Times India

• A gunman, identified as a former lawmaker, opened fire at a government office in Nonthaburi, Thailand, on Monday, wounding a senior provincial official and his driver. • The suspect was arrested shortly after the attack, and both victims were transported to a hospital for medical treatment. • This violence follows a devastating rampage on Friday where a 14-year-old boy killed nine people, including his grandparents, before attacking Debsirin Nonthaburi School and committing suicide.

• The Lok Sabha and Rajya Sabha have been adjourned until 2:00 PM during the 2026 Parliament Session. • On Monday, the Lok Sabha is scheduled to introduce several key pieces of legislation, including the Tribunals Reforms Bill, 2026, and the Mines and Minerals (Development and Regulation) Amendment Bill, 2026. • Other proposed legislation includes the Kerala (Alteration of Name) Bill, 2026, and the National Co-operative Development Corporation (Amendment) Bill, 2026.

• The BSE Sensex rose by 100 points and the NSE Nifty opened above 25,600 as Indian markets reacted to a mix of domestic policy signals and global uncertainty. • Major companies including State Bank of India, Reliance Industries, TCS, and Larsen & Toubro saw increases in market value, though some financial and consumer stocks declined. • The market movement reflects investor caution regarding inflation data, crude oil prices, overseas economic indicators, and ongoing geopolitical developments.

• India is re-emerging as a strategic "anti-AI" portfolio diversifier for global investors who are currently heavily concentrated in AI-linked markets like South Korea and Taiwan. • Recent market resilience is supported by $3.6 billion in foreign inflows, moderating long-only fund redemptions, and strong domestic contributions via Systematic Investment Plans (SIPs). • This shift matters as it provides a hedge against AI-sector volatility, with a potential $25 billion reallocation expected from underweight emerging market funds.

• Indian stock markets (Dalal Street) are entering a new trading week following a positive close, with performance expected to be driven by a mix of domestic data and global geopolitical events. • Key global triggers include fluctuations in crude oil prices and escalating tensions in the Middle East, specifically developments surrounding the Strait of Hormuz and Iran. • Domestically, investors are focused on the July CPI and WPI inflation prints, foreign exchange reserves data, and the ongoing Q1 FY27 earnings season.

• Bangladesh's home minister has accused India of "playing the Hasina card," claiming India is leveraging its relationship with ousted former Prime Minister Sheikh Hasina. • The tension arises amid political discussions regarding Hasina's planned return to Bangladesh in December of this year. • The home minister asserted that India cannot simultaneously maintain friendly relations with the Bangladeshi people while supporting Hasina's interests.

• Prime Minister Narendra Modi met with 45 NDA MPs, urging them to distance themselves from the "Lutyens web" during Parliamentary proceedings. • International reports have raised concerns regarding the health of Mojtaba Khamenei, while extreme heatwaves have triggered wildfire alerts and disruptions across Europe. • A tragic school shooting in Thailand resulted in the deaths of eight people.