What changed
Earnings: BEL gets Rs 648 crore of PSU orders since late August after a 183% three-year rally. Skyways Air Services +15% on Q1 results and dividend. Last day to buy Bharat Dynamics, Dixon, Maharashtra Scooters, Concor among 55 dividend stocks.
Policy: New UPI fee raises broker concerns; SEBI will examine it. SEC gives tokenized stock platforms five-year regulatory relief. RBI OMO bids at Rs 66,590 crore vs Rs 50,000 crore offered show liquidity demand is still heavy.
Banking/flows: Rupee edges up on RBI support and softer oil. BOJ’s hike to 1.25% keeps yen weak, Nikkei +1% on AI/chip names. Carry-trade unwind risk stays the global tail risk for FPI flows.
Monday’s open: lower oil + RBI liquidity help banks, autos, paints, aviation; BOJ hike and UPI fee noise cap broad upside. Nifty above 23,300 needs follow-through — watch defence, airlines, dividend record-date names.
Why it matters
Earnings: BEL gets Rs 648 crore of PSU orders since late August after a 183% three-year rally. Skyways Air Services +15% on Q1 results and dividend. Last day to buy Bharat Dynamics, Dixon, Maharashtra