What changed
NSE IPO lock-in starts Sept 11: ISIN freeze, no offline transfers until listing. BSE chief says most players still avoid the new closing auction — liquidity still optional.
Oil at $100 plus September heat means India power demand is soaring. Brokerages see up to 60% upside in Adani Power and fresh coverage on BSE.
India’s ₹1.42 lakh crore rust bill is the quiet margin killer across infra, metals, autos. Not a one-day trade, but a capex leak.
For tomorrow: Nifty at 23,450 isn’t breaking out — it’s waiting on crude, ECB, and US inflation. If oil holds $100, expect a defensive open.