Commodities
Natural Gas – Doji
MCX Natural Gas formed an inside bar and doji candlestick pattern in yesterday’s trading session.
Copper structural story keeps getting stronger
We initiate a buy recommendation on LME Copper at $13690/t on July 28th for target of $15500/t.
Gold sees best rally in six months amid risk on sentiments
Gold records best day rally in six months
Eagle Eye Commodity dated August 06, 2026
Day to day update of levels for commodities.
Fundamental
Domestic demand tailwinds continue
Sequential performance reflected seasonal trends with passenger vehicles recovering and tractor volumes facing a temporary post-sowing cyclical pullback.
Record Q1, regulatory reset bites
Stock trades at 35xFY28E EPS, we stay positive on the stock and revise PT to Rs. 4100.
CDMO, HPP and specialty chemicals delivered strong growth, driving consolidated revenue growth of 44
We maintain our BUY rating on NFIL and raise our TP to Rs 8,850.
Supply-chain challenges hit volumes, long-term outlook intact
We maintain our BUY rating with a price target of Rs 680.
F&O
Derivatives Info Kit dated August 05, 2026
Day to day update of key PCR and change in open interest data for key indices and F&O stocks.
Derivatives Info Kit dated August 04, 2026
Day to day update of key PCR and change in open interest data for key indices and F&O stocks.
Derivatives Info Kit dated August 03, 2026
Day to day update of key PCR and change in open interest data for key indices and F&O stocks.
Derivatives Info Kit dated July 31, 2026
Day to day update of key PCR and change in open interest data for key indices and F&O stocks.
Technical
Sideways moves
The Nifty consolidated for the second day after witnessing a runaway rally from the low of 23606.
5 Curated Stock Ideas for August 2026
Corporate earnings is the flavour on the street and we bring you a curated bouquet of five stocks that could give your portfolio an edge. Each idea combines technical and fundamental growth drivers.
Bulls take a breather
The Nifty witnessed a runaway rally in the past few trading sessions after forming a low of 23606.
Triangle breakout
The Nifty has confirmed a breakout from its triangular consolidation pattern, opening with a gap-up and subsequently closing above the key resistance zone.
Macro & Strategy
Extended pause; data to guide rate re-calibration
Stable rates should continue to support NIM visibility across banks, NBFCs and other rate-sensitive sectors like housing, infrastructure, etc.
FOMC July 29: No hawkish surprises
The US Federal Reserve’s FOMC left the key interest rate unchanged at 3.50%-3.75%
Commodities cheer as US CPI slides first time since 2020
US consumer prices in June declined for the first time in six years
Is the Worst Over for Gold?
Strategy: Retain gold exposure through ETFs; softer US CPI supports accumulation, while an over 4.2% CPI could extend near-term pressure.
Mutual fund-related information provided on this platform are generated exclusively by Mirae Asset Sharekhan's internal Product Team, utilizing data and insights backed by reputable Third-Party Research Rating agencies. Please note that these outputs and product selections are independent and do not fall under the purview, supervision, or editorial control of the Mirae Asset Sharekhan Research Team. Investors should read all scheme-related documents (SID/KIM) carefully before investing in Mutual Funds and consult a professional advisor to ensure alignment with their financial goals and risk profile.
Mutual Fund
Top Picks - August 2026
For August 2026, we have replaced schemes in “Large Cap and Flexi Cap” categories.
Investment Strategy – July 2026
Oil prices have eased to around US$75 per barrel, while moderating global uncertainties have improved the macroeconomic outlook and market sentiment.
Top Picks - July 2026
Top Picks of July-26 for Mutual fund, ETF, SIF, PMS and AIF strategies
Investment Strategy – June 2026
Markets remained largely neutral in May 2026 and in the near term, they are expected to be driven by global uncertainties.
ETF
Precious metals slump on rate hike fears
Precious metals slumped on US Fed rate hike concerns as the Iran war pushes up inflation
Taking defensive and long-term growth into consideration
This month, our ETF picks include funds from the Pharmaceuticals and Power & Energy sectors.
Cautiously optimistic on recovery
This month, our ETF picks include funds from the Automotive, pharmaceuticals and Power and Energy sectors.
Diversified basket for volatile times
This month, our ETF picks include funds from the consumption, pharmaceuticals and banking sectors.
