Here’s a structured year-wise summary of major stock-market headlines and monthly breakdowns of key financial events from 2017 to
mid‑2025:
Year-Wise Highlights
2017
Main drivers: Landmark reforms – GST launch (July) and Insolvency & Bankruptcy Code (IBC) created optimism (m.economictimes.com,
timesofindia.indiatimes.com)
Market snapshot: Sensex ended +29.6%, Nifty +30.3% – midcaps +48%, small caps +60% (m.economictimes.com)
Flash dip: Global cues triggered a ~1.5% drop in September (livemint.com)
2018
Volatile year: Seven losing months; LTCG tax shock ~600-point Sensex drop in Feb (en.wikipedia.org)
Global pressure: Global rate hikes, oil prices, fiscal concerns weighed on market sentiment
2019
Emerging optimism: Re-election hopes, reforms and stable earnings triggered steady gains
Technical focus: Nifty held key support (~10,800), broke higher into 14,000+ (investinghaven.com)
2020
COVID crash & recovery: ~35% plunge in March, followed by sharp rebound with central bank stimulus
Promoted acceleration in digital economy and liquidity-rich sectors
2021
Record tech rally: TCS and Infosys surpassed $100–200B market caps (m.economictimes.com, livemint.com)
Paytm IPO flop: Biggest IPO got bearish debut – down ~27% (en.wikipedia.org)
2022
Rate hike distress: Global monetary tightening and inflation caused stagnation in midcaps
Infrastructure and defense sectors gained due to Atmanirbhar push
2023
Adani controversy: Hindenburg allegations sparked protests and volatility (moneycontrol.com, ft.com)
Market resilience: Defensive sectors kept the market stable amidst corporate scandal
2024
Biggest IPO: Hyundai's Indian arm launched the largest-ever IPO (~$3B) (reuters.com)
MSCI recognition: India surpassed China in global equity benchmarks (morganstanley.com)
2025 (year-to-date)
Rate cuts: RBI reduced repo by 50 bpsin June to 5.5% (lseg.com)
Capex boom: Indian capsels planning $850B+ in capex over 5 years (outlookmoney.com)
Regulatory action: SEBI probe into Jane Street for derivative trades (ft.com)
Monthly Market News Rundown
2025 Highlights (Monthly)
June 2025
Early June: RBI repo cut and historic drop in CPI (2.8%) (morningstar.com)
Mid-June: SEBI probe, GIFT Nifty dip, sector rotation into pharma (livemint.com)
May–April 2025
Rate cut anticipated; bond yields attractive vs APAC peers (lseg.com)
Capex announcements in April spurred infra and energy stocks
2024
October: Hyundai India IPO boosts auto sector (reuters.com)
2023
August: Adani stock probe revelations caused short-term volatility (ft.com)
2021
November: Paytm’s IPO drop, farm bill repeal impacting sentiment (en.wikipedia.org)
2020
Mar–Apr: COVID crash & swift recovery – FED/RBI stimulus plans
2019
Jun: G20 trade tensions – focus on steel, tariffs (theguardian.com)
2018
Feb: LTCG tax causes market drop (en.wikipedia.org)
Jul–Aug: Sensex crosses 37k/38k milestones
2017
Jul: India's GST rollout for major indirect tax reform (moneycontrol.com)
Dec: Sensex/ Nifty peak for the year (m.economictimes.com)
Key Takeaways
Regulatory shocks (e.g. GST, LTCG tax, rate cuts) often triggered big daily moves
Global linkages (US Fed, G20 trade wars) directly influenced domestic markets
Corporate events (IPOs, controversies, probes) caused volatility and thematic rotations
Structural reforms & capex cycles shaped long-term sector leadership (infra, defense, auto)
Here’s a comprehensive summary of key daily headlines and curated news summaries from India’s stock market, spanning 2025, and
highlighting major trends back to 2017. I’ve focused on pivotal market-moving events for your notes:
June 2025 – Current Highlights
June 12, 2025
GIFT Nifty down 30 pts amid cautious start, global trade optimism from US–China, India–EU discussions (livemint.com, hdfcsky.com,
economictimes.indiatimes.com)
Nifty & Sensex plunged ~1%, largely due to global tensions and an Air India crash — auto, oil & gas, and IT hit hard; pharma was the only
sector to buck the trend (livemint.com)
June 9–6, 2025
RBI cuts repo rate by 50 bpsto 5.5%, lowers CRR by 100 bpsto stimulate growth amid slowing GDP (6.5% vs 9.2%) (ft.com)
Hyundai India stock hits all-time high (+6.8%) on rate cut and EV demand (livemint.com)
Power markets reform: SEBI approves electricity futures on NSE—new hedging tool (reuters.com)
June 9, 2025
SEBI probe launched into Jane Street regarding potential derivatives manipulation over ₹10 billionthresholds (reuters.com)
June 2025
Indian corporations plan ~$850 bncapex over 5 years—the biggest cycle in a decade (timesofindia.indiatimes.com)
Major Milestones (2017–2025)
Market Cycles:
COVID Crash (Mar 2020): ~35% decline, followed by quick rebound
2025 mini-crash: Canada concerns, global sell-off triggered by Geo-political/trade risks (en.wikipedia.org)
Structural Achievements:
NSE IPO delays: Ongoing SEBI scrutiny on governance delays since 2016 (reuters.com)
India surpasses China in MSCI weighting—2.33% vs 2.06% (ft.com)
Adani Controversy: U.S. legal charges, but overall market resilience
BofA outs India as top stock compounder destination, driven by nine structural themes (ft.com)
Ongoing Themes
IT & Telecom: Steady growth; prime beneficiaries of sectoral transformation
Banking & Finance: Institutional stability post-NBFC crises
Infrastructure & Capex: Booming govt–led project spending
Defense & PSU: "Atmanirbhar Bharat" fueling multibagger returns
Auto & EV: EV incentives and adoption driving stocks like Hyundai, Tata Motors
Small/Mid-caps: Jupiter Wagons, JBM Auto, Cochin Shipyard offering high-risk/reward opportunities
Why This Matters
Headline Impact: Rate cuts, corporate capex plans, geopolitics shape near-term market moves
Regulation & Reform: SEBI probes, NSE IPO progress, and power futures introduce long-term structural change
Global Confidence: MSCI inclusion and BofA perspectives reflect bullish international sentiment
