Thursday, 3 Sep 2026
Today leans cautious — tape and GIFT diverge
The read as recorded on this date — the same words and numbers that went to subscribers.
Yesterday's thread was whether that foreign buying would hold. It held — foreign investors stayed net buyers. The tape's leaning lower but GIFT Nifty points to a gap-up open. US futures are higher overnight, but Asia's pulling the other way. The thread to watch: whether GIFT's lead holds through the session.
BSE delivery ran 84.8% on Wed 2 Sep, above its one-month norm — but excluding the five most-traded stocks it was in line with its own usual level.
Auto lagged yesterday — the biggest sector move. Nothing in this morning's inputs pulls the same way.
FIIs net bought ₹6,688 cr; DIIs net bought ₹2,813 cr — provisional cash figures for 2 Sep.
Before the market opens — last night's disclosures decoded into plain English, plus today's read. Free, every market morning.