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328 articles, newest first · page 34 of 37
Policy Pulse — Trump / US — 03 Jul 2026
Trump 927-page financial disclosure reveals 21,000+ securities trades in Year 1, 327 stock purchases day before tariff pause, and $1-5M buys in AAPL, MSFT, NVDA, AMZN, META, AVGO on AI Action Plan day — signal for mega-cap tech.
Policy Pulse — Modi / India Govt — 02 Jul 2026
India-Japan Summit: $10B+ investment pledge, first defence co-development pact (UNICORN naval mast) for BEL, MAZDOCK, HAL. Japan Renesas JV boosts CGPOWER OSAT. AI joint statement lifts TCS, INFY. Critical minerals pact + clean energy helps RELIANCE. Stock-specific BUY/HOLD calls inside.
Policy Pulse — Trump / US — 02 Jul 2026
USMCA not renewed → F, GM, STLA sell; NUE, X, CLF buy (domestic steel). USTR Section 301 forced labor tariff hearings Jul 7 → WMT, TGT sell (import exposure). LNG permits fast-tracked → LNG, XOM, KMI buy. US stocks only analysis.
Genus Power Infrastructures Ltd — Deep Dive Analysis
Deep-dive on Genus Power — India's leading smart metering company with ₹25,173 Cr order book, 5.3x revenue visibility, 95% FY26 revenue growth, and PEG 0.09. Madhu Kela led ₹600 Cr block deal at ₹290. Verdict: FAVORABLE WITH CAUTION — cheap on fundamentals but negative FCF and rising debt need monitoring.
Insolation Energy Ltd (INA) — Deep Dive Analysis
Deep-dive on Insolation Energy (INA) — India's top-10 solar module manufacturer, largest in North India. FY26 sales ₹2,146 Cr (+61%), PAT ₹201 Cr (+60%). P/E 12.6x, PEG 0.08, forward FY27E P/E 3.3x under management guidance. But -58% from 52W high, D/E 1.10, CFO negative. Verdict: SPECULATIVE — high risk, high reward.
Policy Pulse — Global Spillover — 01 Jul 2026
Fed hawkish (FII outflow → IT drag on INFY, TCS). OPEC+ output hike → crude down → positive for BPCL, IOC. EU steel tariffs + US market access → trade diversion for TATASTEEL, JSWSTEEL. China chip curbs → semicon import substitution for KAYNES, CGPOWER. Stock-specific BUY/HOLD/REDUCE calls inside.
Policy Pulse — Ministries & Regulators — 01 Jul 2026
ISM 2.0 ₹1.25L Cr EFC nod (+64%) → direct boost for KAYNES, CGPOWER. NIIF ₹30K Cr infra fund → LT, KNR, PNCINFRA. US steel market access → TATASTEEL, JSWSTEEL. Faze Three PLI → FAZETHREE. RBI capital norms → SBIN, HDFCBANK. Delhi EV Policy → OLAELEC. Stock picks with targets.
Policy Pulse — Modi / India Govt — 01 Jul 2026
Japan PM summit with Rupee-Yen settlement discussion → export boost for MARUTI, TATAMOTORS. Digital India 11-yr → INFY, TATACONSUM, PAYTM. Deregulation push → compliance cost reduction for all large caps. Country-specific stock recommendations.
Policy Pulse — Trump / US — 01 Jul 2026
USMCA threat → F, GM sell; NUE, X, CLF buy. SC birthright citizenship → MSFT, AAPL moderate risk; PLTR benefits. Fed hawkish → JPM, GS buy; PLTR sell. US stocks only — this is a US policy analysis.