A stunning macro divergence played out on Dalal Street today! While a brutal semiconductor sell-off sent South Korea's Kospi crashing 7.4%, the Nifty soared 1.6% to close at 22,722. Sentiment was turbo-charged by FM Nirmala Sitharaman’s remarks at the Bloomberg New Economy Forum, where she kept the door open for revising LTCG and STT in the upcoming Budget. Adding festive cheer, NPCI deferred the rollout of UPI MDR charges until after Diwali. Join tonight’s wrap-up as we map trade setups for IT and PSU Banks for 14-Oct-26.
