Market Wrap: Sensex slips 54 points, Nifty below 26,050 as trade jitters and foreign outflows weigh – News Air Insight

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Indian equities closed modestly lower on Monday, ending a two-session advance as weakness in auto and financial stocks dragged. Sentiment remained fragile amid continued foreign outflows, uncertainty over a U.S.-India trade deal and positioning ahead of potential fallout from Mexico’s sweeping new tariff regime on imports, while the rupee slid to a record low.

The S&P BSE Sensex fell 54 points, or 0.06%, to finish at 85,213. The NSE Nifty 50 declined 20 points, or 0.08%, to close at 26,027.

On the 30-stock Sensex, shares of Mahindra & Mahindra, Maruti Suzuki, Adani Ports, Bajaj Finserv and Titan were among the session’s laggards, declining between 0.6% and 2%.

Broader markets were mixed, with small-cap stocks edging up 0.2% while mid-cap shares slipped 0.1%.

Auto stocks fell 0.9%, making them the weakest performers among the major sectoral indices. JM Financial warned that auto and auto-component makers, along with aluminium-product companies, could be among the most exposed to Mexico’s proposed tariff hikes.


Shares of IndiGo rose 2.2% for a third straight session, as operations showed signs of stabilising after widespread flight cancellations earlier this month linked to pilot roster disruptions.

Expert views

Persistent foreign fund outflows and a weak rupee have kept markets in a narrow range, with currency volatility likely to continue until clarity emerges on the India–US trade deal, said Vinod Nair, Head of Research at Geojit Investments, adding that expectations of an earnings recovery in H2FY26, supported by monetary and fiscal growth drivers, are helping stabilise sentiment. “Going forward, market momentum is expected to be earnings-led rather than valuation-driven. Investors are also awaiting key economic indicators, including U.S. CPI inflation and unemployment data, which will shape global liquidity expectations and the interest rate outlook for 2026,” said Nair.

More to come…



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