Daily Voice: Expected recovery in GDP and earnings growth could pose near-term risk to markets, says Mahesh Patil
On the global front, any delay in India’s potential trade deal with the US or a stronger US dollar could weigh on global risk appetite, impacting flows into emerging markets, including India, said Mahesh Patil.
Chartist Talk: Rahul Ghose bullish on Dabur, MCX India; expects Nifty to trade between 25,300 and 25,800 this week
A close above 25,800 could trigger the next leg of the upward move in Nifty 50, said Rahul Ghose.
Stocks to Watch Today: Lenskart, Cyient, Havells, Lupin, Swiggy, Hindustan Aeronautics, Ashoka Buildcon, Biocon, Nykaa, Kalyan Jewellers in focus on 10 November
Stocks to Watch, 10 November: Stocks like Bajaj Auto, FSN E-Commerce Ventures Nykaa, Kalyan Jewellers India, JSW Cement,Trent, Global Health, Neuland Laboratories, Ratnamani Metals and Tubes, National Aluminium Company, Force Motors, Torrent Pharmaceuticals, VA Tech Wabag, Olectra Greentech, and Lenskart Solutions will be in focus on November 10.
Fed policy signals may guide commodities amid lack of US data
With limited economic data available due to the shutdown, the Fed’s policy path for December remains uncertain.
Daily Voice: Large private banks remain core bets; select PSU banks offer tactical opportunities, says Himanshu Kohli
While a persistent global growth slowdown could weigh in on Indian economy, a flurry of fiscal and policy measures announced during the year likely limit the extent of further downside, said Himanshu Kohli.
Chartist Talk: Sudeep Shah adds to BSE, CCL Products; names two picks for next week, sees strong Nifty support at 25,300
On the higher side, the 25,650–25,700 band will act as an immediate resistance zone for the Nifty 50. A decisive close above 25,700 could reignite bullish momentum, paving the way for an advance towards 26,000 and subsequently 26,300 in the short term, said Sudeep Shah.
Daily Voice | Domestic consumption surge, not India-US trade deal, seen as real market trigger: Samco MF CIO
If either of these two drivers of the current bull market falters, the outcome will be a negative surprise, said Umeshkumar Mehta.
Sensex, Nifty set for a weak start amid global tech selloff - key levels to track on Nov 7
Tech-led sell-off on Wall Street spills into Asia; Indian indices eye third straight day of declines.
First Tick: Top global cues to watch in today’s trade
US stocks closed in negative territory on Thursday, with a resumption of Tuesday's tech selloff as investors contended with mounting economic uncertainty and stretched valuations.
Daily Voice: AI bubble burst could hit global markets, help India later, says Marcellus Investment Managers’ Gubbi
The bigger risk for the Indian economy is lack of job creation as a result of employers using AI more, Pramod Gubbi said.
Stocks to Watch Today: Bharti Airtel, Lupin, TVS Motor, RVNL, Apollo Hospitals, Studds Accessories, GMM Pfaudler, Cummins, Amber Enterprises, Genus Power in focus on 07 November
Stocks to Watch, 07 November: Stocks like Bharti Airtel, Lupin, TVS Motor Company, Rail Vikas Nigam, Apollo Hospitals Enterprise, Studds Accessories, GMM Pfaudler, Cummins, Amber Enterprises, Orkla India, Genus Power Infrastructures, and RBL Bank will be in focus on November 7.
Nifty set for a firm start amid positive global cues - key levels to track on Nov 6
Indian benchmark indices are expected to open higher on Thursday, tracking gains across global markets, with traders watching key earnings and the first weekly expiry of Sensex contracts for the November series.
'Beginning of the end’ for earnings downgrades, says Spark Capital’s Devang Mehta as festive demand fuels optimism
Indian company earnings so far for the September 2025 quarter show a mixed performance. Key sectors like financials and automotive showed robust domestic-driven performance, while export-oriented sectors like IT faced headwinds, said Devang Mehta.
Stocks to Watch Today: RBL Bank, TCS, Zydus Life, Britannia, Gujarat Pipavav, Garden Reach, Apollo Micro Systems, Chalet Hotels, CSB Bank, Orkla India, Paytm in focus on 06 November
Stocks to Watch, 06 November: Stocks like Grasim Industries, One 97 Communications Paytm, InterGlobe Aviation, Britannia Industries, Indian Hotels Company, Delhivery, Redington, Godrej Agrovet, CSB Bank, Kaynes Technology India, Chalet Hotels, Apollo Micro Systems, Metropolis Healthcare, Gujarat Pipavav Port, and Garden Reach Shipbuilders will be in focus on November 6.
Daily Voice: Corporate earnings rebound to power markets in H2FY26, says Prescient Capital founder; 4 sectors in focus
Sectors that were laggards in the last quarter such as Banking and Consumption have likely found their base and are expected to show better results in the coming year, aided by macro stimulus from the Government and RBI, said Sonal Minhas.
Chartist Talk: Bank Nifty may hit 59,000 this month, but 60,000 hurdle strong, says Nilesh Jain; eyes BPCL, JK Tyre
The Nifty Realty Index has formed a strong base and recently broke out from a rectangle pattern on the daily chart, indicating the potential for a follow-up move on the upside towards Rs 1,050 in the near term, says Jain
First Tick: Top global cues to watch in today’s trade
The selling from FIIs continued on fourth consecutive day as they sold equities of Rs 1883 crore on November 1
Daily Voice: Bay Capital’s Nikunj Doshi sees strong FII comeback in Q1CY26, bullish on digital-first firms
While the India–US trade deal will certainly add another layer of confidence, the near-term market focus remains on sustained earnings delivery and macro stability, said Nikunj Doshi.
Stocks to Watch Today: Bharti Airtel, Titan, SJS Enterprises, Godfrey Phillips, Hitachi Energy, Hero Moto, Cipla, City Union Bank in focus on 04 November
Stocks to watch, 04 November: Stocks like Bharti Airtel, Titan Company, Power Grid Corporation of India, Bharti Hexacom, SJS Enterprises, Godfrey Phillips India, Timken India, JK Paper, Niva Bupa Health Insurance, Kirloskar Brothers, City Union Bank, Hitachi Energy India, TBO Tek, and Hero MotoCorp will be in focus on November 4.
RBI steps in to help rupee avert fall past record low, traders say
The dollar index was at 99.76, hovering near its highest level in three months, while Asian currencies were flat to modestly weaker on the day
Pro Market Outlook | Global events to dictate market direction
Despite the weekly pullback, it's important to recognise that this appears to be a minor correction rather than a trend reversal
Chartist Talk: Mild Nifty pullback likely before next rise; Foram Chheda bets on CSB Bank, Force Motors
Foram Chheda has a neutral to mildly bullish view for the equities ahead in November.
First Tick: Top global cues to watch in today’s trade
The FIIs continued their selling on third straight session as they sold equities of Rs 6769 crore on October 31. However, the DIIs continued their buying on 7th consecutive session as they bought equities of over Rs 7000 crore on the same day.
Daily Voice: Generali Central Life CIO Niraj Kumar sees early-stage banking rally, turns bullish on microfinance
Investor sentiment is increasingly optimistic, with the market recognizing that the earnings cycle is nearing its trough. Expectations of a rebound into double-digit growth suggest a favourable setup for sustained momentum and further upside, said Niraj Kumar of Generali Central Life Insurance.
