All analysis
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271 articles, newest first · page 15 of 31
Policy Pulse — Global — 12 Aug 2026
Tame CPI + AI earnings (CoreWeave +18%) carry global equities; Hormuz holds crude near $89 two-way; India rotates to metals/PSU-banks away from Tata/IT/healthcare
Policy Pulse — Ministries & Regulators — 12 Aug 2026
MoD fresh orders (BEL 541cr, Zen 295cr), Shiprocket IPO opens (62% day-1, GMP ~31%), PSU banks and metals lead amid Tata/healthcare/FMCG weakness
Policy Pulse — Trump / US — 12 Aug 2026
In-line July CPI (3.4%) keeps the Fed at bay and re-ignites the AI rally (CoreWeave +18%, Super Micro); Hormuz holds crude near $89; no new Trump trades
Policy Pulse — Global — 11 Aug 2026
Hormuz 'honeymoon' over - crude rallies to 88-90 as US-Iran deal hopes fade (possible 120-140 tipping point into Q4); markets camp at highs ahead of Aug 12 US CPI; pharma/IT cushion Indian dip
Policy Pulse — Ministries & Regulators — 11 Aug 2026
Crude near 90 clouds Sensex (-0.49%) but pharma/IT/refineries shine (Gland +9.6% on Q1 beat, CPCL +14.9%); 'IPOgust' 11 mainboard IPOs raise 21272 cr, lifting BSE/brokers; Shiprocket IPO opens Aug 12
Policy Pulse — Trump / US — 11 Aug 2026
Trump Media posts 238M Q2 loss as its crypto bet backfires, but Truth API lands 10+ paying HFT clients (60-100K/mo) and BTC treasury tops 900M; Trump 'low-keying it' on Iran keeps crude near 90
Policy Pulse — Global — 10 Aug 2026
Three global threads: US critical-minerals spend reprices rare-earth/magnet supply chain; Hormuz close-but-not-signed keeps crude two-way (Brent ~83.5); soft US jobs data lifts rate-cut trade ahead of Aug 12 CPI
Policy Pulse — Ministries & Regulators — 10 Aug 2026
SEBI resets broker-inspection framework (risk-based, joint inspections, FY27 target cut to one-third) — tailwind for compliant big brokers/exchanges; market flat but resilient
Policy Pulse — Trump / US — 10 Aug 2026
Trump's historic mining roundtable (Aug 7) pumps over 3B into rare earth, magnets, and battery supply chains; US rare-earth complex rallies (USAR +11%, MP up)