Here is the bulleted summary of the podcast script sections:

• Wall Street Overnight Recap:

  • Dow Jones hit new record highs, up 0.68%, driven by hopes of government shutdown resolution.

  • S&P 500 edged up 0.06%, while Nasdaq slipped 0.26% due to rotation away from big tech.

  • Healthcare stocks Eli Lilly and AbbVie surged 3%. Goldman Sachs up 3.51%, JPMorgan up 1.5%.

  • Tech stocks Tesla, Meta, and Palantir declined between 2.1% to 3.6%, indicating re-rating of growth vs value sectors.

• Indian ADR Performance:

  • Infosys ADR rose 0.41% to $17.08.

  • HDFC Bank ADR fell 0.61% to $36.48.

  • ICICI Bank ADR declined 0.75% to $30.54.

  • Reliance Industries ADR gained 1.03% at $58.60.

  • Key takeaway: Global tech weakness impacts IT exports; banking and energy ADRs hold up.

• Asian Markets & Gift Nifty:

  • Nikkei 225 flat near 50,000 levels.

  • Hang Seng up 0.9% at approximately 26,922.

  • Shanghai Composite down marginally by 0.1% around 4,000 points.

  • Gift Nifty trades near 25,943, signaling a muted Nifty open.

  • Consolidation expected with strong Asian equity performance aiding risk sentiment.

• Key Global News & Geopolitics:

  • Trump signals substantial tariff cuts on Indian goods as India reduces Russian oil imports.

  • Potential tariff reduction up to 50%, easing trade tensions.

  • Positive outlook reinforced by ongoing US-India trade talks targeting $500 billion trade by 2030.

• Indian Market Headlines & Pre-Open Cues:

  • RBI expected to cut rates by 25 basis points in December after soft inflation data.

  • Modi government approves a ₹25,060 crore Export Promotion Mission to counter tariff impacts.

  • FII net selling of ₹12,500 crore balanced by strong DII buying of ₹16,600 crore.

  • Retail SIP flows remain robust, supporting market sentiment.

• Technical Levels – Trading Setups:

  • Nifty support at 25,800 and 25,500; resistance near 26,000.

  • Bank Nifty support zone 57,500-57,700; key resistance 58,000-58,430.

  • Key watch: Bank Nifty break above 58,000 may trigger buying; below 57,500 signals weakness.

• Commodity Market Summary:

  • Crude oil down 4.26% to $58.44 per barrel amid easing shutdown fears.

  • Gold steady at $4,191 per troy ounce, up 1.56%.

  • Silver near all-time high at $53, supported by Fed rate cut expectations.

  • Lower crude oil positive for inflation; precious metals steady for portfolio protection.

• Actionable Idea or Day Plan:

  • Market tug-of-war: FIIs selling, DIIs buying.

  • Focus on quality large caps benefiting from domestic strength and tariff relief.

  • Avoid chasing momentum stocks; use dips to buy fundamentally strong companies.

  • Expect narrow trading ranges with critical Bank Nifty battle at 58,000.