Market View 14th August, 2025

View on market: Volatility persists, eagerly searching for growth:

Asian markets opened Thursday on a softer note, pausing after three days of gains fueled by expectations of a US interest rate cut next month. The regional benchmark slipped, with Japan leading the decline, while markets in Australia and Hong Kong moved higher. In the US, Wall Street reached fresh record highs on Wednesday as optimism grew over potential rate cuts. The S&P 500 regained momentum late in the session, while the Nasdaq 100 posted a modest gain to end at a record. The Dow Jones recorded strong advances. In India, benchmark indices reversed their recent losses, closing higher after a positive trading day. Gains were supported by strength in select large-cap stocks, particularly in healthcare and metals. The session saw buying interest across several sectors, helping the market recover from early weakness. Overall, global equity sentiment remains buoyant, with investors balancing optimism about monetary easing against cautious profit-taking after recent rallies.

Key Quarterly Results for Today:

ADHHATA, ALKYLAMINE, ALPSINDUS, ASHOKLEY, BLUECHIP, BLUECLOUDS, BRAHMINFRA, BTML, CEMAINFRA, CISTRO, DCM, DEEP, DUROPACK, FLORACORP, FRONTCORP, GOENKA, GLENMARK, GREENPOWER, HINDCOPPER, INOXWIND, INOXGREEN, MPL, NAVA, NHCFOODS.

Economic Calendar:

• USD: Core PPI (MoM) (YoY) on 14^th August 2025.
• IND: WPI Inflation (YoY) (MoM) (July) on 14^th August 2025.
• USD: Initial and Continuing Jobless Claims Data on 14^th August 2025.
• IND: Foreign Reserves (USD) on 15^th August 2025.

Brokerage Radar:

JEFFERIES ON HDFC LIFE:

Maintain Buy with TP of Rs 910, Stable Regulation, Aim to Double Business over 4-5yrs, Regulations should stay neutral & supportive, unlike past 3yrs, Competitive intensity is balanced; transition to IFRS can ease it, Agency revamp is key area of focus to deepen presence.

MACQUARIE ON DEVYANI:

Maintain Outperform with TP of Rs 215, Q1 EBITDA miss on higher promotions, Higher promotions across KFC, Pizza Hut drive EBITDA miss, Continued margin weakness across formats in India, Back-ended recovery in margin suggesting limited near-term triggers were concerning.

JEFFERIES ON SAMVARDHANA MOTHERSON:

Maintain Buy; Cut TP to Rs 110 from Rs 120, Margin Miss in Q1, In a tough macro, SAMIL is expanding its non-auto business well, especially in electronics, Expects margins to improve sequentially as cost optimization efforts in Europe bear fruit.

MACQUARIE ON JUBILANT FOOD:

Maintain Underperform with TP of Rs 545, Largely inline Qq aided by Turkey performance, Turkey strength offsets slower than expected India margin, Q1 shows how discounting-led like-for-like growth has failed to aid Ebitda margin.

International Markets:

U.S & Europe:

*As per 14^th August.

Asian markets:

Stocks strong on Chart:

Commodities & Currency:

FIIs & DIIs:

News Updates:

Source: Moneycontrol, Bloomberg Quint, Investing

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