IT Stocks Buckle on US Visa Shock; Nifty Slips Below 25,250

Hello ,

Policy shock rattles IT, but power & infra stocks offer resilience; broader market mixed as rupee weakens.

📉 Market Overview

• Nifty 50 ended at 25,202.35, down 124.70 points (−0.49 %).

• Sensex closed at 82,159.97, losing 466.26 points (−0.56 %).

• The Rupee weakened further, closing at ₹88.31/USD.

🔍 Sectoral Pulse

• IT bore the brunt, dropping ~3% after the U.S. hiked one-time H-1B visa fees to $100,000, sparking cost worries for tech exporters.

• Pharma also fell, down ~1%, mirroring global weakness.

• On the flip side, Power, Oil & Gas, and Realty indices gained, lending partial support to benchmarks.

🚀 Market Movers Snapshot

Nifty 50 Gainers:
Adani Enterprises led the rally (+4.2%), followed by selective strength in Eternal (+1.6%), Bajaj Finance (+1.4%), Adani Ports (+1.2%), and UltraTech Cement (+1.1%).

Nifty 50 Losers:
IT heavyweights dragged the index — Tech Mahindra (−3.1%), TCS (−3.0%), Infosys (−2.6%), Wipro (−2.2%) — along with pharma major Cipla (−2.1%).

Nifty 500 Gainers:
Adani Group dominated: Adani Power (+20%), Adani Total Gas (+19.9%), Adani Green Energy (+11.8%), and Adani Energy Solutions (+6.9%). Netweb Tech (+7.8%) also stood out.

Nifty 500 Losers:
Mphasis, KFIN Technologies, Redington, Voltas, and Laurus Labs faced notable selling pressure.

🔑 Key Takeaway

Markets are showing cracks under global policy shocks. While some high-beta names like Adani group surged, the broader trend is one of caution. For retail investors, today’s action signals:

• Stay defensive in IT for now.

• Rotate into domestic themes with resilient demand.

• Keep cash buffers ready for volatility ahead.

What It Means for Investors

The sharp fall in IT underlines policy vulnerability for export-heavy sectors. Domestic-driven themes like infra, power, and realty remain relatively insulated and could be safer bets near-term. Currency weakness adds another layer of pressure, especially for import-reliant businesses.

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