Evening Update & Global News
Compiled by *RUDRA SHARES*
Vande Mataram
Tuesday, 03 February 2026

*INDIAN DATA*
* Sensex: 83739.13    (+2,072.67)
* Nifty 50: 25727.55    (+639.15)
* Nifty bank: 60041.30    (+1,422.30)
* BSE Bankex: 67,425.19    (+1,530.03)

*INVESTOR'S MOOD*
03-02-2026: Prov Cash fig. in crs:
FIIs: +5236.28
DIIs: +1014.24

03-02-2026: FIIs F&O fig. in crs: 
Indxfu  +6819.45
Indxop  -19644.74
Stkfut   +4709.31
Stkopt  -262.18
# Net F&O Position 
-8378.16

Securities in F&O Ban for 04-02-2026: 
SAMMAANCAP 

10 Yr Bond Yield *6.73*

NIFTY 50 P/E.   *22.35*
NIFTY 50 P/B.   *3.5*
NIFTY 50 Div Yield  *1.26* 
    
BANK NIFTY 50 P/B *2.14*                                                                         

S&P BSE Sensex P/E    *23.05*
S&P BSE Sensex P/B     *4.49*
S&P BSE Sensex Div yield *1.14*

*WORLD ECONOMY*
*Australia*
• Australia 10-Year Yield Climbs After RBA Rate Hike
• Australia Raises Cash Rate for First Time Since Late 2023
• Australia Building Permits Slump in December

*Belgium*
• Belgian New Car Sales Drop in January

*Brazil*
• Brazil Factory Activity Sees Sharpest Drop Since 2024

*Canada*
• Canada 10Y Bond Yield Hits 4-week High

*Egypt*
• Egypt Non-Oil Private Sector Activity Softens in January

*France*
• French 10-Year OAT Steadies Near Two-Month Low
• France Budget Deficit Narrows in 2025
• France Inflation Rate Lowest Since 2020

*Germany*
• German 10-Year Bund Yield Nears March 2025 High

*Hong Kong*
• Hong Kong Retail Sales Pick Up

*India / US Trade*
• US to Lower Tariffs on India to 18%
• Trump says U.S. and India reached trade deal, will lower tariffs immediately
• Trump refuses to be outdone by Europe, signing his own U.S.-India trade deal
• Asia markets and precious metals rebound amid Trump’s trade deal with India

*Ireland*
• Irish Factory Activity Remains Stable in January

*Japan*
• Japan 10-Year Yield Steady Amid Weak Auction
• Japan stocks jump over 3% to record high as Asia markets rebound

*Mexico*
• Mexico Business Confidence Falls to 9-Month Low

*Romania*
• Romania Producer Inflation Climbs in December

*Saudi Arabia*
• Saudi Non-Oil Private Sector Stays Expansionary

*South Africa*
• South Africa 10-Year Bond Yield Hovers Near 2018-Lows
• South Africa 10Y Bond Yield Hits Near 8-year Low

*Taiwan*
• Taiwan Consumer Confidence Rises to 9-Month High

*Thailand*
• Thailand Business Sentiment Remains Subdued

*Turkey*
• Turkey Inflation Rate Hits Over 4-Year Low

*United States*
• US 10-Year Yield Holds Advance
• S&P 500 futures gain as Palantir shares soar, gold and silver trade recovers

*Corporate / Markets*
• Elon Musk’s SpaceX acquiring AI startup xAI ahead of potential IPO
• Nintendo keeps Switch 2 forecast as device sales pass 17 million units
• Gold and silver rebound, pulling global mining stocks and precious metal ETFs higher

*Jai Hind*
*Rudra Hai to Mudra Hai*
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