Aug 2026
HSBC / S&P GlobalManufacturing PMI
52.8
Five-year low. Still expanding. Employment fell for the first time in 30 months.
Markets
Shares, gold, oil, the rupee — today.
This is the live tape. Use it beside Compare — not instead of it.
Factor tape
Sectors, today
Banks
——
Information Tech
——
Automobiles
——
Pharma
——
FMCG
——
Energy
——
Metals
——
Realty
——
NSE
Nifty, twelve months
Live series loading…
USD / INR
The external price
Live series loading…
Green is a stronger rupee (fewer rupees per dollar).
Imported tape
FX and commodities
USD / INR
—
—EUR / INR
—
—GBP / INR
—
—Brent crude
—
—WTI crude
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—Gold (COMEX)
—
—Silver (COMEX)
—
—Copper
—
—22K gold · ₹ / 10 g
—
COMEX × USD/INR × 0.916 fineness. Jewellery premia and making charges sit on top.
Silver · ₹ / kg
—
Same conversion, no fineness haircut. Wholesale, not retail.
Nifty heavyweights
The micro tape
| Company | Sector | Last | Day | 3m | |
|---|---|---|---|---|---|
| Reliance Industries | Energy | — | — | ||
| HDFC Bank | Banks | — | — | ||
| Bharti Airtel | Telecom | — | — | ||
| TCS | IT | — | — | ||
| ICICI Bank | Banks | — | — | ||
| State Bank of India | Banks | — | — | ||
| Infosys | IT | — | — | ||
| Hindustan Unilever | FMCG | — | — | ||
| ITC | FMCG | — | — | ||
| Larsen & Toubro | Infra | — | — | ||
| Bajaj Finance | NBFC | — | — | ||
| Mahindra & Mahindra | Auto | — | — | ||
| Maruti Suzuki | Auto | — | — | ||
| Sun Pharma | Pharma | — | — | ||
| Titan | Consumer | — | — | ||
| NTPC | Power | — | — | ||
| Tata Steel | Metals | — | — | ||
| Adani Enterprises | Conglomerate | — | — | ||
| Axis Bank | Banks | — | — | ||
| Kotak Mahindra Bank | Banks | — | — | ||
| HCL Tech | IT | — | — | ||
| UltraTech Cement | Cement | — | — | ||
| ONGC | Energy | — | — | ||
| Nestlé India | FMCG | — | — |
The real economy
Credit, factories, rails
Aug 2026
HSBC / S&P GlobalComposite PMI
54.5
Services pulled the private sector off a 53-month low of 53.3 in July.
Jan 2026
MoSPIIIP
4.8%
Down from 7.8% in December. The industrial print is the lagging one on this desk.
Q1 FY27
RBI / ReutersBank credit
18.3%
Fastest pace in more than a decade. Watch unsecured and NBFC plumbing.
Feb 2026
NPCIUPI volumes
20.4 bn
Off a 21.7 bn January record. The rails are still the story.
1 Sep 2026
Secondary market10Y G-sec
6.95%
+11 bp on the month, +36 bp YoY. Growth surprise is doing some of this.
Household transmission
How the tape hits the kitchen
Crude → pump
Brent is the imported inflation that Delhi does not fully pass through. A $10 move in Brent is the household fuel conversation with a lag — and a political filter.
Dollar → kitchen
Edible oil, electronics, and coal ride USD/INR. A rupee at 95 is a silent tax on the urban basket even when CPI looks tame.
Bullion → savings
Gold is still the household central bank. We convert COMEX into 22K ₹/10g so the jewellery counter and the macro desk speak the same language.