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271 articles, newest first · page 22 of 31
Policy Pulse — Ministries & Regulators — 21 Jul 2026
SEBI operationalises promoter share freeze for buybacks (Aug 1 deadline) — revived open market route; RBI FCNR flows at 0.72B; 230 products shortlisted for indigenisation (89B import substitution target). Impact: 🟢 BUY TCS, INFY, ITC, HDFCBANK (buyback), DIXON, HAL, BEL (indigenisation), SBI (FCNR)
Policy Pulse — Modi/India Govt — 21 Jul 2026
Nifty ends at 24,187.70 (-0.21%). TVS Motor (+51% PAT) & Bajaj Auto (+42% PAT) lead auto Q1; Govt shortlists 230 products for import substitution (89B); Maruti hikes prices ₹30K from Aug; SEBI operationalises buyback freeze. Crude at 9/bbl weighs. Impact: 🟢 BUY TVS, BAJAJ-AUTO, DIXON, HAL, TCS, ITC | 🔴 SELL INDIGO, SPICEJET, TITAN
Policy Pulse — Trump/US Watch — 21 Jul 2026
Trump's portfolio beats S&P (37.3% vs 23.5%); Canada slapped with 50% Section 338 tariffs on autos/booze/dairy; Defense Supply Chain EO cuts China waivers. Section 122 expiry in 3 days. Impact: 🟢 BUY GOOGL, AAPL, NVDA, PLTR, XOM, WMT, TGT, MP | 🔴 SELL DAL, UAL, STLA
Policy Pulse — Global — 20 Jul 2026
🌍 Iran declares 'full-scale war' as US strikes 9th night. Houthis blockade Saudi ports. Brent at 8, US gas at /gal. Section 122 tariff expires Jul 24 (4 days). Impact: 🟢 BUY oil majors and retailers | 🔴 SELL airlines and cruises.
Policy Pulse — Ministries — 20 Jul 2026
📉 Indian markets: Nifty -0.39% amid Iran tension. PSU banks rally on Q1 beats (PNB +5.7%, Union Bank +4.4%). Private banks tank (Axis -5.4%, HDFC -5.1%). Pharma defensive rotation +1%. Space sector boost from Skyroot launch. RBI capital norms still pressuring NSE/BSE/brokerages.
Policy Pulse — Trump — 20 Jul 2026
🔴 Iran war escalation: 9th night of US strikes, Brent breaks 0, Houthis blockade Saudi ports. 📅 Section 122 tariff expires Jul 24 in 4 days. Impact: 🟢 BUY XOM, CVX, OXY, WMT, TGT | 🔴 SELL DAL, UAL, AAL
SBI Funds Management IPO — Should You Hold or Sell on Listing?
Deep analysis of India's largest AMC IPO — ₹9,813 Cr OFS at 36-38x P/E, 41.73x subscription, GMP at 16%. We compare with HDFC AMC, ICICI Pru AMC & Nippon AMC and give a hold/sell verdict.
Policy Pulse — Global — 17 Jul 2026
Strait of Hormuz escalation: buy XOM, CVX, OXY, EOG; sell DAL, UAL, AAL, CCL, RCL. Section 301 deadline Jul 20: buy WMT, TGT, COST if Section 122 lapses; sell TCS, INFY, WIPRO, SUNPHARMA if 12.5% tariff hits.
Policy Pulse — Ministries — 17 Jul 2026
SEBI buyback amendment (Aug 1) positive for TCS, INFY, ITC, COALINDIA, ONGC. RBI CME norms negative for BSE, ANGELONE, ZERODHA, IIFL, MOTILALOFS. Markets rally 1.25% ahead of bank earnings.