What changed
BSE enters Nifty 50 and gets sold: Goldman Sachs and BNP Paribas dump Rs2,186 crore, stock -4%. Index inclusion doesn't protect you from block supply.
FPI angle: Sensex -20% in dollar terms in 2026 is the pain trade. Rupee drag plus weak sentiment means foreign flows stay cagey until currency stabilizes.
Corporate/earnings: SP Group raising $125m tap issue + Rs3,250 crore rupee bonds; KSB +10% on Rs118 crore international order. Order books and credit access are still getting paid.
Tomorrow: GIFT Nifty and US chip-led global cues set the open. Nifty's hammer needs follow-through; without it, the quarter-end bounce fades fast.
Why it matters
BSE enters Nifty 50 and gets sold: Goldman Sachs and BNP Paribas dump Rs2,186 crore, stock -4%. Index inclusion doesn't protect you from block supply.