Morning Cuppa 10th Feb: Indian Markets, Global Cues and Commodity Update

• Nifty: 25,867 (+0.68%)
• Sensex: 84,065 (+0.58%)
• FII: +2254 Cr
• DII: +4 Cr
• GIFT nifty: 25,987

Bond Market

• 10Y G-sec increased by 2bps and closed at 6.75%

India & Global Updates

• IOC, HPCL buy Venezuelan oil in second deal since imports resumed
• Moody’s sees India’s GDP growing 6.4% in FY27, fastest among G20 nations

Corporate Updates

• Marico arm to buy 75% stake in Vietnam’s beauty & personal care firm Skinetiq
• Bata India Q3 profit rises 13% on premium brand demand, margin expansion
• Aurobindo Pharma Q3 Results: Net profit up 8% on Europe, ARV growth despite labour code cost
• BSE shares in focus post Q3 results — internals remain strong, transaction charges lift revenue

Currency Market

• USD/INR at 90.77
• DXY at 96.86
• EUR/USD at 1.1904
• GBP/USD at 1.3683
• USD/JPY at 156.13

Global Markets

• Dow +0.04%
• S&P 500 +0.47%
• Nasdaq +0.90%

• FTSE +0.16%
• DAX +1.19%
• CAC +0.60%

• Nikkei -0.99%
• Hang Seng +1.76%
• Shanghai +1.41%

Commodities

• Brent $69.14/bbl (+2.61%)
• Gold $5,031/oz (-0.08%)
• OPEC oil output falls in January on lower supply from Nigeria and Libya
• Gold, silver retreat as dollar ticks up