📊 Sensex Today | Stock Market LIVE – May 29, 2025

🔁 Expiry Day Jitters for Nifty 50

• ⚠️ Another monthly expiry day for Nifty 50 contracts – expect volatility!
• 📉 Nifty ended Wednesday flat at 24,750, sandwiched between two expiries
• 📌 Analysts recommend a stock-specific approach until a clear trend forms

🌍 Global Market Cues Lifting Sentiment

• ⚖️ US Trade Court strikes down Trump’s reciprocal tariffs ➡️ Wall Street futures surge 🚀
• 🤖 Nvidia beats earnings estimates, adding more fuel to the global rally
• 🌏 Asian markets open strong, tracking global optimism

💼 Stocks to Watch Today

• 📢 Earnings reactions expected from:
  • 🚆 IRCTC
  • 🏗️ SAIL
  • 💰 Nuvama Wealth
• 📊 Major results due from:
  • 🛵 Bajaj Auto
  • 🛠️ Mazagon Dock Shipbuilders
  • 🌬️ Suzlon Energy
  • 🚗 Samvardhana Motherson

🔎 Sectoral View – Madanagopal Ramu, Sundaram Alternate Assets

💡 Capital Goods (Power Equipment) – Strong Tailwinds

• ⚡ Huge CapEx visibility across transmission, generation & distribution
• 🌍 Limited competition globally; in India, Hitachi, GE & Siemens dominate HVDC bids
• 📈 Order books growing 30–40%, margins improving from single to double digits
• 🇮🇳 Domestic manufacturing push reducing Chinese competition

🏥 Healthcare – Positive outlook continues
💳 NBFCs > Banks – Select NBFCs offer better positioning & meaningful growth
🛒 eCommerce – Profit booking done here due to slowing earnings

📌 Strategy Shift: Moved from eCommerce to capital goods & financials

📍 Stay tuned for LIVE action, earnings reaction & expiry moves all day!