Morning Cuppa 13th Feb: Indian Markets, Global Markets and Commodity Update

Market Snapshot

• Nifty- 25,807 (-0.57%)
• Sensex- 83,674 (-0.66%)
• FII: +108 Cr
• DII: -+276 Cr
• GIFT nifty 25,725

Bond Market

• 10Y G-sec fell by 2bps and closed at 6.68%
• India’s retail inflation in Jan’26 at 2.75% YoY in first reading under new data series. India revises CPI base year to 2024 from 2012 to reflect changes in consumption
• Net direct tax collections up 9.4 % to ₹19.43 trillion till February 10

Corporate Updates

• Infosys, Wipro ADRs slide amid AI fears; US tech wobbles
• Indian Hotels Q3 profit jumps 50%; revenue, EBITDA see double-digit growth
• Deepak Nitrite Q3 Results: Net profit up 2%; Margin improves to 11%
• Coal India Q3 Results: Profit tops estimates, YoY earnings decline; dividend declared

Currency Market

• USD/INR at 90.59
• DXY at 96.92
• EUR/USD at 1.1871
• GBP/USD at 1.3624
• USD/JPY at 152.75

Global Markets

• US: Dow -1.34%, S&P 500 -1.57%, Nasdaq -2.04%
• Europe: FTSE -0.67%, DAX -0.01%, CAC +0.33%
• Asia: Nikkei -1.64%, Hang Seng -0.86%, Shanghai +0.05%

Commodities

• Brent $67.52/bbl (-2.71%), Gold $4,920/oz (-3.12%)
• Oil prices fall on supply forecast, easing risk
• Gold cascades down as strong US jobs data and stop-selling weigh