_Markets open — pre-market session_
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📊 *ECONOMY & POLICY*
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📉 *Crude Oil Crosses $91/Barrel As Iran Peace Hopes Fade*
Brent surged past $91 as US-Iran talks stalled and Hormuz shipping disruption deepened. Goldman Sachs and JPMorgan warn of $114–120 if supply risk escalates, pressuring India’s CAD and OMC margins.
📎 _Read: Economic Times_
🏦 *Sebi Cautions Investors Against Unregistered Trading Tips*
The regulator flagged self-styled market “experts” on social media offering live trading calls without registration. Reinforces Sebi’s ongoing crackdown ahead of festive-season retail inflows.
📎 _Read: Economic Times_
🏦 *Sebi Clarifies Pledging Rules For PMS Clients*
Sebi confirmed discretionary PMS clients can pledge securities as loan collateral while retaining beneficial-owner status. Removes an operational overhang for HNI/PMS-linked lending.
📎 _Read: Economic Times_
💡 *India’s Microfinance Overhang Finally Easing*
The number of MFI borrowers with multiple loans has fallen sharply, though exposure for stressed accounts stays elevated. Stricter underwriting is aiding sector recovery — a watch-point for MFI and small-finance-bank lenders.
📎 _Read: Economic Times_
📈 *US 30-Year Treasury Yields Hit Highest Since 2007*
Stalled US-Iran talks and oil above $90 fanned inflation fears, pushing the 30-year yield to 5.327% and the 10-year to 4.739%; the selloff spread to Japan and Europe. Rising global yields tighten financial conditions and are a headwind for EM equity valuations, India included.
📎 _Read: Yahoo Finance (Reuters)_
https://finance.yahoo.com/markets/stocks/articles/us-30-yields-hit-highest-070949167.html
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🏢 *COMPANIES*
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💰 *Tata Sons AGM Adjourned For First Time Ever*
The 108th AGM was deferred after quorum wasn’t met, as Sir Ratan Tata Trust couldn’t nominate a representative amid restrictions from the Maharashtra Charity Commissioner. Comes days after N Chandrasekaran said he won’t seek another term as chairman, deepening succession uncertainty at the group’s holding company.
📎 _Read: Forbes India (substituted for BusinessLine — direct fetch blocked)_
⚡ *Vizhinjam Port Starts Full EXIM Operations*
Kerala’s Vizhinjam International Seaport moved beyond transshipment to begin direct export-import cargo operations, with CM V.D. Satheesan flagging off the first export container. The port has handled 1,057 vessel calls and 2.24 million TEUs since July 2024, and full EXIM status should meaningfully cut logistics costs for Kerala-bound cargo.
📎 _Read: Logistics Insider (substituted for BusinessLine — direct fetch blocked)_
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🌍 *GLOBAL & WORLD*
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💻 *Anthropic’s Revenue Run-Rate Soars Past $65 Billion Ahead Of IPO*
Anthropic and OpenAI have both filed confidential IPO paperwork, with Anthropic expected to debut on Wall Street as soon as this fall. A landmark AI-sector listing to watch for India’s IT-services and AI-adoption investors.
📎 _Read: NDTV Profit_
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_Compiled by InvestoScope · 19 Aug 2026_