Key Highlights: Stocks in News, Economic & Global Updates 27th July 2026 by GEPL Capital Ltd
Government Security Market:
* The Inter-bank call money rate traded in the range of 5.35%- 4.60% on Friday ended at 5.20%.
* The 10 year benchmark (6.94% GS 2036) closed at 6.8253% on Friday Vs at 6.8413% on Thursday .
Global Debt Market:
U.S. Treasury yields retreated on Friday after briefly hitting the highest level since January 2025 the day before, when Brent crude oil’s climb above $100 per barrel reignited inflationary fears. The yield on the 10-year U.S. Treasury note the key benchmark for mortgage and auto loans and credit card debt was last seen down one basis point at 4.693%. On Thursday, it had risen above 4.7%, the highest level since Jan. 15, 2025, before the start of President Donald Trump’s second term. The 2- year Treasury note yield, which more closely tracks short-term Federal Reserve interest rate policy, pulled back almost 2 basis points to 4.333%. The longer-dated 30-year Treasury bond yield was flat. U.S. President Donald Trump said he will soon make a decision on whether to launch a “massive attack” on Iran after the conflict in the Middle East extended to a new battleground in the Red Sea. Speaking to Axios on Thursday, the president said the proposed strikes would be bigger than anything seen in the war so far, and that Iran has not “received enough pain yet.”“I am considering a massive attack. Bigger than ever before. I am close to making a decision. We are all set for it,” Trump said in the interview. U.S. forces have pummeled Iranian targets over the past two weeks, with Central Command completing a 13th consecutive night of strikes overnight. Also on Thursday, jobless claims for the week ended July 18 came in at 187,000, below the 212,000 that economists polled by Dow Jones were expecting. Investors will next look ahead to the latest S&P Global Flash U.S. purchasing managers index report due Friday, which measures the economic health of American manufacturing and services sectors.
10 Year Benchmark Technical View :
The 10 year Benchmark (6.94% GS 2036) yield likely to move in the range of 6.80% to 6.83% level on Monday.
Stocks in News
• LANDMARK CARS: Gets LoI from JSW MG Motor India to open an MG Experia showroom in Ahmedabad.
• NBCC: Secures two project management consultancy (PMC) orders worth Rs. 108.85 crore. The orders include construction of boys' and girls' hostels in Odisha worth Rs. 88.43 crore and a Clean Plant Centre laboratory and office building at ICAR-CITH, Srinagar worth Rs. 20.42 crore.
• SARDA ENERGY: Arm Sarda Metals & Alloys approves Rs. 300 crore capex for the Vizianagaram plant to install a waste heat recovery power plant and expand the mineral wool manufacturing unit.
• INFOSYA: French authority imposes a €175,000 penalty over shortcomings in the company's working time recording system. Company says the penalty will have no material impact on operations or financials.
• NTPC: The company commissions 64.76 MW of the 225 MW Khavda Solar PV project, taking NTPC Group's installed capacity to 91,030 MW. Board also approves issuance of NCDs worth up to Rs. 12,000 crore in up to 12 tranches.
• NRB BEARINGS: Clarifies that the AGM proposal under Section 185 is only an enabling approval to provide loans, guarantees or security to subsidiaries, associates, joint ventures and group entities under its control.
• RAIL TEL: The company received North Central Railway order worth Rs 32.75 crore for railway signalling works; execution by Jan. 2028.
• LEMON TREE HOTEL: DDA extends the validity of the LOA for development and operation of the five-star Aurika hotel project at Nehru Place, New Delhi by one year to Aug. 14, 2027.
• INDO TECH TRANSFOMERS: The company receives NTPC approval for supply of two 90 MVA, 400 kV transformers for BESS projects.
• 3M INDIA: Temporarily suspends Ahmedabad plant operations due to heavy rains. Restoration is expected within the next few days.
Economic News
• Global wheat rally revives India's export prospects as government allows 5 million tonnes of wheat exports after a four-year ban: With global wheat prices soaring, Indian wheat stands to benefit from new export avenues. India, possessing ample wheat reserves, has set the stage for exports through 2026. Current market dynamics, bolstered by increased freight costs and worries over worldwide crop yields, have triggered a price surge. As a result, Indian wheat prices now align favorably for exports to Bangladesh. Additionally, wholesale wheat prices in Delhi reflect this upward trend.
Global News
• Oil slides 5% as U.S.-Iran ceasefire hopes ease supply fears: Oil prices tumbled more than 5% on Monday after the U.S. and Iran paused military strikes over the weekend, raising hopes that diplomatic efforts could deescalate the two-week conflict and gradually restore oil shipments through the Strait of Hormuz. Brent crude fell 5.1% to $91.89 a barrel, while WTI dropped 5.2% to $84.64, retreating from recent highs after a three-week rally that had pushed Brent to $100 amid supply disruptions. Despite the ceasefire, tanker traffic through the Strait of Hormuz remained well below normal, while fresh Houthi attacks on Saudi oil facilities along the Red Sea continued to disrupt shipping via the Bab el-Mandeb Strait. Analysts said any recovery in oil flows is likely to be gradual as shippers remain cautious until security conditions improve and greater clarity emerges on the future of the Strait of Hormuz.
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