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271 articles, newest first · page 18 of 31

XOM:CVX:OXY:EOG:COP:HAL:SLB:USO:DAL:UAL:AAL:LUV:SAVE:CCL:RCL:NCLH:SPY:QQQ:WMT:COST:AMZN 2026-08-03

Policy Pulse — Trump / US — 03 Aug 2026

Trump cancels Iran strike, opens Hormuz talks — oil crashes ~6%. SELL energy (XOM, CVX, OXY), BUY airlines/cruises (DAL, UAL, CCL) and consumer.

policy-pulseus-onlyiran+4

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ONGC:OIL:SUNPHARMA:DRREDDY:CIPLA:TATAPOWER:SJVN:NHPC:EXIDEIND:AMARAJABAT:LLY:MRK:JNJ:PFE:XOM:SPY:QQQ 2026-07-31

Policy Pulse — Global — 31 Jul 2026

US pharma Section 232 tariffs live (branded protected, generics exempt). India Samudra Manthan energy-security capex (ONGC, OIL). Markets stabilize post-Fed.

policy-pulseglobalpharma+3

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SUNPHARMA:DRREDDY:CIPLA:LUPIN:AUROPHARMA:TORRENTPHARM:ANGELONE:ZERODHA:BSE:HDFCBANK 2026-07-31

Policy Pulse — Ministries & Regulators — 31 Jul 2026

India-US pharma deal exempts Indian generics from Section 232 (BUY SUNPHARMA, DRREDDY, CIPLA). SEBI Stock Brokers Regulations 2026. Nifty Pharma +0.7%.

policy-pulsepharmasebi+2

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ONGC:OIL:TATAPOWER:SJVN:NHPC:BOROSIL:WEBSOLENERGY:EXIDEIND:AMARAJABAT:UPL:PIIND 2026-07-31

Policy Pulse — PM Modi / India Govt — 31 Jul 2026

Cabinet approves Samudra Manthan ₹84,084 cr offshore exploration (BUY ONGC, OIL) and PM-SSY ₹5,070 cr floating solar+storage (TATAPOWER, SJVN, NHPC, EXIDEIND).

policy-pulsemodienergy-security+2

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LLY:MRK:JNJ:PFE:ABBV:F:GM:TAP:STZ:SPY:QQQ 2026-07-31

Policy Pulse — Trump/US — 31 Jul 2026

US Pharmaceutical Section 232 tariffs take effect today: 100% on branded patented drugs, generics exempt. Structural BUY for LLY, MRK, JNJ, PFE, ABBV. Watch Sept 29 expansion.

policy-pulseus-onlypharma+1

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SPY:QQQ:XOM:CVX:OXY:DAL:UAL:CCL:TCS:INFY:HCLTECH:COFORGE:NVDA:AMD:MU:ONGC:IOC:BPCL:MRPL:AAPL:GOOGL:ADDYY 2026-07-30

Policy Pulse — Global — 30 Jul 2026

Fed hawkish hold sends yields to 2007 highs. Hormuz crude +7%. Adidas -19% record crash. Apple Siri AI upgrade. Reverse AI trade continues benefiting Indian IT. FII buying ₹2,982 Cr.

policy-pulseglobalfed+5

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VEDL:BAJFINANCE:BAJAJFINSV:TATASTEEL:JSWSTEEL:SAIL:GRSE:MANKIND:IRB:NLCINDIA:AJANTPHARM:DEEPAKFERT:MARUTI:MM:ONGC 2026-07-30

Policy Pulse — Ministries & Regulators — 30 Jul 2026

Q1 earnings heavy day: Vedanta +152% PAT, Bajaj Finance +29%, Tata Steel +19%. Nifty Auto +1.63% leads markets. GRSE ₹1,032 Cr order. NLC India 900 MW solar win. FIIs net buyers at ₹2,982 Cr.

policy-pulseq1-earningsdefence+3

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BEL:HAL:GRSE:COCHINSHIP:ONGC:SOLARINDS:MAZDOCK 2026-07-30

Policy Pulse — PM Modi — 30 Jul 2026

PM chairs 2nd high-level meeting with Secretaries on Iran War response. Defence and energy security remain top priorities. GRSE ₹1,032 Cr order adds defence tailwind.

policy-pulsemodidefence+1

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SPY:QQQ:AAPL:GOOGL:XOM:CVX:OXY:DAL:ADDYY:QCOM:LLY 2026-07-30

Policy Pulse — Trump/US — 30 Jul 2026

Fed holds rates steady, 30-yr yields hit 2007 highs. Apple Siri AI upgrade. Adidas -19% crash on World Cup margins. Crude +7% on Hormuz tensions. Sector rotation from tech to energy.

policy-pulseus-onlyfed+3

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