Global Cues: US markets rallied Friday after Fed Chair Powell hinted at a September rate cut. S&P +1.5%, Nasdaq +1.9%. Rate cut odds jumped to 83% (vs 75%). US 10Y eased to 4.25%, Brent crude soft at $67.8, Dollar Index at 97.7 – all supportive for India. Domestic Setup: GIFT Nifty up 110 pts at 24,985, pointing to a positive open. Key events this week – India’s Q1 GDP (Aug 29) & US Core PCE (Aug 29). Index Changes: Nifty rejig (Sept 30): In – InterGlobe Aviation, Max Healthcare; Out – Hero MotoCorp, IndusInd Bank. FTSE rebalance (Sept 22): Adds include Godfrey Philips, IOB, JK Cement. Stocks to Watch:

MAZDOCK

(+): Govt clears ₹75,000 cr submarine deal.

HAL

& BDL (+): ₹62,000 cr Tejas jet order; Agni-5 test success.

YESBANK

(+): RBI okays SMBC’s 24.99% stake.

MARUTI

(+): PM Modi to launch e-Vitara EV on Aug 26. Bajaj Auto (+): Resumes Chetak EV deliveries; festive boost ahead.

TITAGARH

(+): Wins ₹91 cr order from Banaras Locomotive. Brigade Ent (+): New Bengaluru project worth ₹950 cr. JSW Steel (-): Faces ₹1,473 cr demand notice from Odisha Govt. CEAT (Neutral): Sri Lanka arm to invest $171 mn. Key Macro Events: India Q1 GDP – Aug 29 US Core PCE – Aug 29 Outlook: Markets set for a strong start on Fed’s dovish tone, soft crude, and weak dollar. Expect stock-specific action in defense, autos, banks, and index reshuffle names.

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