_Markets open today_
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📊 *ECONOMY & POLICY*
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🏦 *Cabinet clears ₹2,690 cr BHAVYA Rasayan Scheme*
Government approves scheme to set up three dedicated Chemical Parks with a $322 million outlay.
Boosts India’s chemicals manufacturing base — watch specialty chemical and fertiliser stocks for beneficiaries.
📎 _Read: IBEF_
https://www.ibef.org/indian-economy-news
🛣️ *Gujarat unveils ₹27,000 cr Shipbuilding Policy 2026*
State launches Shipbuilding and Repair Policy with two new Integrated Mega Shipbuilding Parks planned.
Positive structural tailwind for domestic shipyards and marine-ancillary suppliers over the medium term.
📎 _Read: Business Standard_
🤝 *India sets up task force for 5% global toy trade share by 2032*
Goyal launches SCALE task force and Toy Sector Playbook to boost manufacturing, exports and design capability.
Sector already growing fast (exports +40% in 5 yrs) — a long-horizon story for listed toy/ancillary plays.
📎 _Read: ANI_
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🌍 *GLOBAL & WORLD*
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📉 *Kospi plunges over 7% on China chip-competition fears*
Samsung and SK Hynix both fell more than 7% as a circuit-breaker was triggered; Nikkei also dropped 3.75%.
Read-through risk for Asian tech sentiment and Indian IT/semiconductor-linked stocks at today’s open.
📎 _Read: TradingKey (substituted for BusinessLine, which blocks direct access)_
💻 *Big Tech earnings week: Microsoft, Meta, Apple, Amazon all report*
Microsoft and Meta report Wednesday, Apple and Amazon Thursday, alongside the Fed’s rate decision.
AI-capex scrutiny is intense after Alphabet’s stock fell 7% on higher guidance — a key global sentiment driver this week.
📎 _Read: Forbes_
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_Compiled by InvestoScope · 28 Jul 2026_