Author: Eqwires

Indian stock markets staged a strong comeback on Monday, snapping a three-session losing streak as investors turned to information technology (IT) stocks for fresh buying. The benchmark Sensex surged 319 points to close at 64,850, while the Nifty 50 advanced 92 points to settle at 19,420, driven by renewed optimism in the IT sector and selective buying across heavyweights.

IT Sector Sparks Recovery

IT majors including Infosys, TCS, and Wipro witnessed robust gains, supported by positive global cues and expectations of steady demand from overseas clients. The sector’s resilience helped offset weakness in select banking and energy counters, providing much-needed momentum to the broader indices.

Market analysts noted that after three consecutive sessions of declines, valuations in IT stocks appeared attractive, prompting institutional investors to step in. The rebound also coincided with easing concerns over global interest rates, which had weighed on sentiment in recent weeks.

Broader Market Performance

• Sensex: +319 points at 64,850
• Nifty 50: +92 points at 19,420
• Top Gainers: Infosys, TCS, Wipro, HCL Tech, Tech Mahindra
• Sectoral Trends: IT led the rally, while FMCG and auto stocks showed mixed performance. Banking stocks remained subdued amid profit booking.

Midcap and smallcap indices also participated in the rally, reflecting improved risk appetite among retail investors.

Investor Sentiment

Foreign Institutional Investors (FIIs) were net buyers, adding strength to the recovery. Domestic Institutional Investors (DIIs) also supported the uptrend, signaling confidence in India’s long-term growth story. Analysts believe that the IT sector’s rebound could set the tone for near-term market stability, though volatility may persist ahead of key macroeconomic data releases.

Global Context

Global markets remained steady, with U.S. indices showing resilience and Asian peers trading higher. The easing of bond yields and expectations of a softer monetary stance by the U.S. Federal Reserve contributed to improved sentiment across emerging markets, including India.

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In summary: After three days of declines, Indian stock markets rebounded sharply on the back of IT sector buying, with Sensex climbing 319 points. The rally highlights the sector’s importance in driving sentiment and offers opportunities for investors to align with expert strategies for sustained gains.

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Millions of Indians are now gaining free access to premium artificial intelligence tools from global tech giants such as OpenAI, Google, and Perplexity AI. This unprecedented move is reshaping the digital landscape in India, one of the fastest-growing technology markets in the world. While it may appear to be an act of generosity, analysts emphasize that these offers are calculated investments aimed at capturing market share, building user loyalty, and gathering valuable data.

The Free AI Wave in India

Starting this week, ChatGPT’s new low-cost “Go” AI chatbot is being offered free for one year to millions of Indian users. Similarly, Google has partnered with Reliance Jio, India’s largest telecom operator, to bundle free or discounted AI tools with monthly data packs. Meanwhile, Perplexity AI has tied up with Airtel, the country’s second-largest mobile network provider, to provide free access to its AI services. These collaborations ensure that advanced AI tools are not limited to elite users but are accessible to the masses across urban and rural India.

Why India?

India represents one of the largest untapped markets for AI adoption. With over 750 million internet users and rapidly growing smartphone penetration, the country offers unparalleled scale. By offering free access, tech giants aim to:

• Build brand loyalty among first-time AI users
• Collect massive amounts of user data to refine their models
• Outpace competitors in a market where adoption is still in its early stages
• Integrate AI into everyday life, from education and healthcare to entertainment and commerce

Strategic Business Motives

Experts caution that these offers are not purely altruistic. Instead, they are strategic moves to dominate the Indian market. Free trials create dependency, and once users become accustomed to AI tools, companies can introduce premium tiers, subscription models, or enterprise solutions. This mirrors strategies used by tech firms in the past with cloud services, social media platforms, and streaming apps.

Moreover, partnerships with telecom giants like Jio and Airtel ensure seamless distribution and deep market penetration, leveraging India’s massive mobile-first ecosystem.

Impact on Indian Users

For Indian consumers, this is a golden opportunity to experience cutting-edge AI without financial barriers. Students can access AI tutors, professionals can streamline workflows, and small businesses can leverage AI-driven insights. However, analysts warn that long-term monetization strategies could eventually lead to paid models once user dependency is established.

Global Competition

The race to dominate India’s AI market is also part of a larger global competition. By securing India, tech giants not only gain scale but also strengthen their position against rivals in other emerging markets. India’s role as a testing ground for AI adoption at scale could influence how these companies expand into Africa, Southeast Asia, and Latin America.

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In summary: Tech giants are offering premium AI tools free to millions of Indians not out of generosity, but as a calculated strategy to dominate one of the world’s largest digital markets. While users benefit from unprecedented access, the long-term goal is market capture, monetization, and global competitive advantage.

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Pfizer Inc. has announced a landmark $10 billion acquisition of Metsera Inc., a clinical-stage biopharmaceutical company focused on obesity and cardiometabolic therapies. The deal, one of the largest in the pharmaceutical industry this year, comes after a fierce bidding contest with Novo Nordisk, highlighting the strategic importance of Metsera’s pipeline in the fast-growing obesity treatment market.

Strategic Significance

Metsera brings to Pfizer four differentiated clinical-stage programs, including oral and injectable incretin therapies, amylin-based treatments, and combination approaches. These assets are expected to complement Pfizer’s existing expertise and diversify its pipeline beyond COVID-19-related products. The acquisition is structured at $47.50 per Metsera share in cash, valuing the company at $4.9 billion, with an additional contingent value right (CVR) of up to $22.50 per share. This structure could bring the total transaction value close to $10 billion, depending on regulatory and commercial milestones.

Rivalry with Novo Nordisk

Novo Nordisk, already a dominant player in obesity treatment with blockbuster GLP-1 drugs like Wegovy and Ozempic, was also in advanced talks to acquire Metsera. Pfizer’s decisive move not only secures access to Metsera’s promising therapies but also prevents its rival from strengthening its dominance. Analysts believe this acquisition could reshape the competitive landscape, intensifying the race for leadership in obesity and cardiometabolic care.

Market Impact

The global obesity treatment market is projected to surpass $100 billion by 2030, driven by rising prevalence and demand for effective therapies. Pfizer’s entry through Metsera is expected to accelerate innovation, broaden patient access, and diversify its revenue streams. Investor sentiment has been positive, viewing the deal as a long-term growth driver and a strategic pivot toward chronic disease management.

Broader Healthcare Implications

Obesity and cardiometabolic diseases remain among the most pressing global health challenges. With Metsera’s advanced clinical programs, Pfizer aims to deliver therapies that are more effective, accessible, and patient-friendly. The acquisition underscores a broader industry trend: major pharmaceutical companies are racing to secure assets in obesity treatment, reflecting both medical urgency and commercial opportunity.

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In summary: Pfizer’s $10 billion acquisition of Metsera after competitive bidding with Novo Nordisk is a transformative move that strengthens its pipeline in obesity and cardiometabolic diseases. The deal positions Pfizer as a formidable player in one of the fastest-growing therapeutic markets, while investors can leverage Eqwires’ expertise to stay ahead of evolving opportunities in the stock market.

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China’s export sector faced renewed pressure in October 2025, with official customs data revealing a 1.1% year-on-year decline in global exports, marking the weakest performance since February. The sharp contraction was primarily driven by a massive 25% drop in shipments to the United States, reflecting persistent trade tensions and weakening demand from one of China’s largest trading partners.

U.S. Trade Slump Deepens

Shipments to the U.S. have now declined by double digits for seven consecutive months, underscoring the impact of ongoing tariff measures and geopolitical friction. Despite a recent agreement between President Donald Trump and Chinese President Xi Jinping to de-escalate the trade war, the October data suggests that recovery may take time. Many Chinese exporters had front-loaded orders earlier in the year to avoid tariff hikes, leading to a high base effect that further skewed October’s figures.

Diversification Efforts and Import Trends

In response to the U.S. slowdown, China has been actively diversifying its export markets, with increased focus on Southeast Asia and Africa. However, these efforts have yet to fully offset the decline in Western demand. On the import side, China recorded a 1% increase in inbound shipments, a sharp slowdown from the 7.4% growth seen in September, indicating soft domestic consumption and a prolonged property sector downturn.

Economic Implications and Market Sentiment

The export contraction raises concerns about China’s broader economic recovery, which has been uneven amid weak consumer sentiment and sluggish industrial output. Analysts warn that unless global demand stabilizes and domestic stimulus measures gain traction, China’s trade-dependent growth model may face further headwinds.

For global investors and traders, these developments signal potential volatility in Asian markets and commodity-linked sectors. The ripple effects could influence currency movements, supply chain dynamics, and equity valuations across emerging markets.

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Outlook

While China’s export data paints a cautious picture, the evolving trade landscape and policy shifts could open new avenues for strategic positioning. Investors should monitor upcoming trade negotiations, central bank actions, and sectoral trends to recalibrate their portfolios. With professional guidance and disciplined execution, even turbulent markets can offer meaningful opportunities.

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Indian equity benchmarks closed Friday’s session on a flat note, recovering from intraday lows as buying in metal and PSU bank stocks helped offset broader market weakness. The trading day was marked by volatility, cautious sentiment, and selective sectoral strength.

Benchmark Indices: Mild Losses After Recovery

The BSE Sensex ended the day down 94.73 points, or 0.11%, at 83,216.28, while the NSE Nifty 50 slipped 17.40 points, or 0.07%, to close at 25,492.30. Both indices opened weak and touched their respective lows early in the session, but staged a gradual recovery through the day.

Sectoral Highlights: Metals Shine, FMCG and Telecom Lag

Among sectors, Nifty Metal was the standout performer, gaining 1.41%, driven by strength in stocks like Tata Steel and JSW Steel. Nifty Financial Services also posted gains of 1.25%, supported by PSU banks such as Shriram Finance and SBI.

On the flip side, Consumer Durables, FMCG, and Telecom sectors saw mild declines of around 0.5% each. Stocks like Bharti Airtel, Tata Consumer, and Apollo Hospitals were among the notable losers.

Broader Market Performance

The BSE Midcap index rose 118 points or 0.25%, closing at 46,768, while the BSE Smallcap index ended marginally lower by 5 points at 53,052. Market breadth was mixed, with 1,962 stocks advancing, 2,036 declining, and 126 remaining unchanged.

Technical View and Market Sentiment

Technically, the Nifty has formed a double top near the 26,100 level and is currently undergoing a retracement phase, making lower highs and lower lows on the daily chart. The sentiment remains cautious due to persistent foreign institutional investor (FII) selling, global uncertainties, and anticipation around upcoming macroeconomic data.

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Outlook

With earnings season underway and global cues still uncertain, markets may continue to trade with volatility. Investors are advised to remain selective, focus on fundamentally strong sectors like metals and financials, and stay updated with technical trends. Strategic entry and exit—backed by professional research—will be key to navigating the next phase of market movement.

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