Market View 07th October, 2025

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

US equity futures edged lower after President Donald Trump said discussions with Democrats on health care would take place only after the government reopens. European futures traded slightly higher during Asian hours. In Asia, Japanese shares continued to rise as the election of pro-stimulus leader Sanae Takaichi weakened the yen and lifted long-term bond yields. Australian stocks declined, while markets in China and South Korea remained closed. On Wall Street, stocks ended at record highs, led by gains in technology companies. Investors looked past the ongoing government shutdown and focused on optimism surrounding a large infrastructure deal that signaled continued strength in artificial intelligence investment. The S&P 500 and Nasdaq posted further advances, marking a steady upward trend, while the Dow slipped slightly. In India, domestic markets extended their winning streak, closing higher for a third straight session, supported by strong investor sentiment and buying in major sectors.

Economic Calendar:

• USD: Import and Export Data on 07^th October 2025.
• IND: Foreign Reserves USD on 10^th October 2025.
• USD: Crude Oil Inventories on 08^th October 2025.
• IND CPI (Sep) on 13^th October 2025.

IPO Watch:

Brokerage Radar:

MORGAN STANLEY ON TRENT:

Target Rs 6359 Recommendation Overweight, Q2: Notable Miss, Standalone revenues grew 17% YoY, lower than MS estimate of a 25% rise, Westside had 13 net new store openings, the highest in the past five years.

CITI ON INDIGO:

Target Rs 7100 Recommendation Buy, Demand outlook remains positive for the industry, with moderation in Q2, Moderation owing more to lower supply rather than weak demand, IndiGo is focusing on international routes (including long-haul).

KOTAK SECURITIES ON LTIMINDTREE:

Target Rs 5000 Recommendation Reduce, Announced its largest-ever digital transformation deal (>US$450 mn) with a global entertainment leader, The deal has a balance between renewal and new component, New CEO’s sales execution rigor is driving a good conversion of pipeline into deals.

GOLDMAN SACHS ON BSE:

Target Rs 2220 Earlier Target Rs 2250 Recommendation Neutral, NSE has become aggressive in getting back lost market share from BSE, Lot size reduction brings the contract sizes of BSE’s Sensex and NSE’s Nifty 50 closer, Thereby narrowing BSE’s advantage of lower traded premium per contract on index options.

International Markets:

U.S & Europe:

*As per 07^th October.

Asian markets:

Stocks strong on Chart:

Commodities & Currency:

FIIs & DIIs:

News Updates:

Source: Moneycontrol, Bloomberg Quint, Investing

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