What changed
FPIs pumped Rs 13,010 cr into Indian equities in late Aug. Rupee at 10-week high. Yen rally/BOJ risk is the macro wildcard.
BSE +4% extends rally after SC approves SEBI settlement, clearing NSE mega IPO path. NSE pre-open rules change Sept 7.
Ceigall +4% on Rs 5,300 cr power transmission LOI. Gland Pharma -3% after 1.2 cr shares change hands in block deals.
So what? Nifty must hold 23,800. Exchange, FPI, rupee setup supportive; global rates/yen are the overnight risk. Open likely steady-to-positive.