Daily Stock Market News(01-July-2026): ₹1.25L Cr ISM 2.0, Kotak's Mega Deal & EV Policy Boost

#stockmarket #finance #investing #kotakbank #semiconductor #ism2 #evpolicy #atherenergy #olaelectric #fiscaldeficit #kpit #taril #japan #marginbuying #nifty50

Catch today's crucial market updates! The government clears a massive ₹1.25 lakh crore outlay for India Semiconductor Mission (ISM) 2.0. Kotak Mahindra Bank signs a ₹282 crore deal to acquire Deutsche Bank's India retail and wealth business. Meanwhile, Delhi’s new EV Policy triggers a rally in Ather and Ola Electric. We also cover India's widening fiscal deficit, KPIT’s Q1 outlook, TARIL’s ultra-mega order, and Japan's historic leverage surge.

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00:00 Japan's Leverage Trading Surges

03:56 India’s Fiscal Deficit Widens

06:09 Centre Clears ISM 2.0 Outlay

09:04 Kotak to Acquire Deutsche Bank Assets

10:34 KPIT Issues Muted Q1 Outlook

13:26 Delhi’s EV Policy Boosts Stocks

15:24 TARIL Secures Ultra-Mega Order

16:20 Lessons From “The Psychology of Money”