What changed
RBI Governor: fintech data is fiduciary duty, not business asset. SEBI keeps closing auction session. Policy tone firm.
Bank asset quality improves—NPA provisions fall for second straight quarter. Financials mixed: BSE slides on NSE IPO, banks steady.
Dividend watch: last chance for Kalyan Jewellers, Aarti Industries, Blue Jet, Bajaj Healthcare. Global weak—Nikkei -3%, dollar up, euro slips after ECB hike.
So what? Nifty reversal fragile. Global rate/oil pressure plus NSE IPO volatility. Watch BSE, fintechs, dividend names at open.