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Stocks in News

* GARDEN REACH SHIPBUILDERS: The company signs an MoU with Kalyani Strategic Systems to jointly develop advanced naval systems, unmanned platforms, and maritime capabilities.

* DR REDDY’S LABORATORIES: The company receives an Establishment Inspection Report from the USFDA for its Srikakulam facility; the inspection has been classified as Voluntary Action Indicated.

* RADICO KHAITAN: The company's Old Admiral Brandy brand crosses the milestone of 1 crore cases in sales in FY26.

• CG POWER AND INDUSTRIAL SOLUTION: Arm CG International Holdings Singapore signs an agreement to sell its 51% stake in Crompton Prima Switchgear Indonesia to PT Prima Layanan Nasional Enjiniring for 1 Indonesian Rupiah.

* TIME TECHNOPLAST: The company says Forex fluctuations may impact input pricing and freight costs have risen due to global shipping route changes.

* TITAGARH RAIL SYSTEMS: Associate company Firema transfers a business unit to Fabbrica Italiana Treni for €66 million.

* DABUR: The company will acquire a minority stake in luxury skincare D2C brand RAS Beauty for Rs 60 crore.

* ADVENT HOTELS INTERNATIONAL: The company will seek approval for sale of Bamboo Hotel and Global Centre to Valor Estate.

* PETRONET LNG: The company receives a force majeure notice from QatarEnergy and issues corresponding force majeure notices to IOC, GAIL, and BPCL.

* MAZAGON DOCK SHIPBUILDERS: The company says CNC negotiations with the government are completed; unaware of reports on Rs.99,000 crore defence deal.

* SAMHI HOTEL: The company will acquire a 70% partnership interest in RARE India for Rs.47.39 crore.

Economic News

* Centre may extend sector & sponsored schemes beyond April 1 amid ongoing review: Several government schemes might continue in their present form beyond April 1. Ministries are still reviewing and rationalising these programs. The government is considering giving them more time to finalize redesigns. This delay is due to ongoing evaluation of third-party reports. Existing schemes could continue temporarily until the first quarter of the next

Global News

* U.S. import prices rise 0.2% in January as capital goods costs offset falling fuel prices: U.S. import prices rose 0.2% in January, matching December’s revised increase, as higher capital goods prices offset the decline in energy costs. Imported fuel prices fell 2.2%, while prices of capital goods increased 0.4%, led by a 0.5% rise in non-electrical machinery, reflecting the impact of a weaker U.S. dollar, which has declined 7.37% in 2025 and about 1.6% this year. Core import prices (excluding food and fuel) surged 0.5% in January and 1.6% year-on-year, while consumer goods prices rose 0.1% and motor vehicle prices increased 0.2%. Air passenger fares dropped 10.1% after a sharp rise in December. Overall import prices were down 0.1% YoY, while economists expect the core PCE inflation gauge tracked by the Federal Reserve to increase around 0.5% in January (3.1% YoY), with the delayed inflation report scheduled for release next week.

Government Security Market:

* The Inter-bank call money rate traded in the range of 4.50%- 5.15% on Thursday ended at 4.65%.

* The 10 year benchmark (6.48% GS 2035) closed at 6.6406% on Thursday Vs 6.6732% on Wednesday .

Global Debt Market:

U.S. Treasury yields moved higher on Thursday as investors continued to digest the U.S.-Iran war. At 2:47 a.m. ET, the benchmark 10-year Treasury yield was up 4 basis points to 4.12%. The 30-year Treasury bond also added more than 4 basis points to yield 4.758%. The 2-year Treasury note was over 1 basis point higher, reaching 3.562%. U.S. Treasury Secretary Scott Bessent told CNBC’s Squawk Box on Wednesday that the government would be rolling out a series of measures to support oil trade in the Gulf, as the war threatened to jeopardize supplies and raise prices. Investors are focused on potential disruption to oil flowing through the Strait of Hormuz, a narrow channel that handles roughly a fifth of global crude shipments. U.S. President Donald Trump announced Tuesday that the U.S. would provide risk insurance and escorts to tankers in the Persian Gulf to ensure traffic can move through the Strait. Bessent also told CNBC that Trump’s recently announced 15% global tariff will likely go into effect this week, after the Supreme Court struck down the President’s levies in February. On the economic data front, investors awaiting weekly jobless claims on Thursday and looking ahead to February’s nonfarm payrolls report on Friday.

10 Year Benchmark Technical View :

The 10 year Benchmark (6.48% GS 2035) yield likely to move in the range of 6.63% to 6.6525% level on Friday.

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