CommoditiesIMPORTANT
A phased US–Iran framework puts Hormuz reopening back on the table
00:05 LEAD · Negotiators are discussing a sequence that would pair restored shipping access with relief from Washington's economic blockade.
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INSTITUTIONAL FLOWS
FII / FPI & DII PURCHASE AND SALE
24 SEP 2026 SESSIONOFFICIAL PROVISIONAL REPORT
CATEGORYGROSS PURCHASEGROSS SALENET FLOW
FII / FPI₹13,111.22 CR₹18,138.58 CR−₹5,027.36 CR
DII₹18,196.90 CR₹13,895.72 CR+₹4,301.18 CR
OFFICIAL PROVISIONAL · 24 SEP 2026 · ₹ CRORE
NSE · 24 SEP 2026 · UPDATED 24 SEP 2026 · 20:13 IST₹199 · PREMIUM + 08 BRIEFMORNING SIGNALS.
MORNING SIGNALS.
EVENING OUTLOOK.
The pinned Decision Desk connects overnight geopolitics to the applicable Indian session, explains the latest completed source-dated market and maps the drivers for the next official trading-session opening.
Indian CompaniesIMPORTANT
JSW One files for an IPO of more than ₹30 billion
The late filing adds another industrial-commerce candidate to India's primary-market pipeline after the evening edition.
25 SEP 2026 · 00:05 IST · 4 MIN READCommoditiesIMPORTANT
Washington asks refiners about voluntary diesel-export limits
The Energy Department is looking for alternatives to a formal ban as record fuel costs intensify political and inflation pressure.
25 SEP 2026 · 00:05 IST · 6 MIN READForeign CompaniesIMPORTANT
BP studies Devon's Eagle Ford assets as its shale appetite returns
The potential $3.5–$4.5 billion transaction would reinforce BP's strategic pivot back toward oil and gas.
25 SEP 2026 · 00:05 IST · 5 MIN READPolicyIMPORTANT
US security review interrupts British testing of frontier AI models
Washington reportedly asked OpenAI and Anthropic to pause access for UK testers after a series of real-world system intrusions.
25 SEP 2026 · 00:05 IST · 5 MIN READGeopoliticsIMPORTANT
EU defence review says the 2030 readiness plan is falling short
The bloc's defence agency identified gaps in missiles, naval forces, drones and ammunition before ministers discuss the findings.
25 SEP 2026 · 00:05 IST · 5 MIN READGeopoliticsIMPORTANT
NATO expands intelligence sharing against sabotage and hybrid attacks
The alliance's top commander described a coordinated response as European members assume a larger operational role.
25 SEP 2026 · 00:05 IST · 5 MIN READGeopoliticsIMPORTANT
Eighty countries unite at the UN around reopening Hormuz
The coalition linked blocked shipping and renewed Houthi attacks to energy security and international trade.
25 SEP 2026 · 00:05 IST · 4 MIN READGeopoliticsIMPORTANT
New US sanctions disrupt Iranian aviation as Gulf attacks intensify
Flight cancellations and fresh missile interceptions widen the civilian and commercial reach of the conflict.
25 SEP 2026 · 00:05 IST · 5 MIN READCommoditiesIMPORTANT
Hurricane Polo brings port disruption and heavy rain to Mexico
The Category 4 storm is tracking toward the Baja California peninsula after local authorities restricted access and closed a harbour.
25 SEP 2026 · 00:05 IST · 4 MIN READForeign CompaniesIMPORTANT
Fuel costs push GM and Ford toward steeper US market-share losses
A Cox Automotive forecast says buyers are favouring more efficient rivals, with Hyundai and Kia poised to outsell Ford in the quarter.
25 SEP 2026 · 00:05 IST · 5 MIN READForeign CompaniesIMPORTANT
PepsiCo prepares selective chip-price increases as input costs rise
Low- to mid-single-digit increases follow February reductions, testing consumer tolerance while fuel and commodity costs climb.
25 SEP 2026 · 00:05 IST · 4 MIN READCommoditiesIMPORTANT
Saudi Arabia and the UAE signal interest in India's refinery build-out
20:00 LEAD · India's oil minister says the two Gulf producers are keen to invest as the country targets 6.2–6.4 million barrels a day of refining capacity.
24 SEP 2026 · 20:00 IST · 6 MIN READIndia MarketsIMPORTANT
NSE closes its market debut 1.85% higher at a $46.9 billion valuation
The exchange ended at ₹1,818 after rising as much as 5%, completing a decade-long listing effort and entering the world's ten most valuable listed bourses.
24 SEP 2026 · 20:00 IST · 6 MIN READGlobal MarketsIMPORTANT
US 30-year yield reaches its highest level since 2004
The long bond touched 5.444% as investors demanded more compensation for strong growth, high debt and war-driven energy inflation.
24 SEP 2026 · 20:00 IST · 6 MIN READMacroIMPORTANT
Fed's Paulson says modest further tightening may be warranted
The voting policymaker says underlying inflation is still around 2.5%–3% despite last week's increase to a 3.75%–4.00% policy range.
24 SEP 2026 · 20:00 IST · 5 MIN READMacroIMPORTANT
BoE's Breeden moves closer to supporting a rate increase
The deputy governor says it is increasingly appropriate to respond before the energy shock creates wider second-round inflation effects.
24 SEP 2026 · 20:00 IST · 5 MIN READMacroIMPORTANT
US current-account deficit widens 15.7% to $246 billion
A sharp rise in goods imports lifted the second-quarter gap to 3% of GDP, though the result was narrower than economists expected.
24 SEP 2026 · 20:00 IST · 5 MIN READMacroREGISTERED
Canadian retail sales fall 0.7% before a projected August rebound
Eight of nine subsectors declined in July, while Statistics Canada's advance estimate points to a 1.3% rise in August.
24 SEP 2026 · 20:00 IST · 4 MIN READForeign CompaniesIMPORTANT
Morgan Stanley investigates an accidental leak of its Asia deal pipeline
A missent client email exposed a dated list covering about 60 live transactions and dozens of pitches across Asia, India and EMEA.
24 SEP 2026 · 20:00 IST · 5 MIN READForeign CompaniesIMPORTANT
Paramount launches a $7.5 billion loan for its Warner Bros acquisition
The proposed facility is part of a much larger financing package that could leave the combined media group with roughly $80 billion of debt.
24 SEP 2026 · 20:00 IST · 5 MIN READPolicyIMPORTANT
IMF redesign pushes for fewer but deeper reforms in lending programmes
The fund's review calls for better risk assessment, more realistic financing plans and carefully tailored fiscal adjustment in a shock-prone economy.
24 SEP 2026 · 20:00 IST · 5 MIN READGeopoliticsREGISTERED
EU sanctions a former Russia Today France executive
The bloc says Xenia Fedorova participated in foreign information manipulation and dissemination of pro-Russian narratives about the Ukraine war.
24 SEP 2026 · 20:00 IST · 4 MIN READGeopoliticsIMPORTANT
US says NATO support will remain critical but more limited
The alliance's top commander says European members will carry a larger share of continental defence as Washington narrows its role.
24 SEP 2026 · 20:00 IST · 4 MIN READEDITORIAL POLICY
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