Daily Market Wrap – Oct 25, 2025

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🐂 Global markets rallied to record highs after softer US inflation data increased hopes for a Federal Reserve rate cut, providing a strong tailwind for Indian equities.

🐻 Kotak Mahindra Bank reported a 3% year-on-year dip in its Q2 net profit, injecting a dose of caution into an otherwise optimistic banking sector narrative this earnings season.

🐂 Global investment firm Blackstone signaled strong confidence in the Indian financial sector, announcing a major investment of over Rs 6,000 crore to acquire a 10% stake in Federal Bank.

🐂 The Nifty index is positioned for a potential breakout from its multi-month consolidation range, with technical levels around 25,900 being keenly watched as confirmation of a new bullish trend.

The market ended the week on a positive note, buoyed by favorable global cues and a significant strategic investment in the banking sector. While the Nifty inches closer to a technical breakout, the ongoing earnings season continues to deliver a mixed bag of results, as seen with the divergence between strong tech earnings earlier and a profit dip from a major private bank today. This underscores the importance of a stock-specific approach. The sustained interest from both foreign strategic investors like Blackstone and domestic institutions continues to provide a solid foundation for the market.

Until tomorrow.

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