Global sentiment flipped sharply overnight. US markets saw a strong rally led by tech and Asian markets are following with broad-based gains, some indices up 4–6%. Clear shift in risk sentiment. What’s supporting this move: • US yields easing • Short covering after recent panic • Global markets stabilizing after heavy sell-off Gift Nifty is indicating a sharp gap-up (~+450 points) After multiple weak sessions, this looks like a relief rally with force. But here’s the nuance: • Crude still elevated (~$105) • Rupee remains weak near lows So macro pressure hasn’t fully eased. Bias: Positive, but cautious Gap-up opens in volatile phases can be tricky. The real test is: Will markets sustain above the gap… or fade after the initial spike? Today is less about the open. More about what happens after the open.

#PersonalFinance#Pre-OpeningCommentary#FundamentalViews#TrendingSectors#MacroViews

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