https://stocksfundamentals.online/ Independent equity research: fundamental deep dives, quarterly results analysis and market context for Indian and global stocks. en-in Mon, 19 Oct 2026 09:14:10 +0000 https://stocksfundamentals.online/analysis/cg-power-what-changed-since-june-with-forward-valuation https://stocksfundamentals.online/analysis/cg-power-what-changed-since-june-with-forward-valuation Mon, 19 Oct 2026 06:30:00 +0000 Refreshed 19 Oct at ₹854 with Q2 FY27 due 23 Oct. Order book ₹18,965 Cr (+45%), delivery 50.8%, but 105x earnings and 16.7x book give no protection in a falling market. Verdict: accumulate in tranches around the 200-DMA at ₹804, not a full position at ₹854. https://stocksfundamentals.online/analysis/policy-pulse-global-16-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-global-16-oct-2026 Fri, 16 Oct 2026 06:30:00 +0000 MSCI proposed reclassifying Indonesia as a Standalone Market and the Jakarta Composite fell 11.1%, its worst day since 1998, pushing flows toward TCS, INFY and HDFCBANK as the cleaner emerging-market exposure. France and Germany agreed to soften the EU's 2035 combustion-engine ban, and the KOSPI rebounded 2.1%. https://stocksfundamentals.online/analysis/policy-pulse-ministries-16-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-ministries-16-oct-2026 Fri, 16 Oct 2026 06:30:00 +0000 The India-US BTA first tranche is finalised and in legal drafting, with Piyush Goyal and Nirmala Sitharaman both pushing for signature, a positive for SUNPHARMA, DRREDDY and WELSPUNLIV. The MoD signed Rs 4,106 crore of contracts led by a Rs 2,563 crore IAF satellite, and SEBI rewrote the closing auction session from December 7. https://stocksfundamentals.online/analysis/policy-pulse-modi-16-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-modi-16-oct-2026 Fri, 16 Oct 2026 06:30:00 +0000 PM Modi's 2036 Olympics ambition was priced the next morning at Rs 7,386.74 crore: the Sports Ministry raised event-hosting aid from Rs 2 crore to up to Rs 50 crore, mapping to LT and ULTRACEMCO. Rubio lands in Jamnagar, the RELIANCE refinery complex, two days after the Graham Act deadline. https://stocksfundamentals.online/analysis/policy-pulse-trump-us-16-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-trump-us-16-oct-2026 Fri, 16 Oct 2026 06:30:00 +0000 Two days from the Graham Act deadline there is still no Section 113(g) notice to Congress, leaving VLO, PSX and DAL on the right side of a licensed Russian diesel flow. Trump's pharma portfolio grew from $1.7 million to as much as $56.2 million as Medicare exemptions expanded, and the US-Mexico tariff deal stalled on the 25% auto and 50% metals levies. https://stocksfundamentals.online/analysis/policy-pulse-global-15-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-global-15-oct-2026 Thu, 15 Oct 2026 06:30:00 +0000 The KOSPI fell 7.57% with circuit breakers on both Korean boards and the Nikkei lost 4.90%, hitting MU, WDC and CRWV on Anthropic's decelerating growth and CoreWeave's bond selloff. India diverged as Nifty IT rose 1.82%, lifting TCS, INFY and TECHM, while IOC and BPCL stay exposed to the Graham Act's five-day deadline. https://stocksfundamentals.online/analysis/policy-pulse-ministries-15-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-ministries-15-oct-2026 Thu, 15 Oct 2026 06:30:00 +0000 The CCEA cleared the Rs 52,878 crore sale of a 60.72% IDBI Bank stake to Fairfax at Rs 81 a share and IDBI fell 7%, while the Supreme Court quashed Yes Bank's Rs 8,415 crore AT1 write-off and YESBANK fell 12.68%. Jio Platforms priced India's largest IPO at Rs 1,065-1,119, lifting RELIANCE 3.44% and BSE 2.70%. https://stocksfundamentals.online/analysis/policy-pulse-modi-15-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-modi-15-oct-2026 Thu, 15 Oct 2026 06:30:00 +0000 PM Modi dedicated Rs 3,350 crore of Ladakh projects including a Rs 2,500 crore strategic road, mapping to LT, GRINFRA and KEC. A dedicated data-centre policy is being drafted to protect consumers from grid costs, a positive for CGPOWER and POWERINDIA, and the Cabinet cleared a 78-day railway bonus worth Rs 2,009.61 crore. https://stocksfundamentals.online/analysis/policy-pulse-trump-us-15-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-trump-us-15-oct-2026 Thu, 15 Oct 2026 06:30:00 +0000 A 3.7% September CPI was followed by a 6.3% PPI, the biggest since 2022, taking October hike odds to a coin flip; Walmart, Lilly and Nike gained while CRWV, MU, WDC and ORCL were sold on data-centre debt. Five days from the Graham Act deadline there is still no notice to Congress, and Trump's August filing showed up to USD 25M of META bought on one day. https://stocksfundamentals.online/analysis/mazagon-dock-shipbuilders-deep-dive-analysis https://stocksfundamentals.online/analysis/mazagon-dock-shipbuilders-deep-dive-analysis Tue, 13 Oct 2026 06:30:00 +0000 Mazagon Dock is India's only yard building both destroyers and conventional submarines, with a pristine balance sheet, 36% ROCE and the cheapest multiple among shipbuilding peers. The problem is what it will build next: the order book has fallen to Rs 18,218 Cr from Rs 38,561 Cr in FY24 as P17A, P15B and P75 Kalvari complete, while the Rs 99,000 Cr P75(I) submarine contract remains unsigned and m… https://stocksfundamentals.online/analysis/policy-pulse-global-13-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-global-13-oct-2026 Tue, 13 Oct 2026 06:30:00 +0000 China's CXMT claimed a 4F2 DRAM design and the KOSPI fell 5.46%, hitting MU, AVGO and INTC while re-rating TCS, INFY and HCLTECH through Nifty IT's 5.22% gain. Five days out, the Graham Act had still produced no notice to Congress, leaving IOC, BPCL, ONGC and Sun Pharma exposed on the Indian side. https://stocksfundamentals.online/analysis/policy-pulse-ministries-13-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-ministries-13-oct-2026 Tue, 13 Oct 2026 06:30:00 +0000 The Finance Minister said the government will hear views on removing LTCG tax and reframing STT, a debate that lifted the Sensex 1,109 points and the Nifty IT index 5.22%, positive for BSE, ANGELONE and CDSL. BEL disclosed Rs 533 crore of new orders, Polycab fell 5% as the NSE ended its F&O contracts, and the Army inducted 450 loitering munitions from Solar Industries' unit. https://stocksfundamentals.online/analysis/policy-pulse-modi-13-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-modi-13-oct-2026 Tue, 13 Oct 2026 06:30:00 +0000 PM Modi told the Bloomberg New Economy Forum on October 13 that the routes of globalisation have become chokepoints, naming supply chains, energy, critical minerals and payments, a framing that maps to TCS, INFY, SUNPHARMA and HINDCOPPER. The PMO named no company, so every mapping is inferred. https://stocksfundamentals.online/analysis/policy-pulse-trump-us-13-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-trump-us-13-oct-2026 Tue, 13 Oct 2026 06:30:00 +0000 Goldman beat on a 72% surge in equities revenue while JPMorgan missed its first quarter in three years. Trump floated a US diesel export cap five days before the Graham Act's October 18 deadline, hitting VLO and PSX, and Trump Media pulled three crypto ETF filings as DJT fell 5% on a 32% approval rating. https://stocksfundamentals.online/analysis/policy-pulse-global-12-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-global-12-oct-2026 Mon, 12 Oct 2026 06:30:00 +0000 Brent topped USD 106 after a second deadly strike on Riyadh's airport and a tanker hit at Hormuz, positive for XOM, CVX and VLO and negative for DAL, UAL and IOC. Trump's Russian diesel deal capped the spike instead of reversing it, gold held near USD 4,180 with the US 30-year at 24-year highs, and Canada sent its largest trade mission to India in 30 years to push a trade deal. https://stocksfundamentals.online/analysis/policy-pulse-ministries-12-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-ministries-12-oct-2026 Mon, 12 Oct 2026 06:30:00 +0000 The RBI will meet the entire daily dollar requirement of IOC, BPCL and HINDPETRO from October 12 and imposed a 20% cash reserve on rupee-linked FX derivatives above USD 2 million, its most decisive rupee-defence package since 2013, with the currency up 0.99% to 95.77. September CPI hit 5.54%, the highest since October 2024 and negative for BAJFINANCE and DLF, while HCLTech beat with profit up 21%… https://stocksfundamentals.online/analysis/policy-pulse-modi-12-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-modi-12-oct-2026 Mon, 12 Oct 2026 06:30:00 +0000 PM Modi opened over Rs 13,000 crore of Tamil Nadu projects on October 11, including a Rs 1,620-crore lube base-stock unit at CPCL, the only listed company named in the release, alongside a Rs 4,900-crore Chennai Metro Phase II stretch and about Rs 3,700 crore of highways that map to LT, IRCON and RVNL. The PM Dhan-Dhaanya Krishi Yojana also marked its first year with a 100-district scorecard. https://stocksfundamentals.online/analysis/policy-pulse-trump-us-12-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-trump-us-12-oct-2026 Mon, 12 Oct 2026 06:30:00 +0000 The Justice Department opened an antitrust probe into the five networks in the White House television pool, an overhang for CMCSA, PARA, WBD and FOXA, and a federal judge ordered the administration to cancel its taxpayer-funded television advertisements. Foreign military sales reform took effect for LMT, RTX and NOC, importers won a class-action route to tariff refunds for WMT and TGT, and Brent… https://stocksfundamentals.online/analysis/syrma-sgs-technology-deep-dive-analysis https://stocksfundamentals.online/analysis/syrma-sgs-technology-deep-dive-analysis Sat, 10 Oct 2026 06:30:00 +0000 Revised deep dive: Syrma is up 22.6% to Rs 1,720 since our 4 August note, the trailing P/E has expanded to 89.3x, and average delivery has fallen to 28.2% from 37.3%. Q2 FY27 is not yet reported. Clarifies the two Rs 1,000 Cr QIPs and adds the Exchange Filings section. Verdict: CAUTION — priced for perfection. https://stocksfundamentals.online/analysis/azad-engineering-deep-dive-jun27 https://stocksfundamentals.online/analysis/azad-engineering-deep-dive-jun27 Fri, 09 Oct 2026 06:30:00 +0000 Revised deep dive: the stock is up 44% to Rs 2,910 since our 27 June note while TTM profit sits below FY26, FIIs and DIIs both cut holdings, and the working capital cycle widened to 344 days. Includes the full 25-point technical checklist and updated levels. https://stocksfundamentals.online/analysis/policy-pulse-global-09-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-global-09-oct-2026 Fri, 09 Oct 2026 06:30:00 +0000 Brent slipped to about USD 103 after Trump ruled out an Iran strike before the November 3 midterms, negative for XOM and CVX and positive for airlines and Indian oil marketers; a strong 30-year auction pulled the US long end back from a 24-year high; and the US-China 30-for-30 tariff lists named toys and appliances and medical devices, with the truce extended to January 10, 2027. https://stocksfundamentals.online/analysis/policy-pulse-ministries-09-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-ministries-09-oct-2026 Fri, 09 Oct 2026 06:30:00 +0000 The RBI raised daily CRR maintenance to 99% and lined up Rs 25,000 crore of bond sales, negative for rate-sensitive NBFCs and bond-funded lenders; SEBI mandated a colour-coded credit risk-o-meter, positive for CRISIL and ICRA; and a 30% cap on cancer-drug trade margins lifted Apollo Hospitals and Fortis while TCS led a 3% Nifty IT rally. https://stocksfundamentals.online/analysis/policy-pulse-modi-09-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-modi-09-oct-2026 Fri, 09 Oct 2026 06:30:00 +0000 The Assam Cabinet adopted 75 resolutions marking PM Modi's 25 years, restating a Rs 27,000-crore Tata semiconductor plant at Jagiroad and a Rs 28,000-crore Numaligarh Refinery expansion, positive for BPCL and OIL and for the listed electronics names; the PM closed the Women and Child Development summit, and UP renamed Noida airport after him. https://stocksfundamentals.online/analysis/policy-pulse-trump-us-09-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-trump-us-09-oct-2026 Fri, 09 Oct 2026 06:30:00 +0000 Trump's August disclosure logged 517 trades, including a Dell sale on the same day he handed Dell a medal and Nvidia bought before he decorated Jensen Huang; Washington simultaneously froze Microsoft and Adobe out of the green-card PERM programme, and SpaceX's USD 8 billion spectrum buy hit T-Mobile, Verizon and AT&T while lifting tower REITs. https://stocksfundamentals.online/analysis/policy-pulse-global-08-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-global-08-oct-2026 Thu, 08 Oct 2026 06:30:00 +0000 Brent rose 4.25 percent to USD 104.5 after Axios reported the Pentagon has been told to prepare for a possible resumption of major combat operations in Iran and Tropical Storm Isaias shut in a quarter of Gulf of Mexico output, positive for XOM, CVX and ONGC and negative for DAL, IOC and BPCL; hawkish September FOMC minutes kept the 10-year near 5.28 percent and the 30-year at 2002 levels, and Ind… https://stocksfundamentals.online/analysis/policy-pulse-ministries-08-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-ministries-08-oct-2026 Thu, 08 Oct 2026 06:30:00 +0000 The 57th GST Council left rates untouched but recommended removing GST officers' arrest powers, raising the prosecution threshold to Rs 5 crore, cutting the general penalty to Rs 10,000 and automating refunds and ITC, positive for SUNPHARMA, DRREDDY and CIPLA and for TCS and INFY on services-export facilitation; the reported deferral of the UPI merchant fee to January 2027 took 5.2 percent off PA… https://stocksfundamentals.online/analysis/policy-pulse-modi-08-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-modi-08-oct-2026 Thu, 08 Oct 2026 06:30:00 +0000 PM Modi opened India Mobile Congress 2026 with a stated target of one billion 5G users by 2030, a call for a global anti-cyber-fraud framework and USD 15 billion of BharatNet middle-mile connectivity, positive for BHARTIARTL and INDUSTOWER on the demand commitment and for DIXON and KAYNES on a mobile phone industry now worth USD 63 billion with USD 29 billion of exports. The PM separately amplifi… https://stocksfundamentals.online/analysis/policy-pulse-trump-us-08-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-trump-us-08-oct-2026 Thu, 08 Oct 2026 06:30:00 +0000 Trump's August financial disclosure showed 517 trades including the largest single position of the month, up to USD 25 million of META, plus USD 1-5 million of SPCX notes bought two days before a national space transportation policy targeting 1,000 launches a year by 2030; completion of Trump Accounts auto-enrolment for nearly 70 million children is positive for HOOD and SCHW. The indefinite de m… https://stocksfundamentals.online/analysis/yatharth-hospital-trauma-care-services-deep-dive-analysis https://stocksfundamentals.online/analysis/yatharth-hospital-trauma-care-services-deep-dive-analysis Thu, 08 Oct 2026 06:30:00 +0000 Revenue up 52% but net profit flat for five straight quarters as depreciation and interest consume the growth. Advent International is buying 24.87% at Rs 985 - diluting EPS by up to 25% versus the published consensus. The market price sits above both the average analyst target and Advent's own entry price. Rating: CAUTION - wait for dips. https://stocksfundamentals.online/analysis/balaji-amines-deep-dive-analysis https://stocksfundamentals.online/analysis/balaji-amines-deep-dive-analysis Wed, 07 Oct 2026 06:30:00 +0000 Q1 FY27 PAT up 111% with margins at 26%, but volumes fell 22% YoY - the recovery is price-led, not demand-led. The stock is up 66% in a year, trades above the average analyst price target, and carries a September 2026 SEBI warning for non-disclosure of a DGFT blacklisting and an FDA warning. Rating: CAUTION - fully valued. https://stocksfundamentals.online/analysis/policy-pulse-global-07-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-global-07-oct-2026 Wed, 07 Oct 2026 06:30:00 +0000 The EIA raised its 2026 Brent forecast 8 percent to about USD 98 and lifted Q4 2026 to USD 105 with 4.5 million barrels per day still shut in, positive for XOM, CVX and ONGC and negative for DAL, UAL and Indian refiners IOC and BPCL. The 30-year Treasury yield held near its highest since 2002 with the September FOMC minutes due tonight and CME pricing an October hike near 20 percent, while French… https://stocksfundamentals.online/analysis/policy-pulse-ministries-07-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-ministries-07-oct-2026 Wed, 07 Oct 2026 06:30:00 +0000 The RBI hiked the repo rate 25 basis points to 5.50 percent, changed its stance to calibrated tightening and revised FY27 GDP up 40 basis points to 7.1 percent, sending the Sensex down 429 points to 72,638.70 - negative for LICHSGFIN, PNBHOUSING, DLF and MARUTI but positive for HDFCBANK, ICICIBANK and SBIN on net interest margin. The 57th GST Council slipped a second time to October 8 with a prop… https://stocksfundamentals.online/analysis/policy-pulse-modi-07-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-modi-07-oct-2026 Wed, 07 Oct 2026 06:30:00 +0000 PM Modi inaugurates India Mobile Congress 2026 on October 8 at Yashobhoomi and met the GSMA board, with Starlink declaring its India launch ready after building 20 gateway sites, a mixed signal for BHARTIARTL and IDEA and a positive for INDUSTOWER, TEJASNET and HFCL on densification and backhaul. Modi and Swiss President Parmelin address the second India-EFTA Prosperity Summit with the USD 100 bi… https://stocksfundamentals.online/analysis/policy-pulse-trump-us-07-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-trump-us-07-oct-2026 Wed, 07 Oct 2026 06:30:00 +0000 Trump unveiled Anduril's USD 3.7 billion Arsenal-2 submarine shipyard at Sparrows Point with a Navy contract of up to USD 2.9 billion and announced a 40 percent US government stake in the operating subsidiary, a 15 percent lift to Virginia-class production capacity that is positive for NUE and STLD on naval steel while leaving incumbents GD and HII two-sided as a new component competitor enters… https://stocksfundamentals.online/analysis/policy-pulse-global-06-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-global-06-oct-2026 Tue, 06 Oct 2026 06:30:00 +0000 Brent fell back below USD 100 to USD 98.33 as Hormuz transits and the Saudi East-West pipeline recovered and the G7's 100-million-barrel release began flowing - a cost tailwind for IOC, BPCL and INDIGO and a headwind for ONGC and XOM. The S&P 500 and Nasdaq printed new records on Tuesday as the 10-year Treasury eased to 5.26% from a 19-year high of 5.35%, the euro hit a 17-month low on French fis… https://stocksfundamentals.online/analysis/policy-pulse-ministries-06-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-ministries-06-oct-2026 Tue, 06 Oct 2026 06:30:00 +0000 The Ministry of Defence signed a Rs 661.50 crore BrahMos fire-control and launcher contract for Indian Navy ships at a minimum 68% indigenous content - BEL and LT are the inferred beneficiaries because PIB names no listed company. The RBI decides rates tomorrow with a 25 basis point hike to 5.50% near-fully priced, the 57th GST Council was rescheduled for a second time to October 8, and SEBI is r… https://stocksfundamentals.online/analysis/policy-pulse-modi-06-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-modi-06-oct-2026 Tue, 06 Oct 2026 06:30:00 +0000 The Cabinet approved a Rs 10,000 crore SME Growth Fund to supply patient growth equity to high-potential SMEs - BSE, SBIN and CHOLAFIN are the inferred beneficiaries - and cleared the Integrated Transport and Logistics Authority as an SPV that will write a long-term National Transport Plan and appraise every government infrastructure project worth Rs 500 crore or more, a positive read-through for… https://stocksfundamentals.online/analysis/policy-pulse-trump-us-06-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-trump-us-06-oct-2026 Tue, 06 Oct 2026 06:30:00 +0000 Trump signed an Emergency Tax Relief on Diesel Fuel order deferring the federal diesel excise tax from October 5 to December 31 for highway use - a per-mile cost cut for ODFL, CSX and DAL rather than a supply fix, with pump diesel still at USD 6.32 a gallon. CBP opened CAPE Phase 3 today, releasing roughly USD 20.6 billion of IEEPA tariff refunds to about 3,700 court plaintiffs - a cash event for… https://stocksfundamentals.online/analysis/policy-pulse-global-05-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-global-05-oct-2026 Mon, 05 Oct 2026 06:30:00 +0000 The G7 began a coordinated 100-million-barrel IEA release with a frontloaded diesel leg after Trump's export-ban threat, splitting the crude market - Brent near $101.5 against WTI below $90 and Murban at $110.80 - which is positive for DAL, UAL and INDIGO and negative for VLO and PSX. The Lindsey Graham Act's secondary sanctions on Russian-crude buyers could be decided by October 18, a live risk… https://stocksfundamentals.online/analysis/policy-pulse-ministries-05-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-ministries-05-oct-2026 Mon, 05 Oct 2026 06:30:00 +0000 The RBI's MPC opened a three-day meeting with roughly 60% of polled economists expecting the first repo hike since February 2023 - a 25bp move to 5.50% on October 7 that would pressure LICHSGFIN, DLF and MARUTI - while the 57th GST Council meets the same day with a pre-announced compliance, refunds and ITC package that is positive for SUNPHARMA, WELSPUNLIV and PAYTM. SEBI's Project Jagrook went l… https://stocksfundamentals.online/analysis/policy-pulse-modi-05-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-modi-05-oct-2026 Mon, 05 Oct 2026 06:30:00 +0000 PM Modi and Swiss President Guy Parmelin signed five agreements at Hyderabad House on Monday, pairing expanded market access for Indian agriculture, pharma, textiles and engineering goods with a $100 billion EFTA investment target and fresh channels in biotech, life sciences, banking and insurance - a positive read-through for SUNPHARMA, WELSPUNLIV and NESTLEIND - alongside a Migration and Mobili… https://stocksfundamentals.online/analysis/policy-pulse-trump-us-05-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-trump-us-05-oct-2026 Mon, 05 Oct 2026 06:30:00 +0000 Trump stood up the Super Intelligence Force on Sunday - a White House task force chaired by DNI Jay Clayton, with FTC Chair Andrew Ferguson and Pentagon CTO Emil Michael, and a charter written to prevent overregulation - a capex-permission signal for NVDA, AVGO and VRT. USTR Greer said negotiated tariff caps will be credited against the Section 301 excess-capacity probe, the July disclosure showe… https://stocksfundamentals.online/analysis/policy-pulse-global-02-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-global-02-oct-2026 Fri, 02 Oct 2026 06:30:00 +0000 A 29,000 US payroll print against a 90,000 consensus removed the October Fed hike and reversed the global bond selloff that had driven the 10-year Treasury to a 24-year high — a positive for TCS, INFY and QQQ and a relief valve for emerging markets. Trump said Europe agreed to release emergency diesel stocks, sending Brent below $100 and lifting DAL, UAL, CCL and RCL while pressuring XOM and CVX… https://stocksfundamentals.online/analysis/policy-pulse-ministries-02-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-ministries-02-oct-2026 Fri, 02 Oct 2026 06:30:00 +0000 India is in the final stages of approving a ₹80,000 crore Project-75(I) submarine deal with Germany to be built by MAZDOCK with ThyssenKrupp, while the MoD inked a ₹810.79 crore SAT-SAAW contract with BDL. September power shortages hit a three-year high at 560 million kWh, and the Section 11 order forcing 112 private captive coal plants to run flat out and sell into exchanges is now live — positi… https://stocksfundamentals.online/analysis/policy-pulse-modi-02-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-modi-02-oct-2026 Fri, 02 Oct 2026 06:30:00 +0000 GOBARdhan, the ₹23,731 crore National Unified Scheme for Compressed Biogas approved by the Cabinet chaired by PM Modi on August 6, was launched on October 1 with a ten-year runway to raise CBG output tenfold to about 5 MMSCMD at an administered price of ₹2,110 per MMBTU — a structural positive for GAIL, IGL, MGL, ATGL and PRAJIND. The People's Plan Campaign 2026-27 launched on Gandhi Jayanti, PM… https://stocksfundamentals.online/analysis/policy-pulse-trump-us-02-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-trump-us-02-oct-2026 Fri, 02 Oct 2026 06:30:00 +0000 September payrolls came in at just 29,000 against an 84,000-90,000 consensus with unemployment at 4.2% and July revised into a loss, taking the October Fed hike off the table and sending Treasury yields tumbling from a 24-year high. Trump announced on Truth Social that Europe will release emergency diesel stocks, pushing Brent below $100 and lifting DAL, UAL, CCL and RCL while pressuring XOM and… https://stocksfundamentals.online/analysis/policy-pulse-global-01-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-global-01-oct-2026 Thu, 01 Oct 2026 06:30:00 +0000 G20 trade ministers endorsed a Milwaukee Framework on steel overcapacity as Greer put the MFN principle itself up for review, while a Section 301 overcapacity probe covering 16 economies including India remains the unexercised risk to SUNPHARMA, WELSPUNLIV and BHARATFORG. Brent went back above $100 on China's fuel-export halt, lifting XOM and CVX against DAL and CCL, the US 10-year held near 5.28… https://stocksfundamentals.online/analysis/policy-pulse-ministries-01-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-ministries-01-oct-2026 Thu, 01 Oct 2026 06:30:00 +0000 The Finance Ministry cut the diesel and ATF export levy for a second fortnight, positive for IOC, BPCL and RELIANCE, as GST crossed Rs 2 lakh crore for a third month and the manufacturing PMI hit a seven-month high of 55.1. SEBI cleared corporate bond index futures for the NSE, the AMCA prototype RFP closed on 30 October with LT, BEL, BHARATFORG, BEML and DATAPATTNS named in the three shortlisted… https://stocksfundamentals.online/analysis/policy-pulse-modi-01-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-modi-01-oct-2026 Thu, 01 Oct 2026 06:30:00 +0000 PM-DHARA's first trading session priced the Rs 1.86 lakh crore transmission and storage programme selectively, with TARIL up 9.29% as the top BSE gainer and ADANIENSOL up 4.31% while the Nifty fell 0.88% to an eighth straight weekly loss. Prime Minister Modi's UPSC centenary address set out a 2047 that is more urban, Captain Smit Machchhar's rescue drew national tribute, and the October 5-7 RBI m… https://stocksfundamentals.online/analysis/policy-pulse-trump-us-01-oct-2026 https://stocksfundamentals.online/analysis/policy-pulse-trump-us-01-oct-2026 Thu, 01 Oct 2026 06:30:00 +0000 Trump Media filed the S-4 for its all-stock merger with TAE Technologies, turning DJT into one of the first publicly listed commercial fusion developers. The White House Super Intelligence order added no compliance burden on NVDA, AVGO and MSFT, while the Senate killed the Stop Insider Trading Act 53-47 and the July disclosure showed pure buys in SO and PSA. Boeing took a $20bn-plus Navy F/A-XX a…