🟢 At a Glance:
The Indian markets ended a choppy week with a red candle, even as pockets like PSU Banks, Defence, and Power stocks saw a massive rally. Globally, the Dow held firm, Nikkei got knocked out, and Hang Seng looked like it partied too hard. Back home, smallcaps cracked, but Reliance Power and Shailey Engineering made traders rich(er).
📈 Global Indices: Mixed Signals with a Side of Panic
| Index | Change | Highlight |
|---|---|---|
| Dow | +0.13% | Holding steady above 42,000 |
| S&P 500 | -0.15% | Minor slip but still elevated |
| Nikkei | -1.22% | Japan bulls need therapy |
| Hang Seng | -1.20% | Hong Kong in hangover mode |
| FTSE 100 | +0.64% | The Queen would be proud |
| DAX | +0.27% | German efficiency in green |
🔍 Interpretation: The West looks cautiously bullish. Asia, not so much.
📉 Indian Indices: Nifty Slips, Smallcaps Bleed
| Index | Day Change | Mood |
|---|---|---|
| Nifty 50 | -0.33% | Teetering near 24,750 |
| Bank Nifty | +0.37% | Banks to the rescue! |
| Sensex | -0.22% | Slipping, but still 81K |
| Nifty Midcap Select | +0.05% | Clutching gains |
| Nifty Auto | -0.98% | Crashed in top gear |
| Nifty Next 50 | -0.50% | Oof. Leaders of tomorrow bleeding today |
🧠 VIX down 2%, but don’t be fooled. It’s the calm before the election storm.
🔥 Heatmap Highlights: Who Roared, Who Sank?
From the 360° heatmap:
🚀 Top Gainers:
- Reliance Power: +111.26% — Not just power, it’s electrifying.
- Shailey Engineering: +89.63% — From unknown to unicorn in 5 business days.
- Godfrey Phillips: +59.47% — Nicotine stocks are smoking.
- Vesuvius India: +52.17% — Molten metal, hot returns.
💀 Worst Hit:
- Welspun Living: -9.64% — Bedsheets can’t cover these losses.
- Chambal Fertilisers: -5.96% — Crops may grow, stock didn’t.
- TechnoCraft: -18.84% — Ouch.
🤯 Some smallcaps moved like penny cryptos. Be wary.
🏦 Sectors in Focus:
✅ Green Zones:
- PSU Banks: BSE Bankex up +135 pts
- Power: Reliance Infra, Suzlon, and CESC all up
- Capital Goods: Engineers India & Vesuvius shine
- Finance: BSE Ltd and Muthoot climb
❌ Red Zones:
- Auto & Ancillaries: Nifty Auto -230 pts
- FMCG: Dull and dragged
- Textiles & Real Estate: Trend reversal? Or just gas?
🧠 EduInvesting Take:
This week, traders had to be stock pickers, not index huggers. While the Nifty looked depressed like a teenager on Monday morning, specific stocks like Reliance Power turned into week-long dopamine boosters. The heatmap was a kaleidoscope — not every red is bearish, and not every green is reliable.
👉 Watch out for:
- Election buzz and its effect on PSU stocks
- US Fed and bond yields
- Crude oil, which might sneak into headlines soon
🎯 What’s Ahead:
- June series begins with heavy rollovers — volatility likely.
- RBI monetary policy preview next week
- Q4 results tapering off, expect stock-specific action
📌 TL;DR
- Nifty ends red, but Bank Nifty and PSU stocks fly
- Reliance Power and Shailey Engg double — if you blinked, you missed it
- Midcap and smallcap weakness persists
- Global markets stable, Asia shaky
- India VIX low — but complacency is dangerous
Author: Prashant Marathe
Date: June 1, 2025
Tags: Nifty Weekly Wrap, Reliance Power Rally, PSU Banks, Market Heatmap, EduInvesting Insights
