GM Prabhat - Morning Market Setup

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September 24, 2025 | Defensive Rotation, IT Headwinds, and Gold at Record Highs

Indian markets remain in consolidation mode as defensive rotation strengthens, IT faces structural pressure from visa policy shifts, and global uncertainty keeps investors cautious.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

September 23, 2025 | AI Capital Surge, IT Headwinds, and Market Rotation Signals

Indian markets face cautious sentiment as global AI optimism contrasts with domestic IT pressure, keeping investors focused on sector rotation and policy risk.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

September 22, 2025 | Policy Shocks, GST Reset, and a Cautious Open

Markets open cautiously as investors digest a sharp policy shock to IT staffing models and the rollout of fresh GST reforms, with sentiment hinging on foreign flows and sectoral rotation.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

September 19, 2025 | Fed-Driven Optimism, Tech Signals, and BOJ Watch

Markets head into the week’s close with Fed-driven optimism, Nifty nearing a key breakout zone, and global attention shifting to the Bank of Japan’s policy stance.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

September 18, 2025 | Fed Cut Clarity, IT Tailwinds, and India’s Services Tech Moment

A dovish Fed kickstarts the easing cycle, lifting risk appetite as Indian markets brace for a higher open, IT tailwinds strengthen, and platform services gain validation after a strong IPO debut.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

September 17, 2025 | Fed Day Tension, Cyclical Rotation, and Market Breakout

Indian markets break higher as cyclicals lead and investors shift focus to the Federal Reserve’s policy outcome and its implications for risk assets.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

September 16, 2025 | Trade Breakthroughs, Sector Rotation, and IPO Momentum

Global trade optimism lifts sentiment as markets weigh Fed policy, sector rotation away from IT, and a renewed wave of large-cap IPOs in India.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

September 15, 2025 | Low VIX Calm, Tech Rotation, and IPO Supply Reset

Markets consolidate near highs as volatility stays muted, tech and electronics gain traction, and SEBI’s IPO reforms reshape India’s primary market outlook.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

September 12, 2025 | Nifty at 25,000, Buyback Buzz, and Export Optimism

Indian markets open strong as Nifty reclaims 25,000 amid Fed rate cut optimism, a historic Infosys buyback, and renewed momentum in export-driven sectors.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

September 11, 2025 | Oracle’s AI Surge, Fed Rate Signals, and IPO Momentum

Global markets balance AI-driven optimism and Fed rate cut expectations amid geopolitics, IPO activity, and renewed momentum in Indian IT and early-stage capital.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

September 10, 2025 | Record Wall Street Highs, IT Rally, and India’s Pre-Seed Boom

US stocks hit record highs as Fed cut expectations build, Indian IT rallies on buyback optimism, and India’s pre-seed funding sees a major surge.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

September 9, 2025 | Auto Rally, AI Funding Surge, and Apple’s Moment.

Auto stocks rally on GST-led price cuts as markets track Apple’s iPhone 17 event, rising AI funding momentum, and shifting investor focus from hype to fundamentals.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

September 8, 2025 | Funding Revival, Tech Crosscurrents, and Rupee Pressures.

Markets open with cautious optimism as startup funding rebounds sharply, global tech signals stay mixed, and a weaker rupee reshapes sectoral winners and losers.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

September 5, 2025 | GST Reset, Sector Rotation, and Global Rate Signals.

Indian markets gear up for a firm open as landmark GST reforms drive sector rotation, global rate-cut expectations strengthen, and IPO momentum stays robust.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

September 4, 2025 | Deep Tech Capital, Domestic Breadth, and Semiconductor Renaissance.

Indian markets stay resilient as deep tech attracts billion-dollar capital commitments, domestic institutions offset FII selling, and India’s semiconductor ambitions gain momentum.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

September 3, 2025 | Yield Pressures, Tariff Uncertainty, and Semiconductor Ambition.

Indian markets face a cautious open as rising global bond yields and tariff uncertainty collide with India’s accelerating semiconductor push and evolving policy signals.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

September 2, 2025 | GDP Surprise, Bank Strength, and AI Infrastructure Momentum.

Indian markets rebound as GDP growth beats expectations, bank stocks hit record highs, and global AI infrastructure investments reinforce domestic tech optimism.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

September 1, 2025 | Diplomatic Signals, Tech Momentum, and Semiconductor Opportunity.

Markets enter September with positive GIFT Nifty cues as geopolitical diplomacy, semiconductor tailwinds, and tech-sector momentum shape investor sentiment.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

August 29, 2025 | Tariff Escalation, Tech Volatility, and Inflation Watch.

Indian markets retreat amid escalating India–US tariff tensions, mixed global tech cues, and heightened focus on US PCE inflation as investors shift toward defensive positioning.

Murali Kalyanaraman

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January 14, 2026

GM Prabhat - Morning Market Setup

January 9, 2026 | Losses deepen, flows diverge, and the market braces for key global cues.

Losses extended as flows diverged, with global cues set to guide today’s market tone.

Murali Kalyanaraman

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January 13, 2026

GM Prabhat - Morning Market Setup

August 22, 2025 | Nifty Steady Above 25k Ahead of Jackson Hole

Growth momentum strengthened across India and Asia, even as inflation risks and global policy uncertainty stayed in focus.

Murali Kalyanaraman

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January 13, 2026

GM Prabhat - Morning Market Setup

August 25, 2025 | Cautious Optimism as Markets Track Powell and Tech Strength

Markets open firm as Asia digests mixed cues and Powell remains in focus.

Murali Kalyanaraman

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January 13, 2026

GM Prabhat - Morning Market Setup

August 26, 2025 | IT Strength Leads—Markets Watch Global Cues and Earnings

Tech leadership held firm as markets turn selective ahead of key global triggers

Murali Kalyanaraman

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January 13, 2026

GM Prabhat - Morning Market Setup

August 28, 2025 | Cautious Open, Nvidia in Focus, and AI Regulation Signals

Cautious global cues keep markets on watch as tech earnings and policy signals take center stage.

Murali Kalyanaraman

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January 13, 2026

GM Prabhat - Morning Market Setup

September 24, 2025 | Defensive Rotation, IT Headwinds, and Gold at Record Highs

September 23, 2025 | AI Capital Surge, IT Headwinds, and Market Rotation Signals

September 22, 2025 | Policy Shocks, GST Reset, and a Cautious Open

September 19, 2025 | Fed-Driven Optimism, Tech Signals, and BOJ Watch

September 18, 2025 | Fed Cut Clarity, IT Tailwinds, and India’s Services Tech Moment

September 17, 2025 | Fed Day Tension, Cyclical Rotation, and Market Breakout

September 16, 2025 | Trade Breakthroughs, Sector Rotation, and IPO Momentum

September 15, 2025 | Low VIX Calm, Tech Rotation, and IPO Supply Reset

September 12, 2025 | Nifty at 25,000, Buyback Buzz, and Export Optimism

September 11, 2025 | Oracle’s AI Surge, Fed Rate Signals, and IPO Momentum

September 10, 2025 | Record Wall Street Highs, IT Rally, and India’s Pre-Seed Boom

September 9, 2025 | Auto Rally, AI Funding Surge, and Apple’s Moment.

September 8, 2025 | Funding Revival, Tech Crosscurrents, and Rupee Pressures.

September 5, 2025 | GST Reset, Sector Rotation, and Global Rate Signals.

September 4, 2025 | Deep Tech Capital, Domestic Breadth, and Semiconductor Renaissance.

September 3, 2025 | Yield Pressures, Tariff Uncertainty, and Semiconductor Ambition.

September 2, 2025 | GDP Surprise, Bank Strength, and AI Infrastructure Momentum.

September 1, 2025 | Diplomatic Signals, Tech Momentum, and Semiconductor Opportunity.

August 29, 2025 | Tariff Escalation, Tech Volatility, and Inflation Watch.

January 9, 2026 | Losses deepen, flows diverge, and the market braces for key global cues.

August 22, 2025 | Nifty Steady Above 25k Ahead of Jackson Hole

August 25, 2025 | Cautious Optimism as Markets Track Powell and Tech Strength

August 26, 2025 | IT Strength Leads—Markets Watch Global Cues and Earnings

August 28, 2025 | Cautious Open, Nvidia in Focus, and AI Regulation Signals

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