Pre-Market Analysis – 29th May 2025

Good morning, investors. Here's your sharp and simple pre-market update to start the trading day smartly. Global Cues: Mixed Signals US Markets fell overnight 🔻 Trump banned US chipmakers from selling to China – escalating tech trade war. • Dow 🔻0.58%, • S&P 500 🔻0.56%, • Nasdaq 🔻0.51% US Futures are in green this morning – early signs of recovery. ✅ European markets closed red 🔻 • DAX 🔻0.78%, • FTSE 100 🔻0.59%, • CAC 40 🔻0.49% Asian markets are trading positive✅ • Nikkei +1.65%, • KOSPI +1.72%, • Shanghai +0.69% Gift Nifty is up 106 pts (+0.43%) – hinting at a positive opening for Indian markets. Domestic Update: April IIP Data Out India’s Industrial Production Growth in April came at 2.7% • Better than expected (1%) but lowest in 8 months • Previous month (March): 4% Segment-wise Highlights: • Manufacturing: +3.4% • Electricity: +1.1% • Mining: -0.2% • Consumer Durables (cars, phones): +6.4% • Consumer Non-Durables (food, toiletries): -1.7% • Capital Goods: +20.3% Stocks in these sectors may be active today. Auto Sector Alert: China halts rare earth magnet supply to India – critical for EVs & car parts. Auto companies may run out of inventory by May-end. Auto industry has asked govt for help – Auto stocks may be in focus today. Watchlist for Today: • Auto & EV stocks (due to supply issue) • Capital goods, durables (strong output growth) • Consumer non-durables (weak data) Summary: Positive Asian cues and strong Gift Nifty suggest a green start. Industrial growth was better than expected, but sector trends are mixed. Focus on auto, capital goods, and consumer-focused stocks today.