NTPC Green Advances on Clean Energy MoU | Oil prices dropped over 5%– Paper by Pocketful

Mar 25, 2026

Ceigall India (+1.97%): Stock advanced after receiving ₹298 crore work orders from Purvah Green Power despite ₹207 crore tender cancellation from Punjab Infrastructure Development Board due to administrative reasons
NTPC Green Energy (+1.97%): Stock rose after company signed MoU with Nxtra Data to develop renewable energy projects for supplying round-the-clock renewable power to datacenters across India
Waaree Energies (+1.97%): Stock rose after board approved increasing stake in Waaree Transpower to 75.10% and ₹3,900 crore capex for glass plant funded via debt and accruals
Natco Pharma (+1.97%): Stock rose after board approved scheme with Natco Crop Health Sciences, Nigeria subsidiary incorporation, and liquidation of Australian subsidiary to streamline operations and global structure

Consumer Durables | Nifty Consumer Durables (+3.51%): Sector extended gains for the second consecutive session, driven by improved market sentiment, with all constituents trading in green.
Realty | Nifty Realty (+2.69%): Index gained but remains under pressure, down 16% in a month; led by Phoenix Mills, DLF, and Oberoi Realty gains.
PSU Banks | Nifty PSU Bank (+2.67%): Sector extended gains for the session, supported by easing Middle East tensions; led by SBI, Indian Bank, and Union Bank.
Metals | Nifty Metal (+2.56%): Sector advanced with broad-based buying, supported by market strength; led by Tata Steel, Vedanta, and JSW Steel.

Technical Level: Nifty opened with a gap-up for the second consecutive session, witnessed an upward rally in early trade, found support at 22,620, rebounded further in the second half, and faced resistance near 23,060, ending with overall gains.
Advance-Decline Ratio: Market breadth remained strongly positive with advances at 2,423 and declines at 852, indicating broad-based buying across the market
The Big Picture: Oil prices dropped over 5% with Brent at $99.30 and WTI at $87.63 as U.S.–Iran negotiations eased supply fears, while Iran assured safe Hormuz passage, though geopolitical tensions and regional instability continue to keep markets volatile
FII/DII Activity (Mar 24, 2026): Institutional activity remained mixed with DIIs buying ₹5,867 crore while FIIs sold ₹8,009 crore, indicating cautious sentiment among foreign investors

Macro: USA Fed Miran Speech & Initial Jobless Claims (Mar/21) data due tomorrow, may impact global market sentiment.
Index Watch: Nifty opened positive for the second consecutive session, trading above the previous day’s high amid easing US–Iran tension talks, supporting global sentiment. However, caution persists as the index continues to form a lower-low pattern on daily charts, indicating weakness. Key resistance is placed near 23,800, while immediate support is seen at 22,750.

Theme: How to Invest in a Falling Market

Not all investments perform the same during downturns. A balanced allocation helps manage risk while capturing recovery.

Suggested Allocation:

Example:
₹1,00,000 investment:

Key Takeaway:

Drawdown: The percentage decline in the value of an investment, asset, or portfolio from its highest point (peak) to its lowest point (trough) over a specific period.