_Markets open today — reopened after Ganesh Chaturthi holiday_
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📊 *ECONOMY & POLICY*
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🏦 *WPI inflation climbs to 9.92% in August*
Wholesale prices rose for a fourth straight month, led by fuel & power (+22.93%) and a series-high 8.37% in manufactured products.
Combined with retail CPI at a 7-month high, this tightens the inflation vice just as crude nears $108 — a harder backdrop for any RBI easing.
📎 _Read: Goodreturns (substituted — rediff.com blocked direct access)_
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🏢 *COMPANIES*
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💻 *India’s chip funding crosses $1.4 billion*
281 companies have raised equity for semiconductor design and manufacturing, with nearly half the total raised since 2025 and Bengaluru leading.
Acquisitions remain the dominant exit route — a read on how capital is actually flowing into India’s still-nascent ISM-linked chip ecosystem.
📎 _Read: NDTV Profit_
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🌍 *GLOBAL & WORLD*
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🏦 *US 10-year yield hits 5%, highest since 2023*
A global bond selloff, hot August CPI and surging oil pushed the benchmark yield to 5.014% before it eased to ~4.99%, with Fed-hike odds now above 90% via CME FedWatch.
Higher-for-longer US yields are a headwind for FII flows into Indian equities right as the Fed’s two-day meeting concludes tomorrow.
📎 _Read: Invezz (substituted — ndtvprofit.com link blocked direct access)_
https://invezz.com/news/2026/09/14/us-10-year-yield-tops-5-as-markets-price-fed-hike
🔥 *Trump downplays Xi’s summit-cancellation threat*
Trump said he wants Beijing to “cool down” on Taiwan ahead of a planned summit with Xi, keeping US-China trade-and-tech tension alive.
A swing factor for global risk appetite and AI/semiconductor supply chains that India’s own chip ambitions are increasingly tied to.
📎 _Read: NDTV Profit_
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_Compiled by InvestoScope · 15 Sep 2026_