@stayinformedwithsanil

Markets are entering 2026 with strong narratives and even stronger prices. When almost everything looks “right,” the real risk often hides in what’s already priced in.

The Nifty 50 closed the week ending August 1, 2025, with a sharp drop as US tariff news triggered FII outflows and export-sector weakness. We break down the market mood, Nifty levels, sector winners & losers, and stocks to watch this week.