Thu 03 Sep | Sensex +300pts, Nifty near 24,000. Easing US yields sparked the bounce; Gift Nifty signals positive start. Rupee firm at 94.97 on RBI dollar sales.

$136bn in RBI-driven inflows pushed rupee to 94.27. NRI deposits at $127bn give RBI more firepower to defend FX—and bank liquidity gets a tailwind. Inox Wind +2% after winning Rs755cr turnkey IOC order. Wind/capital goods order flow is building; watch for more order wins. Global: Nikkei flat as chip stocks weigh, gold waits on US payrolls. Dell’s $95bn AI backlog and Berkshire’s AI power-demand call keep risk tone mixed. So what for tomorrow: Nifty support 23,600, resistance 24,000. If US yields stay soft, banks and capital goods can push Nifty past 24,000. Else expect a fade.

$136bn in RBI-driven inflows pushed rupee to 94.27. NRI deposits at $127bn give RBI more firepower to defend FX—and bank liquidity gets a tailwind.