News

Four defence companies, Hindustan Aeronautics Ltd. (HAL),Data Patterns Ltd., Zen Technologies Ltd. and Bharat Electronics Ltd. (BEL) will be in focus on Monday, May 19, due to various factors.

India’s defence stocks had a stellar run last week, with stocks like Cochin Shipyard and Mazagon Dock surging up to 40%. Names like HAL and Data Patterns also saw their respective stocks rise between 18% and 20% during the week.

Monday: Cautious Optimism

Asian markets trade with caution; China industrial production data to be in focus

US futures down 0.7-1% as Moody’s downgrades US debt rating to Aa1 from Aaa

The University of Michigan consumer sentiment index survey : 50.8 in May vs 52.2 in April – DROP IF PRASHANT HAS MENTIONED

US market last week

S&P 500                5.3%

Dow                        3.4%

Nasdaq                  7.2%

Trump on Wallmart

“Between Walmart and China they should, as is said, “EAT THE TARIFFS,” and not charge valued customers ANYTHING. “I’ll be watching, and so will your customers!!!”

India-US trade deal in focus- Commerce Minister Piyush Goel in the US

Commerce Minister To Meet US Commerce Secretary Howard Lutnick & USTR Jamieson Greer

Discussion Between Negotiating Teams From May 19-22

Nifty sees consolidation on Friday while midcap catch up continues

Nifty 4.5% away from all time high; Flows robust

DII Net Buy 5,187.09  Cr in Cash

FII Net Buy 8,831.05 Cr in Cash

Stocks in Focus

Bharti Airtel: Seeks Waiver Of AGR Dues; Says Relief Should Be Granted In Non-Discriminatory Manner To All License Holders

Vodafone Idea: SC Likely To Hear Voda Idea’s Plea Seeking Waiver Of AGR Dues today

Divi’s Labs: Strong show – Revenue (GU)12.20 % Margin At 34.27% Vs 31.74% (YoY)

Zen Tech : Net Profit At `101 Cr Vs `34.9 Cr; Revenue At `325 Cr Vs `141.4 Cr (YoY)

TRADE SET UP

Markets continue to rally, which started on 9th April with a 90-day pause for Trump’s reciprocal tariffs

Last weekend, markets got another 90-day pause – this time between US & China

Last week: Nifty +4%, Bank Nifty +3%, Midcap +7%, Smallcap +9%

Most markets around the world price in little to no damage from Trump’s tariff policies

The above assumption will likely be wrong, but it is probably too early to fight the trend

The question to ask is this: Has the good news on tariffs peaked ?

US effective tariff rate for China began 2025 at 11%, and has now settled at 39%

Are US Treasuries vulnerable again?

Moody’s downgraded the US sovereign rating from AAA to AA; in-line with other ratings agencies

House Budget Committee rejected the Reconciliation Bill

Committee for a Responsible Federal Budget: Current bill would add $3.3 trillion to the debt by FY’2034

Nifty consolidated in a narrow range on Friday

Nifty support at 24,738 (40-HEMA)

Bank Nifty support at 54,442 (Friday’s low)

GIFT Nifty higher, trading at a premium of nearly 50 points from Nifty Futures Friday close, indicates a start in green for the Indian market.#CNBCTV18Market | #GIFTNifty higher, trading at a premium of nearly 50 points from Nifty Futures Friday close, indicates a start in green for the Indian market pic.twitter.com/jne4oU3L9b

— CNBC-TV18 (@CNBCTV18Live) May 19, 2025

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