Global Jitters, Local Resilience Former US President Trump has imposed an additional 25% tariff on Indian goods, pushing total levies to 50%. He also warned, “More sanctions coming.” Despite this, Gift Nifty is down just ~50 points, indicating limited panic. Why Limited Impact? India’s exports to the US: $87.4 Bn (~2% of GDP) US share in India’s exports: ~18% India’s trade deficit with US: <4% of US global deficit Net-net: Headline risk > actual damage. Nifty Outlook The index continues to defend key support: Recent lows – Aug 1: 24535, Aug 4: 24554, Aug 5: 24590, Aug 6: 24539 Today’s weekly expiry adds volatility. FII Positioning Index Futures: Longs 8.6% | Shorts 91.4% Last 2 sessions: FIIs added 1.1 lakh short calls (3x of short puts) PCR at 0.74 – nearing oversold zone 📈 If shorts fail to extend, expect a bounce toward 25800–25850. Sectors to Watch Banks & Financials Consumer staples/discretionary Auto makers (domestic-facing) Stocks in Focus Results Today:

TITAN

, GCPL,

BIOCON

ETERNAL

l: AntFin to sell 1.95% stake (~₹5300 Cr)

HEROMOTOCO

: Rev -6%, EBITDA -5%

TRENT

: EBITDA +38%, margin beat Insurance stocks: In focus ahead of monthly premium data Despite noise from tariffs, market structure holds firm. Expiry day action + short buildup could trigger a swift reversal. Watch domestic themes.

#StockInNews#IndexStrategies#Today’sTradingSetup#Pre-OpeningCommentary#EquityResearch

703 likes·55 comments