Nifty finally reclaims the much coveted 25500 ahead of Diwali week!

NIFTY (+262, 25585)
Sensex (+813, 83419)
Bank Nifty (+623, 57423)

Nifty bulls cheered IMF upgrading India’s GDP Growth forecast by 20 basis points to 6.6% for FY-26.

All sectoral indices, barring PSU Banks, ended in green led by robust buying in FMCG space, where Nifty FMCG Index was up 2.02%.

USD/INR October Futures tumble to 87.89!

Long story short: Breakout play likely to continue on back of

1. Rate cut hopes by Fed and RBI.
2. Positive global cues.
3. Consumer spending amidst lower GST rates ahead of festive season.
4. IMF increasing India’s GDP Growth forecast by 20 bps to 6.6% for FY-26.

Adv-Dec 45—05

INDIA VIX 10.86 (+3.13%)

NIFTY PCR (20th OCT) 1.54

NIFTY PCR (28th OCT) 1.08

USD/INR Futures (OCT) (-0.25%, 87.89)

SECTOR GAINERS:

NIFTY FMCG (+2.02%)
NIFTY REALTY (+1.90%)
NIFTY CONSUMER DURABLES (+1.53%)

SECTORS LOSERS

NIFTY PSUBANKS (-0.44%)

TODAY’S MARKET RE-CAP:

1) Nifty (+1.03%) staged a momentum play in Thursday’s session as it remained in green right from the word ‘go’ in early action.

Nifty its also way above its 21 DMA (25096), 50 DMA (24909) and its 100 DMA (24977)

2) Bank Nifty too echoed Nifty’s gains, up 1.10% for the day.

3) The market breadth (45:05) was in favour of the bulls.

4) Broader markets too joined the rally where Nifty Mid-cap 50 (+0.53%) and Nifty Small-cap (+0.24%) totally outperformed the benchmarks.

STOCKS IN SPOTLIGHT:

1) Shares of One 97 Communications, the parent company of Paytm, hit a 52-week high of ₹1,305, gaining 2 per cent on the BSE in Thursday’s intra-day trade amid heavy volumes. The stock price of the fintech company surpassed its previous high of ₹1,296.70 touched on September 4, 2025.

2) Shares of Ola Electric Mobility (Ola Electric), India’s largest electric vehicle company, were buzzing in trade on Thursday, October 16, 2025, with the stock rising up to 5% hitting its upper price band of ₹55.20 per share.

3) Nestlé SA plans to cut 16,000 jobs as new Chief Executive Officer Philipp Navratil seeks to accelerate a turnaround at the Swiss foodmaker.

BULLS OF THE DAY:

NESTLEIND (+4.76%)
TATACONSUM (+3.10%)
TITAN (+2.45%)
AXISBANK (+2.25%)
KOTAKBANK (+2.11%)

BEARS OF THE DAY:

ETERNAL (-3.91%)
HDFCLIFE (-2.38%)
SHRIRAMFIN (-0.54%)
INFY (-0.24%)
JIOFIN (-0.18%)

OUR VIEW FOR FRIDAY’S TRADE

Technically, the next goalpost seen at 25670 mark, high as on June 30th 2025.

The benchmarks will look to end yet another week on a positive note.

Bottom-line: Festive season optimism likely to help benchmarks acquire more heights.

ALL ABOUT NIFTY:
Nifty (CMP: 25585)
Support: 25401/25225
Resistance: 25670/26000
Range: 25465-25670
21 DMA: 25096
50 DMA: 24909
200 DMA: 24220
Trend: Positive

BULLISH LOOKING STOCKS:

BEL

RBLBANK

RELIANCE

BULLISH LOOKING STOCKS (LONG TERM):

HBL ENGINEERING

L&T

CHOLAFIN

BEARISH LOOKING STOCKS:

KEI

MFSL

CUMMINSIND

STOCKS TO AVOID:

AMBUJACEM

HDFCAMC

IEX

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 recoups intraday losses but ends the day in red. BankNifty outperforms!

NIFTY (-58, 25227)
Sensex (-174, 82327)
Bank Nifty (+15, 56625)

After a much expected gap-down start, bulls regrouped at lower levels as Nifty managed to end the day in mild red.

Earlier, the markets negatively reacted to Trumps imposition of additional 100% tariffs on Chinese goods w.e.f. November 1st 2025.

The good news is that the Indian Rupee recovered from the day’s lows to end marginally higher on Monday, even as the dollar index and crude oil prices advanced.

Long story short: Nifty’s massive recovery from lows have sparked a ray of hope in bulls camp

Adv-Dec 19—31

INDIA VIX 11.00 (+8.91%)

NIFTY PCR (14th OCT) 1.02

NIFTY PCR (28th OCT) 1.02

USD/INR Futures (Sep) (-0.07%, 88.74)

SECTOR GAINERS:

NIFTY FINANCIAL SERVICES (+0.35%)
NIFTY PSUBANKS (+0.24%)
NIFTY MEDIA (+10.11%)

SECTORS LOSERS

NIFTY FMCG (-0.90%)
NIFTY CONSUMER DURABLES (-0.84%)
NIFTY IT (-0.78%)

TODAY’S MARKET RE-CAP:

1) Nifty (-0.23%) started the week in red, breaking its 2-day winning streak.

However, Nifty its still way above its 21 DMA (25066), 50 DMA (24869) and its 100 DMA (24962)

2) BankNifty outperformed as it managed to end the day in green, thus clearly outperforming Nifty.

3) The market breadth (19:31) was in favour of the bears.

4) Nifty Mid-cap (+0.23%) outperfomed while Nifty Small-cap (-0.17%) was in-line with Nifty’s losses.

STOCKS IN SPOTLIGHT:

1) Shares of Vodafone Idea fell over 3% on Monday after India’s top court deferred its plea on the additional adjusted gross revenue (AGR) dues as the Centre sought more time.

2) Infrastructure major Larsen & Toubro (L&T) on Monday said its power transmission and distribution vertical has bagged ‘large’ grid infrastructure orders in the Middle East.

According to the company’s project classification, a ‘large’ order is worth Rs 2,500 crore to Rs 5,000 crore..

BULLS OF THE DAY:

ADANIPORTS (+2.10%)
BAJAJ AUTO (+1.50%)
BAJFINANCE (+1.48%)
SHRIRAMFIN (+1.20%)
BAJAJFINSV (+0.98%)

BEARS OF THE DAY:

TATAMOTORS (-2.20%)
INFY (-1.49%)
WIPRO (-1.43%)
HUL (-1.28%)
NESTLEIND (-1.19%)

OUR VIEW FOR TUESDAY’S TRADE

Technically, Nifty was able to defend its key support at 25025 mark.

Bottom-line: Hopes of recovery still seen ahead of festive season at Dalal Street. All eyes on today’s CPI inflation figures releasing in India.

ALL ABOUT NIFTY:
Nifty (CMP: 25227)
Support: 25177/25000
Resistance: 25401/25670
Range: 25179-25322
21 DMA: 25066
50 DMA: 24869
200 DMA: 24196
Trend: Neutral

BULLISH LOOKING STOCKS:

FEDERALBNK

BAJFINANCE

NATIONALUM

BULLISH LOOKING STOCKS (LONG TERM):

HBL ENGINEERING

L&T

BEL

BEARISH LOOKING STOCKS:

HUL

DMART

SIEMENS

STOCKS TO AVOID:

IEX

HDFCAMC

KEI

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.

Dalal Street Cheers! Nifty ends the week with a bang amid Optimism on India–US Trade talks.

NIFTY (+104, 25285)
Sensex (+329, 82501)
Bank Nifty (+418, 56610)

Much of this week’s rally was on backdrop of high-quality stocks — Indicating serious high conviction risk-on theme to prevail in the near-to-medium term.

Well, what began as a dovish RBI-driven rally has started to broaden out indicating, ‘Happy days are here again’!

For the day, Bank Nifty (+0.74%) and especially, PSU Bank Index (+1.64%) led the rally, with SBI (+2.22%) emerging as the top performer on the Nifty-50.

Maruti Suzuki (+1.88%), Axis Bank (+1.29%), NTPC (+0.88%), and Adani Ports (+1.12%) were the top notable gains.

Interestingly, Nifty Pharma (+1.37%) index zoomed, amid renewed optimism over India–US trade dialogue.

The Positive Catalyst: PM Narendra Modi speaking with U.S. President Donald Trump, reaffirming commitment toward advancing the India–U.S. trade pact — a development that shall strengthen investor sentiment at Dalal Street.

Earlier, Piyush Goyal emphasized that both nations are in continuous dialogue, expressing confidence that the bilateral trade deal could be finalized by November.

Bottom-line: Animal Spirits Unleashed — conviction bargain hunting buying drives Nifty towards this week’s high.

Adv-Dec 37—13

INDIA VIX 10.10 (-0.20%)

NIFTY PCR (14th OCT) 1.41

NIFTY PCR (28th OCT) 1.07

USD/INR Futures (Sep) (-0.13%, 88.76)

SECTOR GAINERS:

NIFTY REALTY (+1.67%)
NIFTY PSUBANKS (+1.67%)
NIFTY PHARMA (+1.29%)

SECTORS LOSERS

NIFTY METAL (-0.91%)
NIFTY IT (-0.05%)

TODAY’S MARKET RE-CAP:

1) Banking stocks were in spotlight as the Nifty Bank index jumped 0.74% and most importantly, is now racing towards its all-time-high at 57628.40 mark.

2) Nifty (+0.41%) opened on a firm footing and the positive takeaway was that the benchmark marched higher from strength to strength and ended on a bullish note.

Nifty gained for the 2nd consequtive week and is now way above its 21 DMA (25055), 50 DMA (24861) and its 100 DMA (24957).

Nifty’s 200 DMA at 24189 mark.

3) The market breadth (37:13) was in favour of the bulls.

4) Nifty Mid-cap (+1.33%) and Nifty Small-cap (+0.68%) indices ended with modest gains.

STOCKS IN SPOTLIGHT:

1) Cipla (+3.08%) was key top outperformer in Nifty Pharma space.

Natco Pharma shares jumped 3.51%.

2) JSW Steel eased 0.65% despite reporting a solid operational performance. The company’s consolidated steel production in Q2 FY26 stood at 7.90 million tonnes, marking a 17% YoY growth from 6.77 million tonnes in Q2 FY25.

3) For the day, Bank Nifty (+0.74%) and especially, PSU Bank Index (+1.64%) led the rally, with SBI (+2.22%) emerging as the top performer on the Nifty-50.

4) Maruti Suzuki (+1.88%), Axis Bank (+1.29%), NTPC (+0.88%), and Adani Ports (+1.12%) were the top notable gains.

BULLS OF THE DAY:

CIPLA (+3.63%)
SBIN (+2.22%)
MARUTI (+1.88%)
BAJAJ AUTO (+1.51%)
DRREDDY (+1.44%)

BEARS OF THE DAY:

TATASTEEL (-1.46%)
TCS (-1.10%)
HDFCLIFE (-0.74%)
JSWSTEEL (-0.63%)
TITAN (-0.53%)

OUR VIEW FOR MONDAY’S TRADE

5) Technically, the next goal post for Nifty is seen at 25670 mark ( High as on June 30th 2025).

Bottom-line: Happy days are here again at Dalal Street.

ALL ABOUT NIFTY:
Nifty (CMP: 25285)
Support: 25177/25000
Resistance: 25401/25670
Range: 25187-25372
21 DMA: 25055
50 DMA: 24861
200 DMA: 24189
Trend: Positive

BULLISH LOOKING STOCKS:

FEDERALBNK

NTPC

SAMMAANCAP

BULLISH LOOKING STOCKS (LONG TERM):

HBL ENGINEERING

L&T

BEL

BEARISH LOOKING STOCKS:

HDFCLIFE

TATAELXSI

MUTHOOTFIN

STOCKS TO AVOID:

IEX

HDFCAMC

KEI

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.

Dovish FOMC Minutes and record close for the S&P 500 and Nasdaq Composite lifts animal spirits at Dalal Street. Nifty IT index climbs 1.09% ahead of TCS Q2.

NIFTY (+136, 25182)
Sensex (+398, 82172)
Bank Nifty (+174, 56192)

The mild corrective action that was witnessed by concerns of overbought technical conditions was shrugged off in today’s trade and probably will be forgotten by investors if TCS Q2 surpasses street’s estimates.

The Positive takeaway: Nifty buyers stepped in with bargain hunting conviction, driving the benchmark to close near the day’s highs.

The 2-Positive Catalysts:

1) The S&P 500 and Nasdaq have notch new records.

2) The Fed minutes hint at more rate cuts. The path ahead is quite dovish.

Please note, emerging markets could witness buying boosted by weaker USD and more favorable global funding conditions.

Bottom-line: The bears must be believing that it is ridiculous to be bullish, at a time when Trump’s 50% tariff threats are upon us but that said, we suspect, they are overlooking the power of animal spirits.

Long story short: Nifty Bulls also shrug-off tariff noise and overbought chatter, Bears simply sulk”

Adv-Dec 42—08

INDIA VIX 10.12 (-1.84%)

NIFTY PCR (14th OCT) 1.01

NIFTY PCR (28th OCT) 1.02

USD/INR Futures (Sep) (+0.02%, 88.87)

SECTOR GAINERS:

NIFTY METAL (+2.17%)
NIFTY HEALTHCARE (+1.07%)
NIFTY PHARMA (+1.05%)

SECTORS LOSERS

None

STOCKS IN SPOTLIGHT: SML Isuzu (+0.42%)

1) Ahead of TCS Q2, the Nifty IT index surged 1.09%. Nifty IT index has been an outperformer in last 2 trading session, up around 2.24%.

Bright spots amongst IT stocks were: HCL Technologies (+2.15%), Oracle Financial Services Software (+1.2%), Persistent Systems (+1.32%), LTIMindtree (+1.93%%), Tata Consultancy Services (+1.09%), Infosys (+0.98%)

2) Eicher Motors (-0.33%) slipped after the company announced that its joint venture, VE Commercial Vehicles (VECV), will invest ₹544 crore to produce and assemble the Volvo Group’s globally acclaimed 12-speed automated manual transmission (AMT).

2) HFCL (+1.26%) gained after the company secured a $34.19 million (≈₹303.35 crore) export order for the supply of optical fiber cables. The order, obtained through HFCL’s wholly owned overseas subsidiary, comes from a reputed international customer.

TODAY’S MARKET RE-CAP:

1) All sectors ended in green as Nifty IT index was in spotlight ahead of TCS Q2.

2) Bank Nifty (+0.31%) inched higher recovering most of yesterday’s losses. Bank Nifty’s all-time-high continues to be at 57628.40 mark.

3) Nifty (+0.54%) did open on a firm footing and the positive takeaway was that the benchmark witnessed strength all thru the trading session and most importantly, ended on a strong bullish note.

4) The market breadth (42:08) was very much in favor of the bulls.

5) Nifty Mid-cap (+1.09%) and Nifty Small-cap (+0.63%) indices ended with smart gains.

6) Technically, the next goal post for Nifty continues is seen at 25670 mark ( High as on June 30th 2025) albeit some serious consolidation.

Downside support seen at 24927 for Friday’s trade.

Bottom-line: All is well that ends well.

BULLS OF THE DAY:

TATASTEEL (+2.48%)
JSWSTEEL (+2.34%)
SBILIFE (+2.26%)
HCLTECH (+2.15%)
BEL (+1.55%)

BEARS OF THE DAY:

AXISBANK (-1.06%)
TITAN (-0.61%)
TATACONSUM (-0.46%)
MARUTI (-0.40%)
HDFCBANK (-0.38%)

OUR VIEW FOR FRIDAY’S TRADE

Nifty is still above its 21 DMA (25039), 50 DMA (24851) and its 100 DMA (24951).

Nifty’s 200 DMA at 24180 mark.

Technically, the next goal post for Nifty continues is seen at 25670 mark ( High as on June 30th 2025) albeit some serious consolidation.

Downside support seen at 25025 for Friday’s trade.

Bottom-line: Nifty seen hitting pause button.

ALL ABOUT NIFTY:
Nifty (CMP: 25182)
Support: 25025/24851
Resistance: 25225/25401
Range: 25037-25225
21 DMA: 25040
50 DMA: 24852
200 DMA: 24180
Trend: Positive

BULLISH LOOKING STOCKS:

ASHOKLEY

SAIL

TATASTEEL

BULLISH LOOKING STOCKS (LONG TERM):

HBL ENGINEERING

L&T

BEL

BEARISH LOOKING STOCKS:

NAUKRI

POLICYBZR

KAYNES

STOCKS TO AVOID:

IEX

HDFCAMC

KEI

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 (-205, 25150)
Sensex (-690, 82500)
Bank Nifty (-201, 55755)

Nifty dives as President Donald Trump’s latest barrage of tariff threats dent investors sentiments

Nifty bulls received fresh drubbing amidst:

1) Trump’s Canada tariff threat.
2) Trump tariff uncertainties’
3) Hawkish remarks from the Fed’s Musalem.
4) Concerns of a lacklustre earnings season, following IT giant Tata Consultancy Services’ weak quarterly show and disappointing commentary.
5) Additionally, sea of red at global stock markets.

Bottom-line: The bears were everywhere!

SECTOR GAINERS:

NIFTY PHARMA (+0.68%)
NIFTY FMCG (+0.51%)
NIFTY HEALTHCARE (+0.07%)

SECTORS LOSERS

NIFTY IT (-1.78%)
NIFTY AUTO (-1.77%)
NIFTY MEDIA (-1.60%)

TODAY’S MARKET RE-CAP:

1) Nifty ends the day and the week on a negative footing as all eyes on Nifty’s psychological 25000 mark.

2) Bank Nifty too slips joining the conga-line of sliding theme at the broader markets. Bank Nifty’s new all-time-high continues to be at 57628.40 mark

3) India VIX continues to be depressed at 11.87 levels.

4) The market breadth (12:38) was clearly in favor of bears.

5) The Nifty Mid-cap (-1.30%) and Nifty Small-cap (-1.12%) indices ended with minor cuts.

6) Among sectoral indices, maximum sluggishness was witnessed in Nifty IT (-1.92%) followed by Nifty AUTO (-1.88%) and then MEDIA (-1.84%) but that said, buying was witnessed in Nifty PHARMA (+0.66%), and NIFTY FMCG (+0.53%).

Bottom-line: The return of risk!

STOCK ALERT:

1) Glenmark Pharma (+13.5%) soars on AbbVie licensing deal for cancer therapy ISB 2001.

Glenmark Pharmaceuticals’ subsidiary Ichnos Glenmark Innovation (IGI) unveiled a global commercialization strategy for its lead investigational oncology asset, ISB 2001.

2) TCS stock price plummets 3.76% after its June quarter earnings fail to enthuse investors.

BUZZING STOCKS FOR THE DAY:

🚀 Top Nifty Gainers

HUL (+4.63%)
SBILIFE (+1.37%)
SUNPHARMA (+0.71%)
INDUSINDBNK (+0.64%)
AXISBANK (+0.63%)

📉 Top Nifty Losers

TCS (-3.47%)
M&M (-2.92%)
HEROMOTOCORP (-2.74%)
WIPRO (-2.62%)
BAJAJ AUTO (-2.54%)

Adv-Dec 12—38

INDIA VIX 11.81 (+1.20%)

NIFTY PCR (17th July) 0.55

NIFTY PCR (31st July) 1.11

USD/INR Futures (July) (+0.11%, 85.86)

OUR VIEW FOR MONDAY’S TRADE

A bearish candle is being formed on the daily charts of Nifty and Bank Nifty’s indicating more pain in near term.

Technically, the biggest interweek support for Nifty will be at 25000 (low as on June 24th).

Confirmation of strength only above 25670 mark.

ALL ABOUT NIFTY:
Nifty (CMP: 25150)
Support: 25000/24871
Resistance: 25355/25501
Range: 25022-25267
21 DMA: 25239
50 DMA: 24955
200 DMA: 24088
Trend: Negative

BULLISH LOOKING STOCKS:

GLENMARK

HUL

NATIONALUM

BULLISH LOOKING STOCKS (LONG TERM):

ALIVUS

SUZLON

GULF OIL

BEARISH LOOKING STOCKS:

BSE

L&T

RELIANCE

STOCKS TO AVOID:

TCS

DMART

INFY

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.

🇮🇳 🙏