🌟 Summary
Gift Nifty opened strong near 25,933, flashing green after four straight sessions of weakness. Traders are buzzing as the rebound coincides with cooler U.S. inflation data—fueling hopes of Fed rate cuts in 2026.
📈 Global Cues Driving Momentum
- Sensex jumped ~450 points to 84,930.08.
- Nifty 50 climbed 131 points to 25,946.55.
- Asian markets rallied: Nikkei +1.1%, Topix +0.9%, Hang Seng +0.6%.
- Japan raised rates to a 30‑year high, but liquidity flows remain supportive for India.
💊 Healthcare & Financials Take the Lead
- Wockhardt, Laurus Labs, Neuland Labs, Fortis Healthcare all gained 2–5%.
- ICICI Prudential AMC IPO listed at ₹2,600, a 20% premium over issue price, surging over 21% intraday.
- Financials and healthcare are driving sectoral breadth.
🔧 Metals Lag Behind
Metals were the only sector in red. Global commodity softness weighed on SAIL and peers. Traders are rotating into defensives like pharma and financials.
💡 Actionable Takeaways
- Ride healthcare momentum – Midcap pharma stocks are showing breakout signals.
- Track financial IPOs – ICICI Prudential AMC’s strong debut highlights appetite for asset management plays.
- Avoid metals short‑term – Weakness persists; rotate capital into stronger sectors.
- Watch U.S. CPI trends – Inflation data will dictate FII flows into India.
- Use tight stop‑losses – Volatility remains high; protect capital while chasing momentum.
🔍 Fresh Angle: EV & Infra Buzz
- Ola Electric rallied ~9% to ₹34.3 after promoter Bhavish Aggarwal’s ₹324 crore stake sale.
- GPT Infra bagged a ₹1,804 crore contract from Mumbai Municipal Corp, boosting infra optimism.
These plays show how EV and infrastructure themes are becoming magnets for aggressive traders.
🏁 Recap & Call‑to‑Thought
Gift Nifty’s rebound is more than just a technical bounce—it’s a signal of shifting global liquidity and sectoral rotation. Traders who stay nimble, focus on healthcare, financials, and emerging EV/infra themes could capture outsized gains.
👉 The big question: Will you ride this wave or wait on the sidelines?
📌 Disclaimer
This article is prepared for informational and educational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities. The views and market updates presented are based on publicly available information and are not intended to substitute professional financial guidance. Investors are advised to consult with a SEBI‑registered financial advisor before making any investment decisions. The author and publisher assume no responsibility for any losses incurred from actions taken based on this content.
