_Markets open — regular trading day_
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📊 *ECONOMY & POLICY*
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🔥 *Crude oil rally nears $100 as Iran tensions escalate*
Brent has climbed to ~$96-97/bbl, up roughly 16% in a month, after fresh US strikes on Iranian oil tankers near Hormuz and Kharg Island and claimed Iranian retaliation.
A sustained move toward $100 would pressure India’s import bill, the rupee and OMC marketing margins — watch IOC, BPCL, HPCL.
📎 _Read: Economic Times_
https://economictimes.indiatimes.com/markets/commodities/news/crude-oil-rally-nears-100-will-geopolitical-risks-push-prices-higher/articleshow/133826020.cms
🔥 *US, Iran trade fresh strikes near Hormuz, Kharg Island*
Explosions hit near Kharg Island following US strikes on Iranian tankers, with Tehran claiming retaliation against US-linked vessels.
Any disruption risk to Strait of Hormuz shipping is the acute tail risk markets will price first if this escalates further.
📎 _Read: NDTV Profit_
💡 *Private sector capex up 7% to ₹30.3 trillion in FY25*
Govt GFCF data shows corporate capex grew 7% (vs 2.65% in FY24), with machinery & equipment rebounding to ~6% growth from ~1% a year earlier; government capex growth slowed to 10.2% from 18.5%.
Economists flag the revival as real but narrow, concentrated in infrastructure-linked firms rather than broad-based — a nuance for sector-picking, not a blanket capex-cycle call.
📎 _Read: Business Standard_
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🏢 *COMPANIES*
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💻 *Electronics to hit 50-55% of car cost by 2030: BCG-ACMA*
A BCG-ACMA report projects electronics will make up 50-55% of a vehicle’s cost by 2030, up from 30-35% in 2020, spanning ADAS, sensors, ECUs, power electronics and battery management systems.
Frames a multi-year localisation opportunity for Indian auto component makers — a structural tailwind for the sector distinct from today’s cyclical inventory overhang.
📎 _Read: Tribune India (ANI)_
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_Compiled by InvestoScope · 07 Sep 2026_