“वैश्विक अनिश्चितता और Tariff की चिंताओं के बीच, बाज़ार Range-Bound दिख रहा है — मौके सिर्फ़ Stock-स्पेसिफिक action में ही मिलेंगे।”

GIFT Nifty & Global Market Mood GIFT Nifty: Muted / flat to mildly negative tone likely. Global Markets: • Indian equities slipping due to US tariff worries & FII outflows. • Top Indian IT firms expected to post tepid growth reflecting weak US demand. • Broader global markets mixed with inflation and AI-related cost concerns.

Micro & Macro View: Micro (India Focused): Market structure abhi weak tone me hai with selling pressure pre-open session me. Broader sector participation limited, FIIs exiting while DIIs absorbing some flows. IT sector face weak demand outlook, impacting index participation. Macro (Economic / Global): US-India tariff tensions impact sentiment. Global inflation risk due to tech/AI spending affecting rate expectations. RBI / global central bank stance closely watched. Key Stocks in News / Potential Movers Today News catalysts likely to impact specific stocks include: • Energy & Commodity stocks (tariff & global demand cues) • IT names on subdued global demand outlook • Banking/financials depending on domestic rate / credit growth sentiment • Export-linked companies on global demand data Stocks with Potential Action Today HDFC Bank, ICICI Bank, Axis Bank, SBI (rate/credit sentiment impact) TCS, Infosys, HCLTech (global demand cues) Reliance, ONGC, Tata Steel (global energy/commodity reaction) Sun Pharma, Dr Reddy’s, Cipla (on safety flows) ITC, HUL (defensive bids)!