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Lokanath Panda, Chief Operating Officer, BLS E-Services Ltd.

"PMJDY is one of the world's largest financial inclusion programmes, with an estimated 4 billion  transactions taking place every year across the ecosystem. That scale itself reflects how deeply Bharat has been integrated into the formal banking system over the last 12 years. With nearly 59 crore Jan Dhan accounts, the programme has created the basic financial access infrastructure for millions of households.

The next phase, however, has to move beyond account ownership to active financial participation. We are already seeing rural customers use banking touchpoints not only for withdrawals and government benefits, but increasingly for savings, formal credit, insurance and pension products. The real measure of success over the coming decade will be how effectively these accounts improve financial security and economic participation at the last mile."

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Avinash Shekhar, Co-Founder & CEO, Pi42

"Bitcoin is consolidating near the $80,000 mark after touching an intraday high of around $81,280, indicating that buying momentum remains intact despite intermittent profit-booking. The rally is being supported by sustained ETF inflows, a softer dollar, improving regulatory sentiment and concerns around currency debasement. However, the $80,000 to $82,000 zone remains an important test, particularly as markets assess the Federal Reserve's policy outlook and sticky inflation.

Investors should avoid chasing the rally through aggressive positions and consider entering gradually during price corrections. Those already holding Bitcoin may book partial profits while retaining some exposure for a potential move higher. A sustained close above $82,000 could strengthen the case for further upside, while a fall below $78,000 may lead to short-term consolidation."

The Thesis
Wall Street's Nvidia-led surge (Nasdaq 1.6%) hands India a constructive overnight baton as Nifty 500 steadies near 23,482 with DII absorbing FII outflows. Brent near $87 - its steepest weekly fall in months - eases the current account, opening space for a credit revival in private banks and capex plays. The session turns on Warsh's Jackson Hole address: a balanced tone unlocks cyclical rotation; a hawkish surprise keeps the rupee defensive and FIIs sidelined.

Where We're Concentrated
Private banking leads the basket - DII conviction (₹4,977 crore net bought Thursday) and lower crude argue for margin stability and credit-cost relief in two leading franchises. Steel extends the capex read: JSW's domestic order flow is insulated from Hormuz noise while moderating crude removes the import-cost headwind that compressed spreads. Power finance anchors duration: India's electricity-capacity pipeline drives sustained disbursement growth immune to both crude and dollar-rate shocks. The single break-thesis risk is a hawkish Jackson Hole surprise that hardens the rupee and defers FII re-entry.

Conviction Picks
Highest Conviction
JSW Steel Ltd.
Infrastructure order momentum and Brent softening converge to widen domestic steel spreads in a structurally capex-driven quarter.
Kotak Mahindra Bank Ltd.
DII conviction and rate-trajectory clarity favour India's premium private lender as a first mover in a cyclical credit revival.
Axis Bank Ltd.
Improving CASA trajectory and manageable NPA cycle position Axis to outperform in a stable-rate or easing-bias environment.
Adani Enterprises Ltd.
Conglomerate's energy and airport arms benefit directly from Brent moderation and accelerating domestic infrastructure spending.
Power Finance Corporation Ltd.
India's electricity-capacity pipeline ensures sustained disbursement growth, independent of global macro headwinds.
One Thing to Watch
Fed Chair Warsh at Jackson Hole - 10 a.m. ET A balanced or hold signal reopens the FII bid and puts Nifty 500 resistance at 23,700 in play by close; a hawkish lean pins USD/INR near 95.80 and extends the DII-only positioning into next week.

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Riya Sehgal, Research Analyst Delta Exchange

Bitcoin's move back toward $80,000 is increasingly looking like a test of conviction rather than a straightforward breakout. The broader structure remains constructive, with BTC holding above its 4-hour moving average and defending the $79,000 area. However, repeated rejection between $81,000 and $82,400 shows that overhead supply remains significant.
The institutional picture is supportive but deserves nuance. Spot Bitcoin ETFs attracted more than $232 million on August 26, extending a strong run of inflows, while Ethereum ETFs drew nearly $192 million. The following session's Bitcoin ETF flow turned modestly negative, highlighting that institutional demand is improving but not yet a one-way trend. 
Ethereum is also holding above its near-term trend support around $2,480, but needs to clear the $2,520-$2,560 region to establish stronger upside momentum. For now, the bias remains cautiously bullish: a sustained move above $82,400 could open the door to further gains, while losing $79,000 would weaken the near-term structure and increase the probability of a deeper pullback.

Gaurav Udani, Founder -Thincredblu Securities

"Nifty is expected to open slightly lower around 24,100, down nearly 20 points, indicating a cautious start.

The index is now sitting close to an important support zone. 24,000-24,100 will be crucial to hold; a sustained break below 24,000 could increase selling pressure and lead to further downside.

On the upside, 24,300-24,400 remains the immediate resistance range. A decisive move above this zone could bring fresh buying interest and improve the short-term outlook.

With the market continuing to remain volatile and sensitive to global cues, traders should avoid aggressive positions at the open and wait for confirmation around key levels.

For now, 24,000 remains the key level to watch, with a cautious, level-based approach advisable."

Vivid Electromech Limited (NSE: VIVIDEL) has secured a Letter of Intent and purchase orders worth Rs 52.81 crore, excluding taxes, from three companies. The orders cover solar cell manufacturing, solar park and wastewater management projects.

The company will supply LT and HT panels to Cosmic PV Power Limited for its upcoming solar cell manufacturing plant. The order is expected to be executed within four to nine months from the date of issuance of the Letter of Award.

For Bondada Engineering Limited, Vivid Electromech will supply 33kV Outdoor Metal-Clad Switchgear Panels and ICOG Panels for a solar park. The execution timeline for this order is four months.

Imagicaaworld Entertainment Limited shares surged over 19% in today's session to Rs 58.37, reflecting strong investor sentiment and growing confidence in the company's expansion strategy. The momentum comes as the company continues to strengthen its leisure and entertainment portfolio, including the upcoming Hello Park in Hyderabad and its Rs 50 crore investment for a 50% stake in the entity operating Shanku's Water Park in Mehsana, Gujarat. Adding to the positive sentiment, Prabhudas Lilladher has recommended a 'Buy' on the stock with a target price of Rs 62.

Seclore, the enterprise Data Security Intelligence company, today announced an integration between ARMOR DSPM and Glean, the leading enterprise AI platform. ARMOR DSPM uses Glean's contextual data as the foundation for sensitivity classification, gives customers a unified remediation toolkit to act on what's identified, and writes labels directly onto source files where they persist and remain readable by Glean. For Glean customers in financial services, healthcare, legal services, and government, the integration builds on Glean's secure foundation with a faster path to AI-ready data identification and control across their full estate.
 

Domestic funds emerged as the dominant force in India's private credit market in H1 2026, accounting for 74% of total deal value and nearly 79% of deal volume, according to the EY Private Credit Report H1 2026. The market remained resilient during the period, with investments reaching US$3.5 billion across more than 100 transactions above US$10 million, broadly in line with US$3.4 billion recorded in H2 2025. Private credit activity continued to be supported by refinancing, holding company (HoldCo) funding and acquisition financing, despite global macroeconomic uncertainty and market volatility.

As per the EY report, healthcare emerged as the second-largest sector for private credit investments in India by deployment, accounting for 13% of total deal value in H1 2026, second only to real estate. The sector's strong showing reflects growing investor confidence in healthcare businesses that offer stable cash flows, defensive characteristics and scalable growth opportunities.

Nischal Shetty, Founder, WazirX

"Bitcoin maintains market leadership with 59.8% dominance, while Ethereum accounts for 11.2% and other assets 29%.Implied volatility is higher for Ethereum at 59.43, compared with Bitcoin's 43.24, suggesting greater expected ETH price swings ahead.

US markets reflected a risk-on mood, led by a 1.57% rise in the Nasdaq and a 0.72% gain in the S&P 500, while the Dow advanced a modest 0.20%, indicating stronger demand for technology and growth stocks. 

Crypto often benefits when technology stocks rise, volatility declines and investors become more willing to hold higher-risk assets. Bitcoin could receive the first lift, while ETH and major altcoins may outperform if the risk-on mood persists.

Asian markets present a mixed-to-cautious signal for crypto. Japan's Nikkei rose 0.83% and Singapore gained 0.20%, but Hong Kong slipped 0.24%. This suggests that the positive sentiment from US markets has not spread evenly across Asia. Bitcoin may remain relatively resilient, but weaker regional risk appetite could limit momentum in altcoins unless US market strength continues.

BTC's technical outlook remains broadly bullish, with 13 of 15 moving-average indicators showing "Buy". Immediate support is clustered around $76,621 - $77,257, followed by $72,073 - $72,812 and the Ichimoku base near $71,835. Stronger downside support appears between $66,202 and $70,668. The Hull Moving Average indicates resistance around $80,555. A sustained breakout above this level could extend bullish momentum.

Markets are awaiting Fed Chair Kevin Warsh's Jackson Hole address for clarity on interest rates, inflation and liquidity. US inflation remains above target, while GDP growth has slowed, creating a difficult policy balance. A hawkish message could lift Treasury yields and the dollar, creating pressure on equities and crypto. A balanced or dovish tone acknowledging softer employment and tighter financial conditions could improve risk appetite and support Bitcoin and other risk on assets."

"BTC is nearing a key $80K-$82K resistance zone, where almost 8% of BTC's supply was previously acquired. Around 5% of total supply sits near $80K alone, meaning some investors may sell as BTC returns to their entry price, creating additional resistance. Technically, the 50-week moving average near $81,081 is another important level. BTC has traded below it since November 2025, while previous recoveries above this trend line were followed by sustained bullish moves."

Prateek Gupta, Head of Business, Mudrex

"Bitcoin is holding above the $80,000 level after briefly breaking the $81,000 mark. Nvidia's latest quarterly results supported a risk-on sentiment while institutional demand continued to sustain the Bitcoin rally. Spot Bitcoin ETFs logged an eighth straight day of net inflows, bringing the eight-day total to $2.8 billion. While US PCE inflation rose to 3.7% in July, the focus turns to the US Fed Chair Kevin Warsh's first Jackson Hole keynote, scheduled for later today. A dovish signal, indicating comfort with the US Treasury's bond buyback programme and inflation trajectory, could push Bitcoin above $81,000 while a hawkish surprise from Warsh could send prices down to $75,000."

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At the close on Thursday, the total market cap of all BSE Sensex companies stood at Rs 4,91,54,056.