Market Analysis : October 10,2025

1️⃣ 📈 FIIs Activity FIIs turned strong buyers with ₹1,300+ crore inflows in cash, while in F&O they significantly reduced their net index call shorts — indicating a shift toward a more positive outlook. 2️⃣ 🌍 Global Sentiment Overall sentiment remains upbeat after the Hamas–Israel peace deal, and crude prices continue to ease, providing support to global equity markets. 3️⃣ 🥇 Commodities Corner After several strong sessions, gold and silver faced a notable correction. We expect further downside pressure in precious metals in the near term. 4️⃣ 📊 Derivative Indicators There’s a large disparity in Nifty and Bank Nifty ATM option deltas and gammas — historically, such setups often lead to sharp or surprise moves in the indices. 5️⃣ 📈 Market View Sentiment remains bullish, but we maintain our “wait and watch” stance — avoid aggressive longs until the earnings season unfolds and confirms the trend.