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 8th August to 14th August |
| | The week began with investors hoping that softer US inflation would improve the market mood. However, that optimism struggled to take hold. Rising tensions between the US and Iran moved back Brent crude above $89 per barrel mark. It renewed concerns around India’s import bill, inflation and corporate costs, which hurt market sentiment. Pressure also came from continued foreign investor selling and a weaker rupee, which hovered near ₹95.44 against the US dollar. Quarterly earnings added another layer of volatility. Strong results supported select stocks, but a sharp decline in profit at Tata Motors Passenger Vehicles and weakness across metals, automobiles and other heavyweight counters prevented a broader recovery. What began last week as hope for stability therefore gave way to renewed caution, leaving the Sensex and Nifty lower for the week. | |
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| | Benchmark Index Moves | | Index | | | Nifty 50 | | Sensex | | Bank Nifty |
| | | | Closing Level | | | 24,366.00 | | 78,009.25 | | 57,491.10 |
| | | | % Weekly Change | | | ▼ -0.79% | | ▼ -0.48% | | ▼ -0.39% |
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Market Breadth: The momentum in the markets was negative with total gainers at 2,446 and total losers at 3,079. | |
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| |  | | Top Weekly Gainers & Losers (Nifty 100) |
 Gainers
| Stock Name | % weekly change | Delivery volumes in past week Vs prev month | | Bosch | ▲ 12.14% | 1.6X | | Siemens Energy | ▲ 8.74% | 1.8X | | Samvardhana Motherson | ▲ 8.58% | 1.3X | | Solar Industries | ▲ 7.96% | 1.4X | | LTM | ▲ 4.13% | 0.9X |
Bosch’s share price surged after strong automotive demand lifted its Q1 revenue by 22% with robust passenger-vehicle and commercial-vehicle demand strengthening its growth outlook. | |
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| |  Losers
| Stock Name | % weekly change | Rise in delivery volumes in past week Vs previous month | | Godrej Consumer Products | ▼ -13.27% | 3.4X | | Power Finance | ▼ -10.05% | 1.7X | | REC | ▼ -7.33% | 1.7X | | Max Healthcare | ▼ -5.95% | 1.6X | | Shree Cements | ▼ -5.52% | 0.7X |
Godrej Consumer Products’ shares fell sharply after the unexpected resignation of CEO Sudhir Sitapati, just days after his reappointment. It sparked concerns over leadership continuity and the execution of the company’s turnaround strategy.
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| |  | | Stocks & Sectors in the News |
 | Automotive | What happened Auto stocks saw a brief earnings-led rally, but several key names failed to sustain their gains. Hero MotoCorp and Samvardhana Motherson initially rose following encouraging quarterly results, while Mahindra & Mahindra also gained during the final session.
Why it happened Positive earnings triggered short-term buying, but subsequent profit-booking and broader market caution erased the gains. | Which stocks moved | ▼ | Hero MotoCorp | | ▼ | Samvardhana Motherson | | ▼ | Mahindra & Mahindra |
| | ▼ | Maruti Suzuki | | ▲ | Ashok Leyland | | |
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|  | FMCG and Consumer Products | What happened Britannia Industries gained after reporting a 14% increase in quarterly profit and healthy revenue growth. Consumer-wellness company Cupid was another prominent performer, rising around 13.75% and reaching a new 52-week high. ITC gave up its initial post-results gains and ended the week lower.
Why it happened Strong earnings and positive stock-specific momentum supported Britannia and Cupid. ITC faced pressure after reporting a 27% year-on-year decline in standalone profit, affected by higher cigarette taxes and disruption to its agri export business due to the West Asia crisis. | Which stocks moved | ▲ | Britannia Industries | | ▲ | ITC |
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|  | Metals and Mining | What happened Metal stocks saw brief buying during the week, but the momentum did not hold. Hindalco Industries rallied in the final session and reported strong quarterly earnings, while JSW Steel also saw intermittent buying. However, both stocks ended the week lower. Tata Steel also faced pressure.
Why it happened Strong company-specific earnings provided temporary support, but profit-booking, changing commodity prices and geopolitical uncertainty weighed on the sector. | Which stocks moved | ▼ | Hindalco Industries | | ▼ | Tata Steel |
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|  | Pharmaceuticals and Healthcare | What happened Pharmaceutical stocks delivered a mixed performance. Dr Reddy’s Laboratories attracted buying during the week, while Zydus Lifesciences ended with weekly gains. However, Wockhardt gave up its early rise and closed the week lower, while Lupin also faced selling pressure.
Why it happened A defensive preference for healthcare and company-specific developments supported selected drugmakers. At the same time, profit-booking and differing earnings expectations created a clear divide between the sector’s gainers and laggards. | Which stocks moved | ▲ | Dr Reddy’s Laboratories | | ▲ | Wockhardt |
| | ▼ | Zydus Lifesciences | | ▼ | Lupin |
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| |  | | Top Delivery-volume Movers (Nifty 500) |
Rising Delivery Volume (Last week vs Prev month) | Stock Name | Avg delivery volume % | Avg month delivery volume % | Avg 6-month delivery volume | | Tenneco Clean Air | 71.45 | 69.52 | 56.81 | | EIH | 80.49 | 68.69 | 28.34 | | EID Parry | 68.93 | 61.41 | 56.88 | | UltraTech Cement | 84.21 | 67.01 | 61.10 | | CIE Automotive | 75.06 | 39.14 | 42.46 |
Tenneco Clean Air India’s delivery volumes rose sharply after its promoters offloaded a 15% stake through a block deal, resulting in many shares changing hands. Falling delivery volume (Last week vs Prev month) | Stock Name | Avg delivery volume % | Avg month delivery volume % | Avg 6-month delivery volume | | Signature Global | 8.25 | 20.32 | 20.68 | | TBO Tek | 47.43 | 57.89 | 55.63 | | United Breweries | 48.89 | 65.21 | 64.72 | | ZF Commercial | 55.93 | 60.38 | 57.44 | | RBL Bank | 49.24 | 54.09 | 43.34 |
After a rally in July, driven by its pricing and cost-control plans, United Breweries didn’t see fresh material triggers which kept its delivery volume lower this week.
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| |  | | Year high and year low in the past week (Nifty 200) |
Stocks that hit their 52-week high: Bosch, Solar Industries, Bajaj Auto, Divi's Laboratories, KEI Industries, Titan Company, Hindustan Aeronautics, Radico Khaitan, TVS Motor Company, Siemens, Grasim Industries, Bharat Forge, Laurus Labs, Pidilite Industries, Aurobindo Pharma, One97 Communications, Nestle, United Spirits, Zydus Lifesciences, Lenskart Solutions, Exide Industries, M&M Financial, and Samvardhana Motherson Stocks that hit their 52-week low: PI Industries, Godrej Consumer Products, HDFC Bank, and UPL Shiprocket’s ₹1,617 crore mainboard IPO received a strong response, closing with an overall subscription of 69.98 times. The NII portion attracted the highest demand at 84.31 times, followed by QIBs at 72.65 times and retail investors at 40.67 times, while the employee category subscribed to 45.27 times. The broad-based participation across investor categories reflected strong interest in the logistics-technology company’s public issue.
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 Note: The stocks given in the table above are only for informational purposes and are not recommendations. | |
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| |  | | Research Calls (Long-Term) |
| Research Partner | Date of call | Stock | View | Target Price (₹) | | Markets Mojo | 10th Aug | IRM Energy | BUY | 293.90 | | William O’ Neil India | 12th Aug | TVS Motor | BUY | 3,980.00 |
Here is how some of the expert research calls are performing | Research Partner | Date of call | Stock/Scrip | Entry Price (₹) | Price movement since call (%) | | Markets Mojo | 7th Aug | Birla Cable | 254.45 | 13.00% |
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| |  | | Commodity Moves |
| |  | | Brent Crude | | | |  | | Gold Futures | | | |  | | Silver Futures | | | |  | | Natural Gas Futures (NYMEX) | | | |  | | Copper Futures | |
| | | | $88.63 | | | | $4,403.92 | | | | $64.81 | | | | $2.754 | | | | $6.5838 | |
| | | | 6.08% | | | | 0.10% | | | | 2.06% | | | | 3.46% | | | | -0.11% | |
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| |  | | Forex Moves |
| | | | $95.465 | | | | $110.216 | | | | $128.955 | |
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| |  | | FIIs vs DIIs |
Last week | | (In ₹ crore) | Cash (provisional) | Index Futures | Stock Futures | Index Options | Stock Options | | | | FIIs | 1,200.40 | -1,818.50 | -1,658.20 | -24,070.10 | -2,247.10 | | | | DIIs | 9,164.90 | -793.40 | -4,805.30 | 298.90 | -4,659.10 | |
Year-to-date | | (In ₹ crore) | Cash | Index Futures | Stock Futures | Index Options | Stock Options | | | | FIIs | -3,47,915.00 | -65,663.70 | -21,253.70 | -6,21,740.50 | -35,447.80 | | | | DIIs | 5,21,933.00 | 4,759.10 | 21,236.70 | 8,345.10 | -1,54,957.10 | |
Note: FII data is as of 11th August 2026 and DII F&O data up to 12th August 2026 only. | |
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| |  | | Global Signals | |
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Aisan Markets
Asian markets were like chalk and cheese. Chinese shares advanced as strong exports, supported by demand for AI-related products, lifted confidence in the economy. Hong Kong also gained, but Japan and South Korea faced intermittent pressure as investors booked profits in technology and chip stocks. Changing crude-oil prices and geopolitical uncertainty kept the wider region cautious.
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European Markets
European markets moved steadily higher as encouraging corporate earnings kept investors optimistic. Technology and healthcare stocks led the gains, helping the STOXX Europe 600 reach a record high and register its fourth consecutive weekly rise. Hopes of progress in US-Iran discussions also supported sentiment, although elevated valuations and geopolitical risks prevented investors from becoming overly confident.
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US Markets
US markets ended a volatile week with strong gains. Technology stocks led the rally, while weaker-than-expected employment data reduced expectations of an immediate interest-rate increase by the Federal Reserve. The S&P 500 closed at a record high, and the Nasdaq posted the strongest weekly gain among the major indices. Corporate earnings supported the rise, although oil prices and geopolitical risks remained in focus.
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Softer US inflation and encouraging company results offered moments of relief even through it was from a distance. But rising crude oil, West Asia tensions and continued pressure on the rupee kept investors on their toes. Next week, attention may shift to foreign investor flows and fresh corporate developments. With the broader market momentum still weak, earnings quality and sector-specific developments may continue to matter more than movements in the headline indices. | |
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| |  | | Upcoming events (15th August to 21st August 2026) |
Macroeconomic events & Earnings 19
August
Inflation (Euro)
| | 20
August
Central Bank Policy Rate (India)
| | 20
August
FDI Net Inflows (India) | | 21
August
FX Reserves (India) |
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August 14, 2026 | 20 mins read
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