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Nasdaq hits record as weak US jobs data cools rate-hike bets

• Nasdaq Composite hit a record high after disappointing US jobs data
• Lower Treasury yields and oil prices accompanied the rise; Nike shares fell on its forecast

G7 to release 100 million barrels of oil reserves through IEA

• The co-ordinated release includes frontloaded diesel supplies to stabilise global energy markets
• Lower crude and diesel prices could ease costs for Indian refiners and fuel retailers

G7 agrees to release 100 million barrels of oil and diesel from emergency reserves

• G7 countries agreed to release 100 million barrels of diesel and crude oil
• The release will come from emergency reserves
• More oil supply could ease fuel costs for Indian refiners and oil marketing companies

Revised green card rules, H-1B visa fee hike, social media vetting forcing Indians to rethink about American dream?

• Tighter US immigration policies include a $100,000 H-1B fee and stricter visa scrutiny
• Tighter US visa rules raise staffing uncertainty for Indian IT services companies

India extends RoDTEP export support till Dec 2026; raises insurance cover to 95% amid West Asia disruption

• RoDTEP export support extended until December 31, 2026
• Insurance risk coverage raised to 95% for eligible shipments amid West Asia disruption
• Export support and higher shipment cover benefit Indian exporters and insurers

Europe agrees to release diesel stockpiles, sending oil prices down more than 4%

• European leaders agreed to release some diesel stockpiles on Friday
• Oil prices fell by more than 4%
• Lower oil prices can ease input costs for Indian fuel retailers, refiners and transport companies

Anthropic warns US government actions could hurt customer ties ahead of IPO

• Anthropic warned government actions could cause revenue losses, business disruptions and reputational harm
• The warnings appear in Anthropic’s IPO prospectus

Global food prices reach near four-year high in September amid supply disruptions

• The UN FAO said global food prices hit their highest level in nearly four years
• Trade disruptions and adverse weather drove the rise
• Higher food costs may pressure Indian food companies and complicate inflation trends for consumer businesses

In Graphics: How the cost of Iran war piled up

• India paid more for crude oil despite importing less as prices rose
• Higher import costs can pressure Indian oil marketing companies

Trump says South Korea deal includes an $8.4 billion oil project

• The project will fund enhanced oil recovery
• It adds to a broader US-South Korea investment package

Bets on an October Fed rate hike fall as US job market cools

• The US added 29,000 jobs last month, below economists’ forecast of 90,000
• The unemployment rate rose to 4.2%

Don't blame El Niño alone

• This year's southwest monsoon ended with a 13% deficit over the long-period average
• A weaker monsoon raises risks for Indian agriculture and rural-demand-linked companies

Hormuz LNG shipments reach post-war high in September, with reports differing on cargo count

• Business Standard and Economic Times report 19 cargoes; Times of India says 19 to 21
• Business Standard says 13 cargoes came from Qatar and six from the UAE
• More LNG flows may ease supply concerns for Indian gas buyers, including Petronet LNG

RBI Rate Hike Ahead? SBI Research Flags Inflation, Rupee Risks For October MPC

• SBI Research expects the RBI to begin raising rates in October
• It cites inflation, rupee weakness, global risks and tighter liquidity
• Higher-rate expectations may weigh on Indian borrowers and rate-sensitive stocks

Weakest monsoon since 2015 prompts ICRA to cut FY27 farm growth forecast

• The 2026 southwest monsoon delivered 87% of the long-period average, the lowest rainfall since 2015
• Weaker farm growth may weigh on Indian agricultural input and rural-consumption companies

HDFC Bank succession settled; execution test awaits new CEO Anup Bagchi

• Anup Bagchi is HDFC Bank’s incoming CEO
• Deposit mobilisation, loan growth, margin recovery and senior management continuity are expected priorities
• Execution on deposits and margins will shape HDFC Bank’s outlook

India's IT companies likely to see sombre H1 FY27 as weakness persists

• Persistent macroeconomic uncertainty and geopolitical volatility weigh on demand
• AI-led pricing and productivity pressures are also weighing on India’s IT companies
• Weak demand could weigh on Indian IT services companies’ revenue and earnings

Below normal monsoon’s impact on rural demand a key concern for FMCG sector

• Analysts expect rural demand to be uneven as rainfall shortages vary by region
• Below-normal monsoon impact on rural demand is a key concern for the FMCG sector
• Uneven rural demand could weigh on sales for Indian FMCG companies

Nifty earnings lag GDP growth and weighing on equities, shows data

• Nifty and Sensex ended September lower despite GDP growth of 7.8 per cent
• Rising US Treasury yields and lagging earnings weighed on equities
• Weak earnings pressure Indian equities, while rising US yields can weigh on rate-sensitive stocks

US adds 29,000 jobs in September as unemployment rises to 4.2%

• Hiring fell from a revised 133,000 in August to 29,000 in September
• Unemployment rose to 4.2% from 4.1% in August
• US demand signals matter to Indian IT services companies reliant on American clients

Trump wants South Korea in on Alaska LNG. Here’s why Seoul is cautious

• South Korea remains cautious on Alaska LNG over high costs and commercial risks

How Brazil's election winner could reshape its institutions as vacancies mount

US Stock Market Today: Nasdaq Jumps 1%, Dow Up 300 Points As Yields Retreat After Weak Jobs Data

• Nasdaq Composite advanced 1.24%
• S&P 500 surged 0.82%, while the Dow Jones Industrial Average rose 0.61%

Labor market faltered in September as jobs increased by just 29,000, unemployment rate rose to 4.2%

• US nonfarm payrolls rose by 29,000 in September, versus 84,000 expected
• Unemployment rose to 4.2%, from 4.1% expected
• A softer US jobs market may affect Indian IT exporters through client demand and global rate expectations

Amazon explores shifting $8 billion of Nvidia chips to investors and leasing them back

• Amazon is exploring an asset-light structure to offload about $8 billion in AI chips
• The move aims to improve balance-sheet health as AI spending rises

Goyal says India has no structural excess manufacturing capacity in identified sectors

• Commerce and Industry Minister Piyush Goyal said India lacks structural excess capacity in sectors identified by the G20 Presidency
• The assessment informs expectations for Indian manufacturers and trade policy

TakeMe2Space, SatLeo, EON Space Labs Launch Payloads Aboard SpaceX Falcon 9

• TakeMe2Space, SatLeo Labs, and EON Space Labs sent technologies into orbit aboard a SpaceX Falcon 9
• Indian spacetech startups gain flight heritage, potentially supporting investor interest in the sector

OpenAI fires three researchers over alleged mishandling of sensitive information

• OpenAI said three staffers were fired for mishandling sensitive information

Euro zone inflation surges more than expected, keeping pressure on ECB to hike rates

‘Workers growing increasingly anxious’: US adds 29k jobs, far below 90k expected

• US employers added 29,000 jobs in September, far below economists’ 90,000 expectation
• The unemployment rate rose to 4.2%
• Weaker US demand may weigh on Indian IT exporters’ growth prospects

China fuel export suspension to choke supplies in Asia

• China's oil-product export restrictions have affected importers in Southeast Asia and Australia
• Singapore has seen a significant drop in supplies
• Tighter regional fuel supply could lift costs for Indian oil refiners and fuel consumers

Israeli officials to question co-pilot of flydubai flight, source says

Diesel falls sharply as EU considers releasing 50mn barrels under pressure from Trump

• Diesel prices fell sharply as the EU considers releasing 50mn barrels from reserves
• Trump threatened to ban US fuel exports unless Europe unlocks reserves
• Lower diesel prices could ease fuel costs for Indian refiners and transport companies

IPO boom: 69 Indian companies raise Rs 90,500 crore in Q3 despite stock market sell-off; what's next

Commerce Minister Goyal defends India against U.S. forced labour and excess capacity investigations

• Goyal defended India against U.S. forced-labour and excess-capacity investigations
• The U.S. has already imposed a 10% forced-labour tariff on imports from India
• The tariff and investigations expose Indian exporters to higher trade costs and uncertainty

UN climate chief hails India's Green Energy Corridor-III, says grid strengthening will deliver "big dividends"

• UN climate chief backed India’s ₹1.86 lakh crore Green Energy Corridor Phase-III
• Grid expansion and storage support Indian renewable developers and power-transmission companies

FII selling keeps Indian stocks under pressure: Brokerages flag crude, global yields as key risks

Trump plays with a critical lifeline that keeps global economy going

• A potential US diesel export ban could remove about 1.2 million barrels a day from global supply
• Tighter fuel markets could raise costs for Indian refiners and transport companies

Nifty 500 stocks fall up to 70% from 52-week highs; why broad market recovery may remain elusive in short term

• Nifty 500 stocks are down by as much as 70% from their 52-week highs
• Deep drawdowns and a weak recovery outlook weigh on Indian small- and mid-cap sentiment

Wall St set to open higher as jobs data dampens rate hike odds, yields fall

Government extends RoDTEP export tax refund scheme by three months till December 31

• Government extended the RoDTEP scheme until December 31, 2026, to support exporters amid challenges
• Export-oriented Indian manufacturers retain tax refunds, supporting exporters’ margins

UN warns fuel subsidies could exceed $1 trillion as Iran war raises energy costs

• UNDP said subsidies could top $1 trillion in 2026
• Governments have used price caps, subsidies and tax rebates as oil prices climbed
• Higher crude costs pressure Indian fuel retailers and government finances

Department of Commerce extends RELIEF program timelines to support exporters facing geopolitical risks

• Department of Commerce extended timelines under Component II of RELIEF to support exporters facing geopolitical risks
• More time under RELIEF may aid Indian exporters facing disrupted routes and higher logistics costs

Hospital stocks: can strong demand offset regulatory risks?

• Supreme Court scrutiny of medicine mark-ups has raised concerns over hospital margins
• Robust demand for tertiary care continues to support hospitals
• Margin risks and care demand affect Indian hospital operators

Asian shares fall amid bond and FX swings ahead of US jobs data

• Asian stock markets dipped amid turbulence in bond and currency markets
• Elevated oil prices were driven by military strains in the region
• Higher crude prices pressure Indian oil importers and fuel retailers

Explained - What do the Accenture results mean for Indian IT companies

• Infosys and Wipro ADRs gained over 6% after Accenture's results
• Positive IT demand signals may support Infosys and Wipro shares

IT Q2 Preview: Large-cap firms seen posting weakest growth in three years; midcaps may outperform

• Large-cap Indian IT firms may post their weakest Q2FY27 growth in three years
• Midcaps may outperform; an Infosys guidance cut is expected
• Weak growth expectations and possible guidance cuts weigh on Indian IT stocks, including Infosys

US dollar reaches 17-month high as global bond rout hits euro

• The US dollar climbed to a 17-month high as global bond yields rose
• Investor anxiety over inflation and rising yields weighed on the euro
• A stronger dollar and higher global yields can weigh on the rupee and Indian equities