Motilal Oswal Global Dashboard – April 2025

The Motilal Oswal Global Market Snapshot provides a quick glance at index performances and economy updates from the Indian & global markets.

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Indian Market Update

• Nifty 500 rose by 3.24% in April, supported by steady contributions from Financial Services, Consumer Discretionary, and Energy sector.
• IT and Commodities saw a downtrend during this period of -0.27% and -0.07% respectively.
• Broader market performance was positive, with Nifty 50 up 3.46% and Nifty Midcap 150 up 3.94% while Smallcap and Microcap indices recorded modest gains.
• Factor based indices such as Momentum and Quality delivered consistent gains, while Enhanced Value and Low Volatility also advanced.

Government bond indices recorded modest gains, reflecting a stable trend across both 5-year and 10-year G-Sec benchmark.

Global Market Update

• S&P 500 posted a marginal decline of -0.21% in April, with positive contributions from Information Technology and Consumer Staples, while Energy and Healthcare weighed on overall returns.
• Nasdaq 100 advanced by 1.5%, supported by strength in growth-oriented sectors, whereas Dow Jones declined by -2.2%.
• Emerging markets were mixed, with Brazil (+3.62%) and South Africa (+2.06%) seeing gains, supported by commodity exports and favorable domestic politics. While China (-5.99%) and Taiwan (-2.04%) faced pressures, amid ongoing trade tensions and concerns over global demand.
• Gold rose 7.5% reflecting increased demand amid market volatility and geopolitical tensions. While crude oil declined -16.08% amid global uncertainties.
• Cryptocurrencies saw varied performance with Bitcoin gaining 8.55% while Ethereum -10.25%.

Economic Indicators

• India’s CPI inflation eased to 3.34% in the month of March, marking a steady moderation over recent months. The repo rate reduced by 25 basis points to 6% in April, aligning with its accommodative stance to support economic growth.
• GST collections reached ₹2.37 Cr in April, marking a 12.6% increase compared to the same month in the previous year, indicating healthy consumption trends.
• Composite PMI for India rose to 60.0, indicating continued expansion in economic activity.
• U.S. CPI inflation stood at 2.4% in March, down from 2.8% in February, suggesting a moderation in price increases. The Fed funds rate was maintained at 4.40%, while the U.S composite PMI came in at 51.20, showing modest economic expansion.