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Super Micro and CoreWeave surged on strong results while July CPI eased to 3.4%, cutting Fed hike odds, yet Iran-war yields still constrain broader gains.
Sensex slipped 188 points on Hormuz crude fears, yet the bigger second-order hit lands on India’s import bill and inflation if the strait stays contested.
Retail inflation edged to 4.45% in July as food hit 5.52%, confirming RBI’s Q3 peak outlook and keeping rates on hold with core still contained.
Indian rupee closed little changed near 95.30 against the dollar Monday as firmer oil met central bank dollar sales and reserve-rebuilding schemes that have.
Early Sensex drop of 320 points on crude near $89 reflects deeper India import dependence that keeps oil-sensitive sectors and sentiment under pressure until.
Parliament clears the Taxation Bill with no UPI user charges and multi-year exemptions for foreign electronics, data centres and offshore funds managed from India.
Indian benchmarks closed almost flat August 10 after Brent jumped on Iran Hormuz conditions.
Lok Sabha bill unlocks possible MDR on high-value UPI deals for big merchants, raising pass-through and cash-revival risks after years of taxpayer subsidies.
Korean mom-and-pop traders dumped a record amount of shares after the worst monthly Kospi loss since 2008.
Gross GST collections reached Rs 2.11 lakh crore in July 2026, up 15.4 percent, with imports up 28.8 percent creating room for inverted-duty reforms.