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271 articles, newest first · page 14 of 31

TCS:INFY:WIPRO:HCLTECH:LTIM:TECHM:HAL:BEL:BEML:MAZDOCK:DATAPATT:ZENTEC:PARAS:BHEL:LT:NTPC:TATAPOWER:DIXON:AMBER:KAYNES:SYRMA:ONGC:OIL 2026-08-17

Policy Pulse — Modi / India Govt — 17 Aug 2026

PM Modi's Aug 15 Independence Day address: train 1 crore youth in AI, defence self-reliance (Sudarshan Chakra), nuclear + semiconductor build-out — BUY IT (TCS/INFY) and defence (HAL/BEL), watch nuclear (BHEL/LT)

policy-pulsemodiindia+5

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XOM:CVX:OXY:EOG:COP:HAL:SLB:USO:OIH:DAL:UAL:AAL:LUV:SAVE:CCL:RCL:NCLH:SPY:QQQ:NVDA:MSFT:GOOGL:META:DJT 2026-08-17

Policy Pulse — Trump/US — 17 Aug 2026

Crude climbs ~1.1% to ~$89.50 on the indefinite Hormuz blockade; July retail sales -0.6% pulls yields off highs ahead of Wednesday FOMC minutes — BUY XOM/CVX/OXY, SELL DAL/UAL/CCL; AI rally pauses

policy-pulseus-onlytrump+4

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XOM:CVX:OXY:HAL:SLB:COP:DAL:UAL:AAL:CCL:RCL:SPY:QQQ:ONGC:OIL:IOC:BPCL:HPCL:RELIANCE:INDIGO 2026-08-14

Policy Pulse — Global — 14 Aug 2026

US indefinite-Hormuz-blockade threat + IEA supply cut (4.3M bpd) fuel a ~6% weekly oil rally — BUY XOM/CVX/OXY, SELL DAL/UAL; India refiners under pressure as rupee dips; only a signed deal flips the trade

policy-pulseglobalhormuz+3

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MOTILALOFS:HDFCAMC:NIPPONLIFE:ANGELONE:ZERODHA:IIFL:BSE:NSE:TATAMOTORS:SBIN:TCS:BHARTIARTL:ICICIBANK:WIPRO:LGEL 2026-08-14

Policy Pulse — Ministries & Regulators — 14 Aug 2026

SEBI's accredited-investor consultation (manager-led, 4-lakh pool) + OBPP bond-platform circular + Shiprocket/Behari Lal IPOs close at 80x subscription — BUY BSE, watch MOTILALOFS/ZERODHA; Nifty down 4th day on crude

policy-pulseindiasebi+4

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XOM:CVX:OXY:EOG:COP:HAL:SLB:USO:DAL:UAL:AAL:LUV:CCL:RCL:SPY:QQQ:NVDA:MSFT:GOOGL:META:DJT 2026-08-14

Policy Pulse — Trump / US — 14 Aug 2026

US threatens an indefinite Hormuz blockade; oil jumps ~2% toward a 6% weekly gain (Brent ~87-88, IEA cuts supply 4.3M bpd) — BUY XOM/CVX/OXY, SELL DAL/UAL/CCL; S&P pauses near record

policy-pulseus-onlytrump+3

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JSLL 2026-08-13

Jeena Sikho Lifecare — Deep Dive Analysis

Deep-dive on Jeena Sikho Lifecare — integrated Ayurveda hospital+products leader with FY26 revenue +71%, PAT +144%, ROCE 71%, ROE 60%. Trailing P/E ~29x is reasonable, but price is technically broken (below all MAs), rich on P/B ~14x, and Q1 profit quality is flattered by other income. Delivery data confirmed strong (avg 51%). Verdict: CAUTION.

deep-divefundamentalwellness+1

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NVDA:MSFT:GOOGL:META:SMCI:CRWV:XOM:CVX:OXY:DAL:UAL:CCL:TATAMOTORS:HINDALCO:ICICIBANK:BSE 2026-08-13

Policy Pulse — Global — 13 Aug 2026

AI buying + easing oil carry global equities; Hormuz stays unsigned two-way (Brent ~87.7); India's Tata Motors +83% Q1 offsets metals/bank drag

policy-pulseglobalai+6

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TATAMOTORS:TATACONSUM:TCS:HUL:LNT:NTPC:BSE:ZERODHA:ANGELONE:SHIPROCKETBSE:HINDALCO:ICICIBANK 2026-08-13

Policy Pulse — Ministries & Regulators — 13 Aug 2026

Tata Motors Q1 PAT +83% lifts Tata complex; SEBI BRSR value-chain ESG mandate (FY26-27); Shiprocket IPO closes Aug 14 at retail ~10x, GMP ~35%

policy-pulseindiasebi+5

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QQQ:SMCI:NVDA:MSFT:GOOGL:META:CRWV:DJT:XOM:CVX:OXY:DAL:UAL:CCL 2026-08-13

Policy Pulse — Trump / US — 13 Aug 2026

AI rally carries US stocks toward records as oil eases (Brent ~87.7); Truth API hit by a First-Amendment lawsuit; S&P near record, Nasdaq 100 +1.2%

policy-pulseus-onlytrump+5

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