Morning Cuppa 18th Feb: Indian Markets, Global Markets and Commodity Update

Market Snapshot

Nifty- 25,725 (+0.17%)
Sensex- 83,450 (+0.21)
FII: +995 Cr
DII: +187 Cr
GIFT nifty 25,756

Bond Market

• 10Y G-sec remained flat and closed at 6.66%
• Budget 2026 shifts focus to allied sectors as farm economy diversifies
• Rising imports from US narrow trade surplus: Commerce department data

Corporate Updates

• Airtel Money secures RBI certificate to operate as non-deposit taking NBFC
• BHEL wins ₹1,500 crore order from SAIL for Burnpur power plant
• GR Infra bags ₹1,897 crore West Central Railway EPC contract in Madhya Pradesh
• Ola Electric shares in focus after Bombay HC stays arrest warrant against CEO Bhavish Aggarwal

Currency Market

USD/INR at 90.67
DXY at 97.11
EUR/USD at 1.1851
GBP/USD at 1.3569
USD/JPY at 153.13

Global Markets

US: Dow +0.07%, S&P 500 +0.10%, Nasdaq +0.14%
Europe: FTSE +0.79%, DAX +0.80%, CAC +0.54%
Asia: Nikkei +0.01%, Hang Seng +0.52%, Shanghai -1.26%

Commodities

Brent $67.42/bbl (-1.79%), Gold $4,859/oz (-2.67%)
Oil prices lose ground on hopes of de-escalation in US-Iran tensions
Gold slides more than 2% on progress in US-Iran talks, firmer dollar