The Index of Industrial Production (IIP) data released this week indicated a modest 1.2% year-on-year growth, marking one of the weakest readings in the last nine months. Meanwhile, the Jane Street market manipulation case captured major headlines, as SEBI uncovered a set of advanced trading strategies that allegedly exploited index option expiry-day inefficiencies. The case points to illegal gains of over ?4,843 crore across 21 trading sessions.
Equity markets witnessed muted to negative sentiment during the week. The Nifty 50 ended in the red, snapping its two-week winning streak. Broader markets remained resilient but showed limited strength, Nifty Smallcap 100 gained 0.30%, while Nifty Midcap 100 advanced 0.49%.
In the commodities space, silver stood out, registering a sharp 3% weekly gain amid bullish sentiment. On the corporate front, several companies have started sharing operational updates for Q1FY26, offering early cues on earnings trends. Looking ahead, the Q1FY26 earnings season will likely drive near-term market direction.
Scroll down to understand more of such market news and perspectives for the week gone by in easily understandable charts.
The chart evaluates the high yielding top 10 Nifty midcap 50 stocks on Price vs Profit CAGR
The chart explains the strategic expansion of Gabriel.
Here’s the Operational update of Indian Bank and Punjab National Bank for Q1FY26.
Here’s how much Avenue Supermart grew its topline in Q1FY26.
The accompanying chart presents the Torrent pharma’s acquisition of JB Chemicals
Hero Leads 2W Volumes, But TVS & Eicher Are Racing Ahead
PV & CV: Mahindra Shines, Tata and Maruti Lose Steam.
The market chose emotion over evidence
Here’s the whole case study of Jane Street Market Manipulation.
The below chart shows seasonality analysis of Nifty 50 for the July month.
The nifty 50 closed positive consecutively 4th month row.
The chart evaluates the Nifty 50 future’s Premium over the last 12 months
Nifty Small Cap 50 Indices are evaluated on the basis of CAGR of Profit and Price
High-beta and momentum strategies leading the charge
June 2025 marked a decisive shift to risk-on themes, with smallcaps and cyclicals leading the rally.
Defensive strategies held firm as high-beta and momentum indices lost steam this week.
Pharma and PSU banks led the week, while realty and FMCG ended
The below chart presents the details of IIP for the month of May-25
S&P 500 Rally on Thin Ice as Breadth Weakens Ahead of Tariff Deadline
Bank Nifty: Bulls Losing Grip as Rising Wedge Signals Caution
DCMSHRIRAM Enters Uncharted Zone After Classic Pattern Breakout
Image Source: @ VisualCap (Twitter)