Indian equity markets are expected to start the session on a muted note on August 4, 2025, as indicated by the Gift Nifty trading slightly higher at 24,688 at 8:15 AM. Investors are likely to tread carefully ahead of the Reserve Bank of India’s Monetary Policy Committee (MPC) meeting, while also keeping an eye on global macroeconomic developments.
The three-day MPC meeting, running from August 4 to August 6, will be closely monitored for insights into the Reserve Bank of India's policy direction.
Investors will pay particular attention to the central bank’s commentary on inflation trends, liquidity conditions, and the future trajectory of interest rates, given the current macroeconomic landscape.
Asian equity markets showed mixed trends in early trade as investors assessed the impact of new US tariffs and a disappointing US jobs report. Sentiment remained fragile after US President Donald Trump signed an executive order revising tariff rates on a range of countries with updated levies ranging from 10% to 41%.
Japan’s Nikkei 225 led the regional losses, down 1.67%, while China’s CSI 300 remained flat. In contrast, South Korea’s KOSPI rose 0.6% and Hong Kong’s Hang Seng was up 0.28%, reflecting a mixed mood across Asia-Pacific markets.
US markets closed sharply lower on Friday, weighed down by weaker-than-expected employment data and concerns about the economic fallout of updated US tariffs. The S&P 500 dropped 1.6%, the Nasdaq Composite fell 2.24%, and the Dow Jones Industrial Average slid 1.23%.
On Friday, the Indian markets ended lower following weak global cues and caution ahead of the RBI policy outcome. The BSE Sensex declined by 585.67 points (0.72%) to settle at 80,599.91, while the Nifty 50 dropped 203 points (0.82%) to close at 24,565.35.
With a mix of domestic policy developments and global economic signals in focus, market participants may continue to assess key data points and official commentary closely. Broader sentiment is likely to remain shaped by macroeconomic indicators, central bank communication, and evolving international trade dynamics.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
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Published on: Aug 4, 2025, 8:30 AM IST
Neha Dubey
Neha Dubey is a Content Analyst with 3 years of experience in financial journalism, having written for a leading newswire agency and multiple newspapers. At Angel One, she creates daily content on finance and the economy. Neha holds a degree in Economics and a Master’s in Journalism.
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