Gift Nifty +80 pts signals a strong start, but trade tensions weigh on sentiment. Trump hinted at ending business with China tied to cooking oil, while Beijing halted U.S. soybean imports. Wall Street: Dow +0.44%, S&P -0.20%, Nasdaq -0.80%. Key US earnings today – Bank of America, Morgan Stanley, PNC, Abbott Labs, ASM – will guide global mood. Nifty range: 25,050–25,350. Market may stay range-bound amid global jitters and domestic earnings. Flows: DII +₹3,661 Cr | FII -₹1,508 Cr — local support offsets foreign selling. F&O: FIIs sold ₹1,651 Cr in index futures; net exposure -1.94L contracts (93% short). Options suggest tight 25,000–25,300 band — upside likely capped. 🔍 Stocks in Focus

TECHM

: Strong Q2; best CC revenue growth in 10 quarters. Keystone Realtors: OFS ₹252 Cr (10% disc to CMP) – short-term pressure likely. Sula Vineyards: Rev down 1.1% YoY; own brands -2.5%. Persistent Systems: 4.4% CC growth vs 3.9% est – steady performer. Thyrocare: Margin 33% vs 27.2% YoY – strong ops.

HYUNDAI

: Maintains double-digit margin guidance. Kolte Patil: Sales -13%, volume -17% YoY – muted demand. Cyient DLM: Rev, profit below est; Rev -20% YoY. 🧭 Trade Setup Bias: Positive but cautious. Watch levels: Nifty 25,050–25,350. Triggers: US bank earnings, Trump–China updates, FII flow trend. Strategy: Early gains possible; sell near resistance. Focus on IT, Diagnostics, and Midcap Realty.

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