All analysis

Every analysis, newest first.

271 articles, newest first · page 19 of 31

NVDA:AMD:MU:ASML:TCS:INFY:HCLTECH:COFORGE:GOOGL:MSFT:XOM:CVX:OXY:DAL:UAL:CCL 2026-07-29

Policy Pulse — Global — 29 Jul 2026

KOSPI back-to-back circuit breakers (first ever). SK Hynix misses despite record profit. China DUV competition fears. Reverse AI Trade lifts Indian IT. Hormuz oil surge +7%. Fed decision day.

policy-pulseglobalkospi+4

Read note

MOTILALOFS:HDFCAMC:NIPPONLIFE:BSE:ANGELONE:INFY:TCS:HCLTECH:HUL:KAYNES:DIVISLAB:EXIDEIND 2026-07-29

Policy Pulse — Ministries & Regulators — 29 Jul 2026

SEBI PMS overhaul consultation paper. Market rallies +889 pts led by IT (+2.55%), HUL (+4.70%), INFY (+4.50%). NSE removes Exide from F&O.

policy-pulsesebipms+3

Read note

JPM:SCHW:AAPL:MSFT:NVDA:GOOGL:AVGO:PLTR:LMT:BA:GE:HON:HOOD:BK 2026-07-29

Policy Pulse — Trump — 29 Jul 2026

Trump's financial disclosure reveals 58M portfolio, 21,000+ trades. CNBC links JPM, Schwab, UBS as custodians. Copy-trade signals on AAPL, NVDA, GOOGL, PLTR.

policy-pulseus-onlyleader-trades+1

Read note

LMT:GD:PLTR:HAL:BEL:INFY:TCS:HCLTECH:IOC:BPCL:ONGC 2026-07-28

Policy Pulse — Global — 28 Jul 2026

North Korea to send 30,000 more troops to Russia (LMT, GD, PLTR bullish); KOSPI -10.8% triggers rotation to Indian IT; Iran ceasefire holds, crude basket down 32% from peak (IOC, BPCL benefit). Full geopolitical stock mapping inside.

policy-pulseglobalgeopolitics+4

Read note

MOTILALOFS:HDFCAMC:NIPPONLIFE:BSE:TCS:INFY:HCLTECH:COFORGE:BEL:HAL:MAZDOCK:HUL:COALINDIA:ONGC 2026-07-28

Policy Pulse — Ministries & India Markets — 28 Jul 2026

SEBI PMS overhaul opens MF-only category (MOTILALOFS, HDFCAMC bullish); Nifty IT rallies 3.7% on reverse AI trade (TCS, INFY, COFORGE); BEL Q1 profit +8.2% with ₹72K cr order book; HUL -7% on profit miss; Coal India flat. Full stock impact inside.

policy-pulseindiamarkets+5

Read note

DJT:HOOD:BK:GOOGL:MSFT:NVDA:AMD:MU:DAL:UAL:CCL:XOM 2026-07-28

Policy Pulse — Trump/US — 28 Jul 2026

Trump Media's Truth API launches Aug 1 (DJT catalyst); KOSPI -10.8% on China DUV chip fears triggers AI rotation to software (GOOGL, MSFT); Iran ceasefire holds easing oil — BUY DAL, UAL, CCL. Full stock impact analysis inside.

policy-pulseus-onlytrump+3

Read note

XOM:CVX:OXY:EOG:HAL:SLB:IOC:BPCL:HPCL:MRPL:ONGC:OIL:RELIANCE:INDIGO:TATACONSUM:ADANIGREEN:NTPC:BEL:TATAPOWER:CANBK:COALINDIA:CONCOR:IEX:DAL:UAL:AAL:CCL:RCL:PLTR:LMT:AAPL:MSFT:META:AMZN:SPY 2026-07-27

Policy Pulse — Global Spillover — 27 Jul 2026

Global markets rally on US-Iran war pause — Sensex +776, S&P 500 +1%, oil crashes 7%. Indian refiners reverse from SELL to BUY. ONGC biggest loser. BEL strong Q1. Fed meeting + Big Tech earnings this week. Saudi strikes Houthis — Red Sea risk persists.

policy-pulseglobaloil+9

Read note

IEX:BEL:COALINDIA:TATAPOWER:CANBK:CONCOR 2026-07-27

Policy Pulse — Ministries & Regulators — 27 Jul 2026

Supreme Court denies IEX interim relief in market coupling case — structural risk. BEL Q1 PAT +8%, orderbook Rs 72,258 Cr. Coal India PAT flat, Tata Power PAT +11%. CONCOR hikes FY27 volume guidance. No new RBI/SEBI/FM announcements.

policy-pulseministriesregulators+10

Read note

INFY:INDIGO:BAJFINANCE:ONGC:BEL:TATAPOWER:COALINDIA:CONCOR:IEX 2026-07-27

Policy Pulse — Modi/Govt — 27 Jul 2026

India relief rally — Sensex +776 pts breaks 5-day losing streak. Crude crash + US-Iran pause drive broad gains. INFY +3.65%, INDIGO +4.51%, ONGC -3.96%. No new cabinet decisions today. Existing Semicon 2.0/BHAVYA Rasayan tailwinds remain.

policy-pulsemodiindia+8

Read note