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1. GIFT Nifty (Indication for Indian Opening)

GIFT Nifty: Trading strongly at 23,974.00, up by +1.19% (+283.00 points). This signals a gap-up opening for the Indian equity indices.

2. Asian Markets (Early Morning Action)

Asian markets are trading with a strong positive bias, led by a massive historic surge in Japan:

Nikkei 225 (Japan): Surged significantly to 65,345.00, up +3.17% (+2,005.93 points).

Taiwan Weighted: Trading at 43,331.39, up +2.52% (+1,063.42 points).

Straits Times (Singapore): Trading at 5,086.66, up +0.37% (+18.51 points).

Shanghai Composite (China): Trading at 4,132.47, up +0.48% (+19.57 points).

Hang Seng & KOSPI: Showing previous Friday's closing levels (KOSPI at 7,847.71, Hang Seng at 25,603.94).

3. US Market (Friday Closing)

Wall Street closed Friday's session with modest gains across major indices:

Dow Jones Futures: Trading at 50,896.48, up +0.63% (+319.77 points) in morning sessions.

S&P 500: Closed Friday at 7,473.47, up +0.37% (+27.75 points).

Nasdaq: Closed Friday at 26,343.97, up +0.19% (+50.87 points).

Today US Market Holiday

4. Commodities (In US Dollars)

Global commodity markets are witnessing notable movements, with crude cooling off and precious metals gaining traction:

Brent Crude ($): Trading at $99.44 / barrel, down -3.96% (-$4.11).

Crude Oil ($ / WTI): Trading at $92.40 / barrel, down -4.35% (-$4.20).

Gold ($): Trading higher at $4,570.98 / ounce, up +1.20% (+$54.23).

Silver: Previous domestic MCX closing sat at 2,71,600.00 (down marginally by -0.09%).

Market Sentiment: Highly positive for Indian equities. The combination of a sharp drop in international oil prices (Brent falling below $100) and a major global risk-on rally (led by Japan's Nikkei crossing 65,000) provides strong tailwinds for Indian benchmarks this morning.

@yagath_stocks
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๐Ÿ‡ฎ๐Ÿ‡ณ India Economic Calendar | June 8โ€“12, 2026

๐Ÿ“… Friday, June 12

๐Ÿ”น 10:30 AM โ€“ India Inflation Data (CPI) for May

- April inflation: 3.48%
- Expected for May: 3.5%โ€“3.8%
- Food and fuel prices will be closely watched.
- This data can influence RBI decisions, interest rates, and the stock and bond markets.

๐Ÿ”น Bank Loan & Deposit Growth

- Update on how much banks are lending and how much money people are depositing.

๐Ÿ”น Foreign Exchange Reserves

- Weekly update on India's reserves.
- Expected to remain above $682 billion.

๐Ÿ“ Important Updates

๐Ÿ”น WPI (Wholesale Price Index) for May will be released on June 15 (next week).

๐Ÿ”น No major data releases like Industrial Production (IIP) are scheduled this week.

๐Ÿ”น Markets will also track:

- US inflation data
- Crude oil prices
- Rupee movement
- Global market sentiment

๐ŸŽฏ Key Focus This Week

The domestic economic calendar is relatively quiet.

๐Ÿ‘‰ Friday's inflation (CPI) data is the most important event of the week.

Investors and traders will watch it closely, especially after the RBI recently increased its inflation forecast for FY27.
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India's Economy Grew Strongly in FY26

โ€ข India's GDP grew by 7.7% in FY26, up from 7.1% in FY25.
โ€ข The economy grew 7.8% in the fourth quarter, which was better than expected.
โ€ข Overall business activity (GVA) increased by 7.9%, showing broad-based growth across sectors.

Key Sectors That Performed Well

โœ… Manufacturing showed a strong recovery.
โœ… Trade, hotels, and transport sectors continued to grow steadily.
โœ… Financial services and real estate also performed well.

What Drove the Growth?

โ€ข People spent more on goods and services.
โ€ข Companies and the government continued investing in new projects.
โ€ข Capital expenditure (Capex) remained strong.
โ€ข The services sector provided strong support to the economy.

Sector-wise Growth

โ€ข Secondary sector (manufacturing, construction, etc.) grew 8.8%.
โ€ข Services sector grew 9.3%, making it a major contributor to economic growth.

Manufacturing Recovery

โ€ข Manufacturing growth jumped to 8.8%, compared with 3.0% in FY25, showing a significant improvement.

Key Takeaway

India's economy remains strong and is growing at a healthy pace. Manufacturing has recovered sharply, consumer spending is robust, and investments remain strong. This is a positive sign for businesses and corporate earnings.
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๐Ÿ‡ฎ๐Ÿ‡ณ India Attracts Over $90 Billion in New Investments

โœ… Global CEOs have promised to invest more than $90 billion in India.

โœ… The money will be used for AI, cloud computing, manufacturing, and digital infrastructure.

โœ… Even with global economic and political uncertainty, international companies are continuing to invest in India.

โœ… This shows strong confidence in India's future growth and its importance as a global investment destination.

๐Ÿ“ˆ These investments are expected to support digital growth, better infrastructure, more jobs, and a stronger economy.
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Share Market Updates:

Purple Finance: The company is acquiring Saksham Gram Credit Pvt. Ltd. to expand its business through acquisition and accelerate growth.

AVG Logistics: The company has entered the liquor transportation and logistics business, strengthening its specialized logistics services.

Bharat Coking Coal: The company reported a Q1 net loss of โ‚น68.1 crore, compared with a profit of โ‚น177 crore in the same quarter last year.
The company posted a Q1 EBITDA loss of โ‚น65 crore, compared with an EBITDA profit of โ‚น191 crore in the same quarter last year. (EBITDA measures a company's operating performance before interest, taxes, depreciation, and amortization.)
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๐Ÿ“ˆ Share Market Updates:

Highway Infrastructure: The company has won a โ‚น28.69 crore contract to operate the Kozhinjipatti Toll Plaza in Tamil Nadu. (Positive news for the company.)

QatarEnergy: The company is likely to continue delaying some LNG (Liquefied Natural Gas) shipments until mid-October due to ongoing force majeure (unavoidable disruptions). (This could affect global LNG supply and prices.)

Mahindra Lifespaces: Mahindra Lifespaces and Sumitomo Corporation are expanding their partnership to develop more "Origins by Mahindra" residential projects in Chennai. (Positive for the company's long-term growth.)
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Wishing you a day filled with positivity, good health, new opportunities, and success. Stay confident, keep smiling, and make today amazing. Have a wonderful day!

Good morning all of you ๐ŸŒž
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Every sunrise brings a new opportunity to grow, smile, and succeed. Make today count.


Good morning all ๐ŸŒž
โค1
๐Ÿ‡บ๐Ÿ‡ธ U.S. New Tariff Policy

The Trump administration has announced new import tariffs to discourage the use of forced labor in manufacturing.

The U.S. says many countries do not enforce forced labor laws as strictly as the U.S., giving them a cost advantage.

Countries with strong forced labor bans will face a 10% tariff.

Countries without such bans will face a 12.5% tariff.

India's proposed tariff has been reduced from 12.5% to 10%, which is a positive development for Indian exports.


๐Ÿ“ˆ Market Impact:

Positive for India, as the lower 10% tariff can help Indian exporters remain more competitive in the U.S. market.
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1. Global Ultra-Rich Population Reaches Record High ๐Ÿ’ฐ

The number of people with wealth above $30 million has reached a record 556,850 in 2025.

This is a 14.4% increase from last year, the fastest growth since 2017.

The rise is mainly due to strong stock markets, higher business values, and growth in private investments.

Market Impact: Positive for luxury goods, wealth management, and premium real estate companies.


2. Bots Now Make Up More Internet Traffic Than Humans ๐Ÿค–

Automated bots now generate more internet traffic than real people.

This is because of the rapid growth of AI tools, web crawlers, automated services, and some malicious bots.

Market Impact: Positive for cybersecurity and cloud infrastructure companies, as demand for bot detection and online security is increasing.
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Share Market Information:

1. US Tariff on Indian Goods ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฎ๐Ÿ‡ณ

The US has imposed a 10% import duty on some Indian products.

This makes Indian goods more expensive in the US market.

Market Impact: Indian exporters may face tougher competition and lower demand.


2. RAM Prices Have Increased Sharply ๐Ÿ’ป

The price of 32GB RAM has become almost equal to the price of a 16GB Apple MacBook Pro.

This is due to high AI demand, limited supply, and chipmakers focusing on AI memory.

Market Impact: Computer and laptop prices may increase, while memory chip companies could benefit.


3. India's Gem & Jewellery Exports Grow Strongly ๐Ÿ’Ž

India's gem and jewellery exports increased 26.5% in June to $2.21 billion.

This shows strong overseas demand and better export orders.

Market Impact: Positive for Indian jewellery and gem export companies.
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Success begins with a positive attitude. Stay focused, work hard, and let today be another step toward your goals.

Good morning all ๐ŸŒป
Sharemarket Information ๐Ÿ“ˆ

1. Income Tax

Finance Minister Nirmala Sitharaman has asked Income Tax officials to make the tax process easier for honest taxpayers.

The focus is on less unnecessary scrutiny, faster issue resolution, and better online services.


2. Indian Companies

Indian companies recorded their highest sales growth in the last 14 quarters, showing that business demand is strong.

However, higher expenses (raw materials, salaries, and other costs) reduced profit margins, although overall net profit still increased by about 11% compared to last year.
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Sharemarket Information:

Cipla: Received USFDA approval to sell the generic version of Advair Diskus (used to treat asthma and COPD) in the US. Positive news for the company.

Hindalco: Its subsidiary Novelis has secured a USD 500 million short-term loan to meet business and investment needs.

Nitin Gadkari: Filed a case in the Bombay High Court against Meta and others over alleged fake social media posts and deepfake content claiming he and his family benefited from the E20 ethanol policy. He says the claims are false.

Coforge (Q1 Results):

Net profit fell to โ‚น520 crore from โ‚น610 crore (compared with the previous quarter).

EBIT increased to โ‚น820 crore from โ‚น696 crore, but the EBIT margin declined from 15.7% to 14.8%.


OM Infra: Became the lowest bidder for a โ‚น568.98 crore water resource project in Chhattisgarh. The project value is much higher than the company's โ‚น840 crore market capitalization, making it a significant order if awarded.
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Goodluck India: Its defence subsidiary received government quality approval to supply 155 mm artillery shells. Positive for defence business.

Tata Power: Plans to raise โ‚น4,500 crore through bonds to refinance existing loans.

Waaree Renewable: Entered the Australiaโ€“New Zealand renewable energy market with a large solar and battery storage project.

SRF: Income Tax Department reduced its tax demand from โ‚น327.44 crore to โ‚น9.46 crore. The company is reviewing the remaining amount.

HCLTech: Released a new AI research report based on feedback from 200+ top business executives.

Mankind Pharma: Sold its hospitality business for โ‚น49 crore.

Tata Motors: Heavy floods temporarily affected production at its Sanand plant in Gujarat. Operations are expected to return to normal soon.

Gravita India: Closing its US subsidiary and shifting operations to Jaipur to reduce costs and improve efficiency.

NDR Auto Components: Shareholders approved the reappointment of key directors.

Anand Rathi Wealth: Promoter disclosed that some pledged shares were invoked by lenders.

Sumitomo Chemical India: Appointed Dr. Suresh Ramachandran as Managing Director from Sept. 1, 2026

Mphasis: Promoters refinanced loans by creating fresh share pledges. No change in promoter ownership.

Vardhman Special Steels: Will invest โ‚น1,116 crore to build a new forging facility for automobile components.

Adani Energy Solutions: Launched a Qualified Institutional Placement (QIP) to raise funds.

Rajesh Exports: Said it has no information about the reported NEFRA investigation.

Torrent Pharmaceuticals: Stock exchanges approved the listing of new shares issued after the JB Chemicals merger.

TVS Motor: Increased its stake in TVS Credit Services to 85.15% by buying additional shares for โ‚น711 crore.

Bank of Baroda: Reported a possible business email cyberattack. The bank said operations and customer services are not affected.

InterGlobe Aviation (IndiGo): Appointed Kiran Thadimarri as the new Chief Financial Officer (CFO), while the previous CFO moved to an advisory role.
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Sharemarket Information:

Sathlokhar Synergys E&C Global: Q1 profit more than doubled to โ‚น21.4 crore from โ‚น9.2 crore, while revenue increased to โ‚น200 crore from โ‚น120 crore. (Strong positive results)

Sumeet Industries: The company plans to issue new shares worth โ‚น28 crore to non-promoters and will use โ‚น49.9 crore from its rights issue to expand its CP plant through its subsidiary. (Fundraising for business expansion)

Dr. Reddy's Laboratories: The company's Srikakulam plant received 3 observations from the USFDA after inspection. These are generally issues that need to be addressed and are not an import ban or warning letter.

Emerald Finance: Partnered with Vausm Technologies to offer employees early salary access and short-term loans through employer salary deductions. (New employee financial service)

iValue Infosolutions: Q1 net profit increased to โ‚น15.8 crore from โ‚น10.4 crore and EBITDA improved strongly. However, revenue fell to โ‚น180 crore from โ‚น230 crore. (Higher profitability despite lower sales)

Sun Pharmaceutical Industries: Received approval in Brazil to manufacture and sell Semaglutide, a popular diabetes and weight-loss medicine. (Positive growth opportunity)

Crude Oil: GTRI said India's crude oil import decisions should be based on India's interests, not pressure from U.S. tariff threats. (Government policy viewpoint)
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Latest IPOs & GMP Update ๐Ÿš€

High GMP

Indo-MIM IPO (23โ€“27 Jul)
IPO Price: โ‚น485
GMP: โ‚น188 (39%)
Outlook: Strong listing potential (Listing Today)

MV Electrosystems IPO (30 Julโ€“03 Aug)
IPO Price: โ‚น425
GMP: โ‚น101 (24%)
Outlook: Good listing potential

Ardee Industries IPO (05โ€“07 Aug)
IPO Price: โ‚น53
GMP: โ‚น13 (24%)
Outlook: Good listing potential



Moderate to Low GMP โš ๏ธ

Xtranet Technologies IPO (23โ€“27 Jul)
IPO Price: โ‚น127
GMP: โ‚น14 (11%)
Outlook: Moderate listing potential (Listing Today)

Juniper Green Energy IPO (30 Julโ€“03 Aug)
IPO Price: โ‚น225
GMP: โ‚น17 (8%)
Outlook: Limited listing gains expected

Lohia Corp IPO (23โ€“27 Jul)
IPO Price: โ‚น425
GMP: โ‚น17 (4%)
Outlook: Limited listing gains expected (Listing Today)

Manipal Health Enterprises IPO (29โ€“31 Jul)
IPO Price: โ‚น590
GMP: โ‚น8 (1%)
Outlook: Very limited listing gains expected
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