A positive start is quite likely amidst hopes of de-escalation of US-China trade war!

That brings us to our call of the day which suggests the biggest risk for Nifty and its stocks is the renewed US-China trade war!

We will spy with one big eye on China’s decision to step up curbs on its exports of rare-earth metals as this appears to be a broader plan by Beijing to control the world’s supply chains.

Bottom-line: A bullish consolidation day ahead with stock specific activity commanding investors’ attention.

The Gyan Mantra: Stay Bullish!

9:00 am GLOBAL UPDATE:

GIFT Nifty 🇮🇳: (+65, 25467)
Dow Futures: (+37, 46290)
Nasdaq 100 Futures (+39, 24785)

Nikkei (+469, 487143)
Hang Seng (-10, 25900)

Dollar Index (-0.20%, 98.86)
WTI OIL (+0.75%, 58.71)
Gold (+31, 4240)

Securities in Ban for Trade Date: Thursday, October 16th 2025*
SAMMAANCAP

Key Earnings on radar:

• Thursday, October 16 – Infosys, Jio Financial, LTIMindtree, Mastek, Nestlé India, Wipro, and Zee Entertainment.

• Friday, October 17 – Reliance Industries, the centerpiece of the earnings season.

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.


Before the bell @ 9 AM – Monday, September 1st 2025

# Gift Nifty is pointing to positive start at open as bulls will aim to start the week on a positive note.

# Bulls hope now turn towards the 2-big catalysts of this week:

1) India’s Goods and Services Tax (GST) Council is scheduled to meet on September 3 and 4 to discuss reducing tax rates on various goods and services.

2) Wall Street bulls will be hoping for a September 17th rate cut.

# The biggest headwind: Caution is warranted as the big question remains: Can Nifty climb the ‘Wall of Worry’ of 50% Trump’s tariff which came into effect on August 27th?

# Technically speaking, Nifty’s intraday hurdles are placed at its 21-DMA at 24708 mark. Please note, the bears are likely to be everywhere on any close below 24336 mark.

# Long story short: A choppy, volatile and an up-and-down session on cards.

# 9:00 am GLOBAL UPDATE:

GIFT Nifty 🇮🇳: (+52, 24605)

Dow Futures: (+50, 45596)

Nasdaq 100 Futures (+33, 23447)

Nikkei (-858, 41860)

Hang Seng (+501, 25579)

Dollar Index (-0.09%, 97.67)

WTI OIL (-0.48%, 64.48)

Gold (+24, 3473)

Securities in Ban for Trade Date: Monday, September 1st 2025

NIL

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.


Nifty is likely to take over the negative baton from yesterday’s weak close as bears aim to ring gains for 3rd successive trading session.

Blame it on Trump announcing a 35% tariff on Canadian imports starting August 1 and hinted at blanket duties of 15 to 20 percent on most trade partners, reigniting fears of a global trade war.

The street will also react to first-quarter performance of India’s largest IT services provider, Tata Consultancy Services (TCS), which continued to reflect the impact of macroeconomic uncertainty and slow discretionary spending.

Technically speaking, Nifty’s biggest support seen at 25221 mark and then all eyes will be on the psychological; 25000 mark.

That said, confirmation of strength only above the Nifty 25670 mark.

Long story short: Proceed with caution at Dalal Street.

9:00 am GLOBAL UPDATE:

GIFT Nifty 🇮🇳: (-119, 25303)
Dow Futures: (-138, 44513)
Nasdaq 100 Futures (-33, 22796)

Nikkei (-63, 39583)
Hang Seng (+306, 24334)

Dollar Index (+0.23%, 97.83)
WTI OIL (+0.43%, 66.85)
Gold (+11, 3336)

Securities in Ban for Trade Date: Thursday, July 10th 2025

RBL BANK
HINDUSTAN COPPER

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.

🇮🇳 🇮🇳 🙏🏻


*As of writing, the big trading theme revolves around 3-catalysts:

1) Tariff threats.
2) ‘Fed Minutes from the June 17-18 FOMC Meeting Minutes point to lower inflation ahead’
3) TCS officially sets afire the ceremonial starters pistol for Q1 earning season on July 10th after market hours. TCS press conference is likely at 5:30 pm

Technically speaking, at the moment, Nifty is aiming for its all-time-high at 26277.35 mark, and we suspect the benchmark could break-out even higher with a little bit of good news.

That said, confirmation of strength only above the Nifty 25670 mark.

The biggest support to watch on Nifty is placed at 25221 mark.

Long story short: Proceed with caution at Dalal Street.

9:00 am GLOBAL UPDATE:

GIFT Nifty 🇮🇳: (+5, 25535)
Dow Futures: (-97, 44362)
Nasdaq 100 Futures (-44, 22821)

Nikkei (-245, 39576)
Hang Seng (+12, 23903)

Dollar Index (+0.10%, 97.38)
WTI OIL (+0.03%, 68.21)
Gold (+7, 3319)

Securities in Ban for Trade Date: Thursday, July 10th 2025

RBL BANK
HINDUSTAN COPPER

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.

🇮🇳 🇮🇳 🙏🏻


*As of writing, the big question on every investors mind:

Can Trump tariff threat ruin the party at Dalal Street?

As of writing, US-India, trade deal is yet to be out…

Meanwhile, reports suggests, Trump stands firm on August 1st deadline. ‘No Extensions’.

Please note, Donald Trump has warned that the BRICS countries (Brazil, Russia, India, China, South Africa, Egypt, Ethiopia, Iran and the United Arab Emirates) with 10% additional tariff.

The biggest support to watch on Nifty is placed at 25221 mark.

Long story short: Proceed with caution at Dalal Street as Trump Reboots the Tariff Trade.

Technically speaking, confirmation of strength is only above the 25670 mark.

9:00 am GLOBAL UPDATE:

GIFT Nifty 🇮🇳: (-13, 25591)
Dow Futures: (-22, 44219)
Nasdaq 100 Futures (+7, 22710)

Nikkei (-24, 39664)
Hang Seng (-191, 23957)

Dollar Index (+0.11%, 97.68)
WTI OIL (+0.03%, 68.21)
Gold (-10, 3290

Securities in Ban for Trade Date: Wednesday, July 9th 2025

RBL BANK

This week, the spotlight will be also on other 2-catalysts:

1) The release of the FOMC minutes on July 9th
2) TCS officially sets afire the ceremonial starters pistol for Q1 earning season on July 10th.

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.

🇮🇳 🇮🇳 🙏🏻