31
Oct 2025

Global Market Update@ 6 AM –– Friday, October 31st 2025

Good Morning Early, Readers!! Wall Street fell in Thursday’s trade as investors digested reports of U.S.-China trade pact,

Global Market Update@ 6 AM –– Friday, October 31st 2025

Daily Update, Global Market Update adminaw

Good Morning Early, Readers!!

Wall Street fell in Thursday’s trade as investors digested reports of U.S.-China trade pact, and Federal Reserve Chairman Jerome Powell’s cautious press conference comments.

6:00 AM GLOBAL UPDATE:

GIFT Nifty 🇮🇳: (+20, 26042)
Dow Futures: (+78, 47600)
Nasdaq 100 Futures (+341, 26085)

Nikkei (+859, 52189)
Hang Seng (Closed, 26283)

Dow Jones (-110, 47522)
Nasdaq Composite (-377, 23581)
Bovespa (+147, 148780).

The Good News: Wall Street stock futures are on the rise this Friday morning after upbeat quarterly results from major tech firms.

In extended trading, Amazon surged 13% on stronger-than-expected Q3 earnings, powered by a 20% revenue increase in its cloud unit, AWS.

Apple gained 2.5% after reporting solid fiscal Q4 results and offering optimistic guidance for the holiday quarter.

Netflix also climbed over 3% after unveiling a 10-for-1 stock split.

Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantees performance of the intermediary or provides any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.

30
Oct 2025

FII/DII ACTIVITY, THURSDAY, OCTOBER 30th 2025

FIIs have sold back to back in last 2 sessions⚠🛑 FII Cash: -3,077.6 Cr.DII Cash: +2,469.3 Cr. FII

FII/DII ACTIVITY, THURSDAY, OCTOBER 30th 2025

Daily Update, FII/DII Update adminaw

FIIs have sold back to back in last 2 sessions⚠🛑

FII Cash: -3,077.6 Cr.
DII Cash: +2,469.3 Cr.

FII Idx Fut: -2,390.3 Cr.
FII Idx Opt: +9,933.3 Cr.
FII Stk Fut: -3,579.2 Cr.
FII Stk Opt: -256.9 Cr.

FII Week Till Date
FII Cash: +4,666.4 Cr.
DII Cash: +11,735.8 Cr.

FII/DII Month till Date
FII Cash: +4,422.0 Cr.
DII Cash: +45,725.4 Cr.

FY-26 Till Date
FII Cash: -1,05,037.9 Cr.
DII Cash: +4,29,271.6 Cr.

Gift Nifty at 21:11 (26080, +58)

30
Oct 2025

Call Summary: THURSDAY, OCTOBER 30th 2025

OPTION TRADE Open Buy: NIL Open Sell: NIL Closed Calls: HUDCO (-500) OPTION TRADE LOSS: -500 INTRADAY TRADE:

Call Summary: THURSDAY, OCTOBER 30th 2025

Call Summary, Daily Update adminaw

OPTION TRADE

Open Buy: NIL

Open Sell: NIL

Closed Calls: HUDCO (-500)

OPTION TRADE LOSS: -500

INTRADAY TRADE:

Open Buy: NIL

Open Sell: NIL

Closed Calls: NIFTY (-10000)

INTRADAY TRADE PROFIT: -10000

JACKPOT TRADE

Open Buy: NIL

Open Sell: NIL

Closed Calls: NIL

JACKPOT TRADE PROFIT: NIL

INDEX TRADE

Open Buy: NIFTY

Open Sell: NIL

Closed Calls: NIL

INDEX TRADE PROFIT: NIL

FORMULA ONE (F1)

Open Buy: NIFTY, LTIM

Open Sell: NIL

Closed Calls: HUDCO CE (-500)

FORMULA ONE (F1) PROFIT: -500

SWING TRADE:

Open Buy: LTF, TD POWER, CARYSIL, WAAREE, STEELCAST, INDUSTOWER, GRSE, CENTUM, CHEMCON, JUPITER WAGONS, SAFARI, TEJAS NETWORKS, VARUN BEVERAGES, BANKBARODA (2), HUDCO, CIPLA, IOC, CHAMBALFERT, TRANS RAIL, NAUKRI, RITES, SBI CARD,

Open Sell: NIL

Closed Calls: GRASIM (+3%), RELIANCE (+7.74%)

SWING TRADE PROFIT: 5.37% AVG

PURE INVESTMENT CALL (BINOCULAR):

Open Buy: SNOWMAN, GMRINFRA, EXICOM, GAIL, YATRA, ADANI POWER, EVEREST INDUSTRIES, ZOMATO, NILKAMAL

Closed Calls: NIL

PURE INVESTMENT CALL (BINOCULAR) PROFIT: NIL

TOTAL PROFIT/LOSS FOR THE DAY:

OPTION TRADE: (-500)

JACKPOT TRADE: (NIL)

INTRADAY TRADE: (-10000)

INDEX TRADE: (NIL)

BTST/STBT: (NIL)

Formula One: (-500)

SWING TRADE: 5.37% (AVG)

PURE INVESTMENT CALL (BINOCULAR): (NIL)

Disclaimer: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for n investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.

30
Oct 2025

Latest after the Bell @ 4:00 PM – Thursday, October 30th 2025

Nifty and Sensex receive drubbing; Nifty PSU Bank however hits life-time-high as Canara Bank jumps 3.19%. NIFTY (-176,

Latest after the Bell @ 4:00 PM – Thursday, October 30th 2025

Daily Update, Latest After the Bell adminaw

Nifty and Sensex receive drubbing; Nifty PSU Bank however hits life-time-high as Canara Bank jumps 3.19%.

NIFTY (-176, 25878)
Sensex (-593, 84404)
Bank Nifty (-354, 58031

Despite the volatile and bearish undertone, Nifty’s broader bullish technical structure remains intact.

Traders are expected to keep a close watch on Nifty’s all-time high of 26,277.35, a level that may well be retested sooner rather than later, as underlying optimism continues to support sentiment.

We say so because, Nifty is still above its 21 DMA (25442), 50 DMA (25140) and its 100 DMA (25079). Nifty’s 200 DMA at 24316 mark.

Please note, confirmation of strength now only above 26107 mark.

Bottom-line: The classic “buy on rumour, sell on fact” theme played out, as the much-anticipated Xi–Trump meeting failed to ignite market optimism.

Adv-Dec 13—36

INDIA VIX 12.06 (+0.75%)

NIFTY PCR (04th NOV) 0.60

NIFTY PCR (25th NOV) 1.14

USD/INR Futures (NOV) (+0.53%, 88.81)

SECTOR GAINERS:

NIFTY REALTY (+0.04%)

SECTORS LOSERS

NIFTY PVTBANKS (-0.74%)
NIFTY FINANCIAL SERVICES (-0.72%)
NIFTY HEALTHCARE (-0.70%)

TODAY’S MARKET RE-CAP:

1) The session was characterised by cautious trading ahead of key global cues, with breadth constrained and volatility elevated.

2) Nifty (-0.68%) opened on a cautious note and bear were seen aiming to take control all thru the session and the negative takeaway was that the benchmark ended on a jittery note.

Nifty is still above its 21 DMA (25442), 50 DMA (25140) and its 100 DMA (25079). Nifty’s 200 DMA at 24316 mark.

Please note, confirmation of strength now only above 26107 mark.

3) Bank Nifty (-0.61%) witnessed weakness amidst profit booking, mirroring Nifty’s sliding action. Bank Nifty’s new all-time-high still seen at 58577.50 mark.

4) The market breadth (13:36) was in favour of the bears.

4) Nifty Mid-cap (-0.09%) and Nifty Small-cap (-0.10%) indices ended with minor cuts.

STOCKS IN SPOTLIGHT:

1) RailTel (-1.17%) slips after its Q2 PAT rose 5% YoY to Rs 76 crore. RailTel Corporation of India’s standalone net profit jumped 4.72% to Rs 76.07 crore in Q2 FY26, compared with Rs 72.64 crore in Q2 FY25.

2) Mahanagar Gas (-1.87%) fell after the company’s standalone net profit tanked 32.57% to Rs 193.37 crore in Q2 FY26 as against Rs 286.78 crore posted in Q2 FY25.

3) NTPC Green Energy (-0.61%) reported 130.25% surge in consolidated net profit to Rs 87.59 crore in Q2 FY26 as against Rs 38.04 crore reported in the same quarter last year.

4) Infosys (-1.02%) drifted lower after the firm extended its strategic partnerships with Metro Bank and Workday to support the transition of finance operations, enhancing efficiency and digital transformation initiatives.

5) Titan (+0.14%) consolidated on reports that the company announced that Ambuj Narayan has resigned as the chief executive officer of its Indian Dress Wear Division.

BULLS OF THE DAY:

COALINDIA (+1.58%)
L&T (+0.79%)
HINDALCO (+0.79%)
BEL (+0.74%)
NESTLEIND (+0.55%)

BEARS OF THE DAY:

DRREDDY (-3.79%)
CIPLA (-2.54%)
HDFCLIFE (-2.01%)
INDIGO (-1.68%)
BHARTIARTL (-1.50%)

OUR VIEW FOR FRIDAY’S TRADE

Technically, Nifty needs to move back above 26000 for bulls to regain confidence.

Till then, staying nimble on any long positions is the preferred strategy.

ALL ABOUT NIFTY:
Nifty (CMP: 25878)
Support: 25701/25551
Resistance: 26000/26277
Range: 25722-25967
21 DMA: 25441
50 DMA: 25140
200 DMA: 24316
Trend: Neutral

BULLISH LOOKING STOCKS:

COALINDIA

L&T

OIL

BULLISH LOOKING STOCKS (LONG TERM):

BEL

CHOLAFIN

GRASIM

BEARISH LOOKING STOCKS:

DRREDDY

CIPLA

HUL

STOCKS TO AVOID:

HAL

LUPIN

MFSL

Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.

30
Oct 2025

Mid-Day Market Update @ 10:30 AM — Thursday, October 30th 2025

Daily Update, Mid-Day Market Update adminaw

Nifty succumbs to massive selling pressure amidst profit booking. Volatility spikes as Nifty approaches and aims at its all-time-high at 26277.35.

Investors also await signals from today’s concluded meeting between President Xi Jinping and US President Donald Trump.

Nifty (-117, 25939)
Sensex (-376, 84621)
Bank Nifty (-209, 58178)

Nifty (CMP: 25939)

SUPPORT: 25701/25451
RESISTANCE: 26107/26277
TRADING RANGE (25850-26050)
BIAS: Positive

SECTOR GAINER:

NONE

SECTOR LOSER:

NIFTY PHARMA(-1.40%)
NIFTY HEALTHCARE INDE (-1.30%)
NIFTY METAL (-0.93%)

STOCKS IN SPOTLIGHT:

RailTel (-0.68%) slips after its Q2 PAT rose 5% YoY to Rs 76 crore. RailTel Corporation of India’s standalone net profit jumped 4.72% to Rs 76.07 crore in Q2 FY26, compared with Rs 72.64 crore in Q2 FY25.

Infosys (-1.15%) is drifting lower after the firm extended its strategic partnerships with Metro Bank and Workday to support the transition of finance operations, enhancing efficiency and digital transformation initiatives.

Titan (-0.48%) slips on reports that the company announced that Ambuj Narayan has resigned as the chief executive officer of its Indian Dress Wear Division.

KEY THEMES FOR THE DAY:

All anxious eyes on the face-to-face meet of President Trump and Chinese President Xi Jinping this Thursday, October 30th

The talks aim to chart a path forward after Trump threatened new 100% tariffs on Chinese goods starting on 1 November, in response to Beijing imposing tight export controls on rare earths.

Key Q2 Earnings:

 Thursday (October 30): ITC, Pidilite, Cipla, Canara Bank, and Dabur.

 Friday (October 31): Maruti Suzuki India, Bharat Electronics, Shriram Finance, Godrej Consumer Products, and ACC.

Top Index Gainers:
LT(+2.24%)
SHRIRAMFIN (+0.98%)
JIOFIN (+0.55%)
COALINDIA(+0.41%)
MARUTI (+0.25%)

Top Index Losers:
DRREDDY(-4.71%)
SUNPHARMA(-1.93%)
HDFCLIFE (-1.68%)
CIPLA(-1.22%)
BHARTIARTL (-1.22%)

# 10:30 AM GLOBAL UPDATE:

Dow Futures: (-76, 47564)
Nasdaq 100 Futures (-9, 26111)

Nikkei (-178, 51128)
Hang Seng (+142, 26488)

Dollar Index (-0.18%, 98.97)
WTI OIL (-0.36%, 60.19)
Gold (+45, 3977)

Securities in Ban for Trade Date: Thursday, October 30th 2025*
SAMMAANCAP

Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.

30
Oct 2025

Before the bell @ 9 AM – Thursday, October 30th 2025

A cautious start appears on the cards, though sentiment may improve as President Trump has reassured markets on

Before the bell @ 9 AM – Thursday, October 30th 2025

Before the Bell, Daily Update adminaw

A cautious start appears on the cards, though sentiment may improve as President Trump has reassured markets on Wednesday that the U.S. would secure a “good deal” with China — one that he said would “benefit both sides.”

Investors await key signals from the high-stakes meeting between U.S. President Donald Trump and Chinese President Xi Jinping — their first interaction since Trump’s return to office in January.

The two leaders are expected to formalize a trade truce after months of friction, with possible measures including:

• A rollback of fentanyl-linked tariffs,

• Approval for the sale of TikTok’s U.S. operations,

• Resumption of soybean purchases, and

• A pause on China’s rare earth export controls.

Bottom-line: A bullish consolidation day ahead with stock specific activity commanding investors’ attention. Nifty should comfortably close above 26000 mark.

9:00 am GLOBAL UPDATE:

GIFT Nifty 🇮🇳: (-72, 26183)
Dow Futures: (+121, 47753)
Nasdaq 100 Futures (+143, 26267)

Nikkei (+81, 51399)
Hang Seng (+215, 26561)

Dollar Index (-0.06%, 99.11)
WTI OIL (-0.39%, 60.25)
Gold (-3, 3928)

Securities in Ban for Trade Date: Thursday, October 30th 2025*

SAMMAANCAP

The earnings calendar promises to be eventful. Key Earnings on radar this week:

• Thursday (October 30): ITC, Pidilite Industries, Cipla, Canara Bank, and Dabur India.

• Friday (October 31): Maruti Suzuki India, Bharat Electronics, Shriram Finance, Godrej Consumer Products, and ACC.

Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.

30
Oct 2025

Derivative Calculus @ 8am: Thursday, October 30th 2025

INDEX DerivativesPrevious FUTURE Closing to SPOT NIFTY on 29.10.25 @ +208 NIFTY on 28.10.25 @ +163 NIFTY PCR

Derivative Calculus @ 8am: Thursday, October 30th 2025

Daily Update, Derivative Calculus adminaw

INDEX Derivatives
Previous FUTURE Closing to SPOT

NIFTY on 29.10.25 @ +208

NIFTY on 28.10.25 @ +163

NIFTY PCR

NIFTY – 1.23

BANKNIFTY PCR

BANKNIFTY – 1.03

MAX CE OI

NIFTY – 27000, 26000

BNF – 57000

SHORT Covering

NIFTY – 25500-26100

MAX PE OI

NIFTY – 25000, 26000

BNF – 58000

SHORT Buildup

25500-26500

STOCK Derivatives:

Long Buildup: # SUZLON # SAIL # ADANIENSOL # RECLTD # HUDCO

Long Unwinding: # CAMS # NUVAMA

Short Buildup : # KFINTECH # DRREDDY # BOSCHLTD, 360 ONE

Short Covering : # ADANIGREEN # VBL # AMBUJACEM

Stocks banned in F&O Segment: SAMMAANCAP

New in Ban: NIL

Out of Ban: NIL

October 29th 2025 FII/DII:

FII : -2540.16 crores.

DII: +₹ 5692.81 crores

BSE Derivatives Data

SENSEX Futures on 29.10.25 @ +169
SENSEX Futures on 28.10.25 @ +637

SENSEX PCR
1.16

BANKEX PCR
1.09

MAX CE OI

SENSEX – 85000

BANKEX – 67500

MAX PE OI

SENSEX – 83000

BANKEX – 65000

Happy Trading Day ahead

Disclaimer: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.

30
Oct 2025

Sector & Stock Specific Trade Setup @ 7:45 am– Thursday, October 30th 2025

TOP SECTORS: Bullish Sector: PHARMA, IT, BANKNIFTY, METAL, INFRA Bearish Sector: NONE STOCKS TO WATCH: BULLISH STOCKS (Long

Sector & Stock Specific Trade Setup @ 7:45 am– Thursday, October 30th 2025

Daily Update adminaw

TOP SECTORS:

Bullish Sector: PHARMA, IT, BANKNIFTY, METAL, INFRA

Bearish Sector: NONE

STOCKS TO WATCH:

BULLISH STOCKS (Long Build-up+ Short Covering): NTPC, PETRONET LNG, PRICOL, HUDCO, POLYCAB, DELHIVERY, BHEL, HBL ENGINEERING, LAURUS LAB, GRASIM, LARSEN, HDFC BANK, CHOLAMANDALAM FINANCE, L&T FINANCIAL (LTF), CANARA BANK, RELIANCE, APOLLO HOSPITAL, TD POWER SYSTEMS.

BEARISH STOCKS (Long Unwinding + Short Buildup): COAL INDIA, TATAMOTORS, HUL, ETERNAL, TECH MAHINDRA

Our chart of the day is bullish on DELHIVERY, LAURUS LAB, L&T FINANCIAL, HUDCO and CANARA BANK on any early excessive intraday weakness with an interweek/Intermonth perspective.

The 1 stock to BUY right now:

Buy DELHIVERY (CMP 485): Buy at CMP. Stop at 463. Targets 503/523. Aggressive targets at 561. (Interweek Strategy). Rationale: Signaling a massive breakout on the daily charts. The sequence of higher high/low is intact on all time frames. Key interweek support 451. Major hurdles only at 503 mark. 200-DMA at 368..

Happy Trading Day ahead

Disclaimer: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.

30
Oct 2025

Economic Calendar, Thursday, October 30th 2025

🇯🇵 Japan : BOJ Gov Ueda Speaks, BoJ Monetary Policy Statement, BoJ Outlook Report (YoY), BoJ Interest Rate

Economic Calendar, Thursday, October 30th 2025

Daily Update, Economic Calendar adminaw

🇯🇵 Japan : BOJ Gov Ueda Speaks, BoJ Monetary Policy Statement, BoJ Outlook Report (YoY), BoJ Interest Rate Decision, BoJ Press Conference

🇸🇬 Singapore : Unemployment Rate (Q3)

🇩🇪 Germany : German Unemployment Change (Oct), German Unemployment Rate (Oct), German Unemployment (Oct), German Unemployment n.s.a. (Oct), CPI (YoY) (Oct), CPI (MoM) (Oct), CPI (MoM) (Oct), CPI (YoY) (Oct), CPI (MoM) (Oct), CPI (YoY) (Oct), German GDP (QoQ) (Q3), German GDP (YoY) (Q3), CPI (YoY) (Oct), CPI (MoM) (Oct), CPI (YoY) (Oct), North Rhine Westphalia CPI (MoM) (Oct), CPI (YoY) (Oct), CPI (MoM) (Oct), German CPI (YoY) (Oct), German CPI (MoM) (Oct), German HICP (MoM) (Oct), German HICP (YoY) (Oct)

🇪🇺 Euro: Business and Consumer Survey (Oct), Business Climate (Oct), Consumer Confidence (Oct), Consumer Inflation Expectation (Oct), Selling Price Expectations (Oct), Services Sentiment (Oct), GDP (YoY) (Q3), GDP (QoQ) (Q3), Industrial Sentiment (Oct), Unemployment Rate (Sep), Deposit Facility Rate (Oct), ECB Marginal Lending Facility, ECB Monetary Policy Statement, ECB Interest Rate Decision (Oct), ECB Press Conference, ECB President Lagarde Speaks

🇺🇸 USA : New Home Sales (MoM) (Sep), New Home Sales (Sep), Core PCE Prices (Q3), GDP (QoQ) (Q3), GDP Price Index (QoQ) (Q3), GDP Sales (Q3), PCE Prices (Q3), Real Consumer Spending (Q3), Natural Gas Storage, 4-Week Bill Auction, 8-Week Bill Auction

30
Oct 2025

Market kya lagta hain@ 7.30am – Thursday, October 30th 2025

GIFT Nifty 🇮🇳: (-89, 26167) A modestly weak start for Indian equities this morning FIIs turned net sellers

Market kya lagta hain@ 7.30am – Thursday, October 30th 2025

Daily Update, Market Kya Lagta Hai adminaw

GIFT Nifty 🇮🇳: (-89, 26167)

A modestly weak start for Indian equities this morning FIIs turned net sellers in yesterday’s otherwise positive session.

Adding to the cautious tone, Wall Street hit the pause button overnight, with the Dow Jones slipping lower after briefly climbing above the 48,000 mark, as investors booked profits amid mixed cues.

Market sentiment was further dampened after Fed Chair Jerome Powell pushed back on expectations of a December rate cut.

Meanwhile, the 2-key positive takeaway from yesterday’s trade was that:

1) Nifty finally reclaimed the much coveted 26000 mark.

2) The good news was that all the sectoral indices ended in green indicating all-round buying at Dalal Street.

Bottom-line: A softer start likely amid global caution, but underlying domestic strength remains the key anchor. All anxious eyes now on the face-to-face meet of President Trump and Chinese President Xi Jinping.

STOCKS IN SPOTLIGHT:

1) Coal India (-2.16%) dropped after it reported that its net profit slumped over 50% on the quarter to Rs 4,354 crore during July–September.

2) Varun Beverages (+9.10%) gained after it announced that its looking to forays Into Alcohol Business.

3) Computer Age Management Services (CAMS) (-3.25%) plunged after SEBI’s proposals in mutual funds triggered concerns for the sector.

4) M&M Financial shot higher after its Q2FY26 total Income moved up 12.7% to Rs 5,049 crore versus Rs 4,479 crore. Net Profit up 45% to Rs 564 crore versus Rs 389 crore.

5) BHEL Q2 profit tripled to Rs 375 Crore, revenue rose by 14.1% year-on-year for the three months ended September, reaching Rs 7,511.8 crore.

6) Blue Dart Express rallied 20% after the company’s standalone net profit climbed 30.8% to Rs 79.50 crore on 7% increase in net sales to Rs 1,549.33 crore in Q2 FY26 over Q2 FY25.

7) Adani Green Energy (+11.06%) rallied after reporting over two-fold jump in Q2 PAT to Rs 583 cr.

Key Earnings on radar this week:

 Thursday (October 30): ITC, Pidilite Industries, Cipla, Canara Bank, and Dabur India.

 Friday (October 31): Maruti Suzuki India, Bharat Electronics, Shriram Finance, Godrej Consumer Products, and ACC.

Now, before we get into detail of today’s trading session, here is the preferred trade on Nifty and Bank Nifty:

Nifty (26054): Buy at CMP. Stop at 25621. Targets 26107/26277. Aggressive targets at 26700-27000 zone.

Bank Nifty (58385): Buy at CMP. Stop at 56660. Targets 58550/58900. Aggressive targets at 59300-59500 zone.

Our chart of the day is bullish on DELHIVERY, LAURUS LAB, L&T FINANCIAL, HUDCO and CANARA BANK on any early excessive intraday weakness with an interweek/Intermonth perspective.

The 1 Stock to Buy Right Now: Buy DELHIVERY (CMP 485): Buy at CMP. Stop at 463. Targets 503/523. Aggressive targets at 561. (Interweek Strategy). Rationale: Signalling a massive breakout on the daily charts. The sequence of higher high/low is intact on all time frames. Key interweek support 451. Major hurdles only at 503 mark. 200-DMA at 368.

Disclaimer/ Disclosure: The investments & trading ideas recomended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only by after consulting with registered market intermediaries.

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