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Policy Pulse — Global — 06 Nov 2026
India rose 2.17% to 81,028.02 with the Nifty above 25,000 for the first time since February on Rs 10,770 crore of FII buying, a 93.91 rupee and Brent at 7.87 — while the KOSPI fell 6.02% with Samsung and SK Hynix down 8-10%, so HDFCBANK and IOC gained on what Samsung lost.
Policy Pulse — Ministries — 06 Nov 2026
MeitY approved 12 more ECMS projects worth Rs 7,503 crore — India's first copper foil, cathode active material and specialty ceramics approvals — taking the scheme to 118 applications and Rs 77,051 crore, with DIXON, KAYNES and SYRMA the listed beneficiaries of a domestic component base.
Policy Pulse — Trump / US — 06 Nov 2026
October payrolls blew past forecasts at 165,000 against roughly 60,000 expected, pushing December hike odds to about three in four and the 10-year to 4.88% — JPM and BAC gained on the wider spread while WMT and HD fell, with Monday's Section 301 exclusion expiry stacked on top.
Policy Pulse — Global — 05 Nov 2026
India closed up 2.40% at 24,536.60 and Asia's chip complex fell 5.3% in the same session, with FIIs buying Rs 13,802 crore into the Sensex's best day since April — while Brent bounced 2.5% after breaking below $100 for the first time in two months.
Policy Pulse — Ministries — 05 Nov 2026
SEBI brought the exchanges into line with the RBI's October cut in the unhedged currency-derivative limit — USD 100 million down to USD 5 million, a 95% reduction — while TRAI recommended 20-year satellite network authorisations at 8% of AGR and BSE and ANGELONE rose with the Nifty Capital Market index up 4.4%.
Policy Pulse — Trump / US — 05 Nov 2026
The Democratic sweep cannot touch a single duty rate — a veto override needs 67 senators and 290 House members — so the tariff schedule stands and the trade story moved to the Section 301 excess-capacity probe, while MU fell 12% and QCOM 10% as the AI complex sold off and NVDA dropped 6.5%.
Policy Pulse — Global — 04 Nov 2026
The US midterms weakened Trump's negotiating position without touching the Section 232 and 301 authorities, which is relief for TCS and INFY only at the margin, while the global clean-energy complex repriced hard — FSLR +15.1%, ENPH +12.1%, ARRY +21.8% — and cheaper crude helped IOC and BPCL.
Policy Pulse — Ministries — 04 Nov 2026
SEBI opened digital NRI and OCI onboarding from 3 December and the RBI set up a markets consultative committee, while FPI buying of Rs 7,284 crore carried the Nifty to 23,960.60 — its first close above the 200-day EMA since 13 August — with BEL up 3.9% and TCS down 2.8% as the sole losing sector.
Policy Pulse — Modi — 04 Nov 2026
The Cabinet funded both ends of the battery chain in one sitting — Rs 2,814 crore for four lithium and nickel processing plants and Rs 14,500 crore for 92 GWh of grid storage — which puts HINDCOPPER, NATIONALUM and VEDL on the supply side and EXIDEIND, PREMIERENE and NTPC on the demand side.
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