India Market Recap
Indian equity benchmarks snapped their two-day gaining streak on Monday amid cautious global cues and ongoing geopolitical concerns. The Nifty 50 declined 32.95 points, or 0.14%, to close at 24,219.05, while the Sensex fell 170.70 points, or 0.22%, to settle at 77,370.13. Both indices recovered significantly from their provisional closing levels, indicating some buying support at lower levels. On the technical front, Nifty support is placed in the 24,000–24,100 range, while resistance is seen between 24,300 and 24,400.
US Market Recap
Wall Street started the week on a weak note as a sharp sell-off in semiconductor stocks overshadowed the benefit of lower oil prices. The Nasdaq 100 declined 1%, while the S&P 500 fell 0.3%. Chip stocks came under pressure after reports suggested that some major customers could face AI-related price increases of more than 15%, raising concerns about technology spending and valuations. Investors are also awaiting Nvidia's earnings, which could provide further direction to the technology sector.
Asian Market Update
Asian markets were set for a weaker opening on Tuesday following losses on Wall Street, with technology stocks remaining under pressure. Futures pointed to declines in Japan and South Korea, while Australia's market was expected to open slightly higher. Hang Seng futures gained around 0.6%, offering some support to the broader regional sentiment. Currency markets remained relatively stable, with the Japanese yen around 159.08 per dollar and the offshore yuan near 6.7212 per dollar.
Commodity Check
Crude oil prices remained under pressure as the US increased economic pressure on Iran and its trading partners, seeking to restore normal energy flows through the Strait of Hormuz. Brent crude traded near $92 per barrel after falling more than 2% in the previous session, while WTI remained around $85 per barrel. Investors continued to monitor geopolitical developments for signs of potential changes in global oil supplies. Gold remained close to a three-month high, supported by concerns over US fiscal conditions and expectations of continued demand for safe-haven assets. Gold traded near $4,680 per ounce, after gaining more than 7% over the previous four sessions. Spot gold rose 0.5% to $4,676.92 per ounce, while silver gained 0.9% to $69.53 per ounce. Platinum and palladium also advanced.
Stocks In News
- Manba Finance: Allots 9,000 NCDs worth Rs. 90 crore on a private placement basis.
- Tata Communications: Issues Commercial Paper worth Rs. 300 crore.
- Gala Precision Engineering: Income Tax inspection at co's premises have concluded with operations continuing in the normal course.
- IZMO: Adds 170 new clients globally in Q1 for its automotive dealer digital platforms. 117 in the United States and 53 in Europe and the United Kingdom
- Cyient: Unveils new brand positioning ‘Nothing Less'.
- CSM Technologies: Enters a pact to adopt the Modular Open Source Identity Platform (MOSIP) framework for designing and implementing digital solutions.
- Dabur India: NCLT reserves order for the Second Motion Petition regarding the merger with Sesa Care.
- GPT Infraprojects: Arm declared L1 bidder for an order worth Rs. 97 crore. Order for Provision of Electronic Interlocking.
- Tata Consultancy Services (TCS): To acquire Porsche AG arm MHP Management for 320 million euros. Signs a 5-year strategic pact worth 1.25 billion euros with Porsche AG and MHP.
- Blue Cloud Softech Solutions: Board grants in-principle approval to evaluate proposed acquisition of CareTech AI via a swap of preferential shares.
- Pace Digitek: Arm receives a Letter of Award worth Rs. 92.9 crore from Kalpa Power Private for the supply and commissioning support of a Battery Energy Storage System (BESS) of 100 MWh capacity.
- Monte Carlo Fashions: Highlights its 2 state-of-the-art integrated manufacturing facilities in Punjab with an average revenue of Rs. 12,500 per sq ft.
- Afcons Infrastructure: Receives a Rs. 335.50 crore arbitral award against the Uttar Pradesh Expressways Industrial Development Authority (UPEIDA).
- Shivalik Bimetal Controls: Under process to obtain approvals to set up a new unit in Pune (Phase - 2).
- Senores Pharmaceuticals: Issues corporate guarantee for a Rs. 62 crore credit facility availed by its arm Apnar Pharma from ICICI Bank.
- UCO Bank: Board approves raising foreign currency funds to the extent of $1 billion through debt instruments under the MTN Programme.
- Chemplast Sanmar: Denies media reports regarding the acquisition of Symed Labs.
- Coal India: Incorporates Singapore based arm, CIL Global Pte. Ltd. to explore & develop overseas opportunities in the field of critical minerals asset acquisition, enable an efficient management of overseas investments, and provide structural flexibility for future acquisitions.
- Prabha Energy: Rights Issue Committee approves conversion of 95 lakh partly paid-up equity shares into fully paid-up shares.
- ICICI Bank: Prices $1 billion senior unsecured fixed rate notes under its $7.5 billion Global Medium Term Note Programme.
- Can Fin Homes: Board to meet on 29 August 2026 to consider raising funds up to Rs. 5,000 crore, including approval of a Key Information Document for Rs. 900 crore NCD issuance.
- Shanti Gold: Allots 46.43 lakh shares at Rs. 215 per share (including Rs. 205 premium) via a rights issue.
- HEG: Ravi Jhunjhunwala to resign as Chairman, MD, and CEO effective 1 September 2026; Riju Jhunjhunwala appointed as MD & CEO till 31 August 2031; Neha Rajvanshi appointed as CFO succeeding Ravi Kant Tripathi.
- Indian Railway Finance Corporation (IRFC): Receives GST show cause notice seeking Rs. 549 crore (including interest and penalty) over a FY23 ITC mismatch.
- Aegis Vopak Terminals: To acquire a 36,000 MT capacity storage terminal at Pipavav Port for Rs. 525 crore.
- Hindustan Copper: Government to divest a 3% stake via OFS (with an additional 3% green-shoe option) at a floor price of Rs. 514/share, with 10% reserved for retail and 25,000 shares for employees.
- Texmaco Rail & Engineering: Sets 11 September 2026 as the record date for the FY26 final dividend.
- Coromandel International: Dhaksha Unmanned Systems, an arm of co, inaugurated its new manufacturing facility at Kancheepuram, Tamil Nadu. Facility will support the development & execution of larger & complex programmes across its key UAV verticals.
- Piramal Finance: QIP issue opens with a floor price of Rs. 2,102.65 per share (board may offer up to a 5% discount).
- Smartworks Coworking Spaces: Approves a proposed reduction of securities premium by Rs. 385.62 crore to set off accumulated losses.
- Refex Industries: Bags orders worth Rs. 33.7 crore from a Telangana-based entity for Loading & Transportation Fly ash and Excavation of Fly ash. Time period of 120 days.
- Kotak Mahindra Bank: Allots $650 million in senior notes under its MTN Programme.
- Inox Green Energy Services: Board allots 4.9 crore shares of Inox Renewable Solutions Limited (IRSL) to shareholders.