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*Imp. Events this week:* *16th June* - Bank of Japan Interest rate decision at 8am. *17th June* - USA Interest rate decision at 11:30pm *19th June* - US & Iran Deal Signing. India RBI MPC Meeting Minutes. Stay very alert as the ceasefire deal is very fragile & *24000-24100 is strong resistance zone.*

India Welcome, US-Iran Likely to Sign Deal on 19 June, Toll Free Hormuz Re-Opened, but Israel Not yet Part of Deal. US Delegation to Visit India on 23-24 June to Finalise Interim Draft of Tariffs. May WPI Up 9.68 Vs 9.40. May Trade Deficit Widens $28.21B Vs $22.56B, Imports Shoot Up, Exports Up. FM at Mindmine Summit-Pressure of Rising Imported Raw Material Prices, Supply Chain Disturbance, High Insurance/Shipping Costs, Tax Cuts made Bonds FPI Attractive, Ferti Imports fr China to ease Rising Prices. Monsoon Active in East, Again Delayed in West, Now Likely to Arrive by 25 June. Enough Food Grains Supply. Yes Bk Ties Northern Arc. Devyani-Sapphire Foods Rearrangement Approved. General Insurance OFS @ 352. GR Infra won Order in MP. HCL Tech to Invest in R&D. LTM-AI, Cartrade Launch new Platforms. Waaree Energy won Fresh Order. Adani to Open AI Data Centre. Diesel Export duty Hiked. Rupee Recovers 94.71, Gold Up 4311, Silver 70, Crude 83.5, Fii-Dii Both Net Buyers. Nasdaq Up 3%, Europe Up, Asian Mkts Flat. Giftnifty -38 Pts, Tested 24K, Profit Booking at Higher Levels. Trailing S-23628, R-24058.

Monday Date: 15/06/2026 Global market closed on positive note US - IRAN MOU will be signed by 19th CRUDE oil below 85 dollars. Ease tension in geopolitical issues. B. Nifty leading above 56600 - 57700 Nifty sustained 23000, today gap up opening PCR @ 1.41 overbought buy on dips or selling 24400 nifty weekly target. Slower selling from FII Focus on oil related stocks and middle east affected stock LT 3925 SL, TGT 4280 + 15% Indigo OIL Azad Engineering / Fed Bank

May Retail Inflation CPI Up @ 3.93% (Vs 4.08 Expected) at 16m High. JSW Energy Starts Hydro Power at Himachal. Power Grid Gets LOI for Green Hydro Project in Andhra. TCS launch Oracle AI Data Platform in Calcutta. NLC won Telangana Critical Mineral Auction. FSSAI Issues Notice for Germs in Maggi, Nestle Denies. Notice to KFC on Hygiene Issue. Dhanuka Lab to Merge with Orchid Pharma Cleared. Meesho acquires B2B Platform Kirana Hub. Retail Diesel Capped to 200 Lt for CV. Hitachi Energy to Invest in Baroda Power Transformer Project. SEPC won Order from Sail. Govt Cuts Gold/Silver Import Base Prices. Musk SpaceX List at 27% Prem @ $172,1st Trillionaire. Monsoon expected to Reach Mumbai in a Day. 4 Vedanta Demerge Co Listing Today. MoU Signing on 19 June, Announced Peace Deal on Extension of Ceasefire for 60 days Between US-Iran-Israel-Lebanon, Toll Free Reopening of Hormuz, No Clarity on Nuclear, Boost Mkt Sentiments Led by Banks, All Round Buying, Crude Down below 84 (+ve for India), Gold Jump 4290, Silver up 70, Rupee Up 95.11, but Fii still Net Sellers (Reduced). US, Europe, Asian Mkts Up, Japan, S Korea Up 5%, Gap Up Giftnifty +251 Pts, S-23328, R-23858, 24124. Nifty Spot 24K Strong Resi, Likely Short Covering, Needs to Sustain with Crossover.

NEWS UPDATE: IRAN CONFIRMS US IRAN DEAL THE MOU WITH THE U.S ALSO INCLUDES REOPENING STRAIT OF HORMUZ, CANCELING OIL SANCTIONS, AND RELEASING IRAN'S FROZEN FUNDS. THIS DRAFT REQUIRES FINALIZATION BY RELEVANT AUTHORITIES. THE MOU WITH THE U.S INCLUDES U.S. COMMITMENT TO LIFTING SANCTIONS, WITHDRAWING ITS FORCES FROM AROUND IRAN, AND LIFTING THE NAVAL BLOCKADE.

PM address Meet at Niti Aayog. World bank Upgrades India GDP Esti.Trump Threat to Iran, Creates Panic in World, Fear of War Results in Sell off in Equity, Gold, Metals, Oil, Crypto, All Asset Classes. NOW Strikes Postponed US Claims Iran Agreed, Iran DENIES, Repeat U-Turns, Trust on News is LOST, Global Mkts Manipulations, Gambles, Fear Continues, Lack of Conviction. Fresh Attack on Indian Ship near Hormuz by US, India Condemns. NLC Signs MoU for Critical Minerals. Vedanta D merger 4 Cos to List on 15 June. Pine Lab Launch P3P. TCS, Infy, L&T Tech Signs Ties Different Cos for AI. IRCTC to Launch New Web Site for Rail Bookings by 15 July. Zaggle Ties Crompton. RBI-NPA New Provisions for Arrears of 2 EMI, to Hit Banks Profits Badly. Zero Excise Duty on Ethanol Blending. Monsoon Delayed by 10 more Days, Now may Reach by 15 June to Mumbai. Rupee Weak 95.76, Gold Jump 4207, Silver 67, Crude below 90 (+ve for India), Fii Net Sellers (Quantum Reduced). Musk Biggest US IPO SpaceX Listing today. US Mkts Up 2%,Europe Up, Japan Up 4%, S Korea Up 8%,High Volatility. Giftnifty +124 Pts, Weekend Pressure Likely in 2nd Half.

Global - down by 2%, iran usa ceasefire fail Crude - 91 Spacex ipo - subscription 2 - 4 times Icici bank buy abv 1306 Nifty - below 23000 weakness, lack strength as compared to banknifty VIX abv 17.20 will increase volatility FMCG VBL 515/570 Himadri chem 650/752 Del CG power AIA engg Aditya birla basket buy

PM Modi Honored as Longest Elected PM for 12+ Years. Banks FCNR(B) Deposit Rates Jump for 3-5 years. Govt Approve Merger of PFC-REC. Govt Sanctions New PLI Scheme for Textiles. Cabinet Sanctions Ahmedabad Metro, Amravati Govt Office. India Gets Preferential Tariff Access to US under Bilateral Trade Agreement. Bharat Forge Expects Big Jump in Defence Exports. Astra Micro to D merge. Meta Ties Reliance for AI Data Centre. Cleanmax Ties Meta for Solar Proj in Raj, Ktk. Nuvama Gets MF Licence. May MF AUM Down 81.38L Crs Vs 81.71L Crs, Bullion Outflow Rises, SIP Book Drops at 30954 Crs Vs 31115 Crs. FMCG Hikes Prices due to Hike in Input Costs. Anti Dumping Duty on Alum Foil extended till 15 Dec. LTM Launch AI Currency Platform. Rupee Up 95.27, Crude Up 95, Gold Crash 4073, Silver Down 63, US Bond Yield 4.56, Dollar Index 100, Fii Net Sellers. Trump again Threatens Iran, will Pay Price for Delay in Peace Deal, Tensions Up, Resume Attacks, Spoils Global Sentiments. US Mkts Down 2%, Europe Down 1%, Asian Mkts Down. Indian Mkts sees Sell Off in Last Hour, Wiped off Early Gains. Giftnifty -51 Pts, Unable to Sustain & Close above R-23328.

🕯Charcha Complete 🧠

PM to Meet Trump in France G7 Meet,6 Days Tour fr 13 June. Govt Support up 1.23L Cr to Oil Cos during War, Ferti Subsidy Likely to Double. Defence to Develop Big Solar Energy in Sitapur,UP with NTPC, uses vacant Lands. Welspun Corp Sold Stake in EPIC,Saudi Arab. VA Tech Won Big Order in UAE. Godrej Prop Sold 2000 Cr Flats on Launch at B'lore. Tata Sons Optimistic on IT Industry to Grow to $3T in Next 3 years. Dixon Telecom JV with Gemtek. Ajanta Phar Block Deal, Promotor Sold. May Life Ins Prem ICICI, LIC Up, SBI, HDFC down. Adani Energy Acquire Smart Meter Co. Q Power Acquires Win win. PI Ind Upgrade Guidance. Monsoon to Reach Mumbai by Tomm, 1st week Rain Short Fall 22%-IMD. Domestic ATF Prices up 10% to 115/Litre. Zepto IPO soon. NLC OFS for Retail Today. SBI to List AMC, Gen Insurance. Rupee Recovers 95.35, Sell Off in Gold Down 4204, Silver Down 64, Crude 93, Fii Net Sellers. As Expected Mkts Recovers in 2nd Half Led by Smart Rally in PSU Banks. Global Mkts Weak Again on Sell off by Chipmakers. Nasdaq,Europe,Asian Mkts Down. US Fresh Attacks on Iran during Ceasefire. Giftnifty -71 Pts, R-23328.

Sebi-Efforts to Hike Liquidity in Corporate Bonds,Ease in FPI, Co-ordination with RBI & Custodian, Variable Net Worth for Brok Houses. RBI to Launch Sovereign Green Bonds of Long 5-40 Yr Tenure. US Warns Israel to Inform before Attacks. Iran Declares End of Military Operations, Only Self Defence. US Delegation to Visit India by July End to Finalise Trade Deal. JSW Energy Starts at Halol,Guj Proj. IRB Infra May Toll Collection Up 25%. HCL Tech Ties with Google Cloud. TCS won Multi Year Contract fr Canada Life. Lupin Ties ERN, Spain. BEML won Big Orders for High Speed Trains, Defence. JNK Infra, RVNL won Orders. NLC OFS @ 303/-. HC Relief to Idea, Airtel. Waaree Sign Solar EPC Contract. May Vehicle Sales Up 9.6%. Indigo to become International Aviation Player by 2030. Brigade Bonus 1:3. Gold 4323, Silver 67, Rupee Weak 95.71, Crude Back to 94 (Hits 99), US Bond Yield 4.58, Dollar Index 100, Fii Net Sellers, PCR 0.78 Oversold, Weekly Exp today, Pull back Relief Rally Likely till 23328. Weakest Global Sentiments, Badly Hits Nifty, Sensex to 2 Months Low. Nasdaq Recovers, Dow, Europe Down Marginally. Giftnifty -68 Pts, more Pains Below 23K.

Global - correction May month job data better then expected, so no rate cut possibility Crude - 96 - again escalation in middle East. Rbi policy - fcnr reforms, inflow expected. Nifty - gap down - 23000/23500 Buy 23000 ce at opening and sell higher VIX abv 17.10 will attract volatility Oil, hscl, lauras lab Fed bank 296 sl buy

GDP Growth Up 7.7 % Vs 7.1%. RBI- No Change in Rates, Raises GDP Esti with Higher Inflation, Global Risk Continues with High Oil prices, Al Nino, Forex, Disturbance of Supply Chains. BIS also gets Tax Rebate for Investment in Govt Sec. Monsoon Arrives in Kerala, TN, Expect in Maha soon. HG Infra Completes UP Ganga Express Way. BHEL won order from NTPC. Andhra Cement to Merge in Sagar Cement. Tata Power Ties Bhutan.JK Cement Ties MP. Hind Zinc Signs Raj. May Non Life Premium Collection Up 8.7%. Gold down 4314, Silver Down 67, Crude Up 96, Fii Net Sellers. Fresh Attacks on Lebanon by Israel, Iran Attacks on Israel, Trump warns Israel, Violation of Ceasefire, may Restart the War. Friday Melt Down of all World Mkts, Nasdaq Down 4%, Dow by 2%,US Bond Yield Up 4.55, Dollar Index 100, Europe Down, Japan Down 3%, S Korea Down 6% Lower Circuit. Giftnifty -333 Pts, Near 23100, Gap Down Opening, more Pains Below 23K.

RBI KEEPS RATE UNCHANGED AT 5.25%

RBI Monetary Credit Policy @ 10 am, Expect No Change in Rates, Commentary Important on Inflation, GDP, Falling Rupee. Govt Relax Taxation of FPI in Govt Sec. Finally Monsoon Reach Kerala, 3 Days Delay. By 2027, 5000 Flex Fuel Stations across India. May Diesel Sales Up 7%, Gasoline 4%. Low Quality Coal to Produce Methanol. Maruti Launch Biogas Wagon R Model. Titan to add 600 New Stores to 1400, Mkt share to Rise to 11% Vs 8.5 by 2030. CG Power's Extra High Voltage Switch Gear Nasik Unit Starts. Angel May New Client Acquisition Down. May Class 8 Trucks Sales Up. Rajesh Export Denies Manipulations, to Challenge SEBI Order. Wockhardt to Launch Medicines in Europe. Rupee Weak 95.79, Gold Down 4456, Silver 72, Crude below 95, Fii Net Sellers. Dow Recovers 875 Pts, Nasdaq Flat, Europe Up, on Hope of Likely Peace Talks with Iran, Trump Ready to Meet Iran Supremo. Asian Mkts Down, Japan Down 2%, S Korea Down 6.5%, PSU Banks Pull Bank Nifty Yesterday, ahead of RBI Policy. Giftnifty Flat + 05 Pts, R-23628 Spot.

Global - weak, inflation Rbi policy - unchanged 80% and 20% 25 bps Media report - talk on tax relief Nifty - buy sl 23100 closing 23000 Entry 23150 Vix - abv 17 volx will increase Fii - selling Dii - buying Rupees - imp level 93.50/80 Jm auto - electric motor mrkt share 49% CG power and azad engg - delivery Abb long 7020/7400

RBI Denies News of Sale of Gold, Physical Stock of 880T Intact, Monitory Policy 2Days Meet from Today, Policy on Friday, Expect No Change. Cabinet Approves Funds for Coastal Highway, Expansion of National Highways, ATF Stabilisation. May Services PMI Up 59.8 Vs 58.8. Trade Deal US-Draft Likely Today-Last day of 3D Meet, US proposes 12.5% Tariffs. BHEL Won Order for Gas Turbine Project. Aurobindo Start Biologics.IEX May Volume Up. Guj Pollution Board Vacates Order against Piramal Pharma. Guj Alkalis Ties Cleanmax for Solar Project. JBM Auto, Sales Jump of EV Buses. Capacite Infra Won Order. Hero Launch Flex-Fuel Motorcycles. SEBI Interim Order against Rajesh Exports Revenue Manipulations. Construction Cost Rising, Hits Reality. Israel agrees for Ceasefire with Lebanon. Iran Denies any Further Peace Talks. Monsoon Likely to Reach Kerala by Tomm. Alum Prices ATH. US Mkts Down 1%, Europe, Asian Mkts Weak, Japan Down 1.5%. Banking Stocks Leads the Recovery Rally from Initial Sharp Fall, IT Sector Surrenders the Gains of 3 Days, Falls by 5.5%. Rupee Weak 95.71, Gold down 4449, Silver down 73, Crude 97 (Hits 100), Fii Net Sellers. Wipro, Infy ADR down 4%, Giftnifty -185 Pts, Gap Down Opening again, More Pains below 23200 Closing.

Monsoon to Reach Kerala, TN by Thursday, Pre Monsoon Hits Maharashtra. Cabinet Meet on Wed Morning. Trump Warns Israel on Attacks, Confusion over Peace Talks Continues. Adani Port May Volume Up. Adani Group Spent Highest Capex 1.53L Crs in FY 25-26, with Highest Ebita of 94K Crs. Maya Noel Tata to Leave Tata Digital, to Take Over Trent. Infy Ties DNB Bank ASA. Paras Def Won Order from BEL. Godrej Enters Financials Wealth Mgt with 1L Aum Target by 2031. Concord Bio gets US FDA Approval. ICRA Upgrade Idea Loan Rating. Oman-India JV for Fertiliser, IPO Soon. Coforge Launch AI Based Insurance Platform. Intellect Launch AI in Europe,UK. IOB to Set Up in Gift city. Advait Energy Ties Guj for Battery Storage. India-France Rafale Deal to Boost Aerospace, Electronic Suppliers. NHPC OFS for Retail, Today. Dhanuka Buyback 4-10 June. ED Raids on Vedanta. Crude Up 97, Gold 4469, Silver 74, Rupee Weak 95.27, Fii Net Sellers, Fii Long Short Index Ratio below 10% again. Pause on 4 Days Stiff Fall, IT Sector Leads Rally. US Mkts Up on Strong Job Data, Europe Up, Japan 2% Up. Giftnifty -118 Pts. R-23628.

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Global - strong close Crude - 95 VIX closed @16.53 and close abv 17 will bring weakness Nifty - long from weekly expiry point of view 23150 entry sl 23000 tgt 23500/600 Commodity outperform - hindalco Nalco 415/490/500 Nbcc 101/108