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271 articles, newest first · page 13 of 31
Policy Pulse — Trump/US — 21 Aug 2026
Canada trade deal deadline looms with 50% Section 338 tariffs set for Aug 22; deal very close with auto tariffs potentially cut to 15%; Trump hosts crypto summit, DJT Truth API generating revenue
Policy Pulse — Modi & Trump — 19-20 Aug 2026
Trump pauses 50% Canada tariffs (Section 338), Modi appeals for economic self-reliance, SEBI modifies disclosure framework, RBI MPC minutes signal possible rate hike
Ramkrishna Forgings Ltd — Deep Dive Analysis
Ramkrishna Forgings (RKFORGE) shows strong Q1 FY27 profit growth of 297% YoY with ₹9,635 Cr order book providing 4-year visibility. However, elevated valuation (P/E ~119x), low ROCE (5.6%), and promoter pledge (15.56%) warrant caution. Trading near 52-week high with mixed analyst consensus.
Policy Pulse — Global Spillover — 18 Aug 2026
Brent crude tops $90 on Hormuz blockade concerns; markets await Wed FOMC minutes; AI rally pauses at records
Policy Pulse — Ministries/Regulators — 18 Aug 2026
MoD signs Rs 1,943 cr MQ-9B drone lease with General Atomics; Nifty falls 6th straight session to 24,155 on crude above $90
Policy Pulse — Trump/US — 18 Aug 2026
Trump signs EO for 50% Canada tariffs effective Aug 19 using Section 338; retail beneficiaries WMT HD LOW, cruise lines CCL RCL at risk
KPI Green Energy — Deep Dive Analysis
KPI Green (KPIGREEN): 6.94 GW renewable pipeline, 104% 5-yr PAT CAGR, cheap 13.2x P/E. But Q1 FY27 PAT -15% on soaring interest/depreciation, borrowings 3.5x to ₹5,197 Cr, 44.7% promoter pledge, and a technically-broken downtrend (Strong Sell, below all MAs). Verdict: CAUTION — fundamental value but EPS-dilutive until post-FY28, not a swing entry now.
Policy Pulse — Global — 17 Aug 2026
Crude ~$89.50 on the indefinite Hormuz blockade + Wednesday FOMC minutes loom; India gets a sector catalyst from Modi's I-Day AI/defence agenda — BUY energy (XOM), SELL airlines; BUY Indian IT/defence
Policy Pulse — Ministries & Regulators — 17 Aug 2026
MoD names ₹1,577 cr loiter-munition orders (TASL + NIBE) for the Indian Army — BUY TATAMOTORS proxy; Lalithaa Jewellery IPO opens ~45%, Shiprocket lists Aug 19 — BUY BSE; Nifty down 5th day on crude