Alpha Alternatives is launching Anantam Highways Trust, an InvIT, aiming to raise 400 crore. The trust will initially hold seven HAM road projects across multiple states, covering 272 kilometers. This move reflects Alpha Alternatives' diversification into infrastructure, capitalizing on investor demand for yield-generating assets with stable, annuity-based income.

Alphabet's market capitalization soared to $3 trillion on Monday, fueled by AI optimism and a favorable antitrust ruling. The company's Class A and C shares reached record highs, joining Apple, Microsoft, and Nvidia in the trillion-dollar club. A U.S. federal judge allowed Alphabet to retain control of its Chrome browser and Android mobile operating system, boosting investor confidence.

Tesla shares surged nearly 8% on Monday after CEO Elon Musk's $1 billion open market share purchase on Friday, his first since February 2020. The stock's rise, accompanied by high trading volumes, comes amid news of a proposed new pay package for Musk and a class action lawsuit against the company.

Indian markets gained 1.5% weekly, led by auto, banks, and pharma, with Nifty extending its winning streak for the eighth session. Analysts expect consolidation, while experts recommend five stocks with strong bullish setups for near-term upside.

Wall Street indexes opened slightly higher on Monday, setting the stage for a week dominated by the Federal Reserve's policy meeting, while Tesla shares gained following CEO Elon Musk's stock purchase.

Sebi has settled proceedings against Deepak Agrawal, a former Axis MF fund manager, after he paid 85.8 lakh and surrendered over 43,000 mutual fund units. This action follows allegations of violating market norms, including sharing stock tips and divulging sensitive information. Agrawal settled without admitting or denying the charges.

Gold traded slightly weaker on Monday amid profit booking before the US Fed policy outcome. October futures held near 1,09,180 on MCX, with analysts expecting consolidation as rupee weakness supports domestic bullion prices.

Sebi has approved IPOs of six companiesPine Labs, Hero Motors, Canara Robeco AMC, Manipal Payment & Identity Solutions, Orkla India, and Emmvee Photovoltaic Powervia observation letters, enabling them to proceed with fundraising plans.

Indias IPO market is set for a surge, with over a dozen companies eyeing nearly Rs 10,000 crore fundraising in the next fortnight amid strong liquidity, reforms, and investor demand.

Despite Sensex slipping 119 points to 81,785, 11 BSE 500 stocks hit fresh 52-week highs on Monday, signaling bullish momentum and investor confidence across finance, healthcare, and industrial sectors.

Highway tendering remained muted in H1 FY26 due to revised norms and approval delays, but CareEdge expects strong momentum in H2 with over 125 projects identified, despite construction bottlenecks and 710% growth moderation.

Fintech platform CRED is postponing its IPO, deeming itself oo young and prioritizing building a robust financial ecosystem. CEO Kunal Shah aims to deepen relationships with affluent users and expand product offerings, fueled by a recent $75 million Series G fundraise. CRED launched new features including asset tracking, curated fixed deposits, and premium credit cards.

SEBIs tightening of F&O rules, including curbs on weekly expiries, larger contract sizes, and delta-based open interest, aims to reduce speculation. Experts note regulating long-term contracts is complex but crucial for investor protection and calibrated exposure.

Return on Equity (ROE) measures a companys profitability relative to shareholders equity. It shows how effectively management uses invested capital, helping investors assess performance, efficiency, and long-term growth potential compared to industry benchmarks.

Eight NSE midcap companies including GE Vernova T&D, Radico Khaitan, Muthoot Finance, Hero MotoCorp, MCX, Coforge, Kalyan Jewellers and Waaree Energies posted record quarterly profits, each exceeding their previous 10-quarter highs by over 25%.

Indian markets snapped their 8-day winning streak as Nifty and Sensex closed slightly lower, dragged by IT, auto and pharma. Stocks in focus included Anant Raj, RailTel, Vodafone Idea, Sigachi, Shakti Pumps, KRBL and GRSE.

Elon Musk's trust acquired approximately $1 billion in Tesla shares on September 12, as revealed in a regulatory filing. This purchase occurred around the same time Tesla Chair Robyn Denholm discussed Musk's potential trillion-dollar pay package tied to ambitious company goals. Following this news, Tesla shares experienced a significant surge, climbing as much as 7.3% before regular trading commenced.

Nifty Realty has declined 14% in a year, with some stocks falling up to 66%. However, Elara Capital sees turnaround opportunities, identifying seven realty picks with potential upside of up to 85%.

As speculation grows around Sebis upcoming consultation paper that may propose a ban on weekly index expiries, Zerodha founder and CEO Nithin Kamath said a complete ban would make sense from an outsiders perspective. In a post on X, he added he wouldnt be surprised if Sebi tightened rules to make F&O trading harder for retail investors.

The Indian Rupee remained stable on Monday. A weaker dollar provided some support. Importer hedging and weak foreign investment limited gains. India's trade deficit narrowed in August. Trade talks between India and the United States are scheduled. Investors are awaiting central bank decisions from the U.S., Japan, and the UK. The U.S. Federal Reserve's rate decision is the main focus.

Indian equities ended lower on Monday, with the Nifty 50 breaking an eight-session winning streak, as weakness in IT and auto shares dragged benchmarks lower.

India's market regulator has given the green light to fintech firm Pine Labs for its initial public offering. The IPO, potentially valued at $1 billion, aims for a valuation of up to $6 billion. Pine Labs intends to utilize the IPO proceeds for overseas investments, technology development, and debt reduction, as it competes with major players like Paytm and PhonePe.

Axis Securities has picked Bajaj Finance, Lupin, and Mazagon Dock as its top technical bets for the next 34 weeks, citing strong breakouts, bullish momentum, and robust technical setups.

Maharashtra Scooters, a Bajaj Group company, declared a massive interim dividend of Rs 160 per share (1,600% of face value), sending shares up nearly 3% on Monday. The record date is September 22, with payouts expected around October 13, 2025.

Shares of Anant Raj Ltd. surged 13% to Rs 604, emerging as the top gainer on the NSE Smallcap Index, after reports said the government may grant tax exemptions of up to 20 years for data centre developers. The company, which has expanded into data centres and cloud services, also reported strong Q1 earnings growth.

SEBIs new rulescutting mutual fund exit load caps to 3% and reclassifying REITs as equitieswere termed progressive by Anand Rathi Wealths Feroze Azeez, though he stressed their practical impact will differ across funds, assets, and investors.

Indian equities are poised for gains this week, driven by banking and IT sectors, according to Pankaj Pandey. He anticipates Bank Nifty leading the rally, potentially reaching 25,800, despite previous FII selling pressure. Pandey highlights strong growth visibility in the defence sector, with potential 8-10 lakh crore orders in the coming years.

Amazons 10-minute delivery service, Amazon Now, has expanded to Mumbai, adding pressure to quick commerce in India. However, analysts from Emkay, JM Financial, Nomura, and Morgan Stanley believe its entry wont yet intensify competition for players like Eternal (Blinkit) and Swiggy.

Global markets brace for a volatile week as fifteen central banks, including the U.S. Federal Reserve, the Bank of England, the Bank of Japan, and the European Central Bank, are set to announce key policy decisions. The U.S. Federal Reserve is expected to cut rates amidst a cooling labor market, while the ECB is likely to hold steady.

In August 2025, mutual funds invested Rs 70,534 crore in Indian equities, adding 13 key stocks to multiple schemes. Top performers included Eternal, One97 Communications, and Kaynes Technology, while some popular picks like Infosys and Sona BLW faced negative returns, reflecting mixed fiscal-year performance.

With inflation eroding fixed deposit returns, Indian savers are exploring alternatives like government bonds, corporate bonds, and NBFC FDs. A diversified portfolio, balancing risk and return, can significantly outperform traditional FDs. Digital platforms now offer easy access to these fixed-income instruments, empowering investors to achieve better growth without sacrificing safety.

Russia warned European states against seizing its frozen assets after reports the EU considered using billions of dollars in Russian funds to aid Ukraine. Former president Dmitry Medvedev said Moscow would pursue legal and extra-legal actions until the end of the century. Russia claims such moves would be theft and could undermine confidence in European and U.S. bonds and currencies.

Sigachi Industries shares surged ahead of its dividend record date on September 16. The board has recommended a 10% dividend, and trading volumes spiked well above recent averages.

Muthoot Finance, Indias largest gold loan NBFC, has raised USD 600 million through an international bond issuance under its External Commercial Borrowing (ECB) programme. The proceeds will fund lending activities, allowing the company to extend more credit across India. The issuance saw strong global participation, highlighting investor confidence in Muthoot Finances growth strategy and fundamentals.

This week is packed with macro risk events, including rate decisions from the U.S. Federal Reserve, the Bank of England and the Bank of Japan, all of which could help shape investor appetite for euro zone debt.

A report of bids for Rubis from CVC Capital Partners and Trafigura lifted the fuel retailer's shares 6.7% to the top of the STOXX 600 index. The French company is valued at about $3.5 billion.

Kenneth Andrade of Old Bridge Capital remains positive on Indian metals due to cost advantages and capital efficiency. He's cautious about non-discretionary consumer goods, awaiting a litmus test this quarter. The focus fund's 11% cash position stems from inflows, to be deployed in existing sectors like pharma, metals, tech, and auto.

Mumbais redevelopment wave promises thousands of new apartments, largely in the premium segment. While boosting revenues and reshaping the skyline, experts warn affordability is shrinking. Rising luxury supply risks overshadowing affordable housing, leaving middle-class buyers with limited choices.

Vodafone Idea shares surged nearly 7% after the telcos petition challenging DoTs additional AGR dues was reportedly scheduled for a hearing on September 19. The company seeks to quash the Rs 9,450 crore demand, citing duplication and accounting discrepancies, while funding talks continue.

Infosys and other Indian IT shares fell on Monday as investors booked profits after last weeks 4.3% sector rally, spurred by Infosys record Rs 18,000 crore buyback. Rising caution ahead of the US Federal Reserves policy meeting also weighed on sentiment. The Nifty IT index declined 1%, with Infosys slipping 1.6% to Rs 1,501.40.

India's wholesale price index (WPI) inflation saw an increase in August, reaching 0.52 per cent year-on-year, according to Commerce Ministry data. This marks a shift from the -0.58 per cent recorded in the previous August. The rise is attributed to slight increases in the prices of food, mineral oils, crude petroleum, natural gas, and basic metals manufacturing.

Shakti Pumps shares surged after farmers in Maharashtra fully booked the second tranche of solar pumps under the states subsidy scheme. With orders for 22,451 pumps worth 616.30 crore across two tranches, the company is well-positioned to deliver, backed by its strong presence and track record.

Global markets are focused on upcoming central bank actions, especially a possible US Federal Reserve rate cut. Rajeev Agrawal highlighted uncertainty around capital flows and equity valuations. With the Bank of England and Bank of Japan also set to decide, shifting interest rate policies are expected to guide investor sentiment worldwide.

Indian defence stocks continue to attract investor attention amid optimism over long-term sector growth and major deals like the Rafale project. Experts highlight strong order books at HAL, Mazagon Dock, and Cochin Shipyard, while cautioning that near-term valuations may be elevated. Government initiatives like Make in India and Aatmanirbhar Bharat support the structural growth story and indigenous defence production.

Facing sanctions and SWIFT disconnection, Russia turns to barter in foreign trade, reminiscent of the 1990s. Aided by an economy ministry guide, companies swap goods like wheat for Chinese cars, bypassing traditional financial routes. While the scale is unclear, this resurgence reflects de-dollarization and sanctions pressure, with some transactions even facilitating the import of Western goods.

Jaiprakash Toshniwal of LIC MF Asset Management sees a positive turn for Indian stocks. Festive demand and a resilient economy are key factors. He favors IT, banking, and retail NBFCs. He advises caution on overvalued staples. He notes improved conditions in the metals sector. Domestic factors and steady foreign investment should support markets.

Indian government bond yields edged higher, mirroring U.S. Treasury yields and oil price increases, as investors anticipate the Federal Reserve's policy decision. Traders are cautiously awaiting commentary from Fed Chair Jerome Powell to assess the U.S. interest rate path. Market participants also await cues on the Reserve Bank of India's rate easing trajectory for further direction.

Oyo's unlisted shares have surged 26% in the past month amid IPO buzz, outperforming listed peers. This surge is attributed to robust Q1 earnings, potential bonus shares, and aggressive expansion. While analysts are divided on valuation, some anticipate continued revenue growth, supported by industry tailwinds, despite concerns about lower PAT margins compared to industry averages.

SEBIs board didnt announce changes to derivative contracts but plans to release a consultation paper soon. Potential tweaks, such as altering expiries or contract sizes, could impact exchange earnings, especially for BSE, according to a Nuvama report.

Jefferies initiates coverage on Indian spirits firms United Spirits, Radico Khaitan, and Allied Blenders with Buy ratings, citing premiumisation as a key growth driver. Radico is the top pick, while Allied is called a dark horse with potential for a turnaround.