📅 May 12 wrap, May 13 prep
📈 “Market ne aaj toh jhanda gaad diya — lekin kal kya karega?”
📊 Today’s Recap – Bulls Went Full Bahubali
| Index | Close | Move Today | All-Time High? |
|---|---|---|---|
| Nifty 50 | 24,924.70 | +916.7 pts | YESSIR ✅ |
| Sensex | 82,429.90 | +2,975.43 pts | ✅ |
| Bank Nifty | 55,382.85 | +1,788 pts | 🔥 |
| India VIX | 14.2 | -9% | Calm AF 😎 |
This wasn’t a rally. This was a fireworks show.
India basically did an airstrike and a market rally on the same day. Combo meal.
🧠 What Drove the Rally Today?
- 🇮🇳 PM Modi’s “Operation Sindoor is New Policy” speech
- ✈️ India’s successful strikes = investor confidence boost
- 💵 FIIs returned with ₹3,200 Cr buying
- 📉 VIX fell = risk appetite returned
- 📊 IT, PSU banks, defence, realty — sab green tha
🔮 Kal Kya Hoga? (Tuesday May 13 Outlook)
🎯 Base Case Scenario – Mild Profit Booking
- Nifty has moved nearly 1,000 points in one session.
Even bulls get tired bhai. - Possible dip to 24,700–24,750 zone for breather
- Defence, PSU Banks, Infra may still outperform
🚨 Note: If global markets are positive + US inflation data stays cool, expect dip to be bought aggressively
🧨 Bullish Case – Modi Rally 2.0
If:
- More clarity comes on strike success / global support
- Defence deals get announced
- FIIs continue buying
Then Nifty could test and even close above 25,050–25,100
📈 Resistance Levels:
- 25,050
- 25,200 (psychological)
🛡️ Support Levels:
- 24,700
- 24,550 (gap fill zone)
💼 Sector-wise Outlook Tomorrow
| Sector | Outlook 🔮 | Why? |
|---|---|---|
| 🛡️ Defence | SUPER BULLISH 🚀 | Modi boost + Orders coming |
| 🏦 PSU Banks | Bullish | Cheap + election stability |
| 💻 IT | Positive | US data soft, tech rallying |
| 🚜 Autos | Rangebound | Already priced in Q4 |
| 🧴 FMCG | Weak | Safe havens will lag |
| 🏠 Real Estate | Bullish | DLF, Godrej Prop may fly |
🔁 What to Watch Tomorrow
1. 🇺🇸 US CPI Inflation Data (Due Tonight)
If inflation cools → Fed pause → Global rally → Nifty ka Dubai trip confirmed.
2. 📦 Q4 Results to Watch
- Tata Power
- Indian Hotels
- Siemens
- Pidilite
- Varun Beverages
- Godrej Consumer
These could drive stock-specific fireworks 💥
3. 🐂 FIIs Activity
If they keep pumping ₹2,000–₹3,000 Cr… bhaiyya, aur rally aayegi.
📈 Stock Ideas for Tuesday
| Stock | Why to Watch |
|---|---|
| HAL | Breakout possible above ₹4,550 |
| BEL | Defence + budget + FOMO |
| Trent | Retail rally + strong earnings |
| SBI | PSU Bank momentum play |
| BDL | Missiles are trending. Like literally. |
🧘♂️ What Should You Do as an Investor?
✅ Already Invested?
Sit tight. Market ne finally bola “Aaj meri bull run shuru hoti hai.”
🤏 Want to Enter Now?
Use dips near 24,700 to enter. Don’t chase gaps. Nifty doesn’t owe you anything.
🚫 FOMO Buy Everything?
Please no. Retail investors always buy at top and cry by Thursday.
🧠 EduInvesting Summary:
- Market is in beast mode after Modi’s strike speech
- Tuesday may open flat to mild red — but trend is intact
- Use dips to enter Defence, PSU Banks, Real Estate, Infra
- Watch global cues like US CPI + FII flows
