Sensex and Nifty 50 Gain on August 4, 2025, Led by Metals and Auto Stocks

What Drove the Rise

Investors turned to metals and autos. The Nifty Metal index jumped 1.6 percent while the Nifty Auto index climbed 1.1 percent. Tata Steel, Hindalco, JSW Steel, Mahindra & Mahindra, and Tata Motors were among the early gainers.

The market shrugged off trade worries for now. Last week, the U.S. announced a 25 percent tariff on certain Indian exports. While this could hurt exporters, local investors seemed focused on cyclical sectors.

Weak U.S. jobs data also played a role. Traders are betting that the Federal Reserve might cut interest rates in September. Lower U.S. rates often bring more foreign money into Indian equities.

Sector Moves

Metals and autos led the rally. IT stocks, on the other hand, were under pressure. Concerns over global demand and spending cuts in the U.S. weighed on software companies.

Mid-cap and small-cap indices posted modest gains too. Banking, power, and FMCG counters saw selective buying.

Market Mood Ahead

Analysts expect a choppy week. Investors are watching how new U.S. tariffs could affect Indian companies. Corporate earnings and global cues will be key drivers in the coming days.