Points

• The Indian stock market showed mixed performance, with the Nifty index dropping below 24,600 while the Sensex managed a modest gain of 100 points. • Sectoral declines were led by Nifty Realty (-1.48%), IT (-0.99%), and FMCG (-0.94%), with individual stocks like Grasim and Titan falling by up to 4%. • Gains were limited to Nifty Metal (+0.52%), Energy (+0.10%), and Defence (+0.02%), reflecting a volatile trading session across different industries.

• Indian stock markets ended in the red on August 4, 2026, with the Sensex dropping 210 points and the Nifty slipping 159 points. • The decline was driven by investor caution surrounding a new F&O closing-auction mechanism, rising crude oil prices, and weekly derivatives expiry. • Markets are currently awaiting the Reserve Bank of India's (RBI) policy announcement, with traders focusing on the central bank's commentary regarding inflation risks and liquidity.

• Dow futures surged 400 points and the Dow Jones Industrial Average closed at a record high on Monday, driven by strong earnings reports from Caterpillar and Palantir. • Amazon reached a significant milestone, with its market capitalization eclipsing $3 trillion for the first time. • The S&P 500 is positioned to challenge its own record highs following this broad market momentum.

• US stock market futures surged, with Dow futures jumping over 680 points alongside rises in the S&P 500 and Nasdaq, following President Trump's decision to halt strikes on Iran. • The move improved investor sentiment and lowered oil prices at the start of the new trading month, though analysts warn that geopolitical uncertainty persists. • Economic focus shifts to July employment data, with expectations of 87,500 nonfarm payrolls added and a slight unemployment rate increase to 4.3%.

• Indian benchmark indices surged on Monday, August 3, with the BSE Sensex rising 544.39 points (0.70%) to 78,639.03 and the Nifty 50 jumping 390.70 points (1.60%) to 24,774.30. • The rally was primarily driven by gains in the IT and banking sectors, coinciding with strong capital inflows into the Indian market. • Global economic factors influenced the session, including strong AI chip demand boosting South Korean exports and joint FX interventions by Japan and the U.S. to support the yen.

• Helus Pharma has appointed a new CEO to lead the company as it advances its lead candidate, HLP003, toward potential commercialization. • The company announced that enrollment is now complete for the APPROACH clinical trial, with topline data expected to be released in Q4 2026. • Enrollment remains ongoing for the EMBRACE trial, as the company works to confirm the effectiveness and safety of the treatment in large patient groups.

• The BSE Sensex surged by over 600 points and the NSE Nifty50 climbed above 24,550, driven largely by a decline in global crude oil prices. • Market momentum is currently being shaped by a combination of corporate earnings reports, foreign investor activity, and key economic indicators. • Investors are closely monitoring external variables, including geopolitical tensions and the upcoming policy outcome from the Reserve Bank of India.

• Indian equity markets rallied on Monday, with the BSE Sensex jumping over 660 points to 78,756.16 and the Nifty 50 crossing the 24,590 mark. • The surge was driven by a combination of easing geopolitical tensions in West Asia, a sharp decline in crude oil prices, a stronger rupee, and resilient June-quarter corporate earnings. • The rally was broad-based, with significant gains seen in heavyweight financials, metals, FMCG, and PSU banking stocks, specifically led by the Nifty Metal and Nifty FMCG indices.

• Indian stock markets ended slightly higher, with the Sensex gaining 166 points and the Nifty closing above 24,380. • Financial stocks drove the growth, highlighted by a significant surge in Bajaj Finance (+8.32%) and Bajaj Finserv (+6.37%) following June-quarter earnings. • Gains were tempered by selling pressure in the IT sector, where TCS fell 2.71%, followed by declines in Infosys and Eternal.

• The Indian stock market saw a positive close, with the Sensex rising 270 points and the Nifty ending above the 24,300 mark. • Major Asian markets experienced significant gains, including Taiwan's benchmark rising 1.66% to 40,705.65, South Korea's Kospi jumping 3.55%, and Japan's Nikkei climbing 1.43%. • Despite these daily gains, the Nikkei and Kospi are still facing overall weekly declines of 3% and 12%, respectively, while Hong Kong's Hang Seng dipped slightly by 0.13%.