What changed
Policy double whammy: rupee slide and valuation rules shut many out of foreign asset disclosure. Meanwhile Nifty IPO index hits 52-week high—risk appetite still alive.
PNB Housing outshines peers on strong loan growth. Recently listed multibaggers up to 407%. Deepa Jewellers sets ₹168-177 band; ₹460 cr IPO opens Sept 1.
Corporate/sector: JSW MG plans ₹6,000 cr expansion. Dividend last call—Paras Defence, MCX, Honasa among 33 stocks.
So what? Dollar’s biggest gain in two weeks after PCE means rupee stays on watch. ETF adjustment to new SEBI rule could create open gaps. PNB Housing momentum worth tracking.