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• Asian stocks declined on Wednesday, September 2, with the MSCI Asia Pacific index dropping 1% due to soaring oil prices. • Major markets saw significant losses, including South Korea's Kospi tumbling 2.72%, Japan's Nikkei 225 shedding 2.27%, and the Topix losing 1.72%. • The downturn was driven by global bond yields hitting their highest levels since 2008, sparking fears that renewed inflation will force central banks to maintain tighter monetary policies.

• Several key stocks, including ITC, Happiest Minds, HDFC Bank, and ONGC, are identified as primary companies to watch for the September 1 trading session. • Oil and Natural Gas Corporation (ONGC) has announced plans to allocate over ₹30,000 crore toward capital expenditure throughout the current year. • Cipla has secured exclusive rights to develop and commercialize an experimental HER2-targeted cancer drug across India, South Africa, and five other emerging markets.

• Indian investors are monitoring global cues and domestic indicators ahead of the September 1 trading session. • Key data points include India's Q1 FY27 GDP growth of 7.8%, the US ISM Manufacturing PMI, and JOLTS job openings reports. • Market volatility is expected as traders track geopolitical tensions between the US and Iran, fluctuating crude oil prices, and earnings from major global corporations.

• Asian stocks rose on Thursday, driven by boosted confidence in the AI rally following a strong sales forecast from Nvidia. • South Korea's Kospi led regional gains with a 2.22% jump, while Japan's Nikkei 225 and Topix indices rose 0.41% and 0.32% respectively. • The rally occurred despite growing market bets that the Federal Reserve may implement further interest rate hikes.

• US stock futures rose ahead of the August 26 session, with the Nasdaq 100 leading gains at 0.9% and Dow futures up 0.6%. • Investors are closely monitoring premarket gains for chipmakers Nvidia, AMD, and Micron, specifically awaiting Nvidia’s upcoming quarterly results. • Market volatility is being driven by falling oil prices, shifting Iran war support, and a 10-year Treasury yield that dropped over 3 basis points to 4.666%.

• India's capital goods companies faced a challenging April-June quarter, experiencing significant pressure on both profit margins and overall earnings. • Renu Baid of IIFL Institutional Equities views this weakness as temporary, citing encouraging order books and a positive long-term outlook. • Baid predicts a 40-45% revenue CAGR and 45-50% earnings growth over the next two years, with margins stabilizing between 14.5% and 15%.

• Thursday's Q1 earnings reports revealed a mixed financial landscape characterized by strong domestic demand offset by overseas pressures. • Tata Motors faced challenges due to a weaker performance from Jaguar Land Rover (JLR), whereas LG Electronics and Honasa Consumer reported strong quarterly results. • These divergent outcomes highlight the varying impact of global economic headwinds on different business sectors.