Copyright © HT Digital Streams Limit all rights reserved. Ram Sahgal 4 min Read 29 Aug 2025, 07:27 PM IST BO -In investors’ thoughts, the impact of higher US rates on the GDP of India, which was surprised on the top door in the June Qwaral by growing 7.8%. Summary While the impact of US rates is on track and the government rises to compensate adverse outcomes, bulls and bears the way for a huge competition. After two months of subdued movement due to tariff tension, the stock markets are ready to break a series of 500-600 points decisively on either side, according to Marketwide Futures Rollover data after the expiry of Thursday’s monthly derivatives. Since the end of June, the Nifty 50 index has received strong support at 24,400-24,500 levels and faces about 25,000 resistance at approximately 25,000. In addition, investors’ minds are the impact of higher US rates on the GDP of India, which is surprised at the top by growing 7.8% in the June quarter, compared to the market expectation of a 6.5-7% expansion, mainly due to low inflation. However, from a day earlier, the rupee fell a record low of 88.21, while yields of the mortgage increased by 3 basis points to 6.56% on the concerns about the impact of rates and the possibility that strong economic growth could limit the capacity of the Reserve Bank of India to lower interest rates. The RBI reduced the most important Repo rate by 100 basis points this year to 5.5% and analysts expect the central bank to cut it with another 25-50 BPS during the rest of the financial year to combat the impact of rates on the economy. “Although the GDP print was higher than street expectations, the impact of punishment tariffs overshadow all other good news, which is why the currency has also weakened, and the proceeds of the mortgage have risen,” said Jayesh Mehta, CEO and executive vice chairman of DSP Finance. The Nifty 50 index dropped 0.3% to 24,426.85 and the BSE Sensex lost 0.34% to 79,809.65 on Friday, a day after the August series derivatives. Derivative contracts expire on the last Thursday of the month, and that will change until Tuesday from next week. Probably the rollovers indicate higher posts in the futures of the Nifty, the bank Nifty and shares than the three -month average, which a belief among the participants implies that the markets are likely to break down or are out of the two -month range, which is why the Bulls have built higher length and that the bear is larger. A Futures contract facilitates the sale or purchase of an underlying asset at a fixed price at a future date. Such contracts are used to hedge or speculate the share portfolio. Rollovers refer to the execution of such positions. According to IIFL Capital Services, Marketwide Rollovers stood at 92% on Thursday compared to the three -month average of 90%. Nifty Rollovers were 84% compared to three months of 78%, Bank Nifty at 81% (78%) and stock futures at 94% (92%). Rollover costs (the price paid to roll a long or short position) dropped in the expiry week from 58 basis points (a base point is one hundredth of a percentage point) to 45 bps, “mirror a poor sentiment,” IIFL Capital said. Since the market is at the bottom of the 24,400-25,000 trading range, one can do a long swallow according to IIFL, as the market can certainly move anyway, given the higher rollovers. A long straddle involves buying a call and an option of the same strike, with an investor who is agnostic in the market direction. “Since the rollovers are higher than average, we can see a decisive move from a 24,400/500-25,000 series in which the market has been crashing for several months,” said Kruti Shah, a Quant analyst at Equirus. Additional tariff exchange data shows that on April 7, the Nifty recovered from a low of 21,743.65, the day on which US President Donald Trump announced reciprocal rates, to an intraday high of 25,669.35 on June 30. Since then, it has dropped to Friday’s closure of 24,426.85. Recent weakness has emerged after an extra -25% tariff for India’s oil purchases from Russia came into effect on Wednesday, which was a holiday for Ganesh Chaturthi. Analysts said the trading area could be broken in the upcoming sessions, as US rates come into effect and factors such as rationalization of tax rates for goods and services for most goods that Spurs ask for two -wheelers, small cars and white stuff. The GST renovation will coincide with the festive shopping time. “There is a slowdown in the economy, and I think it’s a year of congestion in a consolidating market,” said Swarup Mohanty, vice -chairman and CEO of Mirae Asset Investment Managers. The fallout of tariff tension has led to foreign portfolio investors selling shares worth £ 1.7 billion years in the secondary market, according to NSDL. Domestic Institutional Investors bought shares worth £ 5 trillion, enabling the market to recover after April 7, according to exchange data. Despite a short short time in the Nifty and Bank Nifty Futures, a long hort ratio in the Nifty and Bank Nifty Futures stood on the 25.2%-upside down at the 25,000 level. Catch all the business news, market news, news reports and latest news updates on Live Mint. Download the Mint News app to get daily market updates. More Topics #Marks #Future and Options Read the following story
Markets can break out of a close range in September show that futures transrol data
