_Markets open today_
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📊 *ECONOMY & POLICY*
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💻 *Mobile exports up 165x in a decade to ₹2.59L cr*
Govt told Parliament mobile phone exports jumped from ₹1,500 cr (2014-15) to ₹2.59 lakh crore in 2025-26, with production up 33x on the back of PLI incentives.
Electronics manufacturing overall grew nearly 7x in the same window — a structural story for India’s export mix.
📎 _Read: ANI_
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🏢 *COMPANIES*
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💰 *Q1 season peaks: ~89 firms report today*
Swiggy, Tata Steel, Hyundai Motor India, M&M, Vedanta, Bajaj Finance, Mankind Pharma and Torrent Pharma headline a packed results calendar.
A heavy swing day for sentiment given how thin the market’s patience has been this earnings season.
📎 _Read: SP Tulsian_
https://www.sptulsian.com/f/result-calendar
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🌍 *GLOBAL & WORLD*
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🔥 *Aramco shuts Jazan refinery after Houthi strike*
The 400,000 bpd Saudi plant went offline after a Houthi attack, removing a major diesel/gasoil export source even as crude itself eased; US retail diesel is near record highs.
Refining-margin stress like this feeds into India’s fuel import costs independent of where crude trades.
📎 _Read: TheStreet_
https://www.thestreet.com/markets/jazan-refinery-attack-diesel-prices
🏦 *Fed holds rates, but split vote flags inflation unease*
The FOMC voted 9-3 to hold rates at 3.5–3.75%, the first three-way same-direction dissent since 2016 as three regional presidents pushed for a hike instead.
Nasdaq 100 has slid into a technical correction (-11% from its high) on the same AI-spend and rate-uncertainty mix, even as Microsoft posted its strongest cloud growth in four years.
📎 _Read: CNBC_
https://www.cnbc.com/2026/07/29/fed-rate-decision-july-2026.html
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_Compiled by InvestoScope · 30 Jul 2026_