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Option Matrix India – Market Outlook for 5/06/25

Market Summary – 4th June 2025:
4 June 2025 by
P. Kalita
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Market Outlook for 5th June 2025

Market Summary – 4th June 2025:

Nifty closed at 24,620.2, sustaining above key support zones with moderate bullish undertones. Institutional participation was constructive today, with DII net buying ₹2566.82 crore and FII net buying ₹1076.18 crore, showing clear interest from both domestic and foreign players on the cash side.

Participant Derivatives Data Overview:

The derivatives position data across Client, DII, FII, and Pro segments gives a mixed but cautiously optimistic outlook:

🔹 Clients

  • Aggressively long on Index Puts (262,532 contracts) and holding decent longs on Stock Futures and Options.
  • Their long positions outweigh shorts significantly (49.21% vs. 38.44%) — suggests retail traders are positioned defensively with a hedge in place, likely anticipating volatility.

🔹 DIIs

  • Minimal derivatives positioning; largely neutral in futures and almost absent in options.
  • Their presence is more dominant in the cash market, where they are net buyers, reinforcing support in the broader market.

🔹 FIIs

  • Mixed sentiment:
    • Long on Futures Index (1138) and Stock Futures (6534).
    • Yet holding notable Index Call shorts (-29,940) and Put longs (44,096), suggesting caution despite cash buying.
  • Options positioning shows they’re still hedging downside risk – this might reflect concern over global cues or upcoming data events.

🔹 Pros (Prop Traders)

  • Strong long bias in Put Options (139,278 Index & 52,691 Stock) and Call Options (76,639 Index Call Long).
  • Also notable shorts in Index Futures (-1,629) and Stock Futures.
  • Their aggressive option play implies they are either playing volatility or expect a sideways to slightly bearish move.

Combined Sentiment Analysis:

  • Total Long Contracts: 772,654
  • Total Short Contracts: 772,654
  • The perfect balance in total contracts is rare — suggests indecision or a buildup for a breakout in either direction.

🔸 % Wise Long: 23.11%

🔸 % Wise Short: 19.74%

This suggests a slightly bullish tilt, but with a cautious undertone due to heavy put buying by multiple participants.

🔮 Prediction for 5th June 2025:

Given the cash market inflows and overall slightly bullish derivatives bias:

  • Bias: Mildly Bullish to Sideways
  • Range Expectation: 24,480 – 24,800
  • Key Resistance: 24,700 / 24,850
  • Support Levels: 24,450 / 24,300
  • Strategy:
    • Short-term traders may consider dips as opportunities for intraday long entries.
    • Option traders can explore Bull Put Spreads or moderate Call writing near resistance zones, anticipating limited upside.

Conclusion:

With FIIs turning buyers in cash, DIIs continuing their support, and a balanced yet hedge-heavy derivatives structure, Nifty looks poised for a consolidation with a positive bias. However, global cues and upcoming macro data will remain key catalysts.

— Option Matrix India

Stay ahead. Stay informed.

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