Tuesday, September 08, 2026 — Japan’s GDP revision, Nifty’s 1,000-plus point slide from the August high, and SEBI’s FPI G-sec rule change are the stories that matter at the open.

Japan GDP revised to show resilience right as the BOJ meets—hawkish surprise would lift yen, hit Nikkei exporters, and push JGB yields; that’s the macro trade of the morning. Nifty expiry today after the index dropped over 1,000 points from its August high—watch Fibonacci support. A hold says dip-buyers are still in, a break says the correction has room. Not sure people appreciate SEBI’s FPI G-sec easing—it removes friction for foreign money owning Indian sovereign debt, right when India needs stable bond demand. FIIs poured nearly Rs 50,000 crore into Indian sectors in two months—good signal, but Nifty is testing support. The issue is whether that flow defends the tape or pauses into expiry. Samsung and ASML deepening High-NA EUV ties is interesting—next-gen chip capex stays concentrated in Korea, a good signal for advanced semis supply chains. North Korea and Russia opened their first cross-border road bridge, and Myanmar’s military is moving on China-linked projects—geopolitics is a

Japan GDP revised to show resilience right as the BOJ meets—hawkish surprise would lift yen, hit Nikkei exporters, and push JGB yields; that’s the macro trade of the morning.