Equinox Research and Advisors (SEBI Registered)

*Morning Asia @ 7:00 AM –– Friday, July 31st 2026.* # The Breaking News | Gift Nifty Trades Higher, Joining the Global Conga Line of Rising US Futures and a Surging Nikkei. Amazon (+9%) soared after revenue beat forecasts, supported by robust cloud growth and renewed optimism over AI spending. Japan’s Nikkei 225 surged 5% towards 65,000, tracking Wall Street’s semiconductor-led rally. Oil Check | Oil headed for a monthly gain of over 20% as renewed US–Iran hostilities threatened Middle East supplies. WTI crude: Around $83 per barrel Brent crude: Around $86 per barrel # The Market Theme | Optimism is likely to greet Dalal Street on the last trading day of the week and the July month and most importantly, the optimism should stay thru the close, supported by 1) Strong domestic earnings 2) Hopes of renewed institutional buying. 3) Wall Street bulls re-emerged from Wednesday’s FOMC-carnage. Bottom Line | All bullish eyes on Nifty’s April 21st high at 24602 mark with an interweek perspective as technical outlook remains constructive for Dalal Street. # 7:00 AM GLOBAL UPDATE: GIFT Nifty 🇮🇳: (+63, 24435) Dow Futures: (+185, 52395) Nasdaq 100 Futures (+267, 28375) Nikkei (+3455, 65315) Hang Seng (-21, 25838) *WTI OIL (-1.20%, 82.60)* Gold (+36, 4103) Silver (+4.41, 59.02) Dollar Index (-0.80%, 100.07) 🇮🇳 Indian ADRs – Performance | Thursday, July 30th 2026. 🟢 Positive 🟢 Sify: +4.07% 🟢 ICICI Bank: +1.58% 🟢 Dr Reddy’s Laboratories: +0.64% 🟢 HDFC Bank: +0.42% 🔴 Negative 🔴 MakeMyTrip: −0.05% 🔴 Wipro: −1.02% 🔴 Infosys: −5.18% Key Takeaway | Indian ADRs ended mixed despite Wall Street’s powerful technology-led rally. Infosys plunged over 5%, while ICICI Bank led gains among the major ADRs. Dow Jones (+614, 52208) Nasdaq Composite (+679, 25122) Bovespa (+3274, 177159). # *Wall Street at Glance –– Friday, July 31st 2026.* US Stock Futures Rise as Big Tech Earnings Lift Sentiment US stock futures moved higher as investors assessed the latest technology earnings. Amazon (+9%) surged after revenue beat forecasts, driven by robust cloud growth and optimism surrounding AI spending. Apple (−6%) fell as services revenue missed expectations, despite overall revenue beating estimates and iPhone sales jumping 22%. Semiconductor stocks extended their rebound: SanDisk: +5.4% Intel: +4.3% Micron: +3% AMD: +3% Nvidia: +0.7% Thursday’s Closing Bell Nasdaq Composite: +2.78% S&P 500: +1.66% Dow Jones: +1.19% # COMMODITIES CORNER: 1) Oil Update: Crude Oil Holds Near $84 Oil headed for a monthly gain of over 20% as renewed US–Iran hostilities threatened Middle East supplies. Increased tanker traffic through the Strait of Hormuz offered some relief. Saudi Arabia discussed a maritime coalition to protect Red Sea shipping. Fresh attacks also disrupted Kazakhstan-linked crude exports through the Black Sea. 2) Gold Update: Gold Holds Near $4,100 Gold advanced for a second straight session as the US dollar weakened sharply. Renewed Middle East hostilities supported safe-haven demand. Expectations of a September Fed rate hike limited further gains. Gold headed for a monthly gain of over 2%—its first rise in five months. 3) Silver Update: Silver Holds Near $59 Silver advanced for a second straight session as the US dollar weakened sharply. Renewed Middle East hostilities supported safe-haven demand. Expectations of a September Fed rate hike capped further gains. Silver headed for a modest monthly gain after plunging over 20% in June. 4) Copper Update: Copper Rebounds Towards $6.33 Copper recovered after the Fed left interest rates unchanged. Hawkish dissent from three policymakers capped the upside. Investors await policy signals from China’s Politburo meeting. Long-term demand remains supported by clean energy and expanding AI data centres. (Source: MARKETWATCH, BARRONS, WSJ, THESTREET, TRADING ECONOMICS) Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries. 🇮🇳 🇮🇳 🙏🏻

Good morning All... Suprabhat...❤️

Video from Pankaj

🚨 See you LIVE on CNBC Awaaz! 📺 Join me today on CNBC Awaaz – Kal Ka Bazaar as we decode the market outlook, identify key opportunities, and discuss actionable stock ideas for the upcoming trading session. 🕢 Time: 7:27 PM – 7:57 PM 📅 Date: 30th July 2026 Stay tuned and don't miss the live discussion! #CNBCAwaaz #KalKaBazaar #StockMarket #ShareMarket #MarketOutlook #StockPicks #Trading #Investing #EquityMarket #TechnicalAnalysis #MarketStrategy #EquinoxResearch #SEBIRegisteredResearchAnalyst #PankajRandad Pankaj R. Randad Chief Strategist and Founder Equinox Research And Advisors SEBI Registered Research Analyst

*Morning Asia @ 7:00 AM –– Thursday, July 30th 2026.* Gift Nifty | Gift Nifty remains resilient despite renewed concerns over possible Middle East supply disruptions. # Technical View: The preferred strategy continues to be buy on dips as the market remains in a bullish consolidation phase. # Key upside level to watch: Nifty's 21 April high of 24,602 on an inter-week basis. # Despite global headwinds, the technical outlook for Dalal Street remains constructive, indicating the broader bullish trend is intact. # 7:00 AM GLOBAL UPDATE: GIFT Nifty 🇮🇳: (-29, 24275) Dow Futures: (+106, 51697) Nasdaq 100 Futures (+235, 27431) Nikkei (+1001, 62435) Hang Seng (+68, 25876) *WTI OIL (-0.57%, 84.05)* Gold (+67, 4095) Silver (+2.3, 58.43) Dollar Index (-0.76%, 101.77) 🇮🇳 Indian ADRs – Performance | Wednesday, July 29th 2026. 🟢 Positive • Wipro: +2.60% • Infosys: +2.27% • HDFC Bank: +1.91% • Dr. ReddyLab: +0.26% • Reliance (OTC): +0.22% 🔴 Negative • ICICI Bank: −1.65% • Yatra Online: −1.36% • Sify Technologies: −1.06% Dow Jones (-1153, 51594) Nasdaq Composite (-434, 24443) Bovespa (-2680, 173885). # *Wall Street at Glance –– Thursday, July 30th th 2026.* • 🟢 *The Good News | US stock futures edged higher as investors digested Big Tech earnings and the Fed's policy decision.* • 🚀 Microsoft surged 9% in after-hours trading after reporting better-than-expected results, driven by strong Cloud and AI growth. • 🔴 Meta Platforms however fell over 6% after investors questioned the pace of returns from its heavy AI investments. • 👀 Market focus now shifts to earnings from Amazon and Apple later today. • 📉 Wednesday's market performance: ▪️ Dow Jones: -2.19% ▪️ S&P 500: -1.52% ▪️ Nasdaq Comp: -1.74% # COMMODITIES CORNER: 1) Oil Update: Crude Oil Surges Over 4% as Middle East Tensions Flare Crude oil jumped towards $84 per barrel, snapping a three-day losing streak. Renewed Middle East hostilities revived fears of energy-supply disruptions. The US military intercepted a surprise Iranian attack targeting American troops. Iran-backed Iraqi militias launched drones at Saudi oil facilities for a second straight day. Iran rejected Oman’s proposal for shared control of the Strait of Hormuz. API data showed US crude inventories declined by 3.3 million barrels, signalling tighter supplies. 2) Gold Update: Gold Holds Near $4,020 Ahead of Fed Decision. Gold traded around $4,020 per ounce, holding the previous session’s decline. Rebounding oil prices revived concerns over inflation and interest rates. Renewed US–Iran hostilities kept geopolitical risks elevated. The Federal Reserve is widely expected to leave rates unchanged. Markets price in nearly a one-third probability of an immediate rate hike. The probability of a September rate increase stands near 80%. Expectations of prolonged higher borrowing costs continue to limit gold’s upside. 3) Silver Update: Silver Holds Near $57 Ahead of Fed Decision Silver traded near $57 per ounce, holding the previous session’s decline. Rebounding oil prices renewed concerns over inflation and interest rates. Fresh US–Iran hostilities kept geopolitical risks elevated. The Federal Reserve is widely expected to leave rates unchanged. 4) Copper Update: Copper Slips Below $6.30 Ahead of Fed Decision Copper futures fell below $6.30 per pound, surrendering the previous session’s gains. Markets price in more than a one-third chance of a Fed rate hike. Uncertainty over the Fed’s policy decision kept sentiment cautious. Easing US–Iran tensions and lower oil prices failed to lift copper. Long-term demand remains supported by clean energy and AI data-centre expansion. Supply tightness in China continues to underpin prices. Severe storms in Chile raised concerns over potential production disruptions. (Source: MARKETWATCH, BARRONS, WSJ, THESTREET, TRADING ECONOMICS) Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries. 🇮🇳 🇮🇳 🙏🏻

Good morning All... Suprabhat...❤️

*Morning Asia @ 7:00 AM –– Wednesday, July 29th 2026.* # The Breaking News | Oil Rebounds as Middle East Tensions Flare Oil prices jumped over 3% on Wednesday after the US military intercepted a surprise Iranian attack targeting American troops across the Middle East. WTI crude: Around $82.50 per barrel Brent crude: Around $87 per barrel # The Market Theme | Renewed fears of Middle East supply disruptions # The Key Concern | Investors also remain concerned that AI infrastructure spending could slow if hyperscalers scale back capital expenditure. # Bottom Line | All bullish eyes on Nifty’s April 21st high at 24602 mark with an interweek perspective as technical outlook remains constructive for Dalal Street. # 7:00 AM GLOBAL UPDATE: GIFT Nifty 🇮🇳: (+154, 24246) Dow Futures: (+29, 52777) Nasdaq 100 Futures (+73, 27833) Nikkei (+26, 62401) Hang Seng (+176, 25487) *WTI OIL (+3.7%, 82.26)* Gold (-9, 4021) Silver (+0.105, 57.19) Dollar Index (+0.03%, 101.45) 🇮🇳 Indian ADRs – Performance | Tuesday, July 29th 2026. 🟢 Positive 🟢 Infosys: +5.56% 🟢 MakeMyTrip: +2.64% 🟢 HDFC Bank: +1.53% 🟢 ICICI Bank: +1.24% 🟢 Wipro: +0.52% 🔴 Negative 🔴 Dr Reddy’s Labs: −0.34% 🔴 Sify: −2.48% Key Highlight | Infosys ADR soared 5.56%, providing a strong positive cue for Indian IT stocks. Dow Jones (+537, 52747) Nasdaq Composite (-55, 24877) Bovespa (+1231, 176565). # *Wall Street at Glance –– Wednesday, July 29th 2026.* US Stock Futures Slip as Middle East Tensions Resurface US stock futures declined after American forces intercepted a surprise Iranian attack targeting US troops. Oil prices surged, reviving concerns over inflation and higher interest rates. Investors await the Federal Reserve’s policy decision; rates are expected to remain unchanged. Ford Motor: Jumped nearly 4% after beating estimates and raising its 2026 outlook. Tuesday’s Closing Bell Dow Jones: +1.03% S&P 500: +0.21% Nasdaq Composite: −0.22% # COMMODITIES CORNER: 1) Oil Update: Crude Oil Surges Over 4% as Middle East Tensions Flare Crude oil jumped towards $83 per barrel, snapping a three-day losing streak. Renewed Middle East hostilities revived fears of energy-supply disruptions. The US military intercepted a surprise Iranian attack targeting American troops. Iran-backed Iraqi militias launched drones at Saudi oil facilities for a second straight day. Iran rejected Oman’s proposal for shared control of the Strait of Hormuz. API data showed US crude inventories declined by 3.3 million barrels, signalling tighter supplies. 2) Gold Update: Gold Holds Near $4,020 Ahead of Fed Decision. Gold traded around $4,020 per ounce, holding the previous session’s decline. Rebounding oil prices revived concerns over inflation and interest rates. Renewed US–Iran hostilities kept geopolitical risks elevated. The Federal Reserve is widely expected to leave rates unchanged. Markets price in nearly a one-third probability of an immediate rate hike. The probability of a September rate increase stands near 80%. Expectations of prolonged higher borrowing costs continue to limit gold’s upside. 3) Silver Update: Silver Holds Near $57 Ahead of Fed Decision Silver traded near $57 per ounce, holding the previous session’s decline. Rebounding oil prices renewed concerns over inflation and interest rates. Fresh US–Iran hostilities kept geopolitical risks elevated. The Federal Reserve is widely expected to leave rates unchanged. 4) Copper Update: Copper Slips Below $6.30 Ahead of Fed Decision Copper futures fell below $6.30 per pound, surrendering the previous session’s gains. Markets price in more than a one-third chance of a Fed rate hike. Uncertainty over the Fed’s policy decision kept sentiment cautious. Easing US–Iran tensions and lower oil prices failed to lift copper. Long-term demand remains supported by clean energy and AI data-centre expansion. Supply tightness in China continues to underpin prices. Severe storms in Chile raised concerns over potential production disruptions. (Source: MARKETWATCH, BARRONS, WSJ, THESTREET, TRADING ECONOMICS) Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries. 🇮🇳 🇮🇳 🙏🏻

Good morning All... Suprabhat...❤️

Good morning All... Suprabhat...❤️

📺 KAMAI KA ADDA | LIVE TODAY! 📈 Join me LIVE on CNBC Awaaz as we decode the markets, discuss key opportunities, and share actionable insights for the trading session ahead. 🗓️ Today | 27th July 2026 ⏰ 2:00 PM to 3:30 PM Tune in and stay ahead of the market! 🚀📊 Pankaj Randad SEBI Registered Research Analyst 20+ Years of Experience Chief Strategist & Founder – Equinox Research & Advisors... #KamaiKaAdda #CNBCAwaaz #LiveMarket #StockMarket #ShareMarket #Trading #Investing #MarketAnalysis #Nifty #BankNifty #EquityMarket #SEBIRegisteredResearchAnalyst #PankajRandad #EquinoxResearchAndAdvisors

*Morning Asia @ 7:00 AM –– Monday, July 27th 2026.* # The Market Theme | Nifty may rediscover its magic as WTI crude retreats towards $85 per barrel, easing inflation and import-cost concerns. # The Good News | Brent crude plunged towards $92 per barrel as renewed US–Iran peace hopes eased concerns over global oil supplies. # Breaking News | US stock futures advanced this Monday morning after Trump administration officials said peace talks aimed at ending the Iran war remained underway following a two-day pause in hostilities. # Long Story Short | Nifty needs a strong bullish catalyst to revive the rally. Strength is confirmed only on a close above psychological 24,000 mark. # 7:00 AM GLOBAL UPDATE: GIFT Nifty 🇮🇳: (+121, 23949) Dow Futures: (+307, 52255) Nasdaq 100 Futures (+437, 28569) Nikkei (+874, 65467) Hang Seng (+31, 24994) *WTI OIL (-6.38%, 84.75)* Gold (+41, 4095) Silver (+1.65, 59.63) Dollar Index (-0.17%, 101.29) 🇮🇳 Indian ADRs – Performance | Friday, July 27th 2026. 🟢 Positive Wipro: $1.87 | +5.06% Infosys: $11.11 | +4.12% ICICI Bank: $29.51 | +0.92% HDFC Bank: $23.23 | +0.43% MakeMyTrip: $49.23 | +0.08% 🔴 Negative 🔴 Dr Reddy’s Laboratories: $11.79 | -0.08% 🔴 Sify Technologies: $14.11 | -0.42% Bottom Line | Indian ADRs ended largely positive, led by strong gains in Wipro and Infosys—a supportive cue for domestic IT stocks on Monday. Dow Jones (+211, 51160) Nasdaq Composite (-162, 24976) Bovespa (-2682, 17402). # *Wall Street at Glance –– Monday, July 27th 2026.* US Stock Futures Advance as Oil Prices Retreat US stock futures moved higher on Monday after Washington refrained from striking Iran over the weekend, while Tehran also suspended retaliatory attacks. However, sentiment remained cautious after Iran-backed Houthis claimed attacks on Saudi facilities along the Red Sea, keeping supply-disruption risks alive. Investors now await: 1) Earnings from Apple, Microsoft, Meta, Visa, Exxon Mobil, Starbucks, Ford and PayPal. 2) *Wednesday’s Federal Reserve decision, with rates widely expected to remain unchanged.* 3) Signals on whether the Fed could raise rates in September—or potentially as early as this week. # COMMODITIES CORNER: 1) Oil Update: Crude Oil Retreats on US–Iran De-escalation Hopes Crude oil plunged as much as 7% towards $83 per barrel on Monday before trimming losses after the US suspended strikes on Iran for a second consecutive night and Tehran halted retaliatory operations. However, supply risks remain after Iran-backed Houthis claimed attacks on Saudi Aramco-linked facilities at the Red Sea ports of Jizan and Yanbu. Despite Monday’s decline, crude remains nearly 40% higher this month amid disruptions across the Strait of Hormuz and the Red Sea. 2) Gold Update: Gold Rebounds Towards $4,100 Gold climbed 1% towards $4,100 per ounce on Monday, recovering from nine-month lows as the US–Iran pause and falling oil prices eased inflation concerns. Focus now shifts to Wednesday’s Federal Reserve decision. Rates are widely expected to remain unchanged, although markets continue to assess the possibility of an earlier-than-anticipated hike. 3) Silver Update: Silver Rebounds Towards $60 Silver climbed more than 2% towards $60 per ounce on Monday, recovering from eight-month lows as the US–Iran pause and falling oil prices eased supply-disruption and inflation concerns. Focus now shifts to Wednesday’s Federal Reserve decision, with rates widely expected to remain unchanged despite lingering expectations of a possible near-term hike. 4) Copper Update: Copper Retreats Below $6.37 Copper futures eased below $6.37 per pound as profit-booking, weak domestic demand and softer global prices outweighed concerns over tightening supplies in China. On the MCX, July and August copper contracts declined 0.15% and 0.29%, respectively, while LME copper slipped 0.37%. (Source: MARKETWATCH, BARRONS, WSJ, THESTREET, TRADING ECONOMICS) Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries. 🇮🇳 🇮🇳 🙏🏻

Good morning All... Suprabhat...❤️

🏆 26th Victory on CNBC Awaaz’s Khiladi No. 1! 🏆 Honoured to mark my 26th victory on CNBC Awaaz’s Khiladi No. 1 , a milestone that reflects the power of disciplined research, structured strategy, prudent risk management, and conviction backed by thorough analysis. Every victory is a reminder that success in the markets is not about a single call, but about consistency, preparation, patience, and a process-driven approach. My sincere gratitude to the entire CNBC Awaaz team for providing this prestigious platform and to everyone who continues to place their trust in my market insights. 🚀 26 Wins. One Journey. The Pursuit of Excellence Continues. Pankaj R Randad SEBI Registered Research Analyst Chief Market Strategist & Founder Equinox Research and Advisors... #KhiladiNo1 #CNBCAwaaz #26Wins #StockMarket #MarketStrategy #ResearchDriven #EquinoxResearch #MarketInsights #TradingDiscipline

*Morning Asia @ 7:00 AM –– Friday, July 24th 2026.* # The Market Theme | WTI crude remains stubbornly high near $92 per barrel, as supply concerns intensify across key export routes. The US–Iran conflict remains in focus as Crude has gained nearly 25% this month as tensions between the US and Iran intensified, with President Trump dismissing the prospect of near-term negotiations. # The Next Big Catalyst for Dalal Street | US 10-Year Yield Hits 18-Month High. (The US 10-year Treasury yield climbed to 4.71% as surging oil prices strengthened inflation concerns and expectations of further Fed rate hikes). # Our Call of the Day | The bears are likely to be everywhere at Dalal Street as lingering US-Iran tensions continue to threaten oil flows through the Strait of Hormuz. # The Biggest Risk for Dalal Street | Perma-bulls still seen complacent, with the growing Mid-east crisis far from fully priced into equities. # Trading Strategy | Caution should remain the buzzword during any excessive early intraday strength. # Long Story Short | Nifty needs a strong bullish catalyst to revive the rally. Strength is confirmed only above 24,157. # 7:00 AM GLOBAL UPDATE: GIFT Nifty 🇮🇳: (-155, 23708) Dow Futures: (+45, 51753) Nasdaq 100 Futures (+69, 28525) Nikkei (-1758, 64666) Hang Seng (-278, 24933) *WTI OIL (+0.38%, 92.61)* Gold (-4, 4045) Silver (-0.13, 57.50) Dollar Index (-0.03%, 101.41) 🇮🇳 Indian ADRs – Performance | Thursday, July 23rd 2026. 🟢 Positive Dr. Reddy’s: +3.69% 🔴 Negative MakeMyTrip: −4.67% Infosys: −2.01% Wipro: −1.66% ICICI Bank: −0.71% HDFC Bank: −0.22% Bottom Line | Indian ADRs ended mostly lower; MakeMyTrip led the losses, while Dr. Reddy’s rebounded. Dow Jones (-507, 51712) Nasdaq Composite (-553, 25138) Bovespa (-824, 176724). # *Wall Street at Glance –– Friday, July 24th 2026.* THi Friday morning, US Futures Steady After Sell-Off US futures were little changed after Thursday’s sharp decline, as Brent topped $100 and disappointing earnings sent Tesla down nearly 15% and Alphabet 7% lower. # COMMODITIES CORNER: 1) Oil Update: Crude Oil Set for 12% Weekly Surge Crude held above $92 per barrel as escalating Middle East tensions and disruptions across key global shipping routes intensified supply fears. 2) Gold Update: Gold Slips Below $4,100 Gold retreated from two-week highs as surging oil prices strengthened inflation concerns and expectations of a potential Fed rate hike in September. 3) Silver Update: Silver Slips Below $59 Silver retreated from two-week highs as surging oil prices strengthened inflation concerns and expectations of a potential Fed rate hike in September. 4) Copper Update: Copper Retreats from Seven-Week High Copper eased to $6.45 per pound as profit-booking and weak demand outweighed tightening supply conditions in China. (Source: MARKETWATCH, BARRONS, WSJ, THESTREET, TRADING ECONOMICS) Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries. 🇮🇳 🇮🇳 🙏🏻

*Morning Asia @ 7:00 AM –– Friday, July 24th 2026.* # The Market Theme | WTI crude remains stubbornly high near $92 per barrel, as supply concerns intensify across key export routes. The US–Iran conflict remains in focus as Crude has gained nearly 25% this month as tensions between the US and Iran intensified, with President Trump dismissing the prospect of near-term negotiations. # The Next Big Catalyst for Dalal Street | US 10-Year Yield Hits 18-Month High. (The US 10-year Treasury yield climbed to 4.71% as surging oil prices strengthened inflation concerns and expectations of further Fed rate hikes). # Our Call of the Day | The bears are likely to be everywhere at Dalal Street as lingering US-Iran tensions continue to threaten oil flows through the Strait of Hormuz. # The Biggest Risk for Dalal Street | Perma-bulls still seen complacent, with the growing Mid-east crisis far from fully priced into equities. # Trading Strategy | Caution should remain the buzzword during any excessive early intraday strength. # Long Story Short | Nifty needs a strong bullish catalyst to revive the rally. Strength is confirmed only above 24,157. # 7:00 AM GLOBAL UPDATE: GIFT Nifty 🇮🇳: (-155, 23708) Dow Futures: (+45, 51753) Nasdaq 100 Futures (+69, 28525) Nikkei (-1758, 64666) Hang Seng (-278, 24933) *WTI OIL (+0.38%, 92.61)* Gold (-4, 4045) Silver (-0.13, 57.50) Dollar Index (-0.03%, 101.41) 🇮🇳 Indian ADRs – Performance | Thursday, July 23rd 2026. 🟢 Positive Dr. Reddy’s: +3.69% 🔴 Negative MakeMyTrip: −4.67% Infosys: −2.01% Wipro: −1.66% ICICI Bank: −0.71% HDFC Bank: −0.22% Bottom Line | Indian ADRs ended mostly lower; MakeMyTrip led the losses, while Dr. Reddy’s rebounded. Dow Jones (-507, 51712) Nasdaq Composite (-553, 25138) Bovespa (-824, 176724). # *Wall Street at Glance –– Friday, July 24th 2026.* THi Friday morning, US Futures Steady After Sell-Off US futures were little changed after Thursday’s sharp decline, as Brent topped $100 and disappointing earnings sent Tesla down nearly 15% and Alphabet 7% lower. # COMMODITIES CORNER: 1) Oil Update: Crude Oil Set for 12% Weekly Surge Crude held above $92 per barrel as escalating Middle East tensions and disruptions across key global shipping routes intensified supply fears. 2) Gold Update: Gold Slips Below $4,100 Gold retreated from two-week highs as surging oil prices strengthened inflation concerns and expectations of a potential Fed rate hike in September. 3) Silver Update: Silver Slips Below $59 Silver retreated from two-week highs as surging oil prices strengthened inflation concerns and expectations of a potential Fed rate hike in September. 4) Copper Update: Copper Retreats from Seven-Week High Copper eased to $6.45 per pound as profit-booking and weak demand outweighed tightening supply conditions in China. (Source: MARKETWATCH, BARRONS, WSJ, THESTREET, TRADING ECONOMICS) Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries. 🇮🇳 🇮🇳 🙏🏻

Good morning All... Suprabhat...❤️

I'll be Live on CNBC Aawaz's now by 7.27PM to 7.57PM

*Morning Asia @ 7:00 AM –– Thursday, July 23rd 2026.* # The Market Theme | WTI crude remains stubbornly high near $88 per barrel, it’s highest since June 12, as supply concerns intensify across key export routes. The US–Iran conflict remains in focus as Crude has gained nearly 20% this month as tensions between the US and Iran intensified, with President Trump dismissing the prospect of near-term negotiations. # Our Call of the Day | Nifty is likely to trade cautiously as lingering US-Iran tensions continue to threaten oil flows through the Strait of Hormuz. # Now, the Biggest Risk? Dalal Street's perma-bulls still seen complacent, with the growing crisis far from fully priced into equities. # Trading Strategy | Caution should remain the buzzword during any excessive early intraday strength. # Long Story Short | Nifty can move north only if a strong bullish catalyst reignites the rally. # 7:00 AM GLOBAL UPDATE: GIFT Nifty 🇮🇳: (-51, 23911) Dow Futures: (+65, 52283) Nasdaq 100 Futures (-13, 28985) Nikkei (+829, 66930) Hang Seng (+73.87, 24967) *WTI OIL (+1.42%, 88.09)* Gold (-2, 4129) Silver (-0.03, 59.70) Dollar Index (-0.01%, 101.11) 🇮🇳 Indian ADRs – Performance | Wednesday, July 22nd 2026. 🟢 Positive None 🔴 Negative Dr. Reddy’s: −9.39% MakeMyTrip: −8.53% HDFC Bank: −2.26% ICICI Bank: −2.01% Infosys: −2.06% Wipro: −0.27% Bottom Line | Indian ADRs ended sharply lower, led by heavy losses in Dr. Reddy’s and MakeMyTrip. Dow Jones (-6, 52219) Nasdaq Composite (-146, 25691) Bovespa (+4222, 177548). # *Wall Street at Glance –– Wednesday, July 22nd 2026.* US stock futures edged lower as investors assessed mixed tech earnings, rising AI spending and escalating Middle East tensions. Focus now shifts to Microsoft, Meta and Amazon earnings. # COMMODITIES CORNER: 1) Oil Update: Crude Oil Hits Six-Week High Crude oil climbed to $88 per barrel after Houthi attacks on Saudi tankers heightened fears of wider supply disruptions across the Red Sea and Strait of Hormuz. 2) Gold Update: Gold Hits Two-Week High Gold climbed to $4,150 an ounce, supported by safe-haven buying amid escalating Middle East tensions, while rate-hike expectations capped further gains. 3) Silver Update: Silver Hits Two-Week High Silver climbed to $60 an ounce, supported by safe-haven buying amid escalating Middle East tensions, while rate-hike expectations capped gains. 4) Copper Update: Copper Holds Firm Copper held above $6.45 per pound, supported by tightening Chinese supplies and declining inventories. (Source: MARKETWATCH, BARRONS, WSJ, THESTREET, TRADING ECONOMICS) Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions

Good morning All... Suprabhat...❤️

*Morning Asia @ 7:00 AM –– Tuesday, July 21st 2026.* # The Market Theme | Oil prices have eased to around $82.50 a barrel after Iran signalled willingness to continue talks with the US. However, Nifty is likely to trade cautiously as lingering US-Iran tensions continue to threaten oil flows through the Strait of Hormuz. # The Big Question | Can Nifty continue to display remarkable resilience despite a challenging global backdrop? All eyes will be on whether Dalal Street can shrug off escalating geopolitical tensions, volatile crude oil prices, the global technology sell-off and slowing world growth amid persistent inflation. # Indian Rupee Hits Two-Month Low | The rupee weakened to ₹96.53 per US dollar, pressured by elevated crude oil prices and persistent geopolitical uncertainty. # Bottom Line | If corporate earnings continue to surprise positively, they could help offset global headwinds and keep the bullish undertone intact. # 7:00 AM GLOBAL UPDATE: GIFT Nifty 🇮🇳: (-135, 24148) Dow Futures: (+63, 51901) Nasdaq 100 Futures (+8, 28613) Nikkei (+1345, 65515) Hang Seng (+7, 24151) *WTI OIL (-0.05%, 82.45)* Gold (-7, 4009) Silver (+0.43, 56.36) Dollar Index (+0.01%, 100.97) 🇮🇳 Indian ADRs – Performance | Monday, July 20, 2026 🟢 Positive Positive ICICI Bank: +0.00% 🔴 Negative HDFC Bank: −10.56% MakeMyTrip: −2.56% Infosys: −1.57% Dr. Reddy’s: −0.60% Wipro: −0.54% Dow Jones (-307, 51839) Nasdaq Composite (-12, 25508) Bovespa (-343, 173371). # *Wall Street at Glance –– Tuesday, July 21st 2026.* Wall Street Ends Mostly Lower in Monday’s trade. Headwinds: Middle East tensions, volatile oil and rising Treasury yields Banks: JPMorgan −0.6%; Bank of America −1.4% Chipmakers: Broadcom +2%; Micron +1.9%; AMD +1.6%; Intel +2.1% Alphabet: +1.5% ahead of Wednesday’s guidance update # COMMODITIES CORNER: 1) Oil Update: Crude Oil Holds Near $83 Oil hovered near five-week highs as escalating US–Iran tensions, Red Sea threats and declining Strait of Hormuz traffic kept supply concerns elevated, despite reports of a possible 10-day ceasefire. 2) Gold Update: Gold Steadies Near $4,000 Gold remained near nine-month lows as rising Treasury yields and growing Fed rate-hike expectations outweighed safe-haven demand from the US–Iran conflict. 3) Silver Update: Silver Steadies Above $56 Silver remained near eight-month lows as rising Treasury yields and growing Fed rate-hike expectations offset safe-haven demand. 4) Copper Update: Copper Steadies Near $6.25 Copper held firm as storm-related disruptions in Chile and declining mine output reinforced supply concerns, offsetting demand uncertainty. (Source: MARKETWATCH, BARRONS, WSJ, THESTREET, TRADING ECONOMICS) Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries. 🇮🇳 🇮🇳 🙏🏻