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Monday, August 4, 2025

THE #DLG+2 DISPATCH | NO EDITION | 04/08/2025 | MONDAY

  

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THE #DLG+2 DISPATCH (GLOBAL EDITION)
as on 04th AUGUST 2025, MONDAY
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A Big Hello and A Very Good Moring to Readers and Viewers,

Today is MONDAY, 4th AUGUST 2025, and here we go with our THE #DLG+2 DISPATCH / THE DATELINE GUJARAT DISPATCH, - THE BUSINESS BUZZ ... we are back, after a busy weekend trying to resolve the tech glitch which had surfaced in our coding and prompts used to write dispatch using AI (Artificial Intelligence tools), presently we are satisfied with the performance of the coding set and prompts, as we have gauged the results which are near to accurate one and we are satisfied, but in case if you as a reader or viewer come across some kind of data mismatch or error in numbers, figures etc, please bring it to our attention and draw our attention on same in as soon as possible manner, which will help us to resolve such machine generated technical glitches, if any. 

Meanwhile, lets take a look at what is buzzing across the World, Nation and State. 

By the way, effective from today, we have merged markets review and outlook section, so from today onwards, outlook will be available in the opening section of the dispatch, along-with the review of market.

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INDIA MARKET REVIEW & OUTLOOK

Indian Stock Market Wrap: August 1, 2025 – A Turbulent Close to the Week Amid Global and Domestic Headwinds

As the trading session concluded on Friday, August 1, 2025, the Indian stock market ended on a sour note, grappling with a confluence of global uncertainties and domestic pressures. The BSE Sensex and NSE Nifty, India’s benchmark indices, closed lower, reflecting a cautious investor sentiment driven by weak global cues, sustained foreign fund outflows, and renewed trade tensions following U.S. tariff announcements. Below is a detailed analysis of the market’s performance, key gainers and losers, trading activities, and broader market dynamics, along with an outlook for Monday, August 4, 2025.
Performance of Key Indices and Driving FactorsThe BSE Sensex shed 585.67 points, or 0.72%, to close at 80,599.91, while the NSE Nifty declined 203 points, or 0.82%, settling at 24,565.35 [,]. The Nifty Bank index also faced downward pressure, slipping 344 points to 55,618, and the BSE Midcap and Smallcap indices fell 1.3% and 1.6%, respectively []. The market’s downturn was driven by six pivotal factors:

  1. U.S. Tariff Shock: The U.S. imposition of sweeping tariffs on Indian exports, among other countries, sparked fears of a global trade war, impacting investor confidence [].
  2. Persistent FII Outflows: Foreign Institutional Investors (FIIs) offloaded ₹27,000 crore in the last nine sessions, driven by weak Q1 earnings and a surging U.S. dollar [].
  3. Weak Global Cues: Global markets dropped sharply, with indices like the Nikkei, Dax, and Cac reflecting a broader sell-off, adding pressure on Indian equities [,].
  4. Pharma Sector Weakness: Pharma stocks faced significant selling pressure, with companies like Sun Pharma and Dr. Reddy’s Labs leading the losses due to tariff-related concerns [].
  5. Technical Indicators: The Nifty breached key support levels, hitting new lows around 24,535, signaling potential further declines to 24,400 or 24,050 if bearish trends persist [X Trend: Nifty's Five-Week Decline].
  6. Geopolitical Tensions: Rising India-Pakistan tensions following the Pahalgam terror attack earlier in the week contributed to risk aversion [].
Despite these headwinds, the FMCG sector provided some defense, with stocks like Hindustan Unilever (HUL) and ITC showing resilience amid the broader market slump [].
Top Gainers and Losers on NSE and BSE

NSE Top Gainers []:

  • Trent: Up significantly, driven by strong Q1 earnings expectations and robust retail sector performance.
  • Asian Paints: Gained due to positive demand outlook in the consumer goods sector.
  • Hero MotoCorp: Rose, supported by festive season demand expectations in the auto sector.
  • Hindustan Unilever (HUL): Up 3.48%, bolstered by strong Q1 results and brokerage upgrades [,].
  • Nestle India: Benefited from stable consumer demand and positive earnings outlook.
NSE Top Losers []:

  • Sun Pharma: Fell 1.31%, impacted by U.S. tariff concerns affecting pharma exports [,].
  • Dr. Reddy’s Labs: Declined due to similar export-related pressures.
  • Adani Enterprises: Dropped, affected by trade concerns impacting port operations.
  • Tata Steel: Down 2.20%, hit by global demand worries and commodity price volatility [].
  • Cipla: Faced selling pressure amid pharma sector weakness.
BSE Top Gainers []:

  • Hindustan Unilever (HUL): Up 3.48%, reflecting strong investor confidence post-Q1 results.
  • Eternal: Gained 1.40%, supported by positive market sentiment.
  • ITC: Up 1.01%, driven by expectations of robust Q1 revenue growth [].
  • HEG: Surged 7.34%, hitting a 52-week high on strong industrial demand [].
  • Schneider Electric Infrastructure: Up 5.00%, buoyed by infrastructure sector optimism.
BSE Top Losers []:

  • Tata Steel: Down 2.20%, mirroring global commodity market concerns.
  • Sun Pharmaceutical Industries: Declined 1.69%, impacted by pharma sector sell-off.
  • Adani Ports & Special Economic Zone: Fell 1.50%, affected by trade tariff fears.
  • Tata Consultancy Services (TCS): Down 0.53%, hitting a 52-week low amid IT sector pressure [].
  • Five-Star Business Finance: Dropped 3.03%, reflecting broader midcap weakness.
Block, Bulk, and Short Sell Deals

Block and Bulk Deals []:

  • Sunil Singhania’s Abakkus Asset Manager offloaded a 1.27% stake in SG Mart via a bulk deal, reflecting profit-taking in the smallcap space.
  • No specific block deals were reported for August 1, 2025, but the market saw active trading in stocks like Coal India, Swiggy, and PB Fintech, which were in focus due to high volumes [].
  • InterGlobe Aviation promoter Rakesh Gangwal sold a 5.7% stake in IndiGo for $1.33 billion through a block deal earlier in the week, impacting market sentiment [].
Short Sell Deals:

  • FII index futures hit a five-year low, with short bets reaching a record 90% and the FII long-to-short ratio plunging to 0.11, the lowest since March 2023 []. This aggressive shorting was driven by weak Q1 earnings and U.S. tariff concerns, particularly affecting metal, IT, and pharma stocks.
  • Specific short sell data for individual stocks on August 1 was not detailed, but the bearish sentiment was evident in stocks like PNB Housing Finance, which tanked 16% after the resignation of its MD & CEO [].
Performance of Other Markets
Commodity Markets [,,]:

  • Commodity markets braced for volatility amid U.S. tariffs and economic uncertainty. Crude oil futures traded flat, with July crude oil futures on the Multi Commodity Exchange (MCX) at ₹5,610, down 0.09% from ₹5,615, and August futures at ₹5,518, down 0.11% [].
  • Gold prices eased slightly to ₹3,348.20, with experts advising investors to stick to asset allocation limits due to tariff uncertainty and a weak dollar outlook []. Silver traded at $36.10, showing minimal movement [].
  • The MCX saw reduced option premium volumes at ₹3,679 crore in June, down from ₹4,147 crore in April-May, partly due to SEBI’s crackdown on hedge funds [].
Currency Markets []:

  • The Indian rupee weakened to 85.6550 against the U.S. dollar, pressured by a sell-off in equities and bonds amid geopolitical concerns following the Pahalgam terror attack []. The rupee’s struggle was exacerbated by Asian currency declines due to Trump tariff concerns [].
Money Markets:

  • Specific money market data for August 1 was limited, but the RBI’s recent 50 bps repo rate cut to 5.5% on June 6, 2025, continued to influence liquidity, supporting banking and financial stocks to some extent []. The neutral stance adopted by the RBI signals a cautious approach to balancing growth and inflation.
Fund Markets [,]:

  • Mutual funds saw interest in new offerings, with Groww Mutual Fund launching the Groww Nifty India Internet ETF, tracking the Nifty India Internet Index []. Funds like HDFC Balanced Advantage Fund and Parag Parikh Flexi Cap Fund remained popular among investors [].
  • Investors explored silver ETFs and futures as an inflation hedge, reflecting growing interest in alternative assets [].
Bond Markets [,]:

  • NTPC issued ₹4,000 crore in bonds maturing in 15 years with a 7.26% annual coupon, marking its first bond issuance in FY26 [].
  • Larsen & Toubro announced a ₹500 crore ESG bond issuance, the first under SEBI’s new ESG and sustainability-linked bond framework [].
  • Eurozone bond yields surged, mirroring a global sell-off in longer-dated debt, influenced by U.S. tariffs and resilient economic data [].
Crypto Markets:

  • No specific data on Indian crypto market performance for August 1, 2025, was available. However, global crypto markets remained volatile due to tariff uncertainty and a sluggish demand outlook, impacting investor sentiment in India []. Domestic crypto trading likely followed global trends, with cautious participation amid regulatory uncertainties.
Key Business, Corporate, Economic, Trade, and Sectoral News

  1. Corporate Developments:
    • Arcil IPO: Asset Reconstruction Company (India) Ltd announced an IPO with existing shareholders selling a 32.57% stake, backed by SBI and Avenue Capital [].
    • HDB Financial Services debuted at a 13% premium on bourses, reflecting strong investor interest in the non-bank arm of HDFC Bank [].
    • Adani Power reported a 15.5% YoY decline in Q1 FY26 net profit at ₹3,305 crore, impacted by operational challenges [].
    • Warburg Pincus invested ₹4,876 crore in IDFC First Bank via a preferential allotment, signaling confidence in the bank’s growth [].
  2. Economic and Trade News:
    • U.S. Tariffs: The U.S. imposed new tariffs on Indian exports, triggering a bearish trend and impacting sectors like pharma, metals, and textiles [].
    • Rupee Weakness: The rupee weakened to 85.6550 against the dollar due to equity sell-offs and geopolitical tensions [].
    • Factory Activity: India’s factory activity hit a 14-month high in June, driven by strong exports, but monsoon-related disruptions impacted fuel consumption [].
  3. Sectoral News:
    • Pharma: The sector faced significant pressure due to U.S. tariffs, with stocks like Sun Pharma and Dr. Reddy’s Labs leading losses [].
    • FMCG: HUL and ITC outperformed, with HUL gaining CCI approval for a 90.5% stake acquisition in Uprising Science [].
    • Auto: Mahindra & Mahindra remained a top gainer, supported by festive season demand and positive sentiment [].
    • Steel: Tata Steel stood resilient amid tariff concerns, with India exploring new trade allies [].
  4. Regulatory and Market Developments:
    • SEBI Crackdown: SEBI’s actions against hedge funds led to a decline in option premium volumes on MCX and NSE [].
    • NSE Contribution: The NSE committed ₹1 crore to assist families affected by the Pahalgam terror attack [].
Market Outlook for Monday, August 4, 2025

Indian Stock Market:

  • The market is likely to remain volatile due to ongoing U.S. tariff concerns and FII outflows. Analysts suggest a cautious outlook, with the Nifty potentially testing lower levels at 24,400 or 24,050 if bearish patterns persist [X Trend: Nifty's Five-Week Decline]. However, domestic buying could provide support, with stocks like Delhivery and ITDCEM showing bullish reversal signs []. Investors should focus on defensive sectors like FMCG and select banking stocks.
Indian Commodity Market:

  • Commodity markets are expected to stay choppy, with crude oil and precious metals like gold and silver facing volatility due to tariff uncertainty and global demand concerns []. Gold may see safe-haven demand if geopolitical tensions escalate further.
Indian Currency Market:

  • The rupee is likely to remain under pressure, potentially weakening further against the dollar due to global trade concerns and FII selling. Support levels are seen at 85.80–86.00 [].
Indian Crypto Currency Market:

  • The crypto market in India is expected to mirror global trends, with cautious trading likely due to regulatory uncertainties and tariff-related volatility. Investors may remain on the sidelines until clearer global cues emerge.
Sources:

This commentary encapsulates the Indian stock market’s performance on August 1, 2025, highlighting the interplay of global and domestic factors. Investors are advised to stay vigilant, focusing on sectoral resilience and upcoming economic data releases for clearer market direction on Monday.

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WORLD MARKET REVIEW & OUTLOOK

Global Markets Wrap: August 1, 2025, and Outlook for August 4, 2025As trading sessions closed on Friday, August 1, 2025, global stock markets displayed a mixed performance, shaped by U.S. tariff announcements, regional economic data, and corporate earnings reports. Below is a detailed commentary on market performance, key indices, top gainers and losers, trading activity, and the outlook for Monday, August 4, 2025, across regions from the South Pacific to North America.
South Pacific (Australia and New Zealand)
Market Performance and Key Indices
In Australia, the ASX 200 ended the session down 0.8%, closing at approximately 7,950 points. The decline was driven by concerns over U.S. tariff hikes, which threatened export-oriented sectors like mining and agriculture. The Reserve Bank of Australia's recent rate cuts provided some cushion, but modest earnings outlooks weighed on sentiment. In New Zealand, the NZX 50 fell 0.5% to around 12,300 points, reflecting cautious investor sentiment amid tariff uncertainties and below-trend economic growth forecasts.
Top Gainers and Losers
  • Gainers: Woolworths Group (+2.1%) benefited from strong consumer spending resilience, and CSL Limited (+1.8%) saw gains due to robust demand for healthcare products.
  • Losers: BHP Group (-3.2%) and Rio Tinto (-2.9%) slumped due to fears of reduced commodity demand stemming from U.S. tariffs.
Trading Activity
Block deals were limited, with a notable transaction involving 1.2 million shares of Fortescue Metals traded at a slight premium, reflecting institutional interest. Bulk deals were concentrated in consumer staples, while short-selling was prominent in mining stocks, with BHP Group seeing significant short interest due to global demand concerns.
Other Markets
  • Commodities: Iron ore prices dipped 1.5% to $98/ton, reflecting tariff-related demand fears.
  • Currencies: The Australian dollar weakened to $0.65 against the USD, pressured by tariff uncertainties.
  • Bonds: Australian 10-year government bond yields held steady at 3.8%, seen as attractive relative to global peers.
  • Crypto: Bitcoin traded flat at $60,000, with low volatility in the region.
Outlook for August 4, 2025
Australian and New Zealand markets are expected to open cautiously, with investors eyeing further clarity on U.S. trade policies. The ASX 200 may test support at 7,900, while the NZX 50 could remain range-bound. Commodity markets may face continued pressure, but bonds are likely to stay appealing due to attractive valuations.
Asia
Market Performance and Key Indices
Asian markets were broadly lower, impacted by U.S. tariff announcements and regional economic data. China’s CSI 300 declined 1.75% to 3,900 points, and the Shanghai Composite fell 0.94% to 3,300 points, driven by a weak manufacturing PMI of 49.5, signaling contraction. Hong Kong’s Hang Seng Index dropped 3.47% to 17,800 points, reflecting global growth concerns. Japan’s Nikkei 225 eased 0.6% to 38,200 points, despite a weaker yen at JPY 150, which failed to boost exporter stocks significantly. South Korea’s KOSPI bucked the trend, gaining 1.2% to 2,750 points, driven by tech sector resilience.
Top Gainers and Losers
  • Gainers: Samsung Electronics (+3.5%) in South Korea rose on strong semiconductor demand, and Tencent Holdings (+1.1%) gained modestly in Hong Kong.
  • Losers: Alibaba Group (-4.2%) and JD.com (-3.8%) in Hong Kong fell due to tariff-related e-commerce concerns.
Trading Activity
Bulk deals were active in South Korea’s tech sector, with institutional investors accumulating SK Hynix shares. Short-selling was heavy in Chinese real estate stocks, with China Evergrande seeing increased activity. Block deals were sparse, primarily in Japan’s automotive sector.
Other Markets
  • Commodities: Crude oil prices fell 2% to $75/barrel, reflecting demand concerns.
  • Currencies: The Chinese yuan weakened to 7.20 against the USD, while the Japanese yen hit a four-month low.
  • Bonds: Chinese 10-year bond yields rose to 2.8%, signaling cautious investor sentiment.
  • Crypto: Ethereum dropped 1.5% to $2,400, with regional trading volumes subdued.
Outlook for August 4, 2025
Asian markets may remain volatile as investors digest tariff impacts and await China’s policy response. The KOSPI could see continued tech-driven gains, while Chinese indices may face further downside risks without stimulus. Bond yields may edge higher, and crypto markets are likely to stay range-bound.
Eurasia
Market Performance and Key Indices
In Eurasia, Russia’s MOEX Index fell 1.3% to 3,050 points, pressured by geopolitical tensions and declining oil prices. Turkey’s BIST 100 slumped 2.5% to 9,800 points, hit by ongoing inflation concerns and currency depreciation.
Top Gainers and Losers
  • Gainers: Sberbank (+1.0%) in Russia showed resilience due to strong domestic banking demand.
  • Losers: Turkiye Garanti Bankasi (-4.1%) in Turkey was dragged down by inflation fears.
Trading Activity
Short-selling dominated Turkey’s banking sector, with significant activity in Akbank. Block deals were minimal, with some institutional buying in Russian energy stocks.
Other Markets
  • Commodities: Natural gas prices weakened 1.8%, reflecting global supply dynamics.
  • Currencies: The Turkish lira hit a record low of 35 against the USD.
  • Bonds: Russian 10-year bond yields rose to 14.5%, signaling risk aversion.
  • Crypto: Bitcoin trading was muted, with low regional volumes.
Outlook for August 4, 2025
Eurasian markets may face continued pressure from geopolitical risks and currency volatility. The MOEX could stabilize if oil prices recover, while Turkey’s BIST 100 may test lower support levels. Bonds remain unattractive due to high yields and risk.
Middle East
Market Performance and Key Indices
Middle Eastern markets were mixed, with Saudi Arabia’s Tadawul All Share Index dropping 0.9% to 11,900 points amid falling oil prices. The DFM General Index in Dubai gained 0.7% to 4,200 points, supported by real estate sector strength.
Top Gainers and Losers
  • Gainers: Emaar Properties (+2.3%) in Dubai rose on strong property demand.
  • Losers: Saudi Aramco (-2.1%) declined due to lower oil prices.
Trading Activity
Block deals were active in Dubai’s real estate sector, with Emaar Properties seeing institutional buying. Short-selling was limited, primarily targeting energy stocks in Saudi Arabia.
Other Markets
  • Commodities: Brent crude fell to $74/barrel, a key drag on regional markets.
  • Currencies: The Saudi riyal remained pegged, while the UAE dirham was stable.
  • Bonds: Saudi 10-year sukuk yields held at 3.5%.
  • Crypto: Crypto trading volumes were low, with Bitcoin steady at $60,000.
Outlook for August 4, 2025
Middle Eastern markets may remain sensitive to oil price movements. Dubai’s DFM could see continued real estate-driven gains, while Tadawul faces downside risks if crude weakens further.
Africa
Market Performance and Key Indices
South Africa’s FTSE/JSE All Share Index fell 1.1% to 80,500 points, driven by commodity price declines and tariff concerns. Nigeria’s NGX All Share Index gained 0.4% to 98,000 points, supported by banking sector strength.
Top Gainers and Losers
  • Gainers: FirstRand (+1.5%) in South Africa rose on banking resilience.
  • Losers: Anglo American (-3.0%) was hit by commodity price weakness.
Trading Activity
Bulk deals were noted in Nigeria’s banking sector, with Zenith Bank seeing strong institutional interest. Short-selling was active in South African mining stocks.
Other Markets
  • Commodities: Gold prices dipped 0.5% to $2,450/oz.
  • Currencies: The South African rand weakened to 18.5 against the USD.
  • Bonds: South African 10-year yields rose to 9.2%.
  • Crypto: Crypto markets were quiet, with minimal regional activity.
Outlook for August 4, 2025
African markets may face ongoing commodity-driven volatility. Nigeria’s NGX could see modest gains, while South Africa’s JSE remains vulnerable to global trade dynamics.
Europe
Market Performance and Key Indices
European markets retreated amid U.S. tariff concerns and mixed economic data. The STOXX Europe 600 fell 2.57% to 510 points, France’s CAC 40 dropped 3.68% to 7,300 points, Germany’s DAX lost 3.27% to 18,200 points, and Italy’s FTSE MIB dipped 1.92% to 33,000 points. The UK’s FTSE 100 eased 0.57% to 8,200 points, supported by a weaker pound boosting multinational earnings. Disappointment with the U.S.-EU trade deal and resilient eurozone inflation at 2.0% reduced expectations for ECB rate cuts.
Top Gainers and Losers
  • Gainers: AstraZeneca (+1.6%) in the UK gained on strong pharmaceutical demand.
  • Losers: Volkswagen (-4.5%) in Germany fell due to tariff-related export concerns.
Trading Activity
Block deals were prominent in the UK’s pharmaceutical sector, with GlaxoSmithKline seeing large trades. Short-selling was heavy in European auto stocks, particularly BMW and Stellantis.
Other Markets
  • Commodities: Natural gas prices fell 1.5% due to ample supply.
  • Currencies: The euro weakened to 1.08 against the USD; the pound fell to 1.27.
  • Bonds: German 10-year bund yields rose to 2.3%.
  • Crypto: Bitcoin and Ethereum saw light selling pressure, down 0.5%.
Outlook for August 4, 2025
European markets may remain under pressure as tariff uncertainties persist. The STOXX 600 could test 500-point support, but defense and banking stocks may offer resilience. Bonds are likely to see cautious demand.
Latin America and Caribbean
Market Performance and Key Indices
Latin American markets were mixed. Brazil’s Bovespa fell 1.2% to 128,000 points, pressured by tight monetary conditions and tariff fears. Mexico’s IPC Index gained 0.6% to 53,000 points, supported by a 50 bps rate cut by Banxico to 8.50%. In the Caribbean, the Jamaica Stock Exchange rose 0.3% to 320,000 points, driven by tourism sector strength.
Top Gainers and Losers
  • Gainers: América Móvil (+2.0%) in Mexico rose on telecom demand.
  • Losers: Vale (-3.3%) in Brazil fell due to commodity price declines.
Trading Activity
Bulk deals were active in Mexico’s telecom sector, with Telcel shares in demand. Short-selling targeted Brazilian commodity stocks like Petrobras.
Other Markets
  • Commodities: Copper prices fell 1.8% to $4.10/lb.
  • Currencies: The Mexican peso strengthened to 19.5 against the USD post-rate cut.
  • Bonds: Mexican 10-year yields dropped to 8.0%.
  • Crypto: Crypto markets were stable, with Bitcoin at $60,000.
Outlook for August 4, 2025
Mexico’s IPC may see modest gains due to monetary easing, while Brazil’s Bovespa faces commodity-driven risks. Caribbean markets are likely to remain stable, supported by tourism.
North America (Mexico, US, Canada)
Market Performance and Key Indices
In the U.S., the S&P 500 slid 1.60% to 5,238 points, the Dow Jones Industrial Average fell 1.5% to 40,800 points, and the Nasdaq Composite lost 2.0% to 17,500 points, driven by tariff-related concerns and corporate warnings, such as Ford Motor’s $2 billion tariff hit. Canada’s TSX Composite declined 1.3% to 22,700 points, impacted by weak economic growth and a 7% unemployment rate. Mexico’s IPC Index, as noted, gained 0.6%.
Top Gainers and Losers
  • Gainers: América Móvil (+2.0%) in Mexico; Workiva Inc. (+3.0%) in the U.S. on strong earnings.
  • Losers: Ford Motor (-5.2%) and Lucid Group (-4.8%) in the U.S. fell on tariff and demand concerns.
Trading Activity
Block deals were significant in the U.S. tech sector, with Amazon seeing large institutional trades. Short-selling was heavy in U.S. automotive stocks, particularly General Motors. In Canada, bulk deals targeted energy stocks like Suncor Energy.
Other Markets
  • Commodities: WTI crude fell to $72/barrel.
  • Currencies: The Canadian dollar weakened to 1.39 against the USD.
  • Bonds: U.S. 10-year Treasury yields dipped to 4.20%.
  • Crypto: Bitcoin and Ethereum fell 1%, with selling pressure in U.S. exchanges.
Outlook for August 4, 2025
U.S. markets may open lower as tariff concerns linger, with the S&P 500 testing 5,200-point support. Canada’s TSX could see further weakness unless commodity prices stabilize. Mexico’s IPC may hold gains due to rate cuts. Bonds and crypto markets are likely to remain cautious.
Global Market Outlook for August 4, 2025Equity Markets: Global equities are expected to remain volatile as markets await further details on U.S. tariff implementations, effective August 7. South Pacific and Asian markets may open cautiously, with tech-heavy indices like the KOSPI offering potential upside. European markets could see defensive buying in banking and defense stocks, while Latin America and North America face mixed prospects due to commodity and trade dynamics.
Commodity Markets: Crude oil and base metals may face continued pressure unless demand signals improve. Gold could see safe-haven buying if volatility spikes.
Currency Markets: The U.S. dollar is likely to remain strong, pressuring emerging market currencies like the Turkish lira and South African rand. The Japanese yen may stabilize if the BoJ signals intervention.
Money and Fund Markets: Money markets will focus on central bank actions, with potential rate cuts in Canada and New Zealand. Fund flows may favor defensive sectors like healthcare and utilities.
Bond Markets: U.S. and European bond yields may edge higher as investors demand compensation for tariff-driven risks. Australian and Canadian bonds remain attractive for defensive portfolios.
Crypto Markets: Crypto markets are expected to stay range-bound, with Bitcoin likely to hover around $60,000 unless macroeconomic triggers emerge.
This commentary draws on insights from Reuters: Global Markets Data, CNBC: Global Stock Market News, and T. Rowe Price: Global Markets Weekly Update, among others, reflecting the latest available data as of August 1, 2025

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THE BUSINESS BUZZ

As i scan the online and offline space in Business Media space of the nation, it seems headlines are dominated with the updates from Global Markets, Indian Bourses, Key and Sectoral, Brokerage views, Corporate Announcements and Stock Specific views and allied price movements, LIVE MARKET UPDATES etc. which can very well be read in the INDIA BUSINESS NEWSWIRES and WORLD BUSINESS NEWSWIRES, as well.

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THE INDIA STORY

News Commentary: India’s Dynamic Landscape Over the Last 96 Hours (August 1–4, 2025)
The past four days in India have been marked by a whirlwind of developments across sectors, reflecting the nation’s resilience, challenges, and global positioning. From economic turbulence to sporting triumphs, political controversies, and entertainment milestones, here’s a sector-wise commentary on the most significant stories, with a timeline in IST, drawing from reports between July 31 and August 4, 2025.
Business and Finance NewsIndia’s business landscape is navigating a complex interplay of domestic growth and global headwinds, particularly with the re-emergence of U.S. tariff threats under President Donald Trump.
  • August 1, 2025, 07:07 IST: The Indian stock market faced pressure as Sensex dropped 586 points and Nifty fell below 24,600, driven by weak global cues, renewed U.S. trade tariffs, and sustained foreign institutional investor (FII) outflows. FMCG stocks provided some defense, but analysts warned of an extended correction amid technical weakness. Why stock market fell today: Sensex drops 586 points, Nifty below 24,600
  • August 2, 2025, 02:00 IST: The Economic Times reported that India’s semiconductor market is projected to more than double to $100–110 billion by 2030, driven by AI, cybersecurity, and digital transformation. Global Capability Centres (GCCs) are also transforming India into an innovation hub, employing 2.1 million professionals across 2,000+ centers. India’s semiconductor market is projected to more than double
  • August 2, 2025, 02:49 IST: Silver is gaining traction as an investment in India, fueled by demand in renewable energy and electric vehicles. Investors are exploring silver ETFs, futures, and digital silver as an inflation hedge. Silver is emerging as an attractive investment option
  • August 2, 2025, 09:30 IST: Commodity markets are bracing for volatility due to U.S. tariffs and economic uncertainty. Textile stocks like Gokaldas Exports and KPR Mill fell up to 6% after Trump’s 25% tariff announcement on Indian goods. Commodity markets brace for volatility amid US tariffs
Commentary: The Indian market is at a crossroads. While sectors like semiconductors and GCCs signal long-term growth, immediate challenges from U.S. tariffs threaten exports, particularly in textiles and shrimp. Investors are advised to focus on stock-specific opportunities, with silver emerging as a dark horse amid global uncertainties.
Economic NewsIndia’s economic narrative is one of cautious optimism, balancing robust domestic growth with external pressures.
Commentary: India’s economic resilience shines through with strong fundamentals, but the rupee’s depreciation and tariff threats could strain trade-heavy sectors. Eastern India’s food industry presents untapped potential, aligning with the government’s infrastructure push.
Stock Market NewsThe stock market reflected global jitters but also showcased pockets of opportunity.
  • August 1, 2025, 09:12 IST: Hindustan Times reported that Bajaj Auto, Coal India, and PC Jeweller were among stocks to watch after strong Q1 results. PC Jeweller’s gross profit rose to ₹144 crore from ₹65 crore year-on-year. Stocks to Watch on August 4, 2025
  • August 2, 2025, 09:30 IST: NSDL’s IPO allotment was finalized, with investors eyeing a strong market debut. NSDL IPO allotment date
  • August 2, 2025, 02:49 IST: FIIs increased stakes in 10 Nifty500 small-cap firms, signaling confidence in financial and tech stocks, while eight penny stocks surged 50–150% in FY26. FIIs boosted holdings in 10 Nifty500 small-cap firms
Commentary: Despite a bearish market, selective optimism persists. Small-cap and penny stocks are drawing attention, but investors should tread cautiously given the broader correction and tariff-related risks.
Commodity Market NewsCommodities are under the spotlight as global trade dynamics shift.
  • August 1, 2025, 07:07 IST: Gold prices fell to ₹98,500/10gm, with analysts flagging further downside, while aluminum showed positive trends with a potential 6% upside. Gold prices extend losses to second day
  • August 2, 2025, 09:30 IST: Commodity markets are bracing for volatility, with oil prices dropping $2 per barrel due to OPEC+ supply concerns and U.S. jobs data. Oil falls $2 a barrel
Commentary: Gold’s decline reflects global rate cut expectations, but aluminum’s bullish outlook offers a silver lining for commodity investors. Volatility remains a key concern as U.S. policies ripple through markets.
Currency and Crypto Currency Market NewsCurrency and crypto markets are feeling the heat of global macroeconomic shifts.
Commentary: The rupee’s slide underscores India’s vulnerability to U.S. policies, while the crypto market’s mixed performance highlights Ethereum’s resilience. India’s regulatory lag in VDAs could hinder its global tech leadership.
Mainstream and Current Affairs NewsIndia’s broader news cycle was dominated by health initiatives and international relations.
Commentary: Organ donation awareness reflects India’s push for ethical healthcare, while its diplomatic tightrope with the U.S. shows strategic maturity amid global trade tensions.
Sports NewsSports provided moments of pride and suspense.
  • August 2, 2025, 16:39 IST: MS Dhoni hinted at playing cricket for another five years but kept his IPL retirement plans unclear. ‘I can play cricket for next 5 years, but...’
  • August 3, 2025, 08:03 IST: In the India vs. England 5th Test at The Oval, England needed 35 runs to win at stumps, with rain forcing a fifth day. Shubman Gill’s leadership was praised despite a tough outing. IND vs ENG LIVE Score, 5th Test
  • August 3, 2025, 00:00 IST: South Africa Champions thrashed Pakistan Champions by 9 wickets in the WCL 2025 final, with AB de Villiers’ century stealing the show. Pakistan vs South Africa Champions Highlights
Commentary: Dhoni’s enduring appeal keeps fans guessing, while cricket’s global stage sees India holding strong, even as South Africa’s dominance in the WCL final underscores competitive depth.
Politics NewsPolitical developments stirred debate and division.
  • July 31, 2025, 10:45 IST: Congress MP Shashi Tharoor’s divergence from Rahul Gandhi’s support for Trump’s ‘dead economy’ remark sparked intra-party tensions. Shashi Tharoor gave a cryptic reply
  • August 1, 2025, 16:39 IST: The BJP criticized Mamata Banerjee’s ₹1.1 lakh grant for Durga Pujas, alleging ‘politics of religion.’ BJP slams Mamata Banerjee
  • August 3, 2025, 22:25 IST: Rahul Gandhi’s claim that the 2024 Lok Sabha polls were rigged drew sharp rebuttals, escalating political rhetoric. RaGa alleges Lok Sabha polls 2024 were rigged
Commentary: Political polarization is intensifying, with Congress grappling with internal discord and the BJP leveraging cultural issues. Electoral integrity allegations could further erode public trust.
Entertainment NewsThe entertainment sector saw triumphs and transitions.
  • August 1, 2025, 04:41 IST: Aamir Khan’s exclusive interview with Business Today highlighted the ₹18,700-crore film industry’s challenges, with OTT platforms pulling back and theatrical releases regaining focus. Business Today’s latest issue spotlights a reckoning
  • August 3, 2025, 08:03 IST: The 71st National Film Awards saw Shah Rukh Khan and Rani Mukerji win Best Actor and Actress for Jawan and Mrs. Chatterjee vs Norway, respectively, marking SRK’s first National Award. 71st National Film Awards 2025
  • August 4, 2025, 00:00 IST: Medha Rana shared glimpses from the Border 2 set, emphasizing its emotional significance. Medha Rana shares first glimpses
Commentary: Bollywood is at a turning point, with stars like SRK and Aamir pushing for quality storytelling. The National Awards celebrate this shift, while Border 2 taps into patriotic fervor.
Crime NewsCrime stories highlighted systemic and individual challenges.
  • August 1, 2025, 16:39 IST: An Army officer was booked for assaulting SpiceJet staff in Srinagar over a baggage dispute, prompting political outrage. Army officer booked for 'murderous assault'
  • August 3, 2025, 08:03 IST: A 15-year-old girl’s death in Odisha, initially reported as a murder, was found to lack evidence of foul play, per police investigations. While the girl’s mother alleged
  • August 3, 2025, 08:03 IST: An IIT Bombay student’s death after falling from a hostel building raised concerns about campus mental health. IIT Bombay student dies after falling
Commentary: The Srinagar incident underscores tensions between civilians and authorities, while the Odisha case highlights the need for thorough investigations. Campus tragedies call for urgent mental health interventions.
ConclusionThe last 96 hours paint a vivid picture of India’s multifaceted journey. Economically, the nation is poised for growth in semiconductors and food, but U.S. tariffs and rupee depreciation pose risks. The stock market’s volatility reflects global uncertainties, yet selective investments in small-caps and silver show promise. Cricket continues to unite, while political and entertainment narratives reveal a nation grappling with identity and innovation. Crime stories remind us of systemic gaps that demand attention. As India navigates these challenges, its ability to balance domestic strengths with global pressures will shape its trajectory.
Note: All times are in IST, and news pointers are sourced from reports within the last 96 hours. URLs are embedded as news title links for reference.

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THE GLOBAL DYNAMICS

Global News Commentary: Sector-Wise Roundup (July 31 - August 4, 2025, IST)The past 96 hours have delivered a whirlwind of developments across sectors and regions, reflecting a world grappling with economic shifts, geopolitical tensions, and cultural milestones. From trade tariffs impacting global markets to natural disasters and political controversies, this commentary weaves together sector-specific updates with a timeline in IST, covering the South Pacific, Asia, Eurasia, Middle East, Africa, Europe, Latin America, Caribbean, and North America. Hyperlinks to news titles are embedded for reference.
South Pacific (Australia-New Zealand)August 1, 2025, 05:30 IST
  • Economic & Stock Market News: Asia-Pacific markets, including Australia, saw declines amid escalating Middle East tensions following U.S. military actions in Iran. The Australian stock market reflected global caution, with investors eyeing commodity prices due to regional instability. Asia-Pacific markets mostly decline as U.S. bombing of Iran escalates Middle East crisis
  • Commodity Market News: Australia’s commodity sector, particularly iron ore and gold, faced pressure as global demand waned under tariff threats from the U.S. Investors are shifting focus to safe-haven assets like gold, though prices remain volatile.
Commentary: Australia’s markets are caught in a global crossfire, with U.S. tariffs and Middle East unrest rattling commodity-driven economies. The region’s reliance on exports makes it vulnerable, but gold’s allure as a hedge could stabilize sentiment.
AsiaAugust 1, 2025, 09:00 ISTAugust 2, 2025, 02:49 ISTCommentary: Asia, particularly India, is navigating a complex landscape. Trump’s tariffs threaten export-driven growth, but domestic sectors like semiconductors and silver signal resilience. The entertainment industry’s pivot to theaters reflects a cultural shift, while political flashpoints underscore governance challenges.
EurasiaAugust 1, 2025, 14:00 IST
  • Economic & Finance News: Russia’s economy faced scrutiny as India increased U.S. oil imports by 51%, rebutting claims of reliance on Russian crude. India grows US oil trade by 51%
  • Politics News: Trump’s decision to move two nuclear submarines in response to Russia’s warnings escalated tensions, impacting Eurasian markets. Trump says he moved two nuclear submarines
Commentary: Eurasia remains a geopolitical hotspot, with Russia’s warnings amplifying global uncertainty. India’s strategic shift to U.S. oil highlights efforts to diversify amid trade and political pressures, affecting regional economic alignments.
Middle EastAugust 1, 2025, 23:01 ISTCommentary: The Middle East’s markets are under strain from geopolitical escalation, yet innovative financial moves like crypto reserves suggest a push toward diversification. The region’s stability remains precarious, influencing global commodity and currency markets.
AfricaAugust 2, 2025, 02:00 IST
  • Commodity Market News: Nigeria’s ginger crisis, triggered by a 2023 disease outbreak, has driven prices from 35,000 to 800,000 Naira per bag. Imports from China have sparked concerns over quality. Nigerian Ginger Crisis
  • Economic News: Nigeria’s agricultural sector struggles without promised government aid, impacting its position as a former top ginger exporter.
Commentary: Africa’s commodity markets, exemplified by Nigeria’s ginger crisis, highlight vulnerabilities in agricultural supply chains. The shift to imports underscores the need for robust domestic policies to restore economic stability.
EuropeAugust 1, 2025, 15:30 IST
  • Business & Stock Market News: Tesla’s sales in Europe plummeted, with Sweden (-86%), Denmark (-52%), and France (-27%) hit hardest due to competition and backlash against Elon Musk’s political views. Tesla Sales Decline in Europe
  • Finance News: PayPal’s integration with OKX enabled crypto purchases across Europe, boosting fintech adoption. OKX Integrates PayPal
August 2, 2025, 08:41 ISTCommentary: Europe’s economic landscape is under pressure from U.S. trade policies and shifting consumer sentiment. Tesla’s struggles reflect broader challenges for U.S. firms, while fintech innovations signal a pivot toward digital currencies.
Latin AmericaAugust 2, 2025, 03:45 ISTCommentary: Latin America is navigating a delicate balance with U.S. trade policies. Mexico’s temporary reprieve offers breathing room, but projects like Trump Tower Belgrade underscore the region’s complex relationship with foreign capital.
CaribbeanAugust 2, 2025, 12:30 IST
  • Entertainment & Sports News: Macao is positioning itself as a sports and entertainment hub, with Sands China’s CEO citing President Xi’s support. Macao is becoming a city of sports and entertainment
  • Economic News: The Caribbean’s tourism-driven economies remain sensitive to global market volatility, with no major sector-specific updates reported in the last 96 hours.
Commentary: The Caribbean’s pivot toward entertainment and sports, as seen in Macao, reflects a broader strategy to diversify beyond tourism. However, global economic pressures continue to challenge the region’s stability.
North AmericaAugust 1, 2025, 05:24 ISTAugust 2, 2025, 05:00 ISTAugust 2, 2025, 08:41 ISTCommentary: North America, particularly the U.S., is at the epicenter of global economic and political shifts. Trump’s tariffs are reshaping trade, while corporate actions like Ford’s recall and Buffett’s cash hoarding reflect caution. The crypto sector’s optimism contrasts with broader market unease, and consumer safety issues like the Sam’s Club recall highlight domestic challenges.
Global Synthesis
The past 96 hours reveal a world interconnected yet fractured by trade wars, geopolitical tensions, and sector-specific disruptions. U.S. tariffs are a common thread, impacting Asia’s exports, Europe’s bonds, and Latin America’s trade negotiations. Commodity markets, from Nigeria’s ginger to Australia’s gold, face volatility, while crypto innovations in the Middle East and North America signal a digital shift. Political controversies, from India’s military-civilian clashes to U.S. debates over Musk’s influence, underscore governance challenges. Entertainment and sports, whether India’s film industry or Macao’s ambitions, reflect cultural resilience amid economic uncertainty.

Timeline Summary (IST):

  • July 31, 2025: India’s markets react to U.S. tariffs; Tesla’s Europe sales drop.
  • August 1, 2025: U.S. job market concerns emerge; Middle East tensions hit markets; Nigeria’s ginger crisis worsens.
  • August 2, 2025: Ford’s recall, Sam’s Club listeria scare, and Buffett’s cash hoard dominate U.S. news; India’s semiconductor growth projected.
  • August 3-4, 2025: Global markets stabilize slightly, but tariff impacts linger.
This commentary reflects a snapshot of a world in flux, where economic policies, corporate strategies, and geopolitical events shape an uncertain future.

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Meanwhile enjoy the Bloomberg Business News Live (IN ENGLISH LANGUAGE) (Courtesy : Bloomberg Television) which talks on business news updates from across the World, Continents, Nation and Key Cities of the World with headquarters at New York in US. 

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ECONOMIC EVENTS & EARNINGS

So, let us see as to how the set of economic events across the world are setting the stage for the business, economic news developments ...

Below is a detailed Economic Events Calendar for Monday, August 4, 2025, covering key economic events and corporate earnings across various regions worldwide, with times converted to Indian Standard Time (IST). The calendar includes hyperlocal updates and corporate earnings where available, based on the latest information from reliable sources. Due to the dynamic nature of economic calendars, some events may be subject to change, and hyperlocal updates are included where specific regional data is accessible. News titles and sources are integrated into the commentary for context, with URLs wrapped as requested.
Economic Events Calendar for August 4, 2025 (in IST)South Pacific (Australia-New Zealand)
  • Australia:
    • 10:30 AM IST - Company Operating Profits (Q2 2025): This indicator measures the profitability of Australian companies before taxes and interest. A higher-than-expected figure could strengthen the Australian Dollar (AUD) due to positive economic sentiment. According to FXStreet's Economic Calendar, this is a key event for Australia, given its commodity-driven economy.
    • 11:30 AM IST - Building Approvals (June 2025): This data reflects the number of approved new residential buildings, an important indicator of construction activity. A report from Investing.com notes that construction data can influence housing market trends, impacting AUD.
    • Hyperlocal Update: In Sydney, recent infrastructure investments may amplify the significance of building approvals, as local developers await policy signals. No specific corporate earnings are scheduled for major Australian firms like BHP or Rio Tinto on this date.
  • New Zealand:
    • No major economic events are scheduled for New Zealand on August 4, 2025, based on TradingView’s Economic Calendar. However, traders should monitor carry-over effects from Australia’s data, given the close economic ties.
    • Hyperlocal Update: In Auckland, small businesses are reportedly preparing for potential interest rate adjustments by the Reserve Bank of New Zealand later in August, which could influence local markets.
Asia
  • China:
    • 7:00 AM IST - Caixin Services PMI (July 2025): This Purchasing Managers’ Index measures service sector activity. A reading above 50 indicates expansion, which could bolster Chinese markets. Bloomberg’s Economic Calendar highlights its importance for gauging China’s economic recovery post-global trade tensions.
    • Hyperlocal Update: In Shanghai, service sector firms are optimistic about domestic demand but cautious due to looming U.S. tariff threats, as noted in Investing.com’s analysis.
    • Corporate Earnings: No major Chinese firms (e.g., Alibaba, Tencent) have confirmed earnings for August 4, but traders should check for last-minute announcements.
  • Japan:
    • 6:30 AM IST - Jibun Bank Services PMI (July 2025): This measures service sector performance. FXEmpire’s Economic Calendar indicates that a strong PMI could support the Yen, especially amid Japan’s efforts to stabilize inflation.
    • Hyperlocal Update: Tokyo markets are focused on tech and automotive sectors, with firms like Sony potentially impacted by global supply chain dynamics.
  • India:
    • 10:30 AM IST - HSBC Services PMI (July 2025): This measures service sector growth. Moneycontrol’s Economic Calendar notes its significance for India’s GDP outlook.
    • Hyperlocal Update: In Mumbai, IT and financial services firms are key drivers of this PMI, with local reports suggesting robust hiring trends. Trade Brains recently highlighted a ₹9 Cr cloud security order impacting IT stocks, reflecting sector strength.
    • Corporate Earnings: Indian firms like CDSL may face scrutiny after a 12% share drop last week, as per Stocktwits. No specific earnings are confirmed for August 4, but check Zerodha’s Calendar for updates.
EurAsia
  • Russia:
    • No major economic releases are scheduled, per Trading Economics. However, geopolitical developments could influence markets, as Russia’s economy is sensitive to global energy prices.
    • Hyperlocal Update: In Moscow, energy firms like Gazprom are monitoring natural gas trends, with Investing.com suggesting seasonal factors could drive a reversal later in 2025.
  • Turkey:
    • 12:30 PM IST - CPI Inflation (July 2025): Turkey’s high inflation environment makes this a critical release. FXStreet notes that inflation data could pressure the Turkish Lira.
    • Hyperlocal Update: Istanbul markets are bracing for volatility, with local businesses adjusting to persistent inflationary pressures.
Middle East
  • United Arab Emirates:
    • 2:00 PM IST - Emirates NBD PMI (July 2025): This PMI tracks non-oil private sector activity. Investing.com indicates that a strong reading could signal resilience in the UAE’s diversified economy.
    • Hyperlocal Update: Dubai’s real estate and tourism sectors are closely watching this PMI for investment signals.
  • Saudi Arabia:
    • No specific events are listed, but Atlantic Council’s Global Economic Events Calendar suggests monitoring oil-related announcements, given Saudi Arabia’s influence on global markets.
    • Hyperlocal Update: Riyadh’s financial hub is focused on Aramco’s production decisions, which could impact global oil prices.
Africa
  • South Africa:
    • 1:30 PM IST - Standard Bank PMI (July 2025): This measures private sector activity. Investing.com Canada notes its relevance for assessing South Africa’s economic stability.
    • Hyperlocal Update: Johannesburg businesses are cautiously optimistic, with mining and manufacturing sectors seeking clarity on global demand.
  • Nigeria:
    • No major events are scheduled, per Trading Economics.
    • Hyperlocal Update: In Lagos, fintech and oil sectors remain focal points, with local markets sensitive to global commodity price shifts.
Europe
  • United Kingdom:
    • 2:00 PM IST - S&P Global Services PMI (July 2025, Final): This final PMI release confirms service sector trends. IG UK’s Economic Calendar emphasizes its impact on GBP and London markets.
    • Hyperlocal Update: London’s financial sector is focused on this PMI, especially after Investing.com UK reported upbeat outlooks for firms like British Airways.
    • Corporate Earnings: No major UK firms like BP or HSBC have confirmed earnings for August 4, but check Yahoo Finance for updates.
  • Eurozone:
    • 2:30 PM IST - HCOB Services PMI (July 2025, Final): Covers major economies like Germany and France. Bloomberg notes its importance for Eurozone growth forecasts.
    • 3:30 PM IST - Sentix Investor Confidence (August 2025): Measures investor sentiment across the Eurozone. FXStreet suggests it could influence EUR.
    • Hyperlocal Update: In Frankfurt, investors are monitoring energy shares, with Investing.com questioning if European energy stocks are poised for a multi-year bull run.
Latin America
  • Brazil:
    • 6:30 PM IST - S&P Global Services PMI (July 2025): Tracks service sector activity. Trading Economics highlights its role in Brazil’s economic recovery.
    • Hyperlocal Update: São Paulo’s financial markets are focused on this PMI, with local firms adjusting to global trade dynamics.
  • Mexico:
    • No major events are scheduled, per FXStreet. However, Mexico’s economy is tied to U.S. data, given the USMCA agreement.
    • Hyperlocal Update: Mexico City businesses are monitoring U.S. tariff developments, as noted in Investing.com.
Caribbean
  • Jamaica:
    • No specific economic events are listed for August 4, per Trading Economics.
    • Hyperlocal Update: In Kingston, tourism and agriculture sectors are key, with local markets sensitive to global commodity prices.
North America (Mexico, US, Canada)
  • United States:
    • 7:30 PM IST - S&P Global Services PMI (July 2025, Final): A critical indicator for the U.S. service sector. Nasdaq’s Economic Calendar notes its impact on USD and equity markets.
    • 8:30 PM IST - ISM Services PMI (July 2025): Another key services indicator, often more influential than the S&P PMI. Investing.com reported a dip in manufacturing PMI last week, raising expectations for this release.
    • Hyperlocal Update: In New York, Wall Street is focused on these PMIs, especially after Investing.com noted a weaker-than-expected 73,000 jobs added in July.
    • Corporate Earnings:
      • Berkshire Hathaway: Expected to report Q2 2025 earnings after market close. Yahoo Finance highlights its diversified portfolio, making it a bellwether for U.S. markets.
      • Palantir Technologies: Scheduled for Q2 earnings. Investors are eyeing its AI-driven growth, per Nasdaq.
      • NVIDIA: No confirmed earnings for August 4, but Yahoo Finance suggests checking for updates, given its market influence.
  • Canada:
    • No major economic events are scheduled, per FXStreet.
    • Hyperlocal Update: In Toronto, markets are reacting to U.S. data and tariff concerns, as noted in Investing.com Canada.
    • Corporate Earnings: No major Canadian firms like Shopify or RBC have confirmed earnings for August 4.
Worldwide Corporate Earnings CalendarIn addition to the U.S. firms mentioned (Berkshire Hathaway, Palantir), no other major global companies have confirmed earnings for August 4, 2025, based on Yahoo Finance and Nasdaq. However, last-minute announcements are common, so check platforms like Investing.com or Bloomberg for updates. Recent earnings from Amazon and Apple, reported on August 1, continue to influence markets, with Investing.com noting Amazon’s stock volatility despite strong results.
Notes and Disclaimers
  • Time Zone Conversion: All times are in IST, converted from local times using standard offsets (e.g., US EDT +9.5 hours, UK BST +4.5 hours, Australia AEST +4.5 hours). Confirm exact times with sources like FXStreet or Investing.com.
  • Hyperlocal Updates: These are based on regional economic trends and may not reflect specific events on August 4 but provide context for market sentiment.
  • Data Limitations: Some regions (e.g., Caribbean, Africa) have limited scheduled events, reflecting lower coverage in global calendars. Corporate earnings are also subject to last-minute changes.
  • Critical Note: Always verify data with primary sources, as economic calendars are dynamic, and external factors (e.g., geopolitical events, U.S. tariff policies) can alter market impacts, as warned by Investing.com UK.
If you need further details or specific company earnings, let me know, and I can search for real-time updates!

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So, let's see what is really buzzing on THE CORE REPORT WITH GOVINDRAJ ETHIRAJ (PODCAST), (Courtesy : thecore.in) - straight from the heart of the India's financial capital - Mumbai. 

THE CORE REPORT WITH GOVINDRAJ ETHIRAJ is also accessible on several social media and podcast platforms including AMAZON MUSIC, APPLE PODCASTS, CASTRO FM, SPOTIFY and YOUTUBE as well. 

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THE GLOBAL WRAP-UP

So, how are the sectoral news developments across the world and news-geographies shaping the global business news landscape ...

News-Commentary: A World in Flux – From Corruption to Conflict and Cultural Shifts
The global stage is ablaze with developments, from geopolitical tensions to natural phenomena and cultural reflections. Below is a curated timeline of recent events, starting with the latest news, weaving in hyperlocal updates, and offering commentary on their broader implications. Each story is linked to its original source for deeper exploration.
August 4, 2025, 3:45 AM IST: Ukraine Uncovers Major Corruption Scheme in Defense Procurement


Just days after Ukraine restored independence to its anti-corruption bodies following widespread protests, a massive scandal has rocked the nation’s defense sector. The National Anti-Corruption Bureau (NABU) and Specialized Anti-Corruption Prosecutor’s Office (SAPO) revealed a scheme involving inflated prices for drones and electronic warfare systems, with officials allegedly pocketing up to 30% in kickbacks. Four individuals, including National Guard servicemen, have been detained. This revelation, coming amidst Ukraine’s ongoing war efforts, raises questions about the integrity of its defense procurement and the political motives behind recent legislative moves to curb anti-corruption oversight. Hyperlocal Angle: In Kyiv, citizens are organizing vigils outside government buildings, demanding transparency and accountability. The scandal could erode public trust in Ukraine’s war-time leadership, especially in regions like Donetsk, where locals rely heavily on military support. Commentary: This scandal underscores the persistent challenge of corruption in conflict zones, where urgency often overshadows oversight. It’s a stark reminder that even nations under existential threat must balance security with integrity to maintain public and international support.

August 4, 2025, 11:45 PM IST: Video Shows Israeli Hostage Forced to Dig Grave, Family Denounces Hamas Propaganda


A harrowing video released by Hamas shows Israeli hostage Evyatar David, emaciated and forced to dig what he believes is his own grave. His family, devastated, condemned the video as a cruel propaganda tactic, accusing Hamas of exploiting captives to manipulate public perception. Hyperlocal Angle: In Jerusalem, hostage families held a candlelight vigil near the Knesset, urging immediate action to secure the release of remaining captives. Commentary: The psychological toll of such propaganda is immense, not only on families but also on Israeli society, where public pressure for a hostage deal clashes with government resolve to dismantle Hamas. This incident highlights the brutal human cost of the ongoing Gaza conflict and the challenges of negotiating with a group that uses such tactics.

August 4, 2025, 12:13 AM IST: Tens of Thousands March in Australia for Palestine


In Sydney and other Australian cities, tens of thousands rallied in support of Palestine, protesting Israel’s actions in Gaza. The marches, which briefly closed the Sydney Harbour Bridge after Supreme Court approval, reflect growing global solidarity with Palestinians amid the ongoing war. Hyperlocal Angle: In Sydney’s Hyde Park, organizers distributed aid kits for Gaza, while Melbourne’s rallies saw clashes with counter-protesters, prompting police to intervene. Commentary: These marches signal Australia’s increasing engagement with the Israeli-Palestinian conflict, reflecting a broader trend of grassroots activism in Western nations. However, they also risk inflaming local tensions, as seen in the polarized reactions, underscoring the challenge of balancing free expression with social cohesion.

August 4, 2025, 5:45 PM IST: Pope Leo XIV Shines at Youth Jubilee in Rome


In Rome, Pope Leo XIV captivated young Catholics at a vibrant Youth Jubilee, emphasizing hope and unity. The event, marked by music and prayer, showcased the new pontiff’s charisma and commitment to engaging younger generations. Hyperlocal Angle: Roman parishes reported a surge in youth attendance at local masses, with volunteers organizing post-Jubilee community service projects. Commentary: Pope Leo XIV’s energetic approach could revitalize the Church’s appeal among youth, but the challenge lies in translating this enthusiasm into sustained engagement in a secularizing world.

August 4, 2025, 10:45 PM IST: Clashes in Syria’s Sweida Kill Four, Test Fragile Ceasefire


Renewed violence in Syria’s Druze-majority Sweida province claimed four lives, with Druze fighters clashing with Sunni Bedouin tribes and government forces, despite a ceasefire announced in July. The Syrian interim government struggles to assert control. Hyperlocal Angle: In Sweida, local Druze leaders called for calm, while Damascus saw small protests demanding government accountability. Commentary: The clashes highlight the fragility of Syria’s post-war transition, where sectarian tensions and weak governance threaten stability. Israel’s recent airstrikes in the region, ostensibly to protect Druze communities, add a complex layer to the conflict, risking further escalation.

August 4, 2025, 10:45 PM IST: American Killed in West Bank, US Confirms


The U.S. confirmed the death of an American in the occupied West Bank, amid ongoing Israeli raids following a Hamas-claimed attack that killed three settlers. The incident underscores rising violence in the region. Hyperlocal Angle: In Ramallah, Palestinian communities mourned the loss of two children killed in a related Israeli airstrike, holding vigils to protest the occupation. Commentary: The death of an American citizen could draw greater U.S. attention to the West Bank, where tensions are escalating. It also complicates U.S. mediation efforts in the broader Israeli-Palestinian conflict, as domestic pressure for action grows.

August 4, 2025, 9:45 PM IST: Israeli Minister’s Al-Aqsa Prayer Sparks Outrage, 27 Aid-Seekers Killed in Gaza


Israel’s far-right National Security Minister Itamar Ben-Gvir prayed at the Al-Aqsa mosque compound, violating long-standing agreements and drawing condemnation from Palestinian, Jordanian, and Saudi authorities. Concurrently, 27 Palestinians seeking aid were reportedly killed in Gaza. Hyperlocal Angle: In East Jerusalem, protests erupted near the Damascus Gate, while Gaza’s Khan Younis saw desperate crowds at aid distribution points. Commentary: Ben-Gvir’s provocative act risks inflaming religious tensions, while the deaths of aid-seekers underscore the dire humanitarian crisis in Gaza. These events could derail fragile ceasefire talks, as trust between parties erodes further.

August 4, 2025, 8:45 AM IST: Hamas Rejects Ceasefire, Demands Palestinian Statehood


Hamas rejected Israel’s ceasefire condition to disarm, insisting on a sovereign Palestinian state. The group’s stance, articulated after extensive consultations, has stalled negotiations mediated by Qatar and Egypt. Hyperlocal Angle: In Gaza City, residents expressed mixed sentiments, with some supporting Hamas’s defiance and others yearning for peace. Commentary: Hamas’s position reflects its long-standing goal but risks prolonging the conflict, as Israel’s demands for disarmament and control over Gaza remain non-negotiable. The impasse highlights the deep mistrust that continues to thwart peace efforts.

August 4, 2025, 8:45 PM IST: Macron Condemns Hamas Hostage Video as ‘Cruel’


French President Emmanuel Macron joined global leaders in condemning a Hamas video showing emaciated Israeli hostages, calling it an act of “inhumanity without bounds.” The video has intensified calls for a ceasefire. Hyperlocal Angle: In Paris, pro-Palestinian and pro-Israeli groups held separate demonstrations, with police maintaining a heavy presence to prevent clashes. Commentary: Macron’s strong stance aligns with international outrage but also pressures France to take a more active role in ceasefire talks, especially after its recent pledge to recognize Palestinian statehood at the UN.

August 4, 2025, 4:45 PM IST: Russia and China Launch Joint Naval Exercise in Sea of Japan


In response to U.S. President-elect Trump’s comments on deploying submarines, Russia and China initiated a joint naval exercise in the Sea of Japan, signaling a strengthening military alliance. Hyperlocal Angle: In Vladivostok, local fishermen reported disruptions due to naval activity, while Tokyo saw small protests against the exercises. Commentary: This move underscores Russia’s pivot to Asia amid Western tensions, but it risks escalating regional rivalries, particularly with Japan and the U.S., as geopolitical alignments harden.

August 4, 2025, 3:45 PM IST: Russian Volcano Erupts After 600 Years



The Krasheninnikov volcano in Russia’s Kamchatka Peninsula erupted for the first time in 600 years, spewing ash and raising concerns about air travel safety. Hyperlocal Angle: In Petropavlovsk-Kamchatsky, schools were closed, and residents were advised to stay indoors due to ashfall. Commentary: While a natural spectacle, the eruption adds to Russia’s challenges, as resources may be diverted to manage potential disruptions in a region already strained by geopolitical tensions.

August 4, 2025, 11:45 PM IST: Trump Calls Out Russia’s Nuclear Threats


President-elect Trump dismissed Russian nuclear rhetoric as a bluff, escalating verbal sparring with Moscow. The comments come amid Russia’s joint naval drills with China. Hyperlocal Angle: In Washington, D.C., think tanks hosted urgent briefings on U.S.-Russia relations, reflecting heightened public concern. Commentary: Trump’s provocative stance may rally his base but risks miscalculation, as Russia’s nuclear posturing and alliances with China signal a volatile new phase in global power dynamics.

August 4, 2025, 9:45 PM IST: New Zealand Woman Arrested After Child Found in Luggage


A woman in New Zealand was arrested after a two-year-old was found hidden in luggage, prompting a child welfare investigation. Hyperlocal Angle: In Auckland, community leaders called for increased child protection measures, with local schools offering counseling. Commentary: This shocking incident highlights gaps in social services and raises questions about how such cases go undetected, prompting urgent calls for reform in New Zealand’s welfare system.

August 4, 2025, 10:45 PM IST: Pakistan’s Army Chief Courts Trump


Pakistan’s army chief has initiated outreach to President-elect Trump, seeking to strengthen ties amid shifting U.S. foreign policy priorities. Hyperlocal Angle: In Islamabad, analysts debated the move’s implications for Pakistan’s relations with India and Afghanistan. Commentary: This strategic pivot reflects Pakistan’s attempt to secure U.S. support in a region where China’s influence is growing, but it may complicate delicate regional balances.

August 4, 2025, 11:45 PM IST: Marjorie Taylor Greene Signals GOP Rift


U.S. Representative Marjorie Taylor Greene hinted at breaking with the Republican Party, citing frustrations with its direction. Hyperlocal Angle: In Georgia, her constituents expressed mixed reactions, with some rallying behind her and others calling for party unity. Commentary: Greene’s potential exit could deepen fractures within the GOP, especially as Trump’s influence reshapes the party, potentially impacting its 2026 midterm strategy.

August 4, 2025, 11:45 PM IST: Russia Prepares for ‘Operation Spiderweb’


Russia is reportedly planning a covert operation dubbed “Spiderweb,” raising concerns about disinformation or cyberattacks targeting Western interests. Hyperlocal Angle: In Moscow, tech communities speculated on the operation’s scope, while NATO allies in Brussels heightened cybersecurity measures. Commentary: This development signals Russia’s continued reliance on hybrid warfare, which could destabilize Western democracies at a time when global tensions are already high.

August 4, 2025, 10:45 PM IST: Ancient Greeks and the Beach: A Different Perspective


A PBS feature explores how ancient Greeks viewed beaches not as leisure spots but as liminal spaces tied to mythology and danger. Hyperlocal Angle: In Athens, local historians hosted beachside lectures to connect this narrative to modern Greek tourism. Commentary: This cultural reflection offers a timely reminder of how historical perspectives shape modern experiences, inviting us to reconsider our relationship with natural spaces.
Broader Context and Reflection

This whirlwind of news paints a picture of a world grappling with interconnected crises. From Ukraine’s corruption scandal to the volatile Middle East, where hostage videos and ceasefire rejections fuel distrust, the global order is strained. Natural events like Russia’s volcanic eruption add unpredictability, while political shifts—Trump’s nuclear rhetoric, Pakistan’s outreach, and Greene’s GOP rift—suggest a realignment of power. Cultural stories, like the Pope’s Youth Jubilee and the ancient Greek beach narrative, offer moments of hope and reflection amidst the chaos. Yet, the recurring theme is fragility: of governance, peace, and even human dignity. As local communities from Kyiv to Jerusalem respond with vigils and protests, the world watches, hoping for resolution but bracing for further turbulence. 
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THE INDIA WRAP-UP

So, how are the sectoral news developments across the Nation (India) shaping the business news landscape of the nation ...

News-Commentary: India’s Political, Social, and Cultural Landscape Unraveled – August 4, 2025

India’s news cycle today is a whirlwind of hyperlocal incidents, political sparring, international tensions, and cultural milestones. From a ruckus at Srinagar airport to archaeological discoveries in Kashmir, the stories reflect a nation grappling with internal divisions, global pressures, and moments of progress. Below is a timeline of the latest developments, ordered from the most recent to the oldest, weaving together the threads of these events with commentary on their broader implications.
August 4, 2025, 11:29 PM IST: PM, Amit Shah Meet President Amid Parliament Logjam, Veep Election Announcement
Prime Minister Narendra Modi and Home Minister Amit Shah met President Droupadi Murmu amid a parliamentary deadlock and the impending Vice-Presidential election. The logjam, fueled by opposition protests over issues like the Special Intensive Revision (SIR) of voter rolls, has stalled legislative progress. The meeting signals strategic discussions as the electoral college list for the Vice-Presidential polls is finalized, with the opposition rallying around voter roll disputes to bolster their stance.
Commentary: The timing of this meeting underscores the government’s urgency to navigate the political turbulence. With the Vice-Presidential election looming, the BJP-led NDA is likely consolidating its strategy to ensure a smooth transition, while the opposition’s unified push on voter roll issues hints at a broader electoral battle brewing ahead of state polls.

August 4, 2025, 11:00 PM IST: ‘Not Acceptable for India to…’: Trump Aide Accuses New Delhi of Indirectly Financing Russia-Ukraine Conflict
A senior aide to US President Donald Trump accused India of indirectly financing Russia’s war in Ukraine through continued oil purchases, escalating tensions as Trump’s proposed 25% tariff on Indian goods looms. India has maintained its neutral stance, prioritizing energy security over Western pressure.
Commentary: India’s delicate balancing act in the Russia-Ukraine conflict is under strain. The accusation reflects growing US frustration, but New Delhi’s refusal to halt Russian oil imports highlights its strategic autonomy. This could strain India-US defense ties, especially as India rules out acquiring F-35 jets (see below). The tariff threat risks economic repercussions, potentially shaving GDP growth, as Nomura warned.

August 4, 2025, 11:00 PM IST: Chief Minister Mamata Slams BJP Over ‘Bengali Called Bangladeshi’
West Bengal CM Mamata Banerjee lambasted the BJP after Delhi Police referred to Bengali as a “Bangladeshi language,” accusing the party of linguistic terrorism and insulting Bengali identity. TMC’s Abhishek Banerjee demanded an apology from Home Minister Amit Shah.
Commentary: This controversy taps into deep-seated regional pride and fuels Mamata’s narrative of the BJP’s anti-Bengal bias. The TMC is leveraging this to rally support ahead of elections, but the BJP’s silence risks alienating Bengali voters, a key demographic in West Bengal and beyond.

August 4, 2025, 11:00 PM IST: Condolences Pour In After Death of Sukhi Chahal
The death of Sukhi Chahal, a US-based anti-Khalistan Sikh activist, prompted an outpouring of grief. Community members recalled his impactful media work and advocacy, highlighting his role in fostering unity among Sikhs.
Commentary: Chahal’s passing is a loss for the Sikh diaspora’s efforts to counter extremist narratives. His work bridged communities, and the condolences reflect his influence. This moment could galvanize renewed focus on unity within the diaspora amid rising global tensions.

August 4, 2025, 11:00 PM IST: Oval Downpour Leaves England-India Series on Knife Edge
Rain disrupted the fifth Test at The Oval, leaving the England-India cricket series tied. India’s batting struggled, with Joe Root’s masterclass and Harry Brook’s resilience keeping England in contention. India’s red-ball woes continue, raising questions about Gautam Gambhir’s coaching strategy.
Commentary: India’s inconsistent Test performance, especially after losing key players like Rohit Sharma and Virat Kohli, points to a transitional phase. Gambhir’s aggressive approach is under scrutiny, and the series outcome could shape his tenure. Fans are frustrated, but India’s resilience in the final hour keeps hope alive.

August 4, 2025, 11:00 PM IST: India Threatens Pakistan with Indigenous Missiles If It Makes “Mistake”
India issued a stern warning to Pakistan, threatening retaliation with indigenous missiles following heightened tensions post the Pahalgam terror attack. The rhetoric underscores ongoing friction, with Pakistan suspending the 1972 Simla Agreement.
Commentary: The missile threat escalates an already volatile India-Pakistan dynamic. While India’s indigenous defense capabilities signal self-reliance, the rhetoric risks further destabilizing the region, especially after the Pahalgam attack exposed security vulnerabilities.

August 4, 2025, 11:00 PM IST: Opposition to Step Up Protest; BJP Says SIR Debate Off-Limits
The opposition, led by Congress and RJD, plans to intensify protests over the SIR voter roll revision, alleging it disenfranchises voters. The BJP insists the debate is closed, accusing the opposition of politicizing a routine process.
Commentary: The SIR row is a flashpoint for India’s polarized politics. The opposition’s protests aim to galvanize voters, but the BJP’s dismissal risks escalating tensions. This could shape the narrative for upcoming Bihar and other state elections.

August 4, 2025, 10:00 PM IST: Air India Sees Another Incident as Singapore-Chennai Flight Cancelled
Air India cancelled its Singapore-Chennai flight, adding to its recent operational woes. The cancellation, attributed to unspecified reasons, frustrated passengers and raised concerns about the airline’s reliability.
Commentary: Air India’s recurring disruptions, from crashes to cancellations, spotlight systemic issues in India’s aviation sector. As a flag carrier, its struggles reflect poorly on the country’s infrastructure ambitions, demanding urgent reforms to restore passenger trust.

August 4, 2025, 10:00 PM IST: BRS Rift Resurfaces as MLC Kavitha Alleges Internal Conspiracy
Bharat Rashtra Samithi (BRS) leader K. Kavitha alleged an internal plot behind critical remarks against her, deepening the party’s rift. The controversy threatens BRS’s unity ahead of key Telangana elections.
Commentary: The BRS’s internal discord could weaken its electoral prospects, especially as regional parties face pressure from national giants like BJP and Congress. Kavitha’s allegations suggest a struggle for control, potentially alienating voters seeking stability.

August 4, 2025, 10:00 PM IST: Gurgaon Horror: Wife Plots Husband’s Murder with Lover, 3 Others
In a shocking Gurgaon case, a woman, her lover, and three accomplices were arrested for plotting her husband’s murder. The hyperlocal crime has stunned the community, highlighting rising domestic violence concerns.
Commentary: This chilling incident underscores the underbelly of urban India, where personal disputes can escalate to heinous crimes. Gurgaon’s rapid urbanization often masks such social fractures, necessitating stronger community policing and awareness.

August 4, 2025, 9:00 PM IST: Ancient Idols Unearthed in Kashmir in Major Archaeological Breakthrough
Archaeologists in Kashmir uncovered ancient idols, marking a significant cultural discovery. The find could shed light on the region’s historical and religious heritage, boosting tourism and academic interest.
Commentary: This breakthrough is a rare moment of positivity for Kashmir, often in the news for conflict. The idols could reposition the region as a cultural hub, but careful preservation and inclusive narratives are crucial to avoid political exploitation.

August 4, 2025, 9:00 PM IST: Foundational Learning Improved by Over 20% in ‘Balwadis’ Through Ecce Strategy, Claims PCMC
Pimpri-Chinchwad Municipal Corporation (PCMC) reported a 20% improvement in foundational learning in its ‘balwadis’ (preschools) due to the Early Childhood Care and Education (ECCE) strategy, a hyperlocal success in Pune’s education landscape.
Commentary: This achievement highlights the potential of localized education reforms. Scaling such strategies nationally could address India’s learning crisis, but sustained funding and teacher training are critical for long-term impact.

August 4, 2025, 9:00 PM IST: Chidambaram Accuses ECI of Misusing Powers Amid Voter Addition Row in Tamil Nadu
Congress leader P. Chidambaram accused the Election Commission of India (ECI) of manipulating Tamil Nadu’s voter rolls by adding 6.5 lakh migrant workers, alleging a demographic change bid. The ECI dismissed the claims as baseless, warning against politicization.
Commentary: Chidambaram’s allegations fuel the opposition’s narrative of ECI bias, particularly in opposition strongholds. The poll body’s swift rebuttal aims to protect its credibility, but the controversy could deepen mistrust in electoral processes.

August 4, 2025, 9:00 PM IST: Assam CM Calls Rahul Gandhi ‘Anti-National’
Assam CM Himanta Biswa Sarma branded Congress MP Rahul Gandhi “anti-national” for his remarks on Arun Jaitley and alleged election rigging, accusing him of supporting foreign interests. Gandhi’s claims of a rigged 2024 Lok Sabha election have drawn fierce BJP backlash.
Commentary: Sarma’s sharp rhetoric is a calculated move to discredit Gandhi ahead of key polls. The “anti-national” label escalates personal attacks, but risks polarizing voters further, especially as Gandhi’s voter fraud claims gain traction among opposition supporters.

August 4, 2025, 8:00 PM IST: Srinagar Airport Ruckus: Army Officer Assaults SpiceJet Staff Over Baggage Fee
A senior Army officer allegedly assaulted four SpiceJet employees at Srinagar airport over an excess baggage fee dispute, causing severe injuries, including a spinal fracture. The Army has pledged cooperation with the probe, emphasizing discipline.
Commentary: This incident exposes tensions in civilian-military interactions, particularly in sensitive regions like Kashmir. The Army’s swift response is commendable, but the episode highlights the need for better conflict resolution training at high-stress locations like airports.

August 4, 2025, 7:00 PM IST: Schoolgirl, 13, Forced to Marry Man, 40, in Shocking Ceremony
In a disturbing hyperlocal incident, a 13-year-old girl was forced into marriage with a 40-year-old man, with police inaction sparking outrage. The case underscores persistent challenges in tackling child marriage in India.
Commentary: This shocking case exposes gaps in India’s social and legal frameworks. Despite laws banning child marriage, enforcement remains weak, particularly in rural areas. Public outrage could pressure authorities, but systemic change requires community education and stricter policing.

August 4, 2025, 7:00 PM IST: After PM, Home Minister Amit Shah Meets President Droupadi Murmu
Amit Shah’s meeting with President Murmu, following PM Modi’s, signals intensified efforts to address the parliamentary logjam and Vice-Presidential election preparations. The opposition’s protests over voter rolls continue to dominate discussions.
Commentary: The back-to-back meetings suggest a high-stakes push to break the deadlock and secure political stability. The opposition’s focus on voter rolls could either unify them or expose internal rifts, depending on their ability to sustain momentum.

August 4, 2025, 6:00 PM IST: Tejashwi Yadav SIR Row: EC Asks RJD Leader to Submit EPIC Card for Investigation
The ECI issued a notice to RJD leader Tejashwi Yadav over discrepancies in his voter ID claims, following BJP allegations of dual EPIC numbers. Yadav’s accusation of missing voter names has escalated the SIR controversy in Bihar.
Commentary: The ECI’s notice to Yadav intensifies the voter roll battle, a critical issue for Bihar’s upcoming elections. The BJP’s aggressive push suggests confidence in their electoral strategy, but Yadav’s defiance could rally opposition voters if substantiated.

August 4, 2025, 4:00 PM IST: India Rules Out F-35s as Defense Ties with US Face New Turbulence
India’s decision to exclude F-35 jets from its defense procurement, amid US tariff threats and accusations of financing Russia’s war, signals strained India-US defense ties. New Delhi is prioritizing indigenous defense development.
Commentary: India’s rejection of the F-35 underscores its push for self-reliance in defense, but the timing, amid US tariff threats, suggests a broader recalibration of ties. This could impact joint military exercises and technology transfers, with long-term geopolitical implications.

August 4, 2025, 4:00 PM IST: From Rohit Sharma-Virat Kohli Exit to Oval Losses: Is India’s Red-Ball Slide a Gautam Gambhir Gamble Gone Wrong?
India’s Test cricket struggles, marked by the absence of stalwarts like Rohit Sharma and Virat Kohli, have fueled criticism of coach Gautam Gambhir’s aggressive tactics. The Oval Test’s precarious state adds pressure.
Commentary: The transition to a younger squad was inevitable, but Gambhir’s high-risk strategy is faltering. India’s cricketing pride is at stake, and a series loss could prompt a reevaluation of his leadership approach.

August 4, 2025, 2:00 PM IST: Voter Rolls Glue Opposition Together, Raise Hopes in Vice-President Polls
The opposition’s unified stand on voter roll revisions has strengthened their resolve in the Vice-Presidential election, with Congress and allies leveraging the issue to challenge the BJP’s dominance.
Commentary: The SIR controversy has given the opposition a rare moment of unity, potentially boosting their leverage in the Vice-Presidential race. However, translating this into electoral gains will require concrete evidence and voter mobilization.
Wrap-Up:

Today’s news paints a complex picture of India’s current state—political battles over voter rolls and ECI credibility dominate, while international pressures from the US and Pakistan test India’s strategic resolve. Hyperlocal stories, from Gurgaon’s murder plot to PCMC’s education gains, reflect the nation’s diverse challenges and triumphs. The Srinagar airport incident and Kashmir’s archaeological find highlight the region’s dual narrative of conflict and heritage. As India navigates these turbulent waters, the interplay of local, national, and global dynamics will shape its path forward. The opposition’s protests and the BJP’s counterattacks signal a heated political season, while cultural and sporting developments remind us of India’s resilience and potential.

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THE GUJARAT WRAP-UP

So, now let us have a bird's eye view on how are the news developments across the State of Gujarat in India [which happens to be the home-state of DATELINE GUJARAT (#DLG+2)] is shaping the news landscape of the state, which is one of the economic engines of the nation ...

Gujarat News Roundup: Urban Development, Crime, and Controversies in Focus
August 3, 2025: Gujarat CM Approves Massive Urban Development Funds

Gujarat Chief Minister Bhupendra Patel has greenlit projects worth over Rs 4,000 crore for urban development, signaling a robust push toward infrastructure growth. Gujarat CM approves over Rs 4,000 crore for urban development projects. This move aligns with Patel’s earlier emphasis on a “development marathon,” as he outlined a vision for a greener, cleaner Gujarat. The funding is expected to bolster urban infrastructure, though specifics on project allocation remain sparse. Critics may question the prioritization, given ongoing social and law enforcement challenges in the state.

August 3, 2025: Human Trafficking Racket Busted
In a significant breakthrough, an aide of Bobby Patel, a key figure in a human trafficking racket, was arrested in Gujarat after evading capture for 2.5 years. Human trafficking racket: Bobby Patel’s aide arrested from Gujarat after 2.5 years on the run. This arrest highlights the persistence of organized crime in the region and raises questions about enforcement gaps that allowed the suspect to remain at large for so long.

August 3, 2025: Cabinet Reshuffle Speculation Intensifies
Political circles are abuzz after CM Patel’s meetings with Prime Minister Narendra Modi and BJP President JP Nadda in Delhi. Bhupendra Patel's meets with PM Modi, JP Nadda fuel Gujarat reshuffle buzz. Described by some as a “courtesy visit,” the discussions have fueled speculation of an impending cabinet reshuffle. Gujarat Confidential: ‘Courtesy visit’. A similar report noted Patel’s engagement with PM Modi, further stoking anticipation of political realignments. Patel meets PM amid buzz over Gujarat Cabinet reshuffle. The timing suggests strategic planning ahead of future elections, though no official confirmation has emerged.

August 3, 2025: Gujarat High Court Delivers Life Sentences
The Gujarat High Court sentenced two women to life imprisonment for setting another woman ablaze, a grim reminder of rising violent crimes. Gujarat high court awards life term to two women for setting another ablaze. The verdict underscores the judiciary’s firm stance, but the case also highlights the need for broader societal interventions to address such extreme acts of violence.

August 3, 2025: CM Sets Development and Policing Tone
Patel reiterated his vision for a progressive Gujarat, emphasizing green and clean initiatives. Green, clean, keen: Gujarat chief minister sets stage for development marathon. Simultaneously, he urged police to foster trust with communities, advising them to work compassionately. ‘Poor must trust you are on their side’: In Gandhinagar, Gujarat CM Bhupendra Patel advises police to work with people. This message was echoed earlier, signaling a consistent push for people-centric policing. Common man should trust you are on their side: Gujarat CM advises police to work with people. However, public trust remains strained amid recent controversies.

August 3, 2025: Organ Donations Surge
Gujarat is witnessing a commendable rise in cadaver organ donations, averaging three per week in 2025. In 2025, Gujarat records 3 cadaver organ donations weekly. This milestone reflects growing awareness but also underscores the need for sustained efforts to address organ shortages.

August 2, 2025: Controversial Posters Spark Outrage
Posters sponsored by Gujarat traffic police, warning women against late-night parties to avoid rape, triggered widespread backlash for victim-blaming. ‘Don’t attend late night parties, you could be raped’: Posters sponsored by Gujarat traffic police spark outrage. The police distanced themselves from the campaign, but the damage was done, with the posters removed after criticism. Controversial posters on ‘women’s safety’ taken down after widespread criticism in Gujarat. Other reports highlighted the public’s anger, with NDTV noting the explicit messaging. ‘Don't Party Or You'll Be Raped’ Posters By Traffic Police Spark Backlash In Gujarat. The incident has reignited debates over gender sensitivity in public messaging.

August 2, 2025: Gujarat Police Probe Suspicious Deaths
Gujarat Police launched investigations into two suspicious deaths, days after last rites were performed, raising concerns about delayed forensic processes. In two separate cases, Gujarat Police begins probe after suspicion raised over cause of death – days after last rites. Additionally, a teenager’s death before a habeas corpus hearing has prompted scrutiny of police actions. ‘Forcibly’ separated from her live-in partner, teenager dies two days before habeas corpus hearing; Gujarat Police begins probe. These cases highlight systemic issues in timely investigations.

August 2, 2025: Tragic Suicide Case
A Gujarat teacher, driven by his wife’s alleged affair, killed his two sons and himself, leaving behind an 8-page note, diaries, and video clips. Leaves 8-page note, 2 diaries, 3 video clips: Gujarat teacher kills sons, self over wife’s affair; woman, her lover booked. The incident has shocked the community, spotlighting mental health and domestic issues.

August 2, 2025: Gujarat HC on Jail Reforms and Civil Disputes
The Gujarat High Court called for a compassionate, “ashram-like” atmosphere in jails, urging authorities to prioritize inmate welfare. Ensure ashram-like compassionate atmosphere in jails: Gujarat HC to authority. Separately, the court issued a notice to police over improper summons in a civil dispute, signaling judicial oversight of law enforcement practices. Gujarat high court issues notice police over summons in civil dispute case.

August 1, 2025: NIA Targets D-Company
The National Investigation Agency (NIA) attached properties of a D-Company operative linked to the 2015 murder of BJP leaders in Bharuch. NIA attaches D-Company operative's properties in Gujarat BJP leaders' murder case. A similar report confirmed the action, emphasizing the ongoing crackdown on organized crime. 2015 murder of BJP leaders: NIA attaches properties of ‘D-Company gang member’ in Gujarat’s Bharuch.

August 1, 2025: Midday Meal Centralization
Gujarat plans centralized kitchens for midday meals in government schools to tackle malnutrition, a step toward improving child health outcomes. Soon, centralised kitchens for midday meal in Gujarat government schools to address malnutrition. This initiative could set a model for other states, though implementation challenges remain.

August 1, 2025: Train Derailment and Water Management
A Gujarat-bound express train derailed near Kanpur, with restoration efforts underway. Gujarat-bound express train derails near Kanpur, track restoration work underway. Meanwhile, the Narmada dam opened 15 gates amid heavy inflows, with Gujarat’s reservoirs at 72% capacity. 15 gates of Narmada dam opened as heavy inflow continues, 72% water storage recorded across 207 reservoirs in Gujarat. These developments highlight infrastructure and environmental challenges.

August 1, 2025: Lumpy Virus Outbreak
Gujarat reported 307 lumpy virus cases among cattle in July, with eight deaths across eight districts. Lumpy virus cases among cattle rise in Gujarat: 307 cases across 8 districts in July, 8 dead. This outbreak threatens the state’s livestock economy, necessitating urgent veterinary interventions.

August 1, 2025: Corporate and Economic Updates
Gujarat Ambuja Exports reported a 15.25% decline in net profit for Q1 2025, while Gujarat Themis Biosyn’s profit fell 31.57%. Gujarat Ambuja Exports consolidated net profit declines 15.25% in the June 2025 quarter; Gujarat Themis Biosyn standalone net profit declines 31.57% in the June 2025 quarter. Additionally, Godrej Properties acquired 34 acres in Vadodara, signaling real estate growth. Godrej Properties acquires 34 acres land in Vadodara, Gujarat.

August 1, 2025: Techie Booked for Data Theft
A Gujarat techie was booked for stealing company data and launching a rival firm while working remotely, charged under the BNS and IT Act. Gujarat techie steals company data, launches rival firm while working from home; booked under BNS, IT Act. This case reflects growing concerns over corporate espionage in the digital age.

July 31, 2025: Omar Abdullah’s Gujarat Visit
J&K National Conference leader Omar Abdullah’s visit to the Sardar Sarovar Dam drew praise from PM Modi as a symbol of unity. Omar Abdullah visits Gujarat, PM Modi hails it as message of unity. Abdullah encouraged more Gujarati tourists to visit J&K, promoting cross-state tourism. J&K safe, want more visitors from Gujarat: Omar Abdullah.

July 31, 2025: Digital Arrest Scam
A Gujarat doctor lost Rs 19 crore to a digital arrest scam over 102 days, highlighting the sophistication of cybercrimes. 19 Crore Robbed In 102 Days: Gujarat Doctor's 'Digital Arrest' Nightmare. This case underscores the urgent need for public awareness and stronger cybersecurity measures.

July 31, 2025: Lion Cub Deaths and Tremor
Three lion cubs died in Amreli over three days, prompting tests on nine big cats. 3 Lion Cubs Die In 3 Days In Gujarat's Amreli. Concurrently, a 3.3 magnitude tremor hit Kutch with no reported damage. 3.3 magnitude tremor hits Gujarat’s Kutch; no damage reported. These incidents highlight environmental and wildlife challenges in the state.

July 31, 2025: Free Liver Transplant Success
A teenager received a free liver transplant under Gujarat’s school health program, a beacon of hope for accessible healthcare. Free liver transplant under Gujarat’s school health programme gives new lease of life to teenager. Such initiatives could transform healthcare delivery if scaled effectively.

Commentary: Gujarat is at a crossroads, balancing ambitious urban development and economic growth with pressing social and law enforcement challenges. The Rs 4,000 crore urban push and corporate investments signal economic optimism, but controversies like the victim-blaming posters and rising crime rates—human trafficking, cyber scams, and violent deaths—expose systemic gaps. The judiciary’s active role and Patel’s community-focused policing rhetoric are steps forward, but public trust hinges on tangible outcomes. Meanwhile, environmental concerns, from lumpy virus outbreaks to lion cub deaths, demand urgent attention. Gujarat’s trajectory reflects both potential and peril, requiring nuanced governance to sustain progress. 

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THE WEATHER WRAP-UP

Last, but not least and as important as food, water, clothing and internet the four basic human needs are, is weather, so let us take a look at what are the weather cocks indicating and scan the important headlines across the world in weather space ...

News-Commentary: Global Extreme Weather Events Unfold in August 2025
Extreme weather continues to dominate headlines worldwide, with storms, heatwaves, droughts, and floods disrupting lives and infrastructure. From the United Kingdom to South Korea, Taiwan to Russia, and Canada to Australia, the planet is grappling with a series of intense weather events. Below is a detailed timeline of the latest developments, starting with the most recent, weaving together hyperlocal impacts and commentary on the broader implications of these climate-driven phenomena.
Timeline of Extreme Weather Events (Latest to Oldest)
August 3, 2025, 5:10 PM IST (8 hours ago): Britain to Be Battered by 'Unseasonably Deep' Storm Floris as 'Severe Gales' to Hit in Hours
Source: Daily Star
Storm Floris is bearing down on the United Kingdom, with "severe gales" expected to lash the region within hours. The storm, described as unusually intense for the season, is set to bring gusts of up to 80-90 mph, particularly in northern areas. The Met Office has issued warnings for potential travel disruptions, power outages, and flying debris posing risks to life. Hyperlocally, coastal communities in Scotland, Northern Ireland, and northern England are bracing for the worst, with residents urged to secure outdoor objects and avoid unnecessary travel. This storm underscores the increasing unpredictability of weather patterns, likely exacerbated by climate change, as the UK experiences what should be a milder summer period turning tumultuous.

August 3, 2025, 10:10 PM IST (3 hours ago): Tornado Warning Issued for Southeast Colorado
Source: KKCO 11 News
A tornado warning has been issued for Southeast Colorado, with meteorologists tracking a severe thunderstorm capable of producing tornadoes. The National Weather Service highlighted risks of damaging winds and hail, urging residents to seek shelter immediately. Hyperlocal impacts are significant in rural communities like Lamar and Springfield, where agricultural operations face threats from potential crop and infrastructure damage. This event aligns with a broader pattern of severe storms across the U.S. High Plains, signaling a volatile start to August as weather systems intensify.

August 3, 2025, 9:10 PM IST (4 hours ago): Amber Warning for Storm Floris with Winds of 85mph Feared for Scotland - Rail Firm Warns Passengers Not to Travel Beyond Newcastle
Source: MailOnline
Scotland is on high alert as an amber warning for Storm Floris signals winds up to 85 mph, particularly along exposed coasts and hills. Rail services have issued stark warnings, advising passengers to avoid travel north of Newcastle due to expected disruptions. Hyperlocally, Glasgow and Edinburgh residents are preparing for potential power cuts and road closures, while coastal towns like Aberdeen face risks of coastal flooding. The amber warning reflects the storm’s severity, with the Scottish Transport Secretary emphasizing the need for heightened awareness. This event, coupled with the earlier yellow warning across northern UK, highlights the region’s vulnerability to unseasonal storms, raising questions about infrastructure resilience.

August 3, 2025, 10:10 PM IST (3 hours ago): Heat-Related Death Toll Rises to 19 Amid Extreme Heat Wave in South Korea
Source: AzerNews
South Korea is reeling from a brutal heatwave, with the death toll climbing to 19 as temperatures soar. The extreme heat, with heat index values exceeding 100°F, has strained healthcare systems and prompted warnings for vulnerable populations. Hyperlocally, urban centers like Seoul and Busan are seeing increased hospital admissions for heatstroke, while rural areas face agricultural losses. The heatwave, part of a broader pattern across East Asia, underscores the lethal consequences of prolonged high temperatures, likely intensified by global warming, and highlights the urgent need for adaptive measures like cooling centers.

August 3, 2025, 7:10 PM IST (6 hours ago): Heavy Rain Causes Traffic Disruptions in Central, Southern Taiwan
Source: Focus Taiwan
Heavy rainfall has triggered significant traffic disruptions across central and southern Taiwan, with flooded roads reported in cities like Taichung and Kaohsiung. Hyperlocal impacts include delays in public transport and challenges for commuters in urban areas, while rural regions face risks of landslides. Authorities are urging caution as the rain, linked to a broader weather system, continues to affect the island. This event follows Taiwan’s recent postponement of President Lai’s Americas visit due to a typhoon, signaling a period of heightened weather activity in the region.

August 3, 2025, 7:10 PM IST (6 hours ago): Tornado and Flooding: State of Emergency Introduced in Southern Russia
Source: UNN.ua
Southern Russia has declared a state of emergency following a rare combination of tornadoes and flooding. Heavy rains have inundated communities, damaging homes and infrastructure, while tornadoes have added to the destruction. Hyperlocal reports from Rostov and Krasnodar regions indicate significant disruptions to power and transportation, with rescue operations underway. This extreme weather event, following an 8.8-magnitude earthquake off Russia’s Far East, compounds the region’s challenges, raising concerns about the capacity to respond to multiple simultaneous disasters.

August 3, 2025, 9:10 AM IST (16 hours ago): Nationwide Heavy Rain Expected Starting Sunday in South Korea
South Korea anticipated heavy rainfall starting Sunday, August 3, adding to the strain from the ongoing heatwave. Forecasts warned of potential flash flooding in low-lying areas, particularly in Seoul and Gyeonggi Province. Hyperlocally, urban drainage systems are under scrutiny as authorities prepare for possible inundation. This rainfall, while offering some relief from the heat, poses new risks of flooding, illustrating the complex interplay of extreme weather events in the region.

August 3, 2025, 5:10 PM IST (8 hours ago): Dawson Creek, B.C., Eyes $100M Water Pipeline as Deepening Drought Threatens Drinking Supply
Source: CBC.ca
In British Columbia, Canada, the city of Dawson Creek is grappling with a severe drought, prompting plans for a $100 million water pipeline to secure drinking water. Hyperlocal impacts are acute, with farmers and residents facing water restrictions as reservoirs dwindle. The drought, part of a broader dry spell affecting Western Canada, highlights the long-term challenges of water scarcity in the face of climate change, pushing municipalities to invest in costly infrastructure solutions.

August 3, 2025, 5:10 PM IST (8 hours ago): E Kalimantan Residents Urged to Prepare for Prolonged Drought
Source: Antara News
East Kalimantan, Indonesia, is facing a prolonged drought, with authorities urging residents to conserve water and prepare for potential shortages. Hyperlocal concerns include impacts on agriculture and rural communities, where water access is already limited. The drought, linked to El Niño patterns, underscores the vulnerability of equatorial regions to shifting climate dynamics, with implications for food security and economic stability.

August 3, 2025, 5:10 PM IST (8 hours ago): Storm Floris Live Weather Tracker Map: UK Braces for 80mph Winds and Heavy Rain
Source: Metro.co.uk
A live weather tracker map from Metro.co.uk illustrates the path of Storm Floris, highlighting areas at risk across the UK. The storm’s strongest impacts are expected in Scotland, with 80 mph winds and heavy rain threatening coastal and highland regions. Hyperlocally, communities in the Highlands are preparing for potential coastal flooding, while urban centers like Manchester face risks of transport delays. This detailed tracking emphasizes the importance of real-time data in managing public safety during extreme weather events.

August 3, 2025, 1:10 AM IST (1 day ago): Storm Floris: Weather Expert Pinpoints Worst Hit Irish Areas and Issues "Good News" Update
Source: Irish Mirror
In Ireland, Storm Floris is expected to bring strong winds and heavy rain, with the northwest, including Donegal and Mayo, facing the brunt of the storm. A weather expert provided a "good news" update, noting that the storm’s intensity may ease slightly by Tuesday, offering some relief. Hyperlocally, coastal communities are preparing for potential flooding, while farmers are concerned about crop damage. Ireland’s inclusion in the storm’s path highlights the interconnected weather systems affecting the British Isles, driven by an active Atlantic jet stream.

August 3, 2025, 6:10 AM IST (19 hours ago): Woman Missing, 1500 Emergency Callouts Amid NSW Floods and Snow
New South Wales, Australia, is grappling with severe flooding and unexpected snowfall, leading to 1,500 emergency callouts and a missing woman in the Blue Mountains. Hyperlocal impacts include road closures in Sydney’s suburbs and disruptions to rural communities in the Snowy Mountains. The combination of floods and snow reflects the chaotic weather patterns affecting Australia, likely linked to climate variability, with emergency services stretched thin as they respond to multiple crises.
Commentary: A Global Wake-Up Call
The convergence of these extreme weather events—storms in the UK and Ireland, tornadoes and flooding in the U.S. and Russia, heatwaves in South Korea, heavy rains in Taiwan, droughts in Canada and Indonesia, and floods in Australia—paints a stark picture of a world increasingly battered by climate-driven phenomena. Hyperlocal impacts, from coastal flooding in Scotland to water restrictions in Dawson Creek, reveal the human toll of these events, affecting daily life, economies, and infrastructure. The frequency and intensity of such events, as noted by the Met Office’s records of rising named storms in the UK, point to a broader trend of climate change amplifying weather extremes.

The economic implications are profound, with projects like Dawson Creek’s $100 million pipeline and the emergency responses in Russia and Australia straining public resources. Meanwhile, human costs, such as the 19 heat-related deaths in South Korea and the missing woman in NSW, underscore the urgent need for adaptive measures—cooling centers, robust infrastructure, and early warning systems. The interconnectedness of these events, from an Atlantic jet stream fueling Storm Floris to El Niño-driven droughts in Indonesia, highlights the global nature of the climate crisis.

As communities worldwide brace for these impacts, the need for resilience and preparedness is clear. Governments and individuals must prioritize climate adaptation, from securing water supplies to strengthening infrastructure against storms and floods. These events are not isolated but part of a pattern demanding collective action to mitigate the root causes of climate change while addressing its immediate consequences.
This commentary integrates hyperlocal updates to ground the global narrative in tangible community impacts, while the timeline ensures a clear, chronological presentation of the latest weather-related news.
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Also have a look at the weather forecast in English language from teh Indian Meteorological Department (IMD), the prime Government body engaged in providing reliable weather updates and accurate weather forecasting services in India, which also has its YouTube Channel -  and Website - https://mausam.imd.gov.in

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Past 24 Hours Weather Conditions (August 3, 2025, 01:17 AM IST - August 4, 2025, 01:17 AM IST):

  • South-Pacific (New Zealand - Australia): New Zealand saw cool, partly cloudy conditions with temperatures around 8-12°C (46-54°F) and scattered showers. Australia experienced varied weather; coastal areas like Sydney had mild temperatures of 15-20°C (59-68°F) with rain, while inland regions were drier. Severe weather warnings for damaging winds and surf were issued for Lord Howe Island.
  • Asia: Monsoon rains dominated South Asia, with India facing heavy showers and temperatures of 25-32°C (77-90°F). Southeast Asia, including Thailand, had warm, humid conditions at 28-34°C (82-93°F) with thunderstorms. East Asia, like Japan, saw partly cloudy skies with 26-33°C (79-91°F).
  • EurAsia: Western Russia had mild weather, 15-22°C (59-72°F), with scattered showers. Central regions were cooler, 10-18°C (50-64°F), with cloudy skies.
  • Middle East: Hot and dry conditions prevailed, with temperatures in Saudi Arabia and UAE ranging from 35-42°C (95-108°F). Some areas saw dusty winds.
  • Africa: Northern Africa, including Egypt, was hot at 34-40°C (93-104°F) with clear skies. Sub-Saharan Africa had mixed weather; Nigeria saw rains and 24-30°C (75-86°F).
  • Europe: Western Europe, including Paris, had partly cloudy skies with temperatures of 17-22°C (63-72°F). Northern Europe faced windy conditions with 12-18°C (54-64°F).
  • Latin America: Brazil had warm, humid weather at 25-32°C (77-90°F) with showers in the Amazon. Argentina saw cooler temperatures, 10-16°C (50-61°F).
  • Caribbean: Hot and humid with scattered thunderstorms, temperatures ranged from 27-32°C (81-90°F). Florida tracked potential tropical systems.
  • Northern America (Mexico-US-Canada): Mexico was warm, 25-33°C (77-91°F), with showers in coastal areas. The US had varied conditions; the Northeast saw storms at 24-30°C (75-86°F), while the Southeast was soggy. Canada had cooler weather, 15-22°C (59-72°F), with wildfire smoke affecting air quality.
  • Arctic: Cold and cloudy, with temperatures from -5 to 2°C (23-36°F), and light snow in some areas.
  • Antarctic: Extremely cold, -30 to -15°C (-22 to 5°F), with strong winds and clear skies.
  • India: Monsoon rains continued, with temperatures of 26-33°C (79-91°F). Gujarat saw heavy showers, with temperatures around 27-32°C (81-90°F).
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Next 24 Hours Weather Forecast (August 4, 2025, 01:17 AM IST - August 5, 2025, 01:17 AM IST):
  • South-Pacific (New Zealand - Australia): New Zealand will remain cool, 8-13°C (46-55°F), with showers. Australia expects mild coastal weather, 15-21°C (59-70°F), with rain in the southeast and dry conditions inland.
  • Asia: Continued monsoon rains in South Asia, with India at 25-33°C (77-91°F). Southeast Asia will see thunderstorms at 28-34°C (82-93°F). East Asia remains partly cloudy, 26-32°C (79-90°F).
  • EurAsia: Western Russia will have showers, 14-21°C (57-70°F). Central regions stay cool, 10-17°C (50-63°F).
  • Middle East: Hot and dry, 35-43°C (95-109°F), with potential dust storms in some areas.
  • Africa: Northern Africa remains hot, 34-41°C (93-106°F). Sub-Saharan Africa expects rains, 24-31°C (75-88°F).
  • Europe: Western Europe, including Paris, will be cloudy, 17-23°C (63-73°F). Northern Europe faces windy conditions, 12-19°C (54-66°F), with yellow wind warnings.
  • Latin America: Brazil stays warm, 25-33°C (77-91°F), with showers. Argentina will be cool, 10-17°C (50-63°F).
  • Caribbean: Scattered thunderstorms, 27-33°C (81-91°F), with potential tropical activity in Florida.
  • Northern America (Mexico-US-Canada): Mexico will have showers, 25-34°C (77-93°F). The US expects storms in the Northeast, 24-31°C (75-88°F), and heavy rain in the Southeast. Canada will be cool, 15-23°C (59-73°F), with smoke issues persisting.
  • Arctic: Cold, -5 to 3°C (23-37°F), with light snow possible.
  • Antarctic: Very cold, -30 to -14°C (-22 to 7°F), with clear skies and strong winds.
  • India: Monsoon rains persist, 26-34°C (79-93°F). Gujarat will see heavy showers, 27-33°C (81-91°F).
This summary is based on available global weather data and regional patterns. For precise local forecasts, consult services like AccuWeather or the National Weather Service.

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So, with this THE BUSINESS BUZZ ends here for today, all other news-flashes and business news updates from across the World, India, States, Sectors can be read in INDIA BUSINESS NEWSWIRES and WORLD BUSINESS NEWSWIRES section.  

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HIMANSHU RAMNIKBHAI BHAYANI
https://himanshubhayani.com
Independent Journalist @ #DLG+2
https://datelinegujaratnews.com

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BUSINESS NEWSWIRES

Another slip up by India in the trade pact with the U.K.

There is a dilution of India’s backing of the more effective compulsory licensing to address the high prices of patented medicines

42 minutes ago — The Hindu Business

OPEC+ Agrees To Big Output Hike As Focus Shifts To Its Next Move

OPEC+ will keep its options open regarding another layer of halted output, amounting to about 1.66 million barrels, which currently expires at the end of 2026, three of the delegates said.

1.5 hours ago — Bloomberg Quint

Manipal Hospitals Seeks CCI Nod To Acquire Sahyadri Hospitals For About Rs 6,400 Crore

The Bengaluru-based healthcare major said the acquisition of Sahyadri Hospitals will bring Manipal's total bed count to about 12,000.

3.5 hours ago — Bloomberg Quint

IT Services Hiring Almost Nil In Last 6-7 Quarters; No Demand Pick Up Likely In Q2: Quess Corp

Quess Corp ED and CEO Guruprasad Srinivasan said that demand for technology talents is coming from global capability centres and non-IT companies.

3.5 hours ago — Bloomberg Quint

'Bharat' Taxi Service: Eight Cooperatives Join Hands To Challenge Ola And Uber; Onboard 200 Drivers

Last month, Cooperation Minister Amit Shah had indicated that a cooperative taxi service will be launched by the end of 2025

5.5 hours ago — Bloomberg Quint

Dividend, Stock Split, Bonus Issues This Week: Coal India, Britannia Industries, Hyundai Motor, And More

Dividend, Stock Split, Bonus Issues This Week: Investors eyeing dividend payouts or stock-split benefits must keep a close watch on the dates to ensure eligibility.

5.5 hours ago — Bloomberg Quint

VinFast Opens Largest Showroom In Chennai; Plans 35 Outlets Across India By Year-End

To build a nationwide ecosystem for charging and after-sales service, VinFast has partnered with RoadGrid, myTVS, and Global Assure.

5.5 hours ago — Bloomberg Quint

PNB Poised To Touch Landmark Rs 30 Lakh Crore Total Business By FY26 End, Says MD

Total business of PNB rose by 11.6% to Rs 27.19 crore at the end of the first quarter of the current financial year.

7 hours ago — Bloomberg Quint

Trade Setup For Aug 4: Nifty Finds Support At 24,400–24,500 Levels

On the upside, a move above 24,775 could change sentiment, analysts said.

7 hours ago — Bloomberg Quint

Marico Q1 Preview: Analysts Bullish As Parachute, Saffola Likely To Drive Solid Performance

Marico's revenue is seen climbing 21% in the April-June quarter, as per estimates.

7.5 hours ago — Bloomberg Quint

US Penalty Risk On Russian Oil May Add $9-11 Billion To India's Import Bill

Russian oil, which accounted for less than 0.2% of India's imports before the war, now makes up 35-40% of the country's crude intake.

8 hours ago — Bloomberg Quint

India Hasn’t Given Refiners Directions To Stop Buying Russia Oil

India has maintained its energy purchases are driven by market forces and price.

8.5 hours ago — Bloomberg Quint

ED Arrests Ex-Axis MF Fund Manager In 'Front-Running' Case

A special PMLA court has sent Ex-Axis MF fund manager Viresh Joshi, who was taken into custody on Saturday, to ED custody till Aug 8.

9.5 hours ago — Bloomberg Quint

Decathlon India Eyes Nearly $1 Billion Sales In Next 5 Years With Double-Digit Growth

Decthlon, which currently operates 132 stores in 55 cities across India, plans to expand its retail footprint to over 90 cities by 2030.

10 hours ago — Bloomberg Quint

Godrej Properties On Track To Meet Or Exceed Rs 32,500 Crore Pre-Sales Target For FY26: Pirojsha Godrej

The company's launch pipeline for this fiscal is quite heavy, which will help in meeting the pre-sales target of Rs 32,500 crore easily, said Pirojsha.

10 hours ago — Bloomberg Quint

Nestle India's First-Ever Bonus Issue's Record Date This Week—Details Here

In the last month, Nestle had also issued its final dividend for fiscal 2025 at Rs 10 per equity share.

11 hours ago — Bloomberg Quint

These 10 stocks delivered consistent dividend yields over the last 3 years

SBI Securities data reveals companies consistently rewarding shareholders with dividends. Vedanta leads with a high yield in FY22, while TV Today Network shows a significant payout in FY23. The dividend yields, calculated using July 31st, 2025 closing prices, demonstrate a commitment to returning value to investors across the specified financial years.

11 hours ago — Economic Times

FII long positions lowest in 5 years. Anand James explains how to trade in the week ahead

Indian markets closed July weaker, with FII index futures hitting a five-year low, signaling potential market pain. Experts suggest a cautious outlook for August, citing lower rollover costs for Nifty and Bank Nifty. Bank Nifty faces bearish signals, potentially declining further. Despite PNB Housing Finance's fall, bottom-fishing is risky. Delhivery and ITDCEM are top stock picks, showing bullish reversal signs.

11 hours ago — Economic Times

Ahead of Market: 10 things that will decide stock market action on Monday

Indian markets closed lower on Friday, hit by weak global cues, renewed US trade tariffs, and sustained FII outflows. Sensex fell 586 points and Nifty 203. Global markets also dropped sharply. FMCG stocks offered some defense. Analysts warned of extended correction amid technical weakness and growing caution among investors.

11 hours ago — Economic Times

Trump Tariffs: Textile Ministry To Meet Top Industry Players Next Week, Say Sources

The US is India's largest market for textile and apparel exports, accounting for about 25 per cent of the country's total outbound shipment from the sector.

11.5 hours ago — Bloomberg Quint

Mahindra To Pursue Engineering Actions To Address Rare Earth Magnet Shortage Issue: Group CFO

The company has taken steps to build inventory through alternative sources to take care of the problem, he stated.

12 hours ago — Bloomberg Quint

HCLTech CEO C Vijayakumar Earns $10.85 Million In FY25; More Than TCS, Infosys Heads

The company's board has also approved an over 71% increase in his current remuneration to $18.6 million (about Rs 154 crore) for the next financial year, according to the company's annual report.

12 hours ago — Bloomberg Quint

From global agreements to local action: India’s opportunity to lead the way in VDA governance

India is at the forefront of the Virtual Digital Asset (VDA) revolution but lacks formal regulatory dialogue in Parliament. While global powers move ahead with clear frameworks, India awaits its Discussion Paper. For inclusive digital growth, legislative awareness and cross-party engagement on VDAs are crucial to shaping future tech policy.

12 hours ago — Economic Times

Why Indian investors should look at Silver in 2025: The metal poised for growth

Silver is emerging as an attractive investment option in India, driven by the country's focus on renewable energy and electric vehicles. Increased demand from these sectors, coupled with limited domestic supply, is pushing silver prices upward. Indian investors are exploring silver ETFs, futures, and digital silver, recognizing its potential as an inflation hedge and a valuable industrial commodity.

12 hours ago — Economic Times

Delhi High Court Quashes 'Fraud' Tag On Religare Finvest, Directs Banks To Remove Classification

On July 23, the Reserve Bank of India withdrew all restrictions placed on Religare Finvest under the corrective action plan, marking the end of a more than seven-year-long regulatory curb.

12 hours ago — Bloomberg Quint

I am fully desi now, says Motilal Oswal after buying new Mahindra car

Motilal Oswal, CEO of Motilal Oswal Financial Services, purchases a Mahindra SUV. This action highlights his dedication to Indian products. He previously bought a Tata Safari. Oswal aims to support local manufacturing. He also promotes a minimalist lifestyle. His choices align with the 'Vocal for Local' campaign. This endorsement influences public perception of Indian automakers.

12.5 hours ago — Economic Times

Kalyan Jewellers Eyeing Expansion Through Franchise Model To Reduce Debt

As of June 30, 2025, Kalyan Jewellers' total showrooms across India and the Middle East stood at 406 (Kalyan India - 287, Kalyan Middle East - 36, Kalyan USA - 2, Candere - 81), according to a regulatory filing.

13 hours ago — Bloomberg Quint

Mcap Of Seven Of Top-10 Valued Firms Erodes By Rs 1.35 Lakh Crore; TCS Biggest Laggard

Last week, the BSE benchmark tanked 863.18 points or 1.05 per cent.

13 hours ago — Bloomberg Quint

Market Trading Guide: NALCO, Emami are buy and sell recommendations on Monday. Up to 8% move seen

Indian markets experienced a sharp decline on Friday, influenced by concerns over potential tariffs and selling pressure in export-oriented sectors. Nifty failed to sustain its recovery, breaking below key support levels, indicating further weakness. Analysts recommend selling National Aluminium due to a bearish breakdown and buying Emami, which shows a bullish breakout pattern with strong momentum.

13.5 hours ago — Economic Times

FPIs offload Rs 17,741 crore in July, trend may reverse after trade tensions wane

As foreign portfolio investors (FPIs) became net sellers in the Indian equity market in July, analysts said on Sunday that continuous FPI inflows can be expected once global trade tensions settles.

13.5 hours ago — Economic Times

Q1 Earnings Review: What Brokerages Make Of June-Ended Quarter So Far

Jefferies believes that the June-quarter results season has been better than expected.

13.5 hours ago — Bloomberg Quint

The RSI myth: Does this popular trading indicator actually work?

A 25-year backtest of RSI strategies across Indian indices reveals that long-only approaches yield promising results, particularly the RSI 30-70 reversal method for patient investors. Active traders may find faster RSI strategies beneficial for capital rotation. While not a magic formula, RSI proves useful when integrated into a broader, well-defined trading strategy.

13.5 hours ago — Economic Times

Nifty Weekly Outlook: Reversal confirmed, big moves expected around August 8, says Harshubh Shah

The Indian equity market ended its fifth straight week in the red, with the Nifty50 falling over 1%. July 29 marked a crucial reversal point amid sustained FPI outflows. Technical and time-based signals aligned well, offering trading cues. August 8 and 11 are key for upcoming market direction.

13.5 hours ago — Economic Times

Muted Q1 earnings point to weakening micro: Is the easy money phase over?

At the halfway mark of the earnings season, results from BSE 500 firms show a weak trend. Key sectors like banking and IT report rising stress and slowing growth. Despite robust monsoon hopes and government capex plans, economic recovery appears uneven, urging investors to shift focus to stock-specific opportunities.

14.5 hours ago — Economic Times

ITC Q1FY26 Brokerage Verdict: Cigarette And FMCG Shine While Agri And Paper Business Weigh Down

Brokerages expect the second half of the financial year 2026 to be better on the back of demand recovery and lower raw material cost.

14.5 hours ago — Bloomberg Quint

Top 9 Stocks in Singapore Govt’s India Portfolio that surge up to 60% in FY26 so far

The Government of Singapore (GoS) continues to be a major force among foreign investors in Indian equities. An ETMarkets analysis spotlighted 9 standout stocks from the GoS portfolio that have delivered impressive gains of 25–60% in FY26 so far.

14.5 hours ago — Economic Times

U.S. penalty risk on Russian oil may add $9-11 billion to India's import bill, analyst say

Kpler data shows a notable decline in India's Russian crude imports in July (1.8 million bpd versus 2.1 million bpd in June), aligning with seasonal refinery maintenance and weaker monsoon-driven demand.

15 hours ago — The Hindu Business

PNB Housing Finance, RBL Bank among 10 small-cap stocks where FIIs increased stake in Q1

FIIs boosted holdings in 10 Nifty500 small-cap firms in Q1 FY26, signalling rising confidence in select Indian companies across sectors, with significant stake hikes observed in financial and tech stocks.

15 hours ago — Economic Times

Birla Corp Targets Late Single-Digit Volume Growth In FY26 After Robust Q1 Results

The MP Birla Group flagship expects tailwinds from Q2FY26.

15 hours ago — Bloomberg Quint

8 penny stocks surged 50-150% in just four months, do you own any?

Eight penny stocks have shown remarkable growth in the first four months of FY26. These stocks have surged between 50% and 150%. Avance Technologies and Landmarc Leisure Corporation are among the top performers. These stocks had a market capitalisation below Rs 1,000 crore. They also had a share price under Rs 20.

15.5 hours ago — Economic Times

Arcil Investors to offload 32.57% stake via IPO

Asset Reconstruction Company (India) Ltd (Arcil), India's second-largest ARC, is launching an IPO with existing shareholders selling a 32.57% stake. Avenue Capital Group will significantly reduce its holding, while SBI and a GIC affiliate will also offload shares. Arcil, backed by prominent banks, reported a net profit of Rs 355.31 crore for fiscal year 2025.

15.5 hours ago — Economic Times

Q1 results this week: Bharti Airtel, Trent, BSE, Adani Ports, and LIC among 128 companies to announce earnings

India Inc's Q1 FY26 earnings season is in full swing, with 128 companies set to release their financial results this week. Key companies reporting include DLF, Adani Ports, Bharti Airtel, Lupin, and Bajaj Auto. Investors are keenly watching the performance of Trent, BSE, LIC, Sun TV Network, Titan, and Tata Motors amidst the ongoing earnings announcements.

15.5 hours ago — Economic Times

Buffett’s Berkshire Hit With $3.8 Billion Kraft Heinz Charge

On Saturday, Berkshire marked down the carrying value of its Kraft Heinz investment to $8.4 billion, down from more than $17 billion at the end of 2017.

15.5 hours ago — Bloomberg Quint

IPOs This Week: NSDL, Sri Lotus, Aditya Infotech To List; 11 New Issues Opening

11 new IPOs are set to open during Aug. 4-8 period, including three mainboard issues - Highway Infrastructure Ltd., Knowledge Realty Trust REIT, JSW Cement Ltd.

16 hours ago — Bloomberg Quint

Trump tariff, RBI policy, FII selloff among 5 factors to impact stock market this week

Indian stock markets face a crucial week. Global and domestic factors are creating pressure. These include US tariffs, a strong dollar, and foreign investor selling. Weak corporate earnings also contribute. The Reserve Bank of India's policy decision is keenly awaited. Diplomatic efforts on India-US trade are important. Investors are watching these factors for market direction.

16 hours ago — Economic Times

India-US Trade Deal Developments, RBI Monetary Policy Meet, Q1 Earnings — The Week Ahead

The Reserve Bank of India is set to announce the benchmark interest rate in its Monetary Policy along with the reverse repo rate for the economy on Wednesday.

16.5 hours ago — Bloomberg Quint

More pigs = pricey shuttlecocks?, the art split & more...

A Sunny Side Up edition where we tell you why pigs are pushing up shuttlecock prices, why art sales are sending mixed investment signals and more.

17.5 hours ago — Finshots

India’s logistics cost will be down to less than 10% by December: Gadkari 

The Union Minister virtually lays foundation for 27 road projects and inaugurates two others costing about ₹5,235 crore in Andhra Pradesh

19.5 hours ago — The Hindu Business

How will Trump’s tariffs impact India? | Explained

What are the sectors that will need to rework their export strategies? Why are India’s dealings with Russia under scrutiny? Will the 25% tariff and penalty affect GDP? Why hasn’t a trade deal worked out between the two countries? What are the main areas of contention?

22.5 hours ago — The Hindu Business

India will continue to buy Russian oil, government sources tell NYT

Officials have denied a policy change on Russian oil imports after Donald Trump threatened tariffs on Russian oil buyers

23.5 hours ago — The Hindu Business

 

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