment decisions. The market’s resilience and adaptability will be tested, but with informed strategies, investors can navigate through these challenges and capitalize on the opportunities that lie ahead.
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