Dashboard

All analysis

Every analysis, newest first.

271 articles, newest first · page 10 of 31

BSE:ZERODHA:ANGELONE:MOTILALOFS:IIFL:IGL:MGL:GUJGAS:ADANIGAS:GSPL:ADANIENT:ADANIPORTS:KOTAKBANK:HDFCBANK 2026-09-04

Policy Pulse - Ministries/Regulators - 04 Sep 2026

SEBI to review derivatives settlement pricing after CAS volatility (PR 53/2026) - BSE +3%. NSE IPO global roadshows on, listing window firms (~Sep 25). Army-CGD PNG LoUs (PIB). HDFC Bank raises ~USD 12B via FCNR(B).

policy-pulseministriesregulatory
Read note
QQQ:SPY:SNOW:PLTR:CRWD:NOW:NVDA:TSLA:LULU:XOM:CVX:OXY:EOG:COP:HAL:SLB:USO:DAL:UAL:AAL:LUV:COIN:GLD 2026-09-04

Policy Pulse - Trump/US - 04 Sep 2026

Hot Aug jobs report (+162K vs 53K est) lifts Sept rate-hike odds to 63% - stocks open lower, yields jump. SNOW +17% and PLTR +8% keep software bid. Brent eases to ~USD 95; BUY XOM, SELL DAL.

policy-pulseus-onlytrump
Read note
XOM:CVX:OXY:HAL:SLB:USO:DAL:UAL:ONGC:OIL:RELIANCE:IOC:BPCL:INDIGO:HDFCBANK:ICICIBANK:SBIN:SPY:QQQ 2026-09-03

Policy Pulse - Global - 03 Sep 2026

Day 188: Brent tops USD 97, touches USD 99 - BUY XOM, ONGC; SELL DAL, INDIGO. Asia mixed (KOSPI rebounds). US hike odds slide to 54%. Sensex -417, Bank Nifty +0.36%, rupee 94.59.

policy-pulseglobaloil
Read note
BSE:ZERODHA:ANGELONE:MOTILALOFS:IIFL:HINDZINC:HDFCBANK:ICICIBANK:SBIN 2026-09-03

Policy Pulse - Ministries/Regulators - 03 Sep 2026

SC disposes SEBI pleas vs NSE after Rs 1,500 cr settlement - NSE IPO path cleared (Sep window). SEBI accredited-investor comments close today. Hindustan Zinc wins Karnataka REE LoI. BUY BSE, ZERODHA, HINDZINC.

policy-pulseministriesregulatory
Read note
LT:BHARATFORGE:BEL 2026-09-03

Policy Pulse - Modi/Govt - 03 Sep 2026

India-Belgium summit: 10 defence-industry pacts. L&T named for mine-warfare (Exail) and Zorawar turrets (John Cockerill); Bharat Forge-Kalyani for 70mm rockets. BUY LT, BHARATFORGE.

policy-pulsemodidefence
Read note
XOM:CVX:OXY:EOG:COP:HAL:SLB:USO:DAL:UAL:AAL:LUV:CCL:RCL:RCAT:AVAV:KTOS:SNOW:AVGO:SPY:QQQ 2026-09-03

Policy Pulse - Trump/US - 03 Sep 2026

Section 232 drone tariffs (up to 100%) take effect Sep 3 - BUY RCAT, AVAV, KTOS. Brent tops USD 97 intraday USD 99; Fed hike odds slide to 54%. SELL DAL, UAL.

policy-pulseus-onlytrump
Read note
ONGC:COALINDIA:NTPC:POWERGRID:RELIANCE:IOC:BPCL:INDIGO:TCS:INFY:WIPRO:HCLTECH:XOM:CVX:DAL:UAL:SPY:QQQ 2026-09-02

Policy Pulse - Global - 02 Sep 2026

Global risk-off Day 187: KOSPI -4%, Nikkei -2.9%, bond rout (US 10-yr 4.8%, JGB 3%). Brent $95. India Sensex -374 but FIIs net buy Rs 6,688 cr. BUY ONGC, COALINDIA; SELL INDIGO, WIPRO.

policy-pulseglobaloil
Read note
DIXON:KAYNES:AMBER:CGPOWER:MOSCHIP:TATAELXSI:COALINDIA:TATAPOWER:NTPC:JSWENERGY:ADANIGREEN:EXIDEIND:BSE:ZERODHA:ANGELONE 2026-09-02

Policy Pulse - Ministries/Regulators - 02 Sep 2026

Semicon 2.0 six-pillar notifications issued (MeitY); Coal India +4% on Mahanadi Coalfields IPO filing; curtailed renewable sale via BESS allowed. BUY DIXON, KAYNES, CGPOWER, COALINDIA.

policy-pulseministriessemiconductors
Read note
XOM:CVX:OXY:EOG:COP:HAL:SLB:USO:DAL:UAL:AAL:LUV:CCL:RCL:DJT:SPY:QQQ 2026-09-02

Policy Pulse - Trump/US - 02 Sep 2026

Brent tops $95 on Day 187 of the Iran war as US strikes IRGC targets; bond rout lifts 10-yr to 4.8%. BUY XOM, CVX, HAL, SLB; SELL DAL, UAL. Fed hike odds 68%.

policy-pulseus-onlytrump
Read note