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DEEPAK PAL

3rd Feb · SEBI-Registered Analyst

"Trade Deal Triumph: Gap-Up Gains, Results Rally Ahead!"

Global Bazaar Mood Global cues mixed: US indices (S&P 500 -0.46%, Dow -0.08%) dipped on Trump tariff threats and Fed uncertainty, Asia lower, Europe marginally up (FTSE +0.28%, DAX +0.76%). Resilient equities supported by strong US data, but risk-off lingers; all eyes on US Fed dynamics.

SBIN
ICICIBANK
KOTAKBANK
INDUSINDBK
Key News Events & Impact India-US trade deal boosts engineering/textile/pharma exports (tariffs drop to 18% from 50%), sparking short-covering and FII buying; positive for Nifty to 25,600–25,700, rupee strength. Trump tariffs add volatility; Q3 results (Bajaj Finance,
ADANIPORTS
Adani Ports, VBL) could drive sector moves. US FOMC minutes later may influence rates. Today's Results Key Q3 FY26:
BAJFINANCE
Bajaj Finance,
ADANIPORTS
Adani Ports & SEZ,
ADANIENT
Adani Enterprises,
VBL
Varun Beverages,
PIDILITIND
Pidilite Industries,
MANKIND
Mankind Pharma,
NMDC
NMDC, Lloyds Metals & Energy,
KANSAINER
Kansai Nerolac,
CASTROLIND
Castrol India,
TRITURBINE
Triveni Turbine, others like
FSL
Firstsource, Bharat Coking Coal.

#WatchOutFor#Today’sTradingSetup#Pre-OpeningCommentary#FundamentalViews#EquityResearch
Daily Market Outlook on 03022026.pdf
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