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Market Outlook 5th August: Nifty, Sensex Trend, IPO Updates & Stocks to Watch

Market Outlook 5th August: Nifty, Sensex Trend, IPO Updates & Stocks to Watch

Market Outlook 5th August

Good morning and welcome to your Market Outlook 5th August edition.

The domestic equity market kicked off the week on a positive note, posting a strong rebound on Monday after the weekend break. The Nifty 50 surged 165 points to close at 24,730.35 (+0.67%), while the Sensex gained 447.15 points, ending at 81,047.06 (+0.55%).

Market Performance
Market Performance

Sector-wise, IT stocks led the rally, with the Nifty IT index jumping 1.59% to 35,199.20, supported by renewed buying in technology counters. Small-cap stocks also showed strength, as the S&P BSE SmallCap climbed 0.82% to 53,004.88, indicating broader market participation. Meanwhile, Nifty Bank remained largely flat, inching up just 0.04% to 55,641.55.

This positive momentum sets a cautiously optimistic tone for 5th August, with traders watching whether the rally can sustain amid global cues and sector-specific movements.

Index Technical View | Market Outlook 5th August

According to Equity Pandit’s analysis, the major Indian indices are still trading in a negative trend, and traders should remain cautious as the market attempts to sustain its recent rebound. For Market Outlook 5th August, the focus remains on key support and resistance levels that could trigger the next directional move.

SENSEX (81,019):
The Sensex is maintaining a negative bias. Equity Pandit suggests that traders holding short positions can continue with a daily closing stop-loss at 81,493, while fresh long positions are only recommended if the index closes above this crucial level.

SENSEX

NIFTY (24,723):
The Nifty 50 is also under a negative setup. Equity Pandit advises maintaining short positions with a stop-loss at 24,856 and initiating new long positions only if a close above 24,856 is achieved.

NIFTY

BANK NIFTY (55,619):
Bank Nifty remains weak in today’s Market Outlook 5th August. Equity Pandit highlights that short positions are safe until the index gives a daily close above 56,106, which could trigger a fresh bullish trend.

BANKNIFTY

Overall, the Market Outlook for 5th August suggests that indices are in a sell-on-rise mode, and traders should closely monitor immediate resistance levels for signs of reversal. A breakout above these levels could lead to renewed bullish momentum, while failure to hold supports may invite further profit booking.

News and Stocks That Might Be Impacted | Market Outlook 5th August

The Market Outlook for 5th August suggests that Indian equities may remain cautious and volatile, as a combination of domestic policy moves, global trade tensions, and corporate updates guide investor sentiment. Here’s a detailed look at the key news and their potential market impact:

1. RBI Monetary Policy – Expected 25 bps Rate Cut

The Reserve Bank of India (RBI) is holding its Monetary Policy Committee (MPC) meeting from August 4–6, and the market expects a 0.25% (25 basis points) cut in the repo rate. This step is likely aimed at supporting the Indian economy, which is currently dealing with high trade uncertainties and slowing global growth.

Impact on Markets:

2. US Tariffs on Indian Exports – Pressure on Export Sectors

The United States has announced a 25% tariff on Indian exports, effective August 7, 2025. This has already shaken market confidence, especially in export-heavy sectors like IT, Pharma, and Auto. The previous week saw sharp declines in Sensex and Nifty, reflecting the fear of lower export earnings.

Diplomatic talks are underway, and a US delegation will visit New Delhi soon. India is firm on protecting agriculture and dairy sectors, which remain key sticking points in trade negotiations.

Impact on Markets:

3. India’s Climate Finance Taxonomy – Boost for Green Investments

India is set to launch its final Climate Finance Taxonomy in August 2025, a rulebook that will define which projects and companies qualify as climate-friendly. This system aims to attract capital for clean energy and sustainable projects and curb greenwashing, where companies exaggerate their environmental credentials.

The taxonomy will:

Impact on Markets:

4. IT Sector Q1 FY26 Earnings Preview – Mixed Performance Expected

Indian IT companies are about to report Q1 FY26 results, and the outlook is mixed:

Impact on Markets:

5. Key Corporate Developments to Watch

AU Small Finance Bank & SBI Life Partnership

Vikram Solar Secures 250 MW Module Order

Tea Production Decline

Anil Ambani Loan Fraud Probe

6. FII Outflows Continue – Domestic Investors Provide Support

Overall Market Outlook 5th August:

IPO Update | Market Outlook 5th August

IPO activity remains strong, with several mainboard and SME IPOs either open for subscription or lined up for listing. Grey Market Premium (GMP) trends indicate where investors are expecting listing gains.

Mainboard IPOs to Watch

IPO NameOpenCloseListingGMP / Listing Gain
All Time Plastics IPO7 Aug11 Aug14 Aug₹0 (0%) – Flat
JSW Cement IPO7 Aug11 Aug14 Aug₹19 (~12.93%) – Moderate
Knowledge Realty Trust REIT IPO5 Aug7 Aug18 Aug₹0 (0%) – Neutral
Highway Infrastructure IPO5 Aug7 Aug12 Aug₹40 (~57.14%) – Strong
M&B Engineering IPO (Closed)30 Jul1 Aug6 Aug₹44 (~11.43%) – Moderate
NSDL IPO (Closed)30 Jul1 Aug6 Aug₹126 (~15.75%) – Positive
Sri Lotus Developers IPO (Closed)30 Jul1 Aug6 Aug₹39 (~26%) – Healthy
Aditya Infotech IPO (Allotted)29 Jul31 Jul5 Aug₹295 (~43.7%) – Strong
Laxmi India Finance IPO (Allotted)29 Jul31 Jul5 Aug₹1 (~0.63%) – Flat

SME IPOs Gaining Investor Traction

IPO NameOpenCloseListingGMP / Listing Gain
Current Infraprojects (NSE SME)OpenOngoing₹0 (0%) – Neutral
Infraprime Logistics (BSE SME)OpenOngoing₹0 (0%) – Neutral
ANB Metal Cast8 Aug12 Aug18 Aug₹0 (0%) – Neutral
Connplex Cinemas7 Aug11 Aug14 AugN/A
Sawaliya Foods Products7 Aug11 Aug14 Aug₹0 (0%) – Weak
Essex Marine4 Aug6 Aug11 Aug₹11 (~20.37%) – Moderate
Bhadora Industries4 Aug6 Aug11 Aug₹1 (~0.97%) – Flat
BLT Logistics4 Aug6 Aug11 Aug₹15 (~20%) – Positive
Aaradhya Disposal4 Aug6 Aug11 Aug₹0 (0%) – Neutral
Parth Electricals4 Aug6 Aug11 Aug₹22 (~12.94%) – Mild Upside
Jyoti Global Plast4 Aug6 Aug11 Aug₹13 (~19.7%) – Healthy
Flysbs Aviation (Closes 5 Aug)1 Aug5 Aug8 Aug₹195 (~86.67%) – Strong

Market Outlook 5th August:

Stocks in Radar | Market Outlook 5th August

Among the stocks likely to be in focus, Schloss Bangalore Ltd (The Leela) has caught investor attention due to its strong growth potential in the luxury hospitality segment.

Schloss Bangalore Ltd (THELEELA)

About the Company

Schloss Bangalore Ltd owns and operates The Leela Palaces, Hotels & Resorts, one of India’s most prestigious luxury hospitality brands. Backed by Brookfield, the company manages 13 operational hotels with 3,553 keys and is planning to expand to 21 properties with 4,510 keys by FY28.

Key highlights:

Investment Rationale

Financial Snapshot (in ₹ Crs)

Financial Data

Conclusion

Schloss Bangalore is well-positioned to benefit from the luxury hospitality boom, with a 20% upside potential to ₹493. The combination of asset-light growth, strong occupancy, and improving profitability makes this a stock to watch closely in the coming months.

Conclusion | Market Outlook 5th August

The Indian stock market begins the week on a positive note, with Nifty and Sensex bouncing back after last week’s volatility. However, caution remains as global trade tensions and the upcoming RBI monetary policy decision are likely to guide market sentiment.

Key takeaways for Market Outlook 5th August:

Investors should adopt a selective and event-driven approach this week, focusing on high-quality stocks and promising IPOs, while keeping an eye on macro triggers that could influence market sentiment.

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