KOSPI Records Biggest-Ever One-Day Gain as Samsung, AI Stocks Surge

• Economist Saravelos warns that recent U.S. Treasury moves in bond and currency markets constitute "soft-form financial repression" designed to artificially lower debt costs. • The analysis suggests that if U.S. Treasury prices are prevented from adjusting downward, the dollar must weaken to adjust the value of bonds held by foreign investors.

• Foreign Portfolio Investors (FPIs) have accelerated their investment in Indian equities, infusing Rs 23,544 crore so far in August. • This surge follows a July investment of Rs 20,200 crore, reversing a four-month streak of heavy selling that peaked with a Rs 1.17 lakh crore withdrawal in March.

• Foreign Portfolio Investors (FPIs) invested ₹23,544 crore into Indian equities during August, following a similar inflow of ₹20,200 crore in July. • This surge marks a significant turnaround after four consecutive months of heavy selling, driven primarily by strong corporate earnings and the stability of the Indian rupee.

• Jubilant Pharmova Ltd announced that the USFDA has approved commercial batch manufacturing for the first product on Line 3, a new Isolator-based fill-and-finish line. • The approval applies to the Jubilant HollisterStier LLC (JHS) contract manufacturing facility located in Spokane, Washington, US.

• Motilal Oswal Wealth Management Research Desk has released its top stock recommendations for the week beginning August 24, 2026. • The firm has specifically identified Crompton Greaves and ICICI Prudential AMC as the primary stocks to buy.

• On August 24, 2026, the Indian stock market saw gains, with the Nifty 50 topping 24,300 and the Sensex rising by over 200 points. • Market attention is now focused on the upcoming Jackson Hole symposium, where signals regarding inflation and interest rates will be critical.

• Economics professor and financial crisis expert Tuomas Malinen has warned that the United States is currently on the verge of a recession. • Malinen highlights a critical indicator where private sector yields have risen above the bank prime rate, a trend that historically precedes economic downturns.

• Indian equity indices, including the Sensex and Nifty, ended marginally higher on Friday, snapping a recent losing streak supported by gains in financials, metals, and small-cap stocks. • The recovery was driven by strong performance in realty and private banking, which helped offset downward pressure from IT stocks and ongoing global uncertainties.

• Market indicators suggest a disconnect between positive headlines and actual economic data, as core CPI rose to 2.90% and energy inflation accelerated to 23.50%. • The XLU/SPY relative-strength ratio, used to gauge whether the market is pricing in defensive or offensive positions, currently sits at 0.0632.

• Indian equities have significantly underperformed global markets in 2026, recording a 9.1% decline in US dollar terms according to Bank of America data. • This downturn stands in sharp contrast to strong growth observed in the US, Japan, and broader emerging markets during the same period.

• Union Bank of India's stock has entered a bullish trend after rallying since early July and surpassing a key resistance barrier at ₹178. • The stock found initial support at ₹154 and is currently trading around ₹183, indicating strong upward momentum.

• U.S. stock markets ended the week with losses, while Bitcoin (BTC-USD) experienced a significant price surge. • The U.S. Treasury expanded its buyback programs, and diesel cracks reached record highs, signaling peak refinery profitability and maximum processing capacity.