Global & Indian Stock Market Setup Today – Positive Global Cues, Stock Picks, and Technical Insights
If you’re tracking the global market trends and Indian stock market outlook, here’s your morning update with key market data, top news, and actionable stock ideas.
🌍 Global Market Setup
The US markets closed in the green as July’s consumer price rise was lower than expected, increasing the probability of a Federal Reserve interest rate cut next month.
- Dow Jones: +1.1%
- S&P 500: +1.1%
- Nasdaq: +1.4%
- European markets: Flat, up ~0.1%-0.2%
- Dow futures: Currently down 0.2% (70 points)
- Asian markets: Mostly in green, ~+1%
📌 Global Cues: Positive
🇮🇳 Indian Market Setup
Indian equities ended lower as traders stayed cautious ahead of US CPI data and US-Russia peace talks scheduled for August 15.
- Nifty 50: 24,487 (-0.4%, -98 points)
- Nifty Midcap 100: -0.3%
- Smallcap 100: Flat
- India’s Retail Inflation: Down to an 8-year low at 1.55% in July 2025 (vs 2.10% in June 2025)
- FIIs: -₹3,399 Cr | DIIs: +₹3,508 Cr
- GIFT Nifty: +130 points (+0.6%)
📌 Domestic Cues: Flat to Positive
📢 Stocks in News
- Radico Khaitan – Acquires 47.5% in D’YAVOL Spirits BV & D’YAVOL Spirits for ₹40 Cr. Plans global marketing of premium spirits.
View: Positive - China-India Trade – China eases urea shipment curbs, potentially allowing India to import up to 3 lakh tonnes.
View: Positive for fertilizer stocks - Rategain Technology – Partners with Air Astana to boost pricing agility in Central Asia and global routes.
View: Positive - Results Today – BPCL, Max Healthcare, Motherson, Godrej Industries, Muthoot Finance, Vishal Mega Mart
📈 Fundamental Actionable Ideas
Bharat Dynamics (BDL)
- CMP: ₹1486 | Target Price: ₹1900 (+28%) | Rating: BUY
- Strong 30% YoY execution growth in Q1FY26
- Order book: ₹233B | Prospect pipeline: ₹500B
- Valuations now attractive at 39x/29x FY27E/FY28E EPS
One 97 Communications (Paytm)
- CMP: ₹1120 | View: Positive
- RBI in-principle approval for payment aggregator license
- Strong quarter with healthy profit growth
- Expected to turn EBITDA positive by FY26
📊 Technical Trading Idea
InterGlobe Aviation (IndiGo)
- CMP: ₹5927 | Target: ₹6300 | Stop Loss: ₹5730
- Channel breakout, near all-time highs
- Strong RSI, bullish volumes, 50 DEMA support
🎯 Stocks on Radar
- DMart (CMP: ₹4252) – Bullish pennant pattern, MACD uptrend, support at ₹4085
- Hyundai (CMP: ₹2205) – Range breakout, strong MACD crossover, support at ₹2120
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