Stock Market Live Updates 8 August 2025: India markets slide, but analysts see no major panic despite tariffs

By Admin

08 Aug, 2025

Morning Trade Snapshot
Indian equity markets opened weak on Friday, weighed down by global volatility and renewed tariff pressures from the United States. At 10:09 a.m., the Sensex slipped 493 points to 80,130, while the Nifty dropped 149 points to 24,446. The decline mirrors broader Asian market weakness following fresh trade tensions.

Tariff Shock and Sector Impact
US President Donald Trump’s latest move a 25% tariff hike on Indian goods, taking the total levies to 50% is expected to pressure export-dependent sectors. Key industries in the crosshairs include gems & jewellery, textiles, electronics, and pharmaceuticals. Analysts warn that these segments could see near-term demand softness and margin pressures.

Expert Views: Economic Resilience in Focus
Despite the tariff shock, experts remain cautiously optimistic about India’s ability to absorb the impact. Dr. Manoranjan Sharma notes that the country’s strong domestic economic base will help cushion the blow, preventing severe disruption. Trideep Bhattacharya of Edelweiss MF projects a GDP impact of 0.5–0.7%, but warns of potential inflationary pressures and tighter producer margins in the coming months.

Derivatives Market Signals Stability
In the derivatives segment, sentiment indicators suggest consolidation rather than panic. Put writers have outpaced call writers, pushing the Put-Call Ratio (PCR) higher from 0.60 to 1.02 a sign of improving market confidence. Additionally, the India VIX, a measure of market volatility, fell 2.28% to 11.68, indicating expectations for a stable trading range in the near term.

MSCI Index Changes: New Entrants and Exits
Adding to the day’s developments, MSCI’s latest index rejig has brought in Swiggy, Vishal Mega Mart, Waaree Energies, and Hitachi Energy to its India index, while Sona BLW and Thermax have been dropped. Such changes often trigger institutional fund rebalancing and can influence short-term price movements in the affected stocks.

Global Market Context
Global equity markets presented a mixed picture, with US futures edging lower on tariff concerns, while some European markets showed modest gains. The divergent trends reflect investor caution ahead of key economic data releases and central bank policy updates.

Outlook
While the tariff announcement has triggered a knee-jerk reaction in Indian markets, the underlying sentiment remains far from panic. With domestic growth drivers still intact and market volatility easing, analysts expect the indices to enter a consolidation phase rather than a prolonged downturn.

Stock Market today | Share Market Live Updates – Stay tuned for more developments on Sensex, Nifty, BSE, NSE, share prices, and Indian market trends throughout 8 August 2025.