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284 results of 284 notes
Policy Pulse — Global Watch — 21 Oct 2026
SpaceX's 161% revenue growth and an Anthropic IPO filing reopen the AI financing window for NVDA and TSM, Brent near USD 110 with the Graham Act waiver doing the offsetting work, and Europe's carmakers won an 87.5% 2035 target that lifts STLA and slows TSLA.
Policy Pulse — Ministries & Regulators — 21 Oct 2026
MoD signed a Rs 770 crore counter-drone radar contract with BEL, the RBI injected another Rs 50,000 crore and drew nearly twice the bids, and Jio's Rs 30,213 crore IPO was fully subscribed in under two hours -- a volumes positive for BSE and ANGELONE.
Policy Pulse — Modi / India Govt — 21 Oct 2026
Trump says the India-US deal is 'pretty close' but names no rate or date, which keeps WELSPUNLIV and TRIDENT geared to a tariff schedule that does not exist yet, while Rubio at Jamnagar steered heavy Venezuelan crude toward RELIANCE.
Policy Pulse — Trump / US Watch — 21 Oct 2026
Trump's biggest August purchase was up to USD 25.3 million of META and it reports tonight, while a 10% cut to Netflix's ad forecast cost NFLX about USD 17 billion of market value and SpaceX's 161% revenue growth re-rated the AI financing window for NVDA and TSM.
Kernex Microsystems — Deep Dive Analysis
Kernex is the cheapest stock in the Kavach pack at 15x earnings, and on FY27 execution it may be cheaper still: Q1 revenue was Rs 504 Cr against Rs 431 Cr for all of FY26. But the order book fell 12% QoQ to Rs 3,641 Cr, receivables sit at 268 days, borrowings tripled, and HBL has guided that Kavach revenue peaks around FY28. Verdict: ACCUMULATE ON EXECUTION, NOT A SWING SETUP.
Policy Pulse — Global — 20 Oct 2026
Beijing called the US DeepSeek procurement ban a breach of the Xi-Trump consensus, hardening the AI-decoupling theme into the Jan 10 truce deadline, while EU lawmakers agreed to weaken the 2035 car target to 87.5% - a lift for STLA and a negative for TSLA, with Boeing 737 MAX 10 certification due today.
Policy Pulse — Ministries & Regulators — 20 Oct 2026
The RBI ran its first liquidity infusion since July 29 - a Rs 1 lakh crore seven-day VRR at 5.52% with another Rs 50,000 crore due Oct 21 - which is a marginal positive for BAJFINANCE and CHOLAFIN and a warning for WELSPUNLIV, with RoDTEP and RoSCTL expiring Dec 31 while US holiday orders fall 25-30%.
Policy Pulse — Modi / India Govt — 20 Oct 2026
Rubio told reporters in Mumbai the trade deal is 'as close as you can be without having executed the agreement' and confirmed he will press RELIANCE to run more Venezuelan crude at Jamnagar, while the India-New Zealand FTA took effect today - a plus for TATASTEEL and CENTURYPLY, a minus for WAAREEENER with solar AD/CVD finals due Oct 26.
Policy Pulse — Trump / US Watch — 20 Oct 2026
Ninety-four of 100 economists now expect the Fed to hold on Oct 27-28 and all 100 expect a December hike, which keeps a floor under JPM and GS while extending the pain for DHI, LEN and PHM; separately DHS ordered DeepSeek out of civilian agency IT, a procurement positive for MSFT and ORCL.
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