MCX -

FPIS IN GOLD SILVER & NON AGRI COMMODITIES IN SEPTEMEBER 2026 ITSELF

MCX

PROPOSAL TO ALLOW FPIS IN COMMODITY DERIVATIVES MAY NOT REQUIRE SEBI BOARD APPROVAL

HDFC SEC NOTE ON SEBI CONSULTATION PAPER ON MCX - NOTE DATED AUGUST 18TH 2026
FPIs account for just ~3% of MCX’s volumes vs ~16% at equity exchanges and are confined to only cash-settled contracts

Allowing FPIs into deliverable contracts will boost bullion and metals options volume.

This along with Index options on bullion and metals can drive the next leg of growth — we see ~20-25% premium accretion

ESTIMATE index and metals contracts together could add ~25% to premium and ~20% to PAT over the next two years

Another rangebound day as macro headwinds persist : Dealing Room

Overall flows mixed at FII desk

Select power & gas PSU cos well bid today

TD POWER : Likely to raise funds soon - CNBC-TV18 🟢

AFFLE 3I ; Selling pressure from a leading domestic MF largely over , All eyes on overseas acquisition : CNBC-TV18 🟢

SEBI APPROVES IPO OF MONOMARK ENGINEERING

SWIGGY BLOCK DEAL ALERT

11.1 cr shares change hands in a block deal

4% equity change hands in a block deal

SEBI: SIGNS MOU WITH EUROPEAN SECURITIES AND MARKETS AUTHORITY ON COOPERATION AND EXCHANGE OF INFORMATION RELATING TO CENTRAL COUNTERPARTIES

CNBCTV18 SOURCES SAY

Opposition-ruled states likely to raise compensation issue in GST meet

GST Council may automate 90% of ITC refunds

Opposition states like Telangana, Karnataka, Himachal Pradesh, Punjab

Opposition states to push Centre to compensate losses post GST rate cuts

Council likely to take up issues related to inverted duty structure

Council likely to review impact of decisions taken in Sept last year

To enable low-risk claims without officer assessment

Council allowed 90% provisional refunds within 7 days

Provisional refunds for exports & inverted-duty claims last year

Decision to ensure working capital flow for businesses

Alert: GST Council to meet on September 12

This will be first meeting after rate rationalisation in Sept 2025

🚨𝐈𝐧𝐝𝐢𝐚'𝐬 𝐟𝐨𝐫𝐞𝐱 𝐫𝐞𝐬𝐞𝐫𝐯𝐞𝐬 𝐚𝐭 𝐫𝐞𝐜𝐨𝐫𝐝 𝐡𝐢𝐠𝐡!

Fx reserves touch record high of $740.80 Bn as of Aug 28, 2026

Fx reserves rise by $11.48 Bn over the previous week ending Aug 21, led by a sharp increase in Foreign Currency Assets

INDIA FX RESERVES, USD ACTUAL: 740.80B VS 729.33B PREVIOUS

CYIENT:

CO STEP-DOWN SUBSIDIARY BLOM AEROFILMS LTD UK DISSOLVED EFFECTIVE SEPTEMBER 1

REGENCY FINCORP: CO BOARD APPROVES ISSUANCE OF 75,000 SECURED NCDS WORTH ₹75 CRORE ON PRIVATE PLACEMENT BASIS WITH GREEN SHOE OPTION OF ₹50 CRORE

U.S UNEMPLOYMENT RATE (AUG) ACTUAL: 4.1% VS 4.1% PREVIOUS; EST 4.1%

U.S NONFARM PAYROLLS (AUG) ACTUAL: 162K VS -23K PREVIOUS; EST 55K

TRUMP: GREAT JOBS NUMBER JUST ANNOUNCED, BREAKING ALL ESTIMATES (EXCEPT MINE!) BY DOUBLE AND TRIPLE - AND YOU HAVEN’T SEEN ANYTHING YET! EMPLOYERS ADDED 162,000 JOB IN AUGUST. LOWER THE INTEREST RATES BECAUSE THE U.S.A. IS A MUCH STRONGER CREDIT THAN IT WAS JUST A SHORT TIME AGO! A STRONG COUNTRY MEANS A LOWER INTEREST RATE - IT’S A BETTER CREDIT…VERY SIMPLE! WE SHOULD HAVE THE LOWEST RATE OF ANY COUNTRY IN THE WORLD, LIKE “THE OLD DAYS.”

TRUMP: WITHOUT THE UNITED STATES AGREEING TO ALLOW THEM THEIR BIG SURPLUSES, AND WE COULD STOP THAT IMMEDIATELY, THEY WOULD NO LONGER BE CONSIDERED FINANCIALLY ELITE! LOWER THE RATE OR I’LL STOP TRADING WITH COUNTRIES WITH WHICH WE HAVE A DEFICIT, WHICH THE U.S. SUPREME COURT, IN ITS RIDICULOUS AND VERY COSTLY TARIFF DECISION, STRONGLY ACKNOWLEDGED “THE PRESIDENT” HAS AN ABSOLUTE RIGHT TO DO.

TRUMP: ITS BETTER THAN TARIFFS! THE FED BOARD, WITH ITS GREAT NEW LEADER, MUST GET SMART - BE PATRIOTS FOR A CHANGE. HIGH INTEREST RATES PUT THE U.S.A. AT A VERY UNFAIR DISADVANTAGE, AND I WON’T ALLOW THAT TO HAPPEN!

RBI SLAPS PENALTIES ON TRANSUNION CIBIL, CRIF, EQUIFAX AND TWO OTHER ENTITIES FOR REGULATORY LAPSES