Evening Update & Global News

Compiled by *RUDRA SHARES*

Vande Mataram

Tuesday, 01 September 2026

 

 

*INDIAN DATA*

* Sensex: 76944.28( -12.99)

* Nifty 50: 24055.80 (-24.60)

* Nifty bank: 57409.60( -615.35)

* BSE Bankex: 64,916.65 (-282.31)

 

 

*INVESTOR'S MOOD*

01-09-2026: Prov Cash fig. in crs: 

FIIs: +1143.38

DIIs: +1846.94

 

01-09-2026: FIIs F&O fig. in crs: 

Indxfu -2027.67

Indxop -24910.84

Stkfut -1325.34

Stkopt - 41.63

# Net F&O Position 

-28305.48

 

Securities in F&O Ban for 02-09-2026:

LICHSGFIN 

SAIL

 

10 Yr Bond Yield *6.95*

 

NIFTY 50 P/E. *20.34*

NIFTY 50 P/B. *2.92*

NIFTY 50 Div Yield *1.17* 

    

BANK NIFTY 50 P/E *13.58*

BANK NIFTY 50 P/B *1.72*                                                                         

 

S&P BSE Sensex P/E. *20.38*

S&P BSE Sensex P/B. *4.13*

S&P BSE Sensex Div Yield *1.07*

 

*WORLD ECONOMY*

*Economy & Geopolitics*

* Dallas Fed Business Activity Slows

* US Economic Optimism Recovers Less than Expected

* US Construction Spending Falls 0.5% in July

* US Manufacturing Activity Revised Higher: S&P Global

* US Job Quits Fall in July

* US Manufacturing Growth Slows in August

* Canada Manufacturing PMI Holds Expansion

* Bank of Israel Cuts Key Rate to 3.25%

* Brazil Manufacturing PMI Weakens

* Chile IMACEC Declines More Than Expected

* Brazil GDP Grows More than Expected

* UK Mortgage Borrowing Falls Sharply in July

* North Macedonia Industrial Output Growth Eases in July

* Spain Car Sales Reach Highest August Level Since 2019

* Nigeria Private Sector Activity Gains Momentum

* Cyprus Retail Trade Growth at 6-Month High

* Cyprus Q2 GDP Growth Confirmed at 3.3%

 

*India*

* India’s Current Account Deficit Widens on Higher Trade Gap

* India rejects court order to uphold decades-old water-sharing treaty with Pakistan

 

*Bond Market & Interest Rates*

* US 10-Year Bond Yield Hits 19-Month High

* French Bond Yields Hit Highest Since 2008

* South Africa 10-Year Bond Yield Rises to Over 1-Month High

* European Bond Sell-Off Deepens as Inflation Fuels Rate Bets

* US 10-Year Treasury Yield Continues to Climb Higher

* Japanese Borrowing Costs Hit 30-Year High as Bessent Says Tokyo May Intervene to Boost Yen

* Global Bond Yields Soar to Multi-Decade Highs as Middle East Turmoil Reignites Inflation Fears

 

*Energy & Commodities*

* Tehran urges return to June deal as oil prices rise; Trump vows to hit Iran ‘hard’

* Renewed U.S.-Iran fighting signals Washington’s frustration with slow-moving sanctions

* Venezuela grants U.S.-backed oil firm NABEP 100-year concessions for 17 oil fields, White House says

 

*Global Markets*

* Stocks fall to start September as traders focus on rising yields and higher oil prices

* Toyota’s hybrid RAV4 remains in strong demand as dealers wait for additional supply

 

*Global Politics*

* U.S. House aims to avoid government shutdown amid resistance from GOP hardliners

 

 

*Jai Hind*

*Rudra Hai to Mudra Hai*

For more details:

[www.rudrashares.com/cef]