28 C 
Rajesh Kothari, Founder and Managing Director at AlfAccurate Advisors, believes the investment opportunity in India is expanding at the sector and company level. His focus remains on businesses with sustainable growth, strong fundamentals and valuations that make investment sense, rather than simply chasing the next popular theme.
Aditya Khemani, Head of Equities at Invesco Mutual Fund, believes investors need to be particularly selective at this stage. He cautions against confusing strong earnings momentum with business quality, especially when red flags such as weak cash flows or stretched valuations are overlooked. While Indias growing domestic liquidity provides a cushion against sustained FII selling, Khemani says investors should remain focused on fundamentals, reasonable valuations and the long-term economics of businesses rather than simply following the latest market narrative.
$100 crude is an irritant, not a deal-breaker for India: Harsh Gupta Madhusudan
While higher oil could pressure earnings and the rupee, he argues that the impact may be less severe than feared, with Indias growth backdrop, valuations and external balances providing a buffer even as global yields and geopolitical risks remain elevated.
Nifty oversold, IT poised for pullback: Anand James on what traders should do next
Nifty continues to give the feeling of a range trading market, primarily because momentum has been absent on either side.
Oil prices experienced a significant spike on Monday, approaching $108 per barrel, amid rising tensions in the Middle East. Recent attacks on vessels in the Gulf have left global energy markets uneasy, compounded by the closure of a vital Saudi oil pipeline. Experts foresee oil prices potentially climbing to $120 if threats persist, yet a return to $80 is plausible should exports stabilize.
Macquarie completes Maple InvIT stake buyout
Following the transaction, MAM and La Caisse will jointly hold controlling stakes in Maples investment manager and project manager.
Oil prices jump more than $3 after new strikes on Saudi, Strait of Hormuz
Brent crude futures rose $3.62, or 3.46%, to $108.23 per barrel as of 2214 GMT (Sunday). WTI futures rose $3.15, or 3.15%, to $103.20 per barrel
Gold prices dip as oil-driven inflation concerns weigh
Gold prices witnessed a slight decline, primarily driven by surging oil prices, raising inflation worries among traders. With an 86% probability of a US interest rate hike on the horizon, consumer prices saw a notable rise in August, further solidifying expectations of increased rates. As higher interest rates typically reduce gold's allure, other precious metals also faced downturns on Monday.
Is your employer depositing PF every month? Here's how to check, what to do if they're not
Employees should verify that their PF contributions are deposited with the EPFO, as deductions on salary slips don't guarantee deposits. Here's how to check and what to do if monthly deposits are missing.
Dollar steady, yen near 7-month high ahead of Fed, BOJ meetings
The dollar maintained its stability as the yen approached a peak not seen in seven months this week. With key policymakers weighing potential interest rate hikes from both the Federal Reserve and the Bank of Japan, investors are keenly watching for a possible rate increase following the latest consumer price indices. Meanwhile, the European Central Bank has already raised rates and hinted at the likelihood of additional measures.
Oversold Nifty could see a short-term rebound: Analysts
Indian stock indices, Sensex and Nifty, have extended their losing streak for a fifth week. Analysts suggest the indices have entered oversold territory, indicating a potential short-term rebound. Traders are advised to consider specific strategies like a Bull Put Spread for the September 29, 2026 expiry. Several top stocks, including Kotak Mahindra Bank and BHEL, are recommended for buying with defined targets.
One flexi-cap, one mid-cap and one small-cap fund may be enough for diversification, but three schemes do not automatically mean a well-diversified portfolio. Experts explain why investors should check stock overlap, sector exposure and risk before adding more mutual funds.
The Saudi Arabia pipeline attacks just redefined Middle East oil risk
For Middle Eastern oil producers, there are fewer and fewer places to hide from Iranian violence. And because of that, oil prices are almost certain to stay high.
Can SS Retail IPO deliver long-term growth for high-risk investors?
SS Retail plans a
CAS set for a rework: What's up for change
India's securities regulator is reviewing its new closing auction framework. This review follows initial implementation challenges and market participant concerns. Sebi proposes changes to derivatives settlement and market timings. Order cancellation rules are also being tightened to prevent price manipulation. These adjustments aim to improve the robustness of closing price discovery.
SP Group bond yields set to tighten as Tata Sons listing improves repayment visibility
Shapoorji Pallonji bond yields are expected to tighten significantly after the RBI rejected Tata Sons' application. The Reserve Bank of India's decision mandates the listing of Tata Sons, ending regulatory uncertainty. This development provides a clearer path for monetizing the SP group's stake in Tata Sons. Investors who financed the SP group at high yields anticipate improved risk rewards.
Global Market: Asian stocks retreat after AI warnings, oil advances
The Kospi Index
IPO rush continues: Rs 24,500 crore worth of issues to hit primary market this week
The primary market anticipates a busy week with five mainboard and six SME IPOs. NSE's substantial IPO will lead primary market activity, opening on September 17. Several other mainboard offerings and SME IPOs will also open for subscription this week. Ten mainboard companies and four SME firms are scheduled for their stock market debuts. This period marks the highest IPO value since October 2025.
Tata Sons listing could unlock value in Tata group stocks after recent selloff
Tata group stocks may see gains after recent declines. Investors anticipate Tata Sons' upcoming public listing and its impact. Several listed companies hold significant stakes in the group's holding company. These stakes are valued at substantial amounts relative to their market capitalizations. The potential listing is expected to influence the valuation of these group entities.
Bank holiday today: Public and private banks in Mumbai, Bengaluru, Chennai, and Hyderabad among other cities, are closed on 14 September for Ganesh Chaturthi. Net and app services are available for customers.
India's largest commodity exchange, the Multi-Commodity Exchange of India (MCX), will remain closed for the first session (9 am to 5 pm) on Monday. Trading will resume in the evening session between 5 pm and 11:30 pm, as per its website. The National Commodity
Gujarat surges ahead of UP in new investor additions, adds 2.3 lakh in August
Gujarat led the charge in new investor registrations in August, surpassing all other states. It was trailed by Uttar Pradesh and Maharashtra, which also showcased impressive growth in investor numbers both on a monthly and yearly basis. Remarkably, West India spearheaded the rebound in new investor activity, with North India maintaining the largest share of new investors at the national level.
Tanker rates for India-bound tankers double as West Asia crisis deepens
Rates have risen 150% from about $100,000 as Houthi forces seized control of Yemens Mocha port near the Bab el-Mandeb Strait, the people said.
Tata Sons may be valued up to Rs 12.5 lakh cr in IPO
Tata Sons' potential IPO valuation is estimated between
Oil prices jump more than 2% after new strikes on Saudi, Strait of Hormuz
Three flexi-cap funds account for more than half of the category's total AUM. But does their dominance in assets also translate into stronger returns? A comparison of one-year and five-year performance reveals a different picture for investors.
HDFC CEO race: One insider, one outsider in contention for the top job
HDFC Bank has nominated Kaizad Bharucha and an external candidate for the top leadership role. The bank seeks a six-month tenure rule relaxation for Bharucha to complete a full term. Anup Bagchi and K Balasubramanian were strong external contenders for the position. Bharucha offers continuity during the bank's ongoing integration and leadership transition. The external candidate was chosen for experience handling significant business scale and complexity.
Banks seek RBI nod to use new rules for old trade mismatches
Banks want RBI approval to apply new rules for closing old trade deals. These unsettled transactions have accumulated to nearly one lakh crore rupees over time. New regulations, effective October 1, 2026, will empower banks to resolve these cases. This move aims to prevent exporters from facing caution listing for past unsettled trades. RBI deputy governor Rohit Jain will meet bank CEOs this week to discuss the matter.
Two repayment methods, debt avalanche and debt snowball, help borrowers manage multiple loans. Both methods require consistent minimum payments and strategic allocation of extra funds toward one debt.
Debt returns have historically stayed relatively steady over the long term, but the current high-yield environment raises questions for investors. With interest rates on pause and inflation shaping return expectations, heres what investors need to know before assessing debt allocation.
Think before you claim car insurance: You could lose more than you gain; read this to find out
Before claiming car insurance for a repair bill, evaluate potential No Claim Bonus impacts.
AI is changing how consumers research different loans and credit options, but the next shift could go beyond answering questions. Agentic AI may help consumers compare credit options, understand their needs, and take permitted actions.
Adequate coal is available to Punjab's power plants, Coal India Limited (CIL) remains fully committed to ensuring uninterrupted fuel supply for power generation across the country, including in Punjab
Vande Bharat train sweeps across iconic Chenab Bridge in Jammu and Kashmir | Watch stunning video
The Ministry of Railways shared a video of a Vande Bharat train crossing the Chenab Bridge. The bridge forms a crucial part of the Udhampur-Srinagar-Baramulla Rail Link (USBRL), which provides rail connectivity between the Kashmir Valley and the rest of the country.
Wrong ITR form costs trader 26.69 lakh in tax demandITAT gives major relief
The ITAT holds that selecting the incorrect ITR form does not justify taxing the same business income twice
Investors often choose mutual funds or asset classes based on recent returns, but the process should start with the financial goal. Defining the target, timeline, and required amount can help investors choose an appropriate asset allocation and investment products.
Pension Fund Regulatory and Development Authority Chairman S Ramann said the new pension product is expected to release final guidelines soon, with formal launch likely in 30 days. Here's all we know
Chasing an impressive lifestyle can trap individuals in a cycle of debt and expectations. Spending to impress others undermines future savings and creates emotional burdens.
EPFO: What is Form 10C? Documents required for pension benefit claim, explained
Employees Provident Fund: The EPFO provides pension benefits for subscribers with over 10 years of service. Today we explain the use of Form 10C to initiate claims online, withdraw your pension or obtain a scheme certificate.
Nifty 50 is 8.5% below its peak: Should you sell your ETF or index fund holdings now?
The Nifty 50 remains 8.5% below its January 2026 peak despite recovering from its March low. For ETF and index fund investors, the gap raises questions about whether to exit or stay invested. A recent study highlights the risks of missing sharp market recoveries.
Gold and silver prices: Analysts warn of volatility ahead
Fed decision, crude oil, West Asia tensions key driver for gold, silver next week, analysts say
5 lakh health claim rejected over waiting period: Why Mumbai consumer forum backed policyholder
Mumbai consumer forum passed the order in a case involving a 5 lakh health insurance claim for pancreatitis. The commission directed Max Bupa Health Insurance to pay the policyholder's claim after the insurer rejected it by citing a 24-month specific waiting period applicable to pancreatitis
Morgan Housel's The Psychology of Money emphasises the role of behaviour in financial decisions. It also highlights that intelligence alone doesn't ensure financial success.
Indian equities could see a re-rating in H2 FY27 as earnings growth improves and domestic institutional support remains strong. But elevated valuations in parts of the market may require investors to reassess portfolio positioning as the next phase unfolds.
Assam, Arunachal Pradesh, Bihar, Tamil Nadu, Sikkim, West Bengal and more Check full list of states that have announced DA hikes so far, besides payment of DA arrears for employees and pensioners.
Income up to 12.75 lakh? Know whether you pay zero tax on capital gains too under the new tax regime
In the new tax regime, individuals earning up to 12 lakh can enjoy zero income tax, but can capital gains from equity investments also enjoy this benefit? Here's all you need to know.
Tatkal NPS is now available on the BHIM Payments App, offering eligible bank customers a digital route to open an NPS account. The new facility aims to simplify onboarding, KYC, and contributions through a faster process. Here's what users need to know about the new facility.
Mint Explainer: Petrol-run cars are losing buyers, but diesel SUVs arent. Why?
While electric vehicles and CNG-powered cars are gaining acceptance, buyers of large sports utility vehicles (SUVs), in particular, continue to favour diesel.
Indians should control lab-grown diamond ecosystem: Amit Shah
India's gems and jewellery trade with the world spans almost 6,000 years, Shah says
NSE IPO proceeds to aid Oriental Insurance turn corner in FY27: CMD on stake dilution
Oriental Insurance Company Ltd holds 3.52 crore shares in NSE, as of June 30, 2026, out of which about 49.57 lakh shares have been put on offer
Families face diverse financial burdens during delivery, influenced by factors such as insurance, hospital choice and room type. Personal costs vary, underscoring the importance of understanding coverage details and package options.
Karnataka has withheld pensions for 23 lakh beneficiaries as a verification exercise revealed ineligible recipients, including taxpayers and those not meeting age criteria. Details here.
How Warren Buffett's 'big error' may finally be paying off after a decade
Warren Buffetts $37 billion acquisition of Precision Castparts, once acknowledged as an expensive mistake, may finally be paying off. Supply shortages and GE Aerospaces rival acquisition have reportedly lifted Precision Castparts value to about $100 billion.
Oriental Insurance hopes to turn corner in FY27 assisted by NSE stake dilution
Looking ahead, Oriental Insurance Company projects a profitable turnaround by 2026-27, facilitated by a planned stake dilution in the National Stock Exchange through an upcoming IPO. The company plans to offer close to 49.57 lakh shares in this process. Such a move is anticipated to enhance financial stability and liquidity, with subscriptions commencing on September 17, marking a key milestone for the insurer.
SIP investments require careful planning. Investors often make mistakes by chasing past returns or halting contributions during market dips, which undermines benefits like rupee-cost averaging. Here are the mistakes you need to avoid.
EVs, home appliances likely to become pricier as copper price soars
Telecom, infrastructure, construction and agriculture may also bear the brunt, while solar makers and data centres shift to aluminium
Jio Credit could grow its loan book fivefold to around 1.5 lakh crore after Bank of America infuses 18,268 crore for a near-50% stake. The capital is expected by December, after which the lender plans to reassess its products and strategy to accelerate growth.
AI-powered algorithmic trading is becoming increasingly accessible to Indian retail investors, driven by Sebis regulatory framework, trading APIs and zero-code platforms. Arihant Capitals Shruti Jain explains how automation can improve execution, reduce emotional bias and potentially become a mainstream trading habit.
Inside NSE IPO journey: Why India's largest exchange took 10 long years to reach Dalal Street
After nearly a decade of delays, NSE is finally set to enter the public markets with its IPO. The issue will be entirely an offer for sale, allowing existing shareholders to sell their stakes without raising fresh capital for the exchange. From the co-location controversy to the Supreme Court settlement, several regulatory and legal hurdles had delayed NSEs market debut.
Fed decision, inflation, oil may drive markets in holiday-shortened week
The US Fed interest rate decision, domestic inflation data, crude oil prices and development in West Asia would be the major drivers for stock market movement in a holiday-shortened week ahead, analysts said. Equity markets would remain closed on Monday for Ganesh Chaturthi. Globally, developments in the US-Iran conflict and movement in Brent crude will remain critical market drivers. This week will be dominated by the US Federal Reserve's monetary policy decision and commentary on the future path of interest rates, Ajit Mishra, SVP of Research at Religare Broking, said. On the domestic front, August WPI and CPI inflation data, followed by unemployment and balance of trade data, will remain in focus, he said. The immediate focus will be on US inflation and the Federal Reserve's policy decision. The September 11 inflation report showed headline CPI rising 0.4 per cent month-on-month and holding at 3.4 per cent annually, while core inflation increased 0.3 per cent from the previou
Nifty may rebound to 23,800; Rupak De picks Apollo, Laurus Labs and Eternal for the week
Three stocks have emerged as top technical picks for the week, with Apollo, Laurus Labs and Eternal showing positive chart setups. Apollo is expected to move towards Rs 450 after a falling channel breakout, while Laurus Labs could target Rs 2,100 amid a strong uptrend. Eternal also looks poised for a short-term recovery, with a target of Rs 347.
Mutual fund NFOs: 5 new funds will open for subscription this week. Check dates and key details
Five passive index funds from Invesco India, Tata, Kotak and HDFC Mutual Fund will open for subscription this week. The NFOs span chemicals, defence, short-term debt, capital markets and commercial real estate, with minimum investments ranging from Rs 100 to Rs 5,000.
Can Indias new premium grocers succeed where others failed?
A new generation of retailers is betting that changing consumers, a growing supply of Indian brands and smarter sourcing can finally make premium grocery a viable business. But the old problems of scale and execution remain, along with a new onequick commerce.
Loan interest rates, EMIs to rise? Two back-to-back 25 bps repo rate hike from RBI soon?
The RBI is expected to hike the benchmark interest rate by 25 basis points in October and December due to rising crude prices and inflationary pressures. Changes in the repo rate will affect borrowers and depositors. Here's how.
Backlash no bar: Can popular stars thrive despite online trolling?
Experts note that trolling surrounding celebrities doesn't always harm brand value. Brands must discern between harmful negativity and simply polarizing opinions. The focus should be on audience sentiment and engagement to ensure the celebrity aligns positively with the brand's image.
Robust demand, pricing to keep volumes strong for diagnostics sector
Brokerages expect listed diagnostics majors to maintain volume growth through FY27, helped by stable pricing, B2C demand and operating leverage
7 years on, insurer ordered to pay Rs 8.06 cr to Swiss firm subsidiary in fire claim dispute
A consumer commission ordered an insurer to pay over eight crore rupees to Victorinox India. The company's fire insurance claim was unfairly repudiated by the insurance firm. This rejection occurred solely on technical grounds, which the commission deemed unsustainable. The commission found the insurer engaged in unfair trade practices and service deficiency. Victorinox India will receive the claim amount with interest and compensation.
Indian Bank to enter life insurance business, soon to seek board nod
Indian Bank plans to enter life insurance and asset management sectors soon. The bank is seeking board approval for these proposed new ventures. Identifying a strong partner is crucial for accelerating wealth creation efforts. Indian Bank also aims to open a representative office in Dubai. This move will leverage business opportunities from the large Indian diaspora.
Why its getting harder for Tata Sons to resist an IPO
The RBI reportedly rejected Tata Sons
Nifty 50 prediction for the week: Vulnerable to fall more
Resistance can cap the upside in the benchmark indices
SML Ltd weighing IPO within 2 to 3 years, eyes new chemical entity pipeline
Mumbai-based SML Ltd said it is among a handful of Indian companies developing NCEs proprietary new molecules rather than generic formulations with one new molecule expected to reach the market soon and others in the pipeline.
A Mumbai resident's claim for 6.42 lakh in business travel expenses was rejected by the tax department due to payments made with his wife's credit card. Here's what happened next.
FPIs withdraw 13,138 crore from equities in Sep so far amid global uncertainty
The latest outflow comes after Foreign Portfolio Investors (FPIs) turned net buyers in July and August, infusing 20,200 crore and 29,630 crore, respectively
FPIs withdraw Rs 13,138 crore from equities in September so far amid global uncertainty
During the first week of September, a massive outflow of Rs 13,138 crore from Indian equities occurred, marking a stark reversal after foreign investors had previously engaged in net buying during July and August. The pullback can be attributed to global uncertainties, climbing crude oil costs, and rising US bond yields.
Vodafone Idea shares zoom 102% in one year. Is there more steam left after multibagger returns?
Vodafone Idea shares have surged 102% over the past year, prompting investors to reassess whether the rally has further room to run. While Jefferies sees the stock as a high-beta turnaround opportunity and expects it to reach Rs 20, other brokerages remain cautious. With the stock already above most analyst targets, technical indicators suggest further upside, but risks remain.
Russia imports record fuel from India as Ukraine strikes hit refineries
The shipments underscore the impact of a sustained Ukrainian drone campaign against Russia's oil refineries and energy infrastructure
FPIs withdraw 13,138 crore from equities in Sep amid global uncertainty
The latest outflow comes after Foreign Portfolio Investors (FPIs) turned net buyers in July and August, infusing 20,200 crore and 29,630 crore, respectively
SIF AUM tops Rs 31,000 crore in August; hybrid long-short funds account for 69% of inflows
SIFs attracted Rs 7,699 crore in August, up from Rs 4,922 crore in July, taking cumulative inflows since October 2024 to Rs 30,028 crore. Hybrid long-short funds dominated the category, accounting for 69% of total flows.
NCR power plants face strict emissions monitoring as annual pollution season draws near
The seasonal deterioration of air quality in the NCR in winter is caused by low wind speeds and a shallow atmospheric mixing layer, limiting the dispersion of pollutants and increasing the risk of prolonged episodes of poor air quality.
IPO vs NFO explained: What investors should know before making an investment
Mutual fund NFOs may appear attractive at launch, but investors should look beyond aggressive marketing and the Rs 10 offer price. Consider an NFO only if it fills a portfolio gap, after assessing the AMC, fund manager, strategy and comparable existing schemes.
Market Outlook: Can Nifty find its footing as crude, Fed policy drive markets?
Indian equities enter a holiday-shortened week with the Nifty at a crucial support zone after five consecutive weekly declines. The US Fed
International funds led the mutual fund performance chart during September 7-11, with Mirae Asset S&P 500 Top 50 ETF FoF gaining 17.65%. Meanwhile, some schemes declined by up to 4.40%.
'This is the test': All eyes on US Fed to tackle high inflation
The US Federal Reserve goes into a key rate-setting meeting this week with markets expecting policymakers to pull the trigger on a rate hike to tackle persistently high inflation -- and analysts say central bank chief Kevin Warsh's credibility is on the line. In recent weeks, however, several Fed policymakers -- including Warsh himself -- have hinted that if inflation does not show clear signs of slowing, the central bank will have to act by raising interest rates.
Will your minor child's income be clubbed with yours while filing ITR? Know when and how it is taxed
Minors can earn income independently through various means without it being taxed under their parents' income. Here's when and how their income is taxed in different scenarios.
Larry Ellison cancels plan to sell Oracle stock worth up to $7.5 billion
Larry Ellison has scrapped his strategy to unload up to fifty million shares of Oracle. No shares have been sold under this plan, and there are currently no further sales anticipated. Despite exceeding Wall Street forecasts in their recent quarterly results, Oracle's stock has dipped this year due to investor worries about future capital expenditures. Analysts caution that a recovery in cash flow is still a distant goal.
The projects approved in Barabanki, Lucknow, Varanasi, Ghaziabad, Gautam Buddh Nagar and Agra will lead to the construction of 4,724 residential and commercial units, according to a statement issued by RERA.
Banks will remain closed on four days between September 14 and 20, 2026, although the closures vary by location. Here is the RBI holiday calendar-based list for customers planning branch visits this week.
Indian investors are overpaying for foreign ETFs. Beware the risks.u
Foreign investment limits and a new Sebi price-band rule have sent international ETF market prices soaring above their intrinsic NAVs, leaving buyers exposed if artificial premiums collapse.
Hybrid home loans offer rate certainty, but read the fine print
With the repo rate at 5.25%, hybrid home loans offer borrowers a way to lock in EMI certainty, but the premium can make floating rates the better bet.
Nagaland govt examining delays in pension, other retirement benefits Here's what could change
The Nagaland government has formed a committee to address pension delays and digitise the process, Chief Minister Neiphiu Rio informed the state Assembly. He noted issues stem from procedural non-compliance and inadequate guidance for retirees.
