_Markets open today_
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📊 *ECONOMY & POLICY*
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📉 *India 10-year yield hits highest since March 2023*
Bonds sank after hawkish RBI Governor Malhotra remarks on financial stability and a hot WPI print.
Rising yields raise borrowing costs and flag a tougher RBI stance for banks and rate-sensitive stocks.
📎 _Read: Economic Times_
https://economictimes.indiatimes.com/markets/bonds/india-bonds-sink-deeper-on-rbi-commentary-inflation-concerns/articleshow/134942525.cms
🏦 *SEBI panel meets today on closing auction feedback*
SMAC reviews public feedback on the closing auction session framework.
The outcome shapes expiry-day settlement dynamics and matters for brokers and exchanges.
📎 _Read: NDTV Profit_
💻 *12,700 tech professionals return from US to India*
Xpheno data shows 12,700 white-collar tech returnees in 2026 so far, up from 7,200 in 2023 and 9,800 in 2024.
The talent inflow supports GCC expansion and IT hiring, and the 2025 record of 15,100 may be exceeded.
📎 _Read: TheReader.AI_
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🏢 *COMPANIES*
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💰 *Hyundai to invest another ₹4,000 cr in Pune*
The carmaker will raise Pune plant output to 3,20,000 units.
Fresh capacity signals confidence in domestic auto demand and supports the supplier ecosystem.
📎 _Read: The Hindu_
https://www.thehindu.com/business/hyundai-to-invest-additional-4000-crore-in-pune-plant-to-raise-output-to-320000-units/article71585147.ece
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🌍 *GLOBAL & WORLD*
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🔥 *Oil flows via Hormuz, Suez 61% below pre-war*
Combined flows through Hormuz, Bab al-Mandeb and Suez fell to 9.99 mbpd in September, 61% below February levels.
Tight diesel supply keeps India’s crude and fuel import costs under pressure.
📎 _Read: NDTV Profit_
📉 *US September CPI hits six-month high of 3.7%*
Inflation rose on higher fuel prices, and core inflation rose 0.3%.
Stronger Fed rate-hike bets can hit emerging-market flows and the rupee.
📎 _Read: NDTV Profit_
📉 *US yields jump on hot inflation data*
Treasury yields rose as markets raised odds of a December Fed hike.
Higher US yields tighten the screws on EM currencies, including the rupee.
📎 _Read: Economic Times_
https://economictimes.indiatimes.com/markets/us-stocks/news/us-yields-jump-as-hot-consumer-inflation-boosts-rate-hike-bets/articleshow/134944738.cms
📈 *US dollar hits one-year high*
The dollar gauge rose as much as 0.5%, its highest since May 2025.
A stronger dollar adds to rupee weakness and India’s import bill.
📎 _Read: NDTV Profit_
📉 *AI shares tumble, erasing $80 bn*
CoreWeave and Dell were among the hit names as rate fears grew, while Nvidia and Microsoft held up.
Higher rates hurt less profitable AI firms, a sentiment risk for Indian IT and tech.
📎 _Read: Economic Times_
https://economictimes.indiatimes.com/markets/us-stocks/news/us-stocks-ai-shares-tumble-erasing-80-billion-as-hot-us-inflation-fuels-rate-fears/articleshow/134950204.cms
📉 *Bank of America sinks 8% on revenue miss*
The bank missed revenue estimates, and a $1.2 bn fine weighed on Q3 results.
It adds to caution on global banks as rate expectations rise.
📎 _Read: NDTV Profit_
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_Compiled by InvestoScope · 15 Oct 2026_