MONDAY, AUGUST 10, 2026

Sensex and Nifty held steady as strong earnings offset oil worries — India's market is showing resilience. China's 'national team' is actively battling an AI stock rollercoaster, trying to stabilize sentiment. Sony and TSMC are dropping $6.3B on a new advanced image sensor plant in Kumamoto — big bet on hardware. This is interesting — India's rare earth magnet push is getting dogged by China competition concerns, a classic supply chain choke point. Watch the macro undercurrent — prediction markets see only a 20.5% chance the Fed funds rate is above 3.75% after the July meeting, and a 30.5% chance of 125k+ payrolls.

Sensex and Nifty held steady as strong earnings offset oil worries — India's market is showing resilience.