Market Highlights

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July 16, 2025

• Daily Morning Report – Date: 16th July 2025
• NIFTY OUTLOOK: 25,195.80 FII: Rs. 120.47 cr DII: Rs. 1,555.03 cr
• As discussed yesterday, market behaviour remained on expected lines, with follow-through buying pushing Nifty up to 25,245.
• A small bullish candle on the daily chart suggests buyers are gradually gaining control. If Nifty manages to cross the previous day’s high of 25,245, it may rally towards 25,285–25,329. If demand strengthens further, it could test 25,373.
• However, the bullish candle also shows a small upper wick, indicating mild selling pressure. If Nifty resumes its downtrend and breaks below 25,151, it may slip to 25,107–25,063. Further downside could take it to 25,017.
• Bank Nifty Outlook:
• Spot: 57,006.65 PCR: 0.84 Max CE OI: 56,000 Max PE OI: 56,000
• On 15th July 2025, Bank Nifty closed at 57,006.65, up 0.43% from the previous day.
• The index moved 427.15 points during the session, making a high of 57,134.95 and a low of 56,707.80.
• Technical View (Daily Chart):
• Key support and resistance levels are at 56,530 and 57,150 respectively.
• Intraday Strategy:
• Go long above 57,155 with SL at 57,085 and target 57,240
• Go short below 56,890 with SL at 56,930 and target 56,770
• Indicators:
• RSI is at 56.70 (below 30 is oversold, above 70 is overbought)
• Bank Nifty is trading above all 8 SMAs (5, 10, 20, 30, 50, 100, 150, 200-day)
• A bullish candlestick pattern has been identified
• • Belt hold Uptrend
• Macros
• 1. Dollar index @ 98.33
• 2. S&P vix @ 16.84
• 3. Brent crude @ 68.74
• 4. US 10 years bond yield @ 4.49
• Note: The much-awaited U.S. inflation data came in broadly on expected lines. Headline CPI rose as anticipated, but the underlying data brought some relief.
• Core CPI, which excludes food and fuel, rose 2.9% y-o-y in June, below the 3.0% estimate, and increased 0.2% m-o-m, in line with expectations. The softer core inflation was attributed to businesses relying on pre-tariff inventories and absorbing some costs through margins. However, with these inventories now running thin, inflation may rise post the 1st August deadline if tariffs aren’t extended.
• The Federal Reserve has previously warned that Trump’s tariffs could push domestic prices higher. Persistent inflation may prevent the Fed from cutting rates in the near term.
• Corporate Outlook: U.S. banks will kick off the Q2 earnings season. The results will offer insights into how companies expect returns to evolve amid rising global trade tensions.
• Contributed by
• Ashok bhandari : INH000019549
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• BAJAJ FINSERV : Bajaj Finserv Gets IRDAI Nod to Acquire Allianz's 26% Stake in Insurance Subsidiaries
• Regulatory Approval Secured: IRDAI has approved Bajaj Finserv and its promoter group to acquire 26% equity stake from Allianz SE in both Bajaj Allianz General Insurance and Bajaj Allianz Life Insurance.
• @beatthestreet10
• Alpex Solar : Co. Secures 300 MW Solar Cell Supply Deal with TP Solar
• Deal Finalised: Alpex Solar finalised procurement of 300 MW solar cells from TP Solar Limited.
• Strategic Tie-Up: Long-term supply deal ensures uninterrupted raw material flow for upcoming Kosi Kotwan factory.
• Growth Focus: Deal supports manufacturing expansion, cost optimization, and market competitiveness.
• Target Customers: Will aid supplies to SECI, NTPC, CMPDI, SCCL — boosting Alpex’s industry relevance.
• Positive for Business Outlook: Ensures operational stability and aligns with Alpex’s future scalability plans.
• @beatthestreet10
• Trump: Indonesia committed to $4.5 bn in US agricultural products
• Indonesia has committed to buying $15 bln in US energy.
• 50 Boeing jets included in Indonesia deal
• @beatthestreet10
• Macquarie on HDFC Life
• Maintain Underperform with TP of Rs 720
• In-line quarter; VNB growth in-line
• ULIP and PAR book drive APE growth; VNB margin flat YoY
• Valuations expensive; regulatory overhang looms
• @beatthestreet10
• Citi on HDFC Life
• Maintain Buy; Hike TP to Rs 975 from Rs 935
• Steady quarter; diversified and agile business model at play
• Margin increases across products
• Scaling up distribution franchise
• Business agility warrants premiums
• @beatthestreet10
• Citi on ICICI Pru Life
• Maintain Buy; Hike TP to Rs 850 from Rs 800
• Non-linked savings and protection fare well
• APE growth to revive; Scaling up agency
• Persistency not too worrisome
• Re-rating likely
• @beatthestreet10
• Citi on Tesla Launch
• Tesla Arrives In India With the Model Y - Priced at Rs5.99mn-6.79mn
• At the current price point, don't think that there would be much shift of potential Mahindra XEV 9E customers
• The products vary significantly and target customer segments also do not overlap
• If duties are reduced or if local manufacturing starts, competition could escalate for the Indian OEMs
• @beatthestreet10
• Macquarie on ICICI Lombard
• Maintain Outperform with TP of Rs 2255
• COR stable, growth remains muted
• Q1: Higher investment income drives PAT beat
• COR trends continue to remain better than industry
• Believe ICICI Lombard has the potential to deliver sustainable improvement in underwriting profitability
• @beatthestreet10
• Bernstein on Aditya Birla Lifestyle
• Initiate Market-Perform with TP of Rs 170
• Resetting growth agenda with strong brands and investments
• Lifestyle brands operate in a well penetrated category which constrains growth potential
• Emerging brands are in industry segments which offer tailwinds, but have struggled to grow against larger competitors
• Expect to deliver ~9.5% growth over FY25-30
• @beatthestreet10