Key Highlights: Stocks in News, Economic & Global Updates 30th July 2026 by GEPL Capital Ltd
Government Security Market:
* The Inter-bank call money rate traded in the range of 4.60%- 5.40% on Wednesday ended at 4.85%.
* The 10 year benchmark (6.94% GS 2036) closed at 6.7964% on Wednesday Vs at 6.7774% on Tuesday .
Global Debt Market:
U.S. Treasury yields edged higher on Wednesday as Wall Street awaits the Federal Reserve’s interest rate decision and subsequent press conference with chair Kevin Warsh. The yield on the 10-year U.S. Treasury note the key benchmark for U.S. government borrowing rose over 1 basis point to 4.614%. The 2-year Treasury note yield, which more closely tracks short-term Federal Reserve interest rate policy, was up over 1 basis point at 4.291%. The longer-dated 30-year Treasury bond yield was broadly flat at 5.1%. The rate-setting Federal Open Market Committee is expected to leave rates unchanged at the range of 3.5% to 3.75%, with markets instead pricing in a 76% chance of a September hike, according to the CME Group’s FedWatch tool. Higher energy prices and renewed tensions with Iran have complicated the picture for Fed Chairman Kevin Warsh, despite cooler inflation data. While Warsh took over a Fed that has seen inflation exceed its 2% target since 2021, the consumer price index a broad measure of inflation posted an unexpected decline last month, bringing the annual inflation rate down to 3.5% in June. But in the weeks that followed, oil prices jumped again amid the escalating conflict in the Middle East. Meanwhile, U.S.-Iran tensions flared up again late Tuesday, as Iran targeted American forces in the Middle East with ballistic missiles, U.S. Central Command said. Centcom in a post on X said that the attack originated from Iran, but all missiles were intercepted. “Islamic Revolutionary Guard Corps forces launched multiple ballistic missiles from Iran in an attempted surprise attack on U.S. forces based in the Middle East.”
10 Year Benchmark Technical View :
The 10 year Benchmark (6.94% GS 2036) yield likely to move in the range of 6.78% to 6.8025% level on Thursday.
Stocks in News
• RAMCO SYSTEM: CFS Aero, a leading UK-based aerospace engineering company, selected Ramco Aviation Software to digitise and manage its engine and APU MRO operations.
• NTPC GREEN: A 50 MW solar project in Rajasthan will commence commercial operations on July 31, 2026, taking the group's total installed capacity to 10,836.56 MW.
• BRIGADE ENTERPRISES: The company acquired a two-acre land parcel on Kanakapura Road for a premium residential project with a gross development value of Rs 400 crore.
• LEMON TREE HOTEL: Signed two licence agreements for Lemon Tree Hotel, Siddharthanagar, Nepal, and Keys Select by Lemon Tree Hotels, Vijayawada.
• RAINBOW CHILDREN MEDICARE: The company subsidiary Rainbow Women & Children's Hospital will develop a new women and children's hospital in Malad, Mumbai, at an estimated cost of Rs 90 crore. Fountainhead TCHM Healthcare LLP will acquire a 24% stake in the subsidiary, while Rainbow will retain a 76% stake and management control
• SUN PHARMA: The company received approval to manufacture and market semaglutide in Brazil.
• WAAREE ENERGIES: The company commissioned 118.8 MW of capacity from the 170 MW Unit 3 at its solar power facility in Neemuch Solar Park, Madhya Pradesh.
• SIGNATUREGLOBAL: The company signed a collaboration agreement to develop a 6.14-acre project in Sohna, Gurugram, with development potential of 0.52 million sq ft.
• VIKRAN ENGINEERING: The company commissioned the 132 kV Miao– Namsai transmission line in Arunachal Pradesh, strengthening power transmission infrastructure in the North East.
Economic News
• Fertiliser industry seeks hike in subsidy rate for Kharif season due to rising raw material cost: The Fertiliser Association of India seeks higher subsidy rates for the upcoming Kharif season. Raw material prices have significantly increased, impacting domestic fertiliser production viability. Industry leaders met to review the Middle East crisis's effect on key input costs. Existing subsidy rates have not kept pace with the changed cost environment. Maintaining uninterrupted domestic production is critical for ensuring adequate stock buildup.
Global News
• Dollar firms as investors digest Fed decision and escalating geopolitical tensions: The U.S. dollar gained ground in early Asian trading after the Federal Reserve left interest rates unchanged, while Chair Kevin Warsh avoided signaling an imminent rate hike despite three policymakers dissenting in favor of tighter policy. The greenback also drew support from renewed safehaven demand following U.S. air strikes in Iran, reversing earlier weakness after the Fed meeting. Meanwhile, the British pound and euro slipped ahead of the Bank of England's policy decision, Treasury yields surged to multi-year highs as investors questioned the Fed's commitment to containing inflation, and markets raised expectations that the central bank will keep rates unchanged at its September meeting. Cryptocurrencies also edged higher, with Bitcoin and Ether posting modest gains.
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