SBI

1 deep-dive · 3 policy notes

Deep-dive research

TCS:INFY:ITC:HDFCBANK:COALINDIA:ONGC:NTPC:BSE:ANGELONE:ZERODHA:DIXON:AMBER:KAYNES:SYRMA:SOLARINDS:HAL:BEL:DIVISLAB:CIPLA:LAURUSLAB:SBI:ICICIBANK2026-07-21

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)

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Mentioned in Policy Pulse

WELSPUN:TRIDENT:VARDHMAN:PAGEND:SUNPHARMA:DRREDDY:HDFCBANK:ICICIBANK:SBI:BAJFINANCE:NSE:BSE:ITC:HINDUNILVR2026-07-13

Policy Pulse — Ministries — 13 Jul 2026

USTR proposes 12.5% forced labor tariffs on 44 countries including India — textiles hit hardest (WELSPUN, TRIDENT). June retail inflation rises to 4.38%, breaches RBI target. SEBI tightens employee conduct rules (governance only).

policy-pulseministriesindiaustrtariffs

RELAXO:BATAINDIA:METROBRAND:HDFCBANK:ICICIBANK:SBI:BAJFINANCE:NSE:BSE:MCX:HAL:BEL:MAZDOCK:COCHINSHIP:APOLLOMICRO:DATAPATTERNS:IDEAFORGE:SOLARINDS:PARASDEF:NBCC:IRCON:RVNL:LT:TITAGARH2026-07-10

Policy Pulse — Ministries — 10 Jul 2026

RBI's new collateral norms (100% margin on bank guarantees to brokers) squeeze trading volumes since Jul 1. SEBI revives open-market buyback route effective Aug 1. SEBI reforms ETF pricing framework. Defence Ministry confirms ₹2L Cr contract signing target for FY26. NBCC reports ₹1.2L Cr order book.

policy-pulseministriesindiasebirbi

RELAXO:BATAINDIA:TATAMOTORS:NIBE:APOLLO MICRO:DATAPATTERNS:IDEA FORGE:HDFCBANK:ICICIBANK:SBI2026-07-09

Policy Pulse — Ministries — 09 Jul 2026

DPIIT amends footwear QCOs (legacy stock clearance extended to 2027). Army fast-tracks ₹1,500Cr drone procurement — Tata/Nibe win. Apollo Micro nears ₹2,500Cr Premier Explosives acquisition. RBI injects ₹5.6L Cr liquidity.

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