What changed
Markets caught a bid on US-Iran peace whispers. That macro tailwind overpowered everything else.
LIC came in hot — Q1 profit jumped 23% YoY to ₹13,492 cr, NPI up 7%. The elephant is finally learning to dance.
RBI is drafting a framework to standardize interest rate rules. Translation: fewer nasty surprises on your loan and deposit repricing.
FMCG price hikes are testing the RBI’s inflation thesis. If HUL and ITC are passing costs on, the rate-cut timeline gets blurry.
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Aug 06, 2026 02:00 PM ET