EU SUMMIT
Politico: PM Modi to attend the EU summit in December
India-EU trade deal to be signed by end-2026: EU envoy to ET NOW
Politico: PM Modi to attend the EU summit in December
India-EU trade deal to be signed by end-2026: EU envoy to ET NOW
COMMERCE SECRETARY
INDIA-ARGENTINA JTC MEETING
Both sides reaffirm commitment to deepen strategic & economic ties
India-Argentina advance cooperation in lithium, energy and agriculture
Talks note progress on Indian agri product entry into Argentina
India, Argentina strengthen pharma access, expand digital, space ties
Bilateral trade between India and Argentina crossed $6.5 bn in 2025
INDIA-ARGENTINA JTC MEETING
Both sides reaffirm commitment to deepen strategic & economic ties
India-Argentina advance cooperation in lithium, energy and agriculture
Talks note progress on Indian agri product entry into Argentina
India, Argentina strengthen pharma access, expand digital, space ties
Bilateral trade between India and Argentina crossed $6.5 bn in 2025
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AAYUSH WELLNESS:
CO. LAUNCHES LUNG CARE TABLETS TO ENTER ₹18,913 CR RESPIRATORY HEALTHCARE MARKET;
TARGETS SMOKING-EXPOSED AND RESPIRATORY-CONCERNED CONSUMERS
CO. LAUNCHES LUNG CARE TABLETS TO ENTER ₹18,913 CR RESPIRATORY HEALTHCARE MARKET;
TARGETS SMOKING-EXPOSED AND RESPIRATORY-CONCERNED CONSUMERS
Tarun Mehta, Co-Founder, CEO, Ather Energy
One in 4 scooter buyers is buying electric scooters these days
We have launched a new platform called EL
Today we're launching the first product on this platform
One in 4 scooter buyers is buying electric scooters these days
We have launched a new platform called EL
Today we're launching the first product on this platform
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ATHER ENERGY: CO LAUNCHES KONARC ELECTRIC SCOOTER STARTING AT RS 99,999; TARGETS MASS-MARKET BUYERS
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TRANSFORMERS AND RECTIFIERS (INDIA): CO. RECEIVES LARGE ORDER FROM MEGH ENGINEERING AND INFRASTRUCTURES LIMITED FOR MANUFACTURING TRANSFORMERS; LARGE ORDER VALUES BETWEEN RS 100 - 500 CR.
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📊 PROMOTER / INSIDER ACTIVITY — AUG 2026
🟢 BUYING
CONFIDENCE PETROLEUM 🚀
• Essenn LPG Bottling Pvt Ltd bought 7.46L shares (0.22%) @ ₹80.74 — 26 Aug
• Confidence LPG Bottling Pvt Ltd bought 4.19L shares (0.13%) @ ₹72.19 — 24 Aug
💰 Total Buying: 11.65L shares | ~₹9.05 Cr
📈 Impact: Positive
SREE RAYALASEEMA HI-STRENGTH HYPO
• TGV Industries Pvt Ltd bought 2,596 shares (0.01%) @ ₹474.43 — 28 Aug
📈 Impact: Mildly Positive
🔴 SELLING
RUBICON RESEARCH 🚨
• General Atlantic Singapore RR Pte Ltd sold 1.40 Cr shares (8.45%) @ ₹164.26 — 25–26 Aug
📉 Impact: Strong Negative / Supply Overhang
DECCAN GOLD MINES
• KMP Krishnamurthy Karunakaran sold 2.56L shares (0.12%) @ ₹234.95 — 24–26 Aug
• Andrew Mark Weeks sold 20,000 shares @ ₹225.17 — 26 Aug
• K S Yogananda sold 19,986 shares @ ₹230.94 — 26 Aug
📉 Impact: Negative
KARUR VYSYA BANK
• B Ramesh Babu (Director) sold 30,000 shares (0.04%) @ ₹346.16 — 25 Aug
• G Rajasekaran sold 1,000 shares @ ₹357.64 — 27 Aug
• R Nageswari sold 1,000 shares @ ₹357.64 — 27 Aug
• G Mani sold 1,000 shares @ ₹357.64 — 27 Aug
📉 Impact: Mildly Negative
JINDAL STEEL
• Sarika Jhunjhunwala sold 95,000 shares (0.01%) @ ₹1,139 — 24 Aug
🟢 BUYING
CONFIDENCE PETROLEUM 🚀
• Essenn LPG Bottling Pvt Ltd bought 7.46L shares (0.22%) @ ₹80.74 — 26 Aug
• Confidence LPG Bottling Pvt Ltd bought 4.19L shares (0.13%) @ ₹72.19 — 24 Aug
💰 Total Buying: 11.65L shares | ~₹9.05 Cr
📈 Impact: Positive
SREE RAYALASEEMA HI-STRENGTH HYPO
• TGV Industries Pvt Ltd bought 2,596 shares (0.01%) @ ₹474.43 — 28 Aug
📈 Impact: Mildly Positive
🔴 SELLING
RUBICON RESEARCH 🚨
• General Atlantic Singapore RR Pte Ltd sold 1.40 Cr shares (8.45%) @ ₹164.26 — 25–26 Aug
📉 Impact: Strong Negative / Supply Overhang
DECCAN GOLD MINES
• KMP Krishnamurthy Karunakaran sold 2.56L shares (0.12%) @ ₹234.95 — 24–26 Aug
• Andrew Mark Weeks sold 20,000 shares @ ₹225.17 — 26 Aug
• K S Yogananda sold 19,986 shares @ ₹230.94 — 26 Aug
📉 Impact: Negative
KARUR VYSYA BANK
• B Ramesh Babu (Director) sold 30,000 shares (0.04%) @ ₹346.16 — 25 Aug
• G Rajasekaran sold 1,000 shares @ ₹357.64 — 27 Aug
• R Nageswari sold 1,000 shares @ ₹357.64 — 27 Aug
• G Mani sold 1,000 shares @ ₹357.64 — 27 Aug
📉 Impact: Mildly Negative
JINDAL STEEL
• Sarika Jhunjhunwala sold 95,000 shares (0.01%) @ ₹1,139 — 24 Aug
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GMR AIRPORTS: TO EXPLORE INTERNATIONAL AIRPORT OPPORTUNITIES
• GMR Group plans to explore airport opportunities across West Asia and Central Asia.
• Eastern Europe and Southeast Asia are also potential expansion markets.
• GMR Airports aims to expand its global asset-light airport portfolio.
• Impact: Positive.
• GMR Group plans to explore airport opportunities across West Asia and Central Asia.
• Eastern Europe and Southeast Asia are also potential expansion markets.
• GMR Airports aims to expand its global asset-light airport portfolio.
• Impact: Positive.
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Data for 28-Aug-2026
Cash Market Flows
👍 DII net bought ₹5184 cr
👎 FII net sold ₹5040 cr
FII On Index Futures (Contracts)
👉 Longs -33
👉 Shorts +4808
🚨 FII Long:Shorts at 10%:90% 🚨
Cash Market Flows
👍 DII net bought ₹5184 cr
👎 FII net sold ₹5040 cr
FII On Index Futures (Contracts)
👉 Longs -33
👉 Shorts +4808
🚨 FII Long:Shorts at 10%:90% 🚨
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GOVT TO BEGIN UNION BUDGET 2027-28 PREPARATIONS FROM OCTOBER 12
Finance Ministry will kick off pre-Budget consultations on October 12, with the exercise focused on reforms, economic growth, job creation and boosting domestic demand amid heightened global uncertainties.
Finance Ministry will kick off pre-Budget consultations on October 12, with the exercise focused on reforms, economic growth, job creation and boosting domestic demand amid heightened global uncertainties.
JAPAN’S SHORT-TERM BOND DEMAND COLLAPSES
Investor appetite for Japanese government debt is weakening, with the 2-year JGB auction recording its weakest demand since September.
The bid-to-cover ratio fell sharply to 2.97 from 3.63 at the previous auction, signaling growing investor caution as Japanese yields rise and markets price in further BOJ tightening
Investor appetite for Japanese government debt is weakening, with the 2-year JGB auction recording its weakest demand since September.
The bid-to-cover ratio fell sharply to 2.97 from 3.63 at the previous auction, signaling growing investor caution as Japanese yields rise and markets price in further BOJ tightening
HEDGE FUNDS ARE CUTTING EXPOSURE TO GLOBAL TECH STOCKS
Hedge funds sold the most information-technology stocks in more than two years last week, signaling a notable rotation away from the tech sector
Hedge funds sold the most information-technology stocks in more than two years last week, signaling a notable rotation away from the tech sector
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AXISCADES: TO ACQUIRE MAJORITY STAKE IN CLOUD WAVE
• AXISCADES to acquire majority stake in Cloud Wave Technologies at an enterprise valuation of ~₹260 Cr.
• Cloud Wave is expected to report ₹180 Cr revenue with 22% EBITDA in FY27.
• Acquisition strengthens aerospace precision engineering and manufacturing capabilities.
• Impact: Positive.
• AXISCADES to acquire majority stake in Cloud Wave Technologies at an enterprise valuation of ~₹260 Cr.
• Cloud Wave is expected to report ₹180 Cr revenue with 22% EBITDA in FY27.
• Acquisition strengthens aerospace precision engineering and manufacturing capabilities.
• Impact: Positive.
NEARLY 1 MILLION INDIANS STUCK IN US GREEN CARD BACKLOG — SOME COULD FACE 179-YEAR WAIT
Nearly 1 million Indians account for around 79% of the 1.26 million employment-based green card backlog. A new NFAP analysis estimates potential waits of up to 179 years for Indians in the EB-2 category
Nearly 1 million Indians account for around 79% of the 1.26 million employment-based green card backlog. A new NFAP analysis estimates potential waits of up to 179 years for Indians in the EB-2 category
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GOVT ACHIEVES 78% OF FY27 DIVESTMENT & ASSET MONETISATION TARGET IN JUST APR-AUG
Government has already raised ₹62,124 crore against the FY27 target of ₹80,000 crore, achieving nearly 78% of the annual target in the first five months.
Government has already raised ₹62,124 crore against the FY27 target of ₹80,000 crore, achieving nearly 78% of the annual target in the first five months.
US to take 35% stake in Venezuelan mogul Betancourt's oil venture, WSJ reports
OIL: WASTE-TO-ENERGY PROJECTS IN HARYANA
• OIL Green Energy has signed MoUs with Gurugram, Faridabad, Hisar and Ambala municipalities for CBG and Waste-to-Energy projects.
• Total waste processing capacity: 5,000 TPD.
• Projects expected to produce 70–75 TPD CBG and 50 MW green power.
• Impact: Positive.
• OIL Green Energy has signed MoUs with Gurugram, Faridabad, Hisar and Ambala municipalities for CBG and Waste-to-Energy projects.
• Total waste processing capacity: 5,000 TPD.
• Projects expected to produce 70–75 TPD CBG and 50 MW green power.
• Impact: Positive.
PARTH ELECTRICALS & ENGINEERING: SECURES ~₹122 CR NEW ORDERS
• GETCO rate contract order worth ₹10.83 Cr.
• ₹106.66 Cr order for 66 kV underground cable network in Jamnagar.
• USA export order worth US$432,000 for MV switchgear panels.
• Total executable order book rises to ~₹425 Cr as of August 29, 2026.
• Orders to be executed over 3–12 months.
• GETCO rate contract order worth ₹10.83 Cr.
• ₹106.66 Cr order for 66 kV underground cable network in Jamnagar.
• USA export order worth US$432,000 for MV switchgear panels.
• Total executable order book rises to ~₹425 Cr as of August 29, 2026.
• Orders to be executed over 3–12 months.
Sources Say On HDFCBank CEO Reappointment
👉Process Of CEO Reappointment Will Happen Well Within Time
👉New CEO Will Take Over A Strong Bank, Address Alignment Issues
👉Leadership Will Ensure A Win-Win For All
👉Bank Is Systemically Sound, Outstanding Issues Settled
👉Has The Potential To Be In The Top 5-6 Banks Globally
👉NIM, CASA Impacted On Account Of The HDFC Merger, Some Restructuring Of Loans May Be Needed
👉Process Of CEO Reappointment Will Happen Well Within Time
👉New CEO Will Take Over A Strong Bank, Address Alignment Issues
👉Leadership Will Ensure A Win-Win For All
👉Bank Is Systemically Sound, Outstanding Issues Settled
👉Has The Potential To Be In The Top 5-6 Banks Globally
👉NIM, CASA Impacted On Account Of The HDFC Merger, Some Restructuring Of Loans May Be Needed
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🚨 MONDAY BIG EVENT: MSCI Rebalancing
This Monday (Aug 31), MSCI India's rebalancing kicks in.
Samir Arora (Helios Capital) called it the most interesting thing to watch this week.
$500-600 million worth of stock will be bought or sold — in a single day.
Total expected passive inflow: ~$2.3 billion.
Stocks likely to benefit: Groww, Adani Green Energy, Adani Energy Solutions.
This is pure mechanical buying/selling. Not driven by news. Could move these stocks a lot on Monday.
This Monday (Aug 31), MSCI India's rebalancing kicks in.
Samir Arora (Helios Capital) called it the most interesting thing to watch this week.
$500-600 million worth of stock will be bought or sold — in a single day.
Total expected passive inflow: ~$2.3 billion.
Stocks likely to benefit: Groww, Adani Green Energy, Adani Energy Solutions.
This is pure mechanical buying/selling. Not driven by news. Could move these stocks a lot on Monday.
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KOTAK SECURITIES ON HDFC BANK
Maintains Buy with target price of Rs 1,050. Preparing for the next leadership chapter
Merger with HDFC Ltd has strengthened the franchise, the key operating metrics remain below its best-in-class peers
Believe that next CEO to combine strong execution capabilities with credible roadmap to improve margins & profitability
Uncertainty around leadership transition is likely to keep valuation multiples below historical levels in the near term
Maintains Buy with target price of Rs 1,050. Preparing for the next leadership chapter
Merger with HDFC Ltd has strengthened the franchise, the key operating metrics remain below its best-in-class peers
Believe that next CEO to combine strong execution capabilities with credible roadmap to improve margins & profitability
Uncertainty around leadership transition is likely to keep valuation multiples below historical levels in the near term
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