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Zen Tech, RCF, Infosys Lead Sectoral Rally on Geopolitical Truce, Monsoon Boost & Trade Easing
Zen Tech, RCF, Infosys Lead Sectoral Rally on Geopolitical Truce, Monsoon Boost & Trade Easing
Written by - Fisdom Research
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May 12, 2025
2 minutes
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Market Snapshot
Equity markets recorded their best-ever single-day rally in absolute terms and posted the largest percentage gain since February 2021.
The surge was driven by a broad-based risk-on sentiment, supported by a truce between India and Pakistan and positive developments in US-China trade negotiations.
All sectoral indices ended in the green, indicating widespread investor optimism.
Realty, power, IT, and energy sectors led the rally, gaining 4–6%.
Auto, banking, capital goods, FMCG, oil & gas, telecom, power, and media sectors also posted solid gains of 2–3.8%
Sectoral Trends
Sector Name
% Change
Sector Name
% Change
NIFTY IT
6.7
NIFTY PSU BANK
3.3
NIFTY REALTY
5.9
NIFTY PRIVATE BANK
3.2
NIFTY METAL
5.9
NIFTY MEDIA
3.2
NIFTY AUTO
3.4
NIFTY CONSUMER DURABLES
3.2
Top News
Defence stocks rallied, led by Zen Tech, BEML, BEL, BDL, and Cyient DLM, on renewed optimism following the western border truce and DGMO’s comments on military preparedness, with the Nifty India Defence index ending up 0.7%.
Fertiliser, FMCG, and two-wheeler stocks surged up to 8%, driven by early monsoon forecasts from the IMD; Rashtriya Chemicals and Fertilizers jumped 7.8% intraday, buoyed by expectations of a rural demand boost.
IT stocks soared, with the Nifty IT index up 6.7%, marking its biggest single-day gain in five years, after a temporary US-China tariff truce; Oracle Financial Services, Infosys, and Coforge were top gainers, rallying up to 9%.
Top Gainers and Losers
Top Gainers
% Change
Top Losers
% Change
ADANIENT
7.7
INDUSINDBK
-3.5
INFY
7.7
SUNPHARMA
-3.2
SHRIRAMFIN
7.2
Technical Outlook: Key Indices
Indices Name
Support
Resistance
Nifty
24,600
25,100
Bank Nifty
54,500
56,000
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