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Wall Street s main indexes experienced a downturn at the opening bell on Monday, reversing the gains made in the previous session. This retreat followed hints from Fed Chair Jerome Powell about a potential interest-rate cut at the central bank s upcoming meeting next month. The Dow, S&P 500, and Nasdaq Composite all started the day in negative territory.

Nifty is expected to trade in a 24,800–25,000 range amid consolidation, while Bank Nifty shows weakness below 55,500. The auto sector remains strong, led by Hero MotoCorp, Bajaj Auto, Maruti and more.

Shares of TCS and Infosys jumped over 3% after Investec and JP Morgan upgraded ratings with higher targets, citing long-term IT resilience. Analysts see recovery in H2 FY26, driven by AI-led transformation, cost efficiency, and robust order books despite near-term demand pressures.

Shares of Apollo Micro Systems surged 4% on Monday, hitting a lifetime high and gaining nearly 25% in the last five trading sessions. The defence-focused technology company has doubled investors’ wealth since January and delivered over 500% returns since its 2018 listing. It supplies mission-critical systems for India’s submarine programme, aerospace, and homeland security, boosting indigenisation and strategic capabilities.

China and Hong Kong stocks jumped on Monday, led by the rare earth and property sectors, extending the recent bull run as abundant liquidity continued to fuel gains.

Dalal Street anticipates a busy day as Patel Retail, Vikram Solar, Shreeji Shipping, and Gem Aromatics debut on the stock exchanges. Patel Retail leads with an 18% GMP and record subscription, followed by Vikram Solar at 14% and Shreeji Shipping at 13%. Gem Aromatics posts a modest 8% GMP, with strong institutional and retail interest potentially driving positive listing gains.

Nazara Technologies’ sharp 26.6% fall wiped out over Rs 100 crore in combined mark-to-market wealth of Nikhil Kamath and Madhusudan Kela within four sessions, while Rekha Jhunjhunwala had fully exited earlier, avoiding steep losses amid regulatory concerns.

Rajesh Bhosale notes that with a truncated week and monthly expiry, the market is likely to consolidate before making any significant moves.

The Indian bond market remains volatile post-RBI policies, with fiscal concerns and global slowdown adding pressure. Analysts highlight opportunities in selective short- and long-duration bonds, supported by favorable macro conditions and potential future rate cuts amid measured fiscal stance.