Global Cues: US markets hit fresh highs for the 2nd day — S&P 500 +0.32%, Nasdaq +0.14% — as steady CPI data fuelled bets of a 50 bps Fed rate cut in Sept, backed by US Treasury Sec. Bessent. US 10Y yield fell 6 bps to 4.23%, Brent at $66, Dollar Index at 97.7. Geo-Political: Trump–Putin to meet in Alaska tomorrow for possible Russia–Ukraine ceasefire talks. Domestic Setup: Event-heavy day: Weekly Nifty expiry, WPI data, US PPI & jobless claims. Earnings: Amara Raja, IOCL, Ashok Leyland, Glenmark, HOEC, Borosil, National Fertilizer, Vodafone Idea. AGMs: Aegis Logistics, Manappuram, Amara Raja, Deepak Nitrite, AB Capital, Ashok Leyland. Lock-in end: Jana SFB (20%). Stocks in Focus: Neutral:

ICICIBANK

(reverses ₹50k min bal to ₹15k in urban),

ABFRL

(mixed; ₹212 cr loss),

UNITDSPR

(volumes +9.4% YoY but margins down). Negative:

DEEPAKNTR

(EBITDA margin down to 10%, profit -44.6% QoQ). Positive:

BPCL

(PAT +90.5% QoQ),

MUTHOOTFIN

(PAT +89.7% YoY, AUM +42%),

JUBLFOOD

(profit +59.9% QoQ), Brigade Ent. (profit +79% YoY), M&M/Bajaj/Atul Auto (higher e-3W incentives), Tata Power/Adani Green (India hits 100 GW solar capacity). Outlook: GIFT Nifty flat at 24,692; steady start likely but expiry may bring swings. Focus on WPI, earnings reactions, and cues ahead of Trump–Putin meet.

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