Ahead of Market: 10 things that will decide stock market action on Tuesday

The Indian stock market fell on Monday as Sensex dropped 307 points to 76,957 and Nifty lost 95 points to 24,080. Investors got worried due to rising US bond yields, crude oil prices, and US-Iran tensions. Vinod Nair said, "Rising crude oil prices and bond yields have renewed concerns over energy-led inflation."

FPIs return to two successive months of buying for the first time since November

Foreign portfolio investors bought Indian equities for two straight months, the first such streak since November. They invested nearly $5 billion in July and August. Sailesh Raj Bhan said, “Visibility on earnings improvement is better than it has been at any time in the last two to three years.”

China's ‘fourth little AI dragon’ goes public: Tencent-backed Shanghai Enflame eyes $911 million from IPO

Tencent-backed Shanghai Enflame Technology plans to raise $911 million through an IPO on Shanghai’s STAR Market. The company priced its shares at 142.18 yuan each, as per a Monday filing. As the last of China’s “four little dragons” to go public, it aims to boost production for its AI chips.

Want NSE shares before the IPO? Here’s how the unlisted market works

SEBI chairman Tuhin Kanta Pandey said on August 27 that the regulator is close to clearing the NSE IPO draft. Investors can buy shares in the unlisted market at around Rs 1,970 or wait for the public issue. The exchange filed its draft prospectus in June for this major sale.

FII inflows into Indian equities hit two-year high of ₹29,631 cr in August

Foreign Institutional Investors bought Indian equities worth ₹29,631 crore in August 2026, marking a two-year high. V K Vijayakumar said, “The important factors driving the FPI flows into India are the reversal of the chip trade, the stability in the rupee and, more importantly, the improving earnings growth in India.”

OpenAI's ad business hits $1 billion annualised revenue run rate

OpenAI said on Monday that its advertising business reached a $1 billion annualised revenue run rate. The company started testing ads in the US earlier this year and now allows advertisers in India, Europe, the Middle East, and North Africa to buy ads directly through its simple Ads Manager tool.

Govt may ease FDI in defence further

The government is considering easing FDI norms in the defence sector to attract more global projects. The Department for Promotion of Industry is leading consultations to fix policy hurdles. As of March 2026, Rs 6,671 crore worth of FDI inflow has been reported by companies operating in the defence sector.

RBI watching whether higher food, energy prices spread to wider economy, says CEA

The RBI is watching if higher food and energy prices spread to the wider economy, the CEA said. While inflation remains within the target range, officials worry about second-round effects. Meanwhile, strong investment and manufacturing exports continue to support growth, even as nominal GDP expansion fell below market expectations recently.

Subhash Chandra's dissenting lenders Canara Bank, Union Bank move NCLAT against NCLT order

Canara Bank and Union Bank moved the NCLAT on Monday against an NCLT order approving Subhash Chandra’s personal insolvency plan. Lenders argued the Rs 6.5 crore payout against Rs 22,006.57 crore claims was unviable. Solicitor General Tushar Mehta said it will "defeat the very purpose of the Insolvency & Bankruptcy Code."

ONGC to spend over ₹30,000 crore this year, turns to BP to squeeze more oil and gas from ageing fields

ONGC plans to spend over ₹30,000 crore this year to boost oil and gas production. The company started using BP’s technical expertise to squeeze more output from ageing offshore fields like Mumbai High. This strategy helps ONGC get more energy from existing assets while it also steps up deepwater drilling.

ITC Infotech to acquire controlling stake in Happiest Minds; deal details here

ITC Infotech will acquire a 22.1% stake in Happiest Minds for ₹1,330 crore. The deal involves buying shares from founder Ashok Soota before merging the companies. ITC Chairman Sanjiv Puri said the combination would "bring together the companies' complementary strengths." The transaction awaits regulatory approvals and should finish within 15 months.

PNB Housing Finance board to consider NCD fundraise on September 7

PNB Housing Finance board will meet on September 7 to consider raising funds through non-convertible debentures. The company said the proposed issue will happen via private placement within existing borrowing limits. While the firm did not share the total amount, it plans to use these funds to support its operations.