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IOC:BPCL:RELIANCE:INDIGO:ONGC:ATHERENERG:XOM:USO:DAL:UAL:SPY2026-08-04
Policy Pulse — Global — 04 Aug 2026
Hormuz talks stall, oil rebounds 1.4% (Brent ~5), India consolidates (Nifty -159 to 24,615) ahead of RBI Aug 5. Q1 earnings Ather +14%, BSE +62% drive select moves.
policy-pulseglobaliranoilomc
NSE:BSE:MCX:ANGELONE:ZERODHA:IIFL:IOC:BPCL:HPCL:RELIANCE:ATHERENERG:PIDILITIND:MARICO:ONGC:LICI2026-08-04
Policy Pulse — Ministries & Regulators — 04 Aug 2026
SEBI Closing Auction Session (CAS) live from Aug 3; windfall tax raised on fuel exports (negative for IOC, BPCL, HPCL, RELIANCE). BSE Q1 profit +62%, Ather +14%, Pidilite +27.7%.
policy-pulsesebiexchangewindfall-taxearnings