🌅 Morning Market Snapshot – 13 Aug 2025

Global markets rallied overnight as softer US inflation data boosted rate cut hopes. The S&P 500 rose 1.1% and the Nasdaq gained 1.4%, both at record highs. Key Overnight & Domestic Developments: US CPI (July) at 2.7% YoY vs. 2.8% est, raising rate cut bets to 94% for September FOMC. India CPI (July) cooled to 1.55%, lowest in 8 years, below RBI’s 2–6% target — supportive for rate-sensitive sectors. GIFT Nifty +128 pts at 24,631 signals a gap-up open. US 10-year yield at 4.3%, Dollar Index at 98.1, Brent Crude at $66.5. Key watch: Fed’s Raphael Bostic speech for policy cues. Stocks in News (Since Yesterday’s Close):

– Q1 PAT +42% YoY to ₹433 cr; strong revenue, Gleneagles PET-CT acquisition. – Q1 revenue +55% YoY, margins improved; CFO resignation a dampener. NSDL – Q1 PAT +15% YoY; EBITDA growth despite revenue dip. – Net profit +12% YoY; margin expansion. – Q1 PAT +45% QoQ; margins softer but profits beat. – Revenue +38% YoY; earnings momentum strong. Our Outlook for the Day: With record US closes, domestic inflation at multi-year lows, and soft crude prices, sentiment is strongly bullish. Banks, autos, and real estate may lead gains; midcaps with strong earnings likely to outperform. Monitor Nifty near 24,700–24,850 for possible profit-booking if global cues turn. Intraday Cues: Strong opening; watch first 30–45 mins for trend confirmation. Above gap-up zone could see a sustained upmove. Sentiment Meter: 🌟 Bullish to start — backed by strong global + domestic triggers.