Commodities
Risk-on sentiments drives St amid Hormuz optimism
Risk-on sentiments drive global risk assets higher
Commodity Info Kit dated August 26, 2026
Day to day update of price, volume and open interest in commodities.
Eagle Eye Commodity dated August 26, 2026
Day to day update of levels for commodities.
Silver Put option - Buy Call closed
The put option expired on August 25 at Rs 0.50[V.
F&O
Rollover analysis for September 2026 series
The Nifty saw a rollover of 77.39%, which is higher than the 3 months average of 76.84% indicating positions have been rolled over in the September series.
Derivatives Info Kit dated August 25, 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 24, 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 21, 2026
Day to day update of key PCR and change in open interest data for key indices and F&O stocks.
Technical
A sharp rebound
The Nifty saw a sharp recovery in the second half of the trading session and closed above the falling channel, giving bulls an upper hand in the near term.
Stay watchful
The Nifty attempted to break above the resistance line of the falling channel but witnessed selling pressure at higher levels.
Rangebound day
The Nifty traded in a narrow range today around the 40 Hour EMA of 24,142.
Crucial support eyed
The Nifty rebounded from a key support zone, giving bulls some breathing room in the short term.
Fundamental
Record order win boosts growth prospects
At CMP, Welspun Corp trades at a 19x/15x multiple on FY27E/FY28E EV/EBITDA, we maintain a Buy rating with a revised PT of Rs. 2800.
Q1FY2027 Pharma & Healthcare Results Review
India pharma & CDMO cushion us pain; hospitals ride the volume wave
Q1FY2027 Consumer Goods Results Review
Growth prospects intact, margin risks persist
Q1FY2027 Metals & Mining Results Review
Growth steady; long-term outlook stable
ETF
Passive Play on India’s Growth
This month, our ETF picks include funds from the Metals and Banking.
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.
Macro & Strategy
Surging yields drive up Treasury buybacks
Commodities recovered/rallied sharply as the US Dollar Index broke lower in the wake of the announcement.
US July CPI inflation in line with the forecast
CPI edging lower amid weak payroll report means no pressing need to hike rate; however, rate hike probability still high.
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%
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.
