Data watch
1. FIIs net long at 6.7% (highly oversold)
2. VIX at 10.28 (-7.14%)
3. FIIs sold Rs.1,605 crore in the cash segment, Rs.128 crore in index futures, and Rs.307 crore in stock futures
4. PCR: Weekly 1.24, Monthly 1.03
5. Open interest position of Institutions & Retail:
Daily Morning Report Date: 03.10.2025
NIFTY OUTLOOK: 24836.30 FII -1605.20 cr DII 2916.14 cr
As discussed yesterday, market behaviour remained on expected lines, as bulls took advantage of losing downward momentum and pushed Nifty up to 24867.95.
A long bullish candle on the daily char
NSE Investor Growth: Registered investor base crossed 12 crore unique PANs on 23rd Sept, with total accounts at 23.5 crore. Investor additions have accelerated—1 crore took 14 years, next 1 crore seven years, another 1 crore 3.5 years, and the latest 1 crore just over a year.
List of Selected defence & defence connected cos.: 1) Apollo Micro System 2) Axiscades 3) Azad Engineering 4) Astra Microwave. 5) BEL 6) BEML 7) Bharat Dynamics 8) C2C Advanced Sys 9) Centum Electronics 10) CFF Fluid Control 11) Cochinship 12) Data Patterns 13) Dynamatic Technology 14) GRSE 15) HAL 16) High Energy Batteries 17) IdeaForge Tech 18) Jaykay Enterprises 19) Krishna Defence 20) Mazdock 21) Marine Electricals 22) NIBE 23) Paras Defence 24) Premier Explosives 25) PTC Industries 26) Rossell Techsys 27) Sika Interplant 28) Solar Industries 29) ZENTEC.
In the race to increase business and market share, are India’s stock exchange’s turning into a casino-like structure and bleeding retail investors? According to a recent report by Axis Mutual Fund CIO Ashish Gupta, the “Gamification” of Indian equities is causing losses among retail investors. Experts attribute this trend to the facilitation by stock exchanges and regulators.
Once you eliminate the errors, shortcomings and goof-ups, the returns will automatically come. Over a period of time interacting with thousands of investors, it is observed that there are certain traits in investors, which indicate that they won’t do well in the stock market. Here are a few of them:
CFF FLUID CONTROL: WINS ₹27.7 CR INDIAN NAVY ORDER FOR P75 SUBMARINE PROJECT
CFF Fluid Control secured a ₹27.74 Cr order from the Material Organisation, Indian Navy for equipment supply under the P75 submarine project.
Delivery of the order is scheduled by March 2026, and the deal is an independent, non-related-party transaction.
The order strengthens CFF’s defence manufacturing footprint and enhances credibility with the Indian Navy for future naval projects.
Silverline Technologies Ltd. (STL), formerly known as Silverline Industries Ltd., is a global technology consulting, software and business solutions company enabling digital transformation for businesses across AI, cloud, cybersecurity and emerging technologies. Incorporated over 28 years ago, the company has delivered software services to Fortune 100 clients worldwide, with industry expertise spanning retail, banking, insurance, automotive, hospitality and manufacturing across the US, Europe and Asia. It was India’s first company to be listed on the NYSE and was ranked 7th largest software company in India by NASSCOM in 2002.
Trump stumps Indian software!
$100,000 H-1B Visa Fee: A Potential Headwind
The White House is reportedly considering a steep $100,000 annual fee on H-1B visas, a move that could significantly impact Indian IT companies, given their heavy reliance on U.S. markets and onsite delivery models. While the fine print of the policy is awaited, early assessments suggest material risks to profitability across the sector.
Daily Morning Report Date: 01.10.2025
NIFTY OUTLOOK: 24611.10 FII -2327.09 cr DII 5761.63 cr
As discussed yesterday, market behaviour remained on expected lines. Nifty faced resistance at 24725 (made a high of 24731.80) and from there slipped to an intraday low of 24587.7, close to our support of 24591.
For those of you who are serious about having more, doing more, giving more and being more, success is achievable with some understanding of what to do.
