Stock Market Next Week: What to Expect from Dalal Street (August 11–17, 2025)
Data and events referenced are current up to August 10, 2025.
Six weeks in the red. That’s where we are. The Sensex and Nifty have been sliding since late June — Trump’s tariffs, steady FPI selling and a messy global backdrop are the obvious culprits.
The coming week is holiday-shortened (markets closed on August 15 for Independence Day), but it’s loaded: inflation prints, a Trump–Putin meet, and a flood of corporate earnings. Expect sharper moves in single names and some stretched intraday volatility.
The big stories that could move the market
1. Trump’s tariffs — the main act
The US duty on Indian goods sits at 50% and is the primary overhang. Negotiations could start and — if successful — tariffs might fall to the 15–25% zone. But until we see confirmed progress, any escalation (or a single noisy headline) can spook flows and hit cyclical names first.
2. Inflation prints — RBI and Fed in the frame
- India CPI (Aug 12): expected ~1.8% (down from 2.1%).
- India WPI (Aug 14): expected to remain soft.
- US CPI (Aug 12): seen ~2.8% — a hotter print could delay Fed easing and hurt EM flows.
3. Trump–Putin meeting (Aug 15)
Scheduled in Alaska — any credible progress on Ukraine would ease global risk-off tension. Markets will price any positive signal quickly, though the immediate impact is likely to be contained.
4. FPI flows — the swing factor
July saw ~₹47,666 crore of FPI selling, and August began weak. Friday’s small inflow (~₹1,932 crore) was welcome, but we need sustained buying before calling a trend change. Watch the USD and US bond yields — they’ll guide FPI appetite.
5. Earnings flood — stock-specific volatility
Over 2,000 companies report results this week. Big names include Bajaj Consumer Care, Ashok Leyland, ONGC, IOC, Hindalco, BPCL and Hindustan Copper. Expect outsized moves in names that surprise on margins or guidance.
Technical map and market mood
Last week: Nifty 50 ~24,363 and Sensex ~79,858 (both down ~1%). Mid and small caps underperformed. Key zones to watch:
- Nifty support: 24,200–24,000 — hold this and bargain buyers may show up.
- Bank Nifty support: ~54,900 — a hold here keeps the recovery scenario intact.
- On the upside: resistance near 24,300–24,500 for index bounce attempts.
Stocks worth watching
Short-term setups
- NTPC — defensive power name; flows into utilities may increase in risk-off moves.
- Titan — durable consumer story, keeps outperforming.
- BPCL — watch for decisive break above ₹322.
- CDSL — bullish above ₹1,570.
- MFSL — momentum trade above ₹1,555.
Long-term portfolio ideas
- ITD Cementation
- Orient Cement
- Lucent Industrie
Key stock levels
| Stock | Positive Above | Weak Below | Why it matters |
|---|---|---|---|
| BPCL | ₹322 | ₹ 310 | Breakout candidate in energy |
| CDSL | ₹1,570 | ₹ 1,500 | Sentiment-sensitive data play |
| MFSL | ₹1,555 | ₹ 1,450 | Result-driven momentum |
| Titan | ₹3,481 | ₹ 3,400 | Quality consumer franchise |
| NTPC | ₹334.75 | ₹ 330 | Defensive power exposure |
Sector view
- Defensive: Power, FMCG — prefer these if volatility spikes.
- Rebound candidates: IT, Auto, Realty, Pharma, Metals — watch confirmation of index support.
- Watchlist: Defence names (Mazagon Dock) — big drops open scope for tactical recovery if earnings surprise.
Screeners that matter this week
- Wynbreak screener
- Wynvolsurge
- Profit jump by 200 %
- Sales jump by 200%
Trading playbook (quick)
- Run smaller position sizes; volatility is high.
- Respect stop-losses — don’t become a headline victim.
- Use breakout levels (BPCL, CDSL, MFSL) for tactical entries.
- Monitor FPI flow and US CPI for directional cues.
- Account for the Aug 15 holiday when planning trades.
WynWealth note: This week rewards speed on execution and calm in thinking. You don’t need to catch every move — just the right ones. Stay nimble, stick to levels, and keep risk tight.
