Market View 16th October, 2025

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

Asian markets opened on a positive note following a mixed but resilient performance on Wall Street. Investor sentiment improved slightly even as concerns around trade relations between the United States and China remained in focus. Major Asian indices moved higher, reflecting cautious optimism among traders. In the United States, the market experienced a volatile session with some sectors gaining while others saw mild weakness. Technology shares helped support the broader market, leading to modest overall gains despite pressure on industrial and financial names. The Indian market recovered from recent losses. The benchmark index ended the session in positive territory after two straight days of decline. Buying interest in select heavyweight stocks supported the recovery, even as global cues remained uncertain. Overall, the mood across major markets showed a mix of caution and confidence, with investors closely watching economic signals and geopolitical developments for further direction.

Key Quarterly Results for Today:

ABIRAFN, ALOKINDS, ARKADE, CIEINDIA, CYIENT, DBCORP, ETERNAL, INDIANB, INFY, JIOFIN, JSWINFRA, KEYCORP, LTIM, METROBRAND, NESTLEIND, PNBGILTS, RALLIS, SOUTHBANK, STELLANT, SUNGOLD, SWARAJENG, TRANSCHEM, WIPRO, ZEEL.

Economic Calendar:

• USD: Crude Oil Inventories Data on 16^th October 2025.
• IND: Bank Loan and Deposit Growth Rate on 17^th October 2025.
• USD: Core Retail Sales Data on 16^th October 2025.
• IND: Foreign Reserves (USD) on 17^th October 2025.

IPO Watch:

Brokerage Radar:

MOTILAL OSWAL ON HDB FINANCIAL SERVICES:

Target Rs 820 Recommendation Neutral, Weak Q2FY26 with muted AUM growth and elevated credit costs, NIM expansion aided by lower cost of funds, Rise in Credit costs driven by CV/CE stress amid monsoon disruptions.

INVESTEC ON UNITED BREWERIES:

Target Rs 2081Recommendation hold, UBL grew slower than industry MoM in Karnataka, UBL’s Q2 share stands at 45.9% vol / 44.4% rev (vs 48.4% / 46.1% in Q1FY26) in karnataka, Believe the price increases at the lower end of the market impacting the overall share picture.

UBS ON KEI INDUSTRIES:

Target Rs 4750 Recommendation Buy, On track for steady growth with strong distribution expansion and capacity build-up., EBITDA margin slightly below expectations., Near-term weakness due to margin miss and Sanand project delay.

JEFFERIES ON L&T:

Target Rs 4,345 Recommendation Buy, Outperformed Nifty over 6 month, 1 year and 5 year by 1%-201%, Believes co on track to achieve or exceed FY26 guidance, Anticipate core E&C Ebitda to rise 20% vs 16% in FY15-19.

International Markets:

U.S & Europe:

*As per 16^th October.

Asian markets:

Stocks strong on Chart:

Commodities & Currency:

FIIs & DIIs:

News Updates:

Source: Moneycontrol, Bloomberg Quint, Investing

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