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271 articles, newest first · page 16 of 31
US Rare-Earth & Magnet Plays: USA Rare Earth (USAR) vs MP Materials (MP)
Trump's Aug 7 mining roundtable lit up magnets/rare-earths. Deep-dive on USAR (govt-backed mine-to-magnet, +29% on week, pre-revenue) vs MP (real +89% rev growth, EBITDA positive, magnets ship Q4'26). MP = core FAVOURABLE; USAR = high-risk momentum CAUTION.
Policy Pulse — Global — 07 Aug 2026
US polysilicon tariffs reshuffle global solar (SELL China c-Si exporters JKS/LONGI, BUY FSLR/SEDG); crude stays two-way as Hormuz deal is 'close but not signed'. India refiners/airlines benefit from softer crude.
Policy Pulse — Ministries & Regulators — 07 Aug 2026
NSE issues Authorised Persons consultation (comments by Aug 27) — AP-heavy brokers face compliance reshuffle, exchanges/incumbents benefit. RBI on hold (recap). PSU banks +2% led Aug 6 close.
Policy Pulse — Modi / India — 07 Aug 2026
Cabinet approves GOBARdhan, Rs 23,731 cr compressed biogas scheme (FY27-FY36, Min of Petroleum). CGD entities (IGL, MGL, GUJGAS, ADANIGAS) are mandated CBG offtakers; refiners IOC/BPCL/HPCL co-invest.
Policy Pulse — Trump / US — 07 Aug 2026
Trump signs Section 232 tariffs + price floors on polysilicon (15% on derivatives, effective Dec 4). First Solar (FSLR) the clear winner; US solar manufacturing structurally repriced vs China.
APL Apollo Tubes — Deep Dive Analysis
Deep-dive on APL Apollo Tubes — fortress balance sheet (near debt-free, ₹1,400 Cr net cash), ROCE 31.6%, FY26 PAT +59%, 52% avg delivery indicating genuine institutional accumulation. Verdict: FAVORABLE — high-quality compounder, buy on pullbacks to ₹1,800-1,850; valuation 44.8x P/E is the only concern.
Policy Pulse — Global — 06 Aug 2026
Hormuz draft finalized but path unclear; Brent rebounded (two-way, no longer a straight crash). India mixed: Sensex +374, defence charges (HAL, GRSE), PSU banks lead, FIIs turn net-bullish on futures. Q1 earnings top driver (Trent +26%). Energy/airlines event-driven.
Policy Pulse — Ministries & Regulators — 06 Aug 2026
SEBI FY27 agenda: LODR review, SLB revamp, fast-track AIF, corporate-bond tokenisation pilot, Jagrook. Buy-back open-market route live (Aug 1, <15% cap). Defence stocks fire (HAL, BEL, GRSE); PSU banks lead; Sensex +374, Nifty flat on CAS/expiry. Q1 earnings drive moves (Trent +26%).
Policy Pulse — Trump / US — 06 Aug 2026
Hormuz draft deal finalized; Trump says deal near, but US position unclear and oil rebounded (two-way). S&P record 7,736.52, Dow first close above 54,000. NVDA up on SpaceX AI deal. Energy/airlines now event-driven.