Buying

• UiPath shares surged 8.85% to reach $18.23, driven by strong buying pressure and trading above key technical support levels. • The stock's upward movement is being closely monitored by analysts to determine if it can break through critical resistance levels. • Separately, the U.S. government is considering the implementation of new semiconductor tariffs targeting servers and electronic devices.

• Sugar No. 11 prices rose 2.08% to USX17.63 as oversold market conditions triggered renewed buying interest and trade momentum. • The Indian government is easing supply constraints by relaxing rules for duty-free raw sugar imports, allowing importers two months to refine and sell products domestically. • India has further approved the import of 1 million tonnes of raw sugar to bolster local inventories and mitigate the risk of domestic shortages.

• 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. • The shift in sentiment is driven by improving quarterly earnings, a stable rupee, and overall better market prospects for Indian assets.

• The U.S. Treasury is borrowing heavily from global bond markets to finance national deficits, increasing the country's reliance on foreign creditors. • Analysis by Gian Maria Milesi-Ferretti of the Hutchins Center indicates that U.S. borrowing costs and financial stability are now more vulnerable to shifts in global sentiment than in previous years. • This exposure highlights a critical need for sound fiscal fundamentals to serve as a buffer against potential volatility in foreign demand for U.S. assets.

• Treasury Secretary Scott Bessent is planning a bold intervention involving bond buying to prevent a potentially damaging increase in US borrowing costs. • Shoki Omori, chief fixed income strategist for Japan at Deutsche Bank AG, warns that providing greater liquidity support for Treasuries typically occurs at the expense of the currency. • This strategy matters because while it may stabilize the bond market, it risks weakening the US dollar's global standing and value.

• Foreign Portfolio Investors (FPIs) significantly increased their investments in the Indian financial services and IT sectors during the first half of August. • Financial services saw the largest surge, attracting Rs 6,535 crore in inflows between August 1 and 15. • IT stocks continued a positive trend from July, drawing an additional Rs 2,530 crore in investment during the same period.

• OpenAI has slowed the training of its latest models, including a two-week pause in reinforcement learning (RL) for models intended for deployment. • The company officially attributes this pacing to cybersecurity risks, opting to run smaller, contained evaluation rounds before proceeding with its largest planned frontier RL run. • Analysts suggest the slowdown may actually be driven by mounting financial losses and increasing pressure from Chinese AI rivals rather than safety concerns alone.