4896: Nifty set for positive open on weekly F&O expiry day; latest on India-US trade deal & PhysicsWallah IPO in focus | Market Minutes

Markets are poised for a positive start as Asian indices edge higher and Wall Street rallies on renewed optimism around artificial intelligence and hopes of an end to the record U.S. government shutdown. Back home, the Nifty snapped a three-day losing streak, led by gains in IT and defence stocks, while Lenskart recovered smartly from its listing lows. The GIFT Nifty too is hinting at a firm start this morning. Meanwhile, U.S. President Donald Trump has signalled a “fair trade deal” with India. In today’s Market Minutes, Nandita Khemka breaks down the key stocks in focus — from Bajaj Finance’s steady Q2 performance to updates from Britannia and Tata Motors. And in the primary market, all eyes are on PhysicsWallah, as its IPO opens for subscription today. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.