The Economic Times

India's soyoil imports are projected to reach a record high in the upcoming marketing year. Higher soyoil purchases will offset declining sunflower oil shipments due to ongoing global conflicts. Palm oil imports are expected to increase, though its share will fall below fifty percent. Rising incomes are driving overall edible oil demand, which domestic production cannot meet.

Bitcoin climbed above $84,000 as regulatory developments boosted crypto sentiment, including an SEC exemption for tokenized-stock trading and CFTC proposals. Ethereum and major altcoins also gained, while stronger ETF inflows, a short squeeze and improved market liquidity supported the rebound.

India has overtaken Hong Kong to become Asias fourth-largest REIT market, with market value rising 62% to $17.7 billion by March 2026, according to Cushman & Wakefield. New listings, strong office occupancy, GCC demand and rising institutional participation have helped expand the market, which now ranks behind Japan, Singapore and China.

Euro area government bond yields fell Monday as lower oil prices eased inflation concerns. Germanys 10-year Bund yield dropped 4.5 basis points to 3.48%. Investors focused on potential diplomatic progress over Iran and recovering Saudi oil shipments. German regional election gains by far-left and AfD parties had limited market impact.

India is examining details of potential US tariffs on Russian oil buyers, Piyush Goyal says. Washington is increasing pressure on nations still purchasing Russian energy resources. A new US law allows tariffs up to 100% on Russian oil and gas importers. Major buyers like India and China face potential higher duties on their US exports. The legislation takes effect within thirty days, impacting global energy trade.

European shares rose as technology stocks led gains and falling oil prices eased inflation concerns. The STOXX 600 advanced 0.56%, while investors also tracked the upcoming Trump-Xi meeting.

In a transformative move, India is developing an integrated data framework for enhanced information discovery and application. This process consists of five stages focusing on the unification of governmental data, with a strong emphasis on maintaining vital metadata. Establishing uniform definitions and identifiers will bridge various data pools across ministries and states. Evaluating data quality will be pivotal following harmonization.

Shares of textile exporters fell after US President Donald Trump signed a law allowing tariffs of up to 100% on countries buying Russian oil and gas, raising concerns over potential fresh duties on Indian exports. Gokaldas Exports fell nearly 5%, while Indo Count Industries and Vardhman Textiles dropped over 3% each and Arvind declined more than 2%. The US is the largest market for Indias textile and apparel exporters, making them vulnerable to any tariff escalation.

US equity funds saw a fourth consecutive week of outflows as rising oil prices, inflation concerns and expectations of further Federal Reserve rate hikes weighed on investor sentiment. Investors withdrew $31.44 billion, led by large-cap funds, while sector funds attracted fresh money. Bond fund inflows also eased during the week.

Shares of ESDS Software Solutions snapped a three-day falling streak on Monday, hitting a 5% upper circuit at Rs 1,622. After surging 325% post-listing, market analysts advise existing allottees to lock in partial profits while warning fresh investors against chasing the stock at current stretched valuations.

New Zealand and India have finalized a free trade agreement which will take effect next month. This landmark deal opens doors for New Zealand businesses to access India's large consumer market. India will provide duty-free access for one hundred percent of its exports to New Zealand. New Zealand offers market access for seventy percent of its tariff lines to India.

SoftBank Group is raising $11 billion through dollar- and euro-denominated bonds to fund its $10 billion investment in OpenAI, replacing bridge financing and adding debt across multiple maturities.

Despite calling derivatives financial weapons of mass destruction in 2002, Warren Buffett amassed a $40 billion derivatives exposure by 2007. As Indian regulators express growing concern over retail F&O losses exceeding Rs 90,000 crore, Buffett's experience offers crucial risk management lessons for retail option traders.

Tata Group stocks remain volatile amid the Tata Trusts-Tata Sons dispute over N Chandrasekaran's reappointment. Technical analysts highlight key resistance levels and bearish signals for Tata Chemicals, TCS, Tata Motors PV and Tata Investment Corp.

China is slowing humanoid-robot IPO plans as regulators scrutinise soaring valuations and government-linked revenue, pushing companies to demonstrate sustainable commercial demand and stronger evidence of real-world deployment.

The elevated crude oil prices pose a direct threat to India's macroeconomic stability, with retail inflation projected to inch toward the 5.8 to 6.0 per cent mark by next quarter if prices stay elevated, according to Anindya Banerjee, Head - Commodity and Currency, Kotak Securities.

FIIs increased stakes in 14 BSE 500 stocks during the June 2026 quarter, with shares gaining 20% to 75% in less than three months after the quarter-end.

NMDC shares rallied up to 2% on Monday to Rs 80.85 after setting a target to achieve net-zero operational emissions by 2047. Covering Scope 1 and Scope 2 emissions, the roadmap spans three phases focusing on renewable energy, fleet electrification, energy efficiency, and low-carbon logistics to reduce operational emissions by 90%.

Hindustan Aeronautics Ltd (HAL) shares rose on Monday after the company handed over three indigenously developed platforms to the IAF and Pawan Hans. The deliveries included the Dhruv-NG helicopter, LCA Tejas Trainer jets and HTT-40 basic trainer aircraft.

Shares of OFSS fell over 7% while top IT stocks including Infosys, Wipro, and Coforge dropped up to 2% on Monday. The drag comes following reports of Oracle's $18 billion data centre debt pressure and US President Donald Trump extending the $100,000 H-1B visa fee by another year.

Global markets face a busy week as investors track US-China talks, Treasury yields, the UN General Assembly, AI risks and Indonesias rate decision, with geopolitical tensions and monetary policy shaping sentiment.

Microns September 30 earnings will test whether strong AI-driven memory demand can sustain elevated expectations, with investors watching HBM shipments, pricing, margins and growing Chinese competition.

Indian government bonds held their ground on Monday, buoyed by a decline in oil prices that helped mitigate domestic supply issues arising from the RBI's bond sales. The Reserve Bank of India is actively draining liquidity through open market operations. As global central banks indicate further tightening to tackle inflation, traders are forecasting a possible repo rate increase from the RBI in October.

Minneapolis Fed President Neel Kashkari said US inflation remains too high and is broad-based, extending beyond recent energy price increases, with persistent pressures across services and other parts of the economy. His comments highlight the challenge of bringing inflation back to the Feds 2% target.

Pine Labs shares gained after Motilal Oswal initiated coverage with a Buy rating and a Rs 250 target, implying 30% upside. The brokerage sees the merchant commerce platform benefiting from multiple monetisation avenues, with affordability, digital payments and issuing businesses driving growth. DITP is expected to remain its largest revenue contributor.

China and Hong Kong stocks rose on Monday led by technology, healthcare, and property shares. Investors parsed high-level talks between US and Chinese officials in New York ahead of a planned summit between US President Donald Trump and Chinese President Xi Jinping aimed at extending an existing bilateral trade truce.

HEG shares rose sharply on Monday after subsidiary Replus Engitech received a Rs 217.56 crore order from Indus Towers for lithium-ion battery banks. The order is to be executed by March 31, 2027. The development comes as HEG progresses with its demerger into separate graphite electrodes and advanced materials businesses.

In 2026, Reliance Industries has seen a sharp decline of twenty-one percent in its share prices, wiping out an impressive four lakh crore rupees from its market worth. Analysts recommend that investors should be wary and avoid the temptation to buy during this dip, as the company is currently grappling with windfall tax implications and rising concerns regarding a Jio listing.

Indian equities gained in early trade as lower crude prices lifted sentiment, with Sensex rising 0.6% and Nifty 0.2%. Analysts expect volatility to persist amid geopolitical risks, elevated yields and sectoral rotation.

The US economy may be entering a prolonged period of higher interest rates as persistent inflation, government borrowing and massive AI infrastructure investment lift demand for capital. Rising Treasury yields are keeping mortgage and other long-term borrowing costs elevated, even as the Federal Reserve weighs its next moves on short-term rates.

JSW Cement shares gained nearly 2% after Motilal Oswal upgraded the stock to Buy from Neutral, citing strong volume growth, North India expansion, cost efficiencies and an improving medium-term growth outlook.

India's mega IPOs have yielded varied results for investors, with a notable four out of six trading below their initial issue prices, leading to disappointing returns. The upcoming IPO from NSE could encounter similar hurdles, primarily due to its high valuation and earnings that are closely tied to market volumes. Investors are advised to carefully evaluate valuation metrics and derivative dependencies before participating in this significant offering.

Jindal Supreme IPO allotment is expected today after the issue was subscribed 181.07 times. Here is how investors can check allotment status, GMP, listing expectations, issue details and the companys financial performance.

Lenskart Solutions shares fell over 3% to Rs 683 after a massive block deal worth Rs 2,047 crore saw 3.53 crore shares change hands. Platinum Jasmine is likely the seller offloading a 1.7% stake. Despite today's drop, the stock remains up over 58% in 2026.

Gold and silver prices snapped a two-day rally on Monday, dropping on the MCX amid escalating US-Iran geopolitical tensions and central bank rate hikes. Gold dropped Rs 1,331 per 10 grams while silver fell Rs 1,600 per kg. Experts share key trading levels and target prices for both precious metals.

Five NSE F&O stocks recorded a rise of more than 5% in futures open interest on September 18 compared with the previous session. Ather Energy, Waaree Energies, KPIT Technologies, Nestle India and LTM saw notable increases in open interest.

US investors are set to focus on Federal Reserve rate signals, Middle East tensions, oil prices and Treasury yields this week. Attention will also center on Trump-Xi talks, semiconductor trade and growing AI concerns. Technology stocks remain crucial for broader market momentum, while economic data and Fed officials comments may shape expectations.

Goldman Sachs has unveiled a list of five power generation stocks that are set to drive growth in artificial intelligence sectors. These firms are positioned to meet the soaring demand for data center capabilities and infrastructure. Among the highlighted companies are Adani Green Energy and Tata Power, alongside NTPC Green Energy and ACME Solar, with Clean Max Enviro Energy Solutions rounding out the selection.

Four Nifty 200 stocks, including One97 Communications, Supreme Industries, IREDA, and Siemens, closed more than 2% above their Volume-Weighted Average Price on September 18. According to StockEdge data, closing above VWAP indicates that these stocks traded at higher valuations relative to their daily average volume-weighted prices.

The dispute between Tata Trusts and Tata Sons over N Chandrasekarans reappointment escalated, with the matter potentially heading to court. Tata Sons recently approved a fresh five-year extension for Chandrasekaran and began preparations for its IPO, triggering sharp moves in group stocks. However, shares fell on Friday after Tata Trusts chairman Noel Tata challenged the validity of the appointment, objecting to the manner in which the decision was taken.

Welspun Corp shares are in focus after its associate company EPIC secured a Rs 2,000 crore Saudi Aramco order for steel pipes. The stock has surged 232% in 2026, leading the Nifty 500 this year. Earlier this month, Welspun Corp also signed an MoU with Perma-Pipe International Holdings Inc.

Sonaselection India IPO entered its final day of bidding after garnering 90% subscription on Day 2. The issue received bids for 90.52 lakh shares against 1 crore shares on offer, with retail investors subscribing 1.29 times their allotted portion. In the grey market, the IPO is commanding a GMP of around 2%, signalling a modest premium over the issue price, though GMP is unofficial and does not guarantee the listing price.

Recent trends show foreign investors exiting financial services, leading to notable outflows. In contrast, mutual fund chief investment officers highlight banking as a promising large-cap opportunity, citing appealing valuations and robust fundamentals. Although foreign selling is widespread, sectors like healthcare and construction are attracting investments. Experts confidently assert that the current undervaluation of banking creates a strong case for investment.

SS Retail IPO allotment status is likely to be finalised today following a strong 103.30x subscription. Driven by robust retail and institutional interest, the Rs 500 crore issue signals a 35% listing gain with a GMP of Rs 147. Investors can verify share allocation status online via KFintech, BSE, and NSE.

Hero Motors IPO investors await allotment after the Rs 1,000 crore issue was subscribed 6.6 times. Retail, NII and QIB participation stood at 8.23, 9.86 and 1.49 times, respectively. With no current GMP, the stock may see a flat debut on September 23. Investors can check allotment through KFin Technologies, NSE or BSE.

Rajesh Palviya, Head of Research at Axis Direct, believes another US rate hike could tighten global financial conditions, strengthen the dollar and accelerate capital outflows from emerging markets.