Andrew Ferris, CEO of Ecognosis Advisory, criticised the Feds recent rate cut, warning it may fuel inflation without boosting jobs. He highlighted muted market reaction, ineffective labour impact, and incoherent US tariff policies discouraging investment.

Jaykay Enterprises surged 20% after subsidiary Allen Reinforced Plastics secured a Rs 94.45 crore order from BrahMos Aerospace for composite parts. The diversified group also advanced in healthcare with a CSIO technology transfer for 3D-printed orthopedic implants. Shares closed 14.5% higher, marking 100% gains in a year.

Strong overnight gains have Wall Street poised to open at record highs Thursday following the Federal Reserve's first interest rate cut in nine months.

Indias equity market gains momentum ahead of Diwali, driven by GST cuts, policy shifts, and sectoral trends. Ajay Srivastava highlights opportunities in autos, engineering, healthcare, and new-age firms, while cautioning against high-PE smallcaps, consumer durables, and traditional banks. Growth, differentiation, and tech-driven businesses are key for long-term alpha creation.

The Bank of England maintains interest rates at 4%. Inflation in the UK remains almost double the target. Figures show inflation held steady at 3.8% in August. The bank has been gradually cutting rates since August 2024. Another rate cut is possible in November. Economists are divided due to persistent inflation and wage increases. The situation is complex.

Smaller U.S. defense firms have emerged as standout performers on Wall Street this year, fueled by surging demand for low-cost, next-generation military tech tailored for modern warfare and the Pentagon's pivot toward agile and adaptable combat systems.

India's real estate sector is undergoing a digital transformation, projected to become a multi-trillion dollar market by 2047. Digital real estate allows investors to own fractions of premium properties through online platforms, offering transparency and liquidity. Platforms like Alt DRX simplify the investment process, making property ownership accessible to a wider range of investors.

Deutsche Bank projects gold could hit USD 4,000/oz by 2026, citing supportive macro factors, Fed easing, strong official demand, and weaker dollar, while cautioning on equities, seasonal trends, and US macro improvements.

Deccan Gold Mines Ltd (DGML) shares surged 11% to Rs 137 after reports that Indias first large private gold mine in Andhra Pradesh could begin full-scale production sooner than expected. The Jonnagiri project will add up to 1,000 kg of gold annually, reducing Indias import dependence.

Indian equities closed higher on Wednesday, with the Sensex and Nifty extending gains for a third straight session after the U.S. Federal Reserve trimmed interest rates by 0.25% to support its labour market.

Indias defence technology sector is poised for rapid growth, driven by government indigenisation and private sector participation. Experts predict 23 companies could reach $500 billion market caps in 58 years, supported by collaborations, JVs, and exports. Defence may become a core revenue driver, reshaping Indias corporate landscape.

YES Securities initiated coverage on Waaree Energies and Premier Energies with Buy ratings, citing Indias solar boom. Waarees larger scale, global expansion, and strong order book give it an edge, while Premier focuses on domestic growth and integration.

Niftys sharp 800-point rally has taken it close to 25,500, but experts warn of limited upside at current levels. Rahul Sharma advises profit booking, expects a short-term dip, and highlights Jio Finance and IIFL Finance as strong stock picks.

Ace investor Mukul Mahavir Agarwal has picked up more than 5 lakh shares amounting to Rs 100 crore in midcap multibagger stock Tega Industries following the companys latest fundraise.

SMC Global Securities will meet on September 24, 2025, to discuss its first-ever bonus equity share proposal by capitalizing reserves. If approved, existing shareholders will receive additional shares, enhancing liquidity and rewarding investors. Trading restrictions apply from September 1826 as per insider policies. This move strengthens capital structure without cash outflow.

The stock trades at a rich 310x P/E, making it one of Indias costliest. Analysts advise caution, citing modest profit margins and high debt, recommending investors track performance post-listing before taking fresh positions. Revenue has grown from Rs 69.9 crore in FY23 to Rs 158.9 crore in FY25, with healthy EBITDA margins above 50% and PAT at Rs 1.8 crore.

Mangalam Worldwide Ltd, a stainless-steel manufacturer, has moved to the mainboard of the National Stock Exchange. The transition involves nearly three crore equity shares. Chandragupt Prakash Mangal, Managing Director, sees this as a sign of market confidence. The company believes this move will increase visibility and attract more investors. This aligns with Mangalam Worldwide's plans to grow and increase exports.

KPI Green Energy successfully listed its 670 crore green bond on the NSE, boosting sustainable finance in India. The five-year bond, with an 8.50% coupon rate, is backed by a GuarantCo guarantee, enabling AA+ ratings and attracting institutional investors. Proceeds will fund renewable energy projects, benefiting 210,000 people and reducing emissions by 344,000 tonnes annually.

Indian government bonds experienced a decline, pushing the benchmark yield to 6.50%, influenced by hawkish remarks from Federal Reserve Chair Jerome Powell that overshadowed expectations of rate cuts. This development occurred despite the Federal Reserve's recent interest rate reduction, the first since December, impacting market sentiment and bond performance.

Japanese government bonds remained stable as the Bank of Japan started its policy meeting. The central bank is expected to maintain current interest rates. Comments from Governor Kazuo Ueda will be monitored for clues about future rate adjustments. The BOJ's decision follows the U.S. Federal Reserve's recent rate cut.

Indian government bond yields are poised for a slight dip following hints from the U.S. Federal Reserve about potential rate cuts in 2025. However, hawkish remarks from Fed Chair Jerome Powell may limit this decline. Traders anticipate the 10-year benchmark note to fluctuate between 6.45% and 6.50%.

MatchLog Solutions, an Indian sustainable logistics startup, is expanding into South East Asia. They have opened a Singapore office to serve the region's growing shipping industry. MatchLog aims to leverage its four platforms to improve cargo handling and reduce emissions. The company already partners with major players like Maersk and Hapag-Lloyd in India.

Indian stock market saw significant insider selling in 2025. Promoters and major shareholders sold shares worth Rs 25,500 crore. They bought only Rs 3,860 crore worth of shares. This resulted in net selling of Rs 21,600 crore. Bajaj Finserv led the selling. Jindal Steel Power topped the buying. September also saw notable insider selling in several companies.

Indian markets show strength, driven by robust domestic factors. Financials, metals, and defence sectors attract investor attention. Rahul Shah of MOFSL highlights opportunities in banking, NBFCs, and HFCs. HDFC, ICICI, and SBI are expected to perform well. Dixon Technologies shows promise in manufacturing. Bharat Dynamics and BEL are key defence stocks to watch. Investors focus on structural growth amid volatility.

Urban Company's shares have soared, exceeding expectations after a blockbuster IPO, reaching a 69% gain over the issue price. While analysts suggest booking partial profits, they also highlight the company's strong market position and growth potential. The company recently turned profitable with a net profit of Rs 240 crore in FY25, further fueling investor interest.

Saatvik Green Energy's IPO will open for subscription soon. The IPO includes a fresh issue and an offer-for-sale. Grey market trends indicate a strong debut. Proceeds will fund capacity expansion and debt repayment. The company manufactures solar photovoltaic modules. The IPO reserves shares for various investor categories. Listing is expected on BSE and NSE.

Seshasai Technologies IPO: The firm has set a price band of 402423 per share, targeting to raise 813 crore (480 crore fresh issue + 333 crore OFS). Anchor bidding opens Sept 22; subscription runs Sept 2325, 2025.

iValue Infosolutions IPO opened with 8% subscription on Day 1, supported by 15% retail participation, though institutional bids are yet to flow. The Rs 560 crore offer-for-sale is priced at Rs 284299 per share. Grey market premium at 7% suggests modest listing gains. Analysts recommend subscribing, citing strong OEM partnerships and growth outlook.

Pune's GK Energy, an EPC provider for renewable projects, will launch its IPO tomorrow. The IPO includes a fresh issue of shares and an offer for sale. The company focuses on solar-powered agricultural water pump systems. Proceeds from the IPO will fund working capital and general corporate needs. The company operates in India's growing solar energy sector.

BSE's MD & CEO, Sundararaman Ramamurthy, lauded India's capital market growth under PM Modi, citing a 4.5-fold increase in market capitalization and a tenfold rise in Demat accounts. He highlighted the surge in participation from smaller cities and the average annual market return of 13%.

Chinas central bank has decided to keep its key interest rate unchanged, even after the U.S. Federal Reserve cut rates.

Platinum is emerging as a top performer in 2025, with prices soaring nearly 57% year-to-date. A significant market deficit, driven by declining mine output in South Africa and robust demand from the automotive and jewelry sectors, fuels this rally. Chinese and Indian buyers are increasingly favoring platinum over gold, further boosting demand.

India's data center capacity is projected to quintuple by 2030, driven by surging internet traffic, AI adoption, and data localization. This expansion requires substantial investment, potentially reaching $30 billion in facility capex. While investor enthusiasm is high, challenges like power supply, rising tariffs, and execution risks need careful consideration for long-term success.

Bitcoin rallied nearly 1% to $117,484 as the crypto market digested the US Feds 25-basis-point rate cut. Ethereum and XRP also gained, while BTC tested resistance at $117,800, signaling potential upside toward $120,000 amid cautious trading and sector-specific optimism.

Market expert Vinay Jaising highlights NBFCs and capex-driven infrastructure stocks as key investment opportunities, advising selective exposure to metals and caution on private banks. He emphasises sectors poised to benefit from government spending, festive season demand, and structural growth in lending and capital markets.

Railway stocks have seen gains recently. Some experts believe it's a short-term bounce due to previous underperformance. Others point to order wins as a positive sign. Concerns remain about execution delays and high valuations. Government spending direction is also a factor. Railtel, RVNL and Jupiter Wagons recently received orders. Investors should approach the sector with caution.

The Fed cut rates by 0.25%, its first in nine months, citing inflation and weak jobs. The move impacts mortgages, savings, credit cards, and loans, with gradual consumer relief expected.

Ashi Anand highlights that market growth hinges on private sector capex as government spending plateaus. He also discusses Yes Bank's strategic shift towards retail lending after its crisis, noting the transition is ongoing and its success remains uncertain. Investors are cautiously watching these developments for future market impact.

Euro Pratik Sales IPO: The grey market premium on Euro Pratik Sales IPO has fallen further, easing to 0.4% above the 247 issue price, down from 2.5% on Day 2.

National Commodity and Derivatives Exchange's unlisted shares are experiencing a significant surge. This increase follows Securities and Exchange Board of India's approval for equity products. Investments from prominent figures like Radhakishan Damani and Groww are fueling the rally. NCDEX plans to launch equity and equity derivatives products. Experts predict further price increases after the launch.

Dreamfolks Services shares hit a 5% lower circuit for the second consecutive after the company exited the domestic airport lounges business. The move follows recent contract terminations and signals potential impact on operations and financial performance.

Hyundai Motor Indias shares hit a record, rising 2.3% to Rs 2,711.10 on the NSE, after signing a three-year wage settlement with the United Union of Hyundai Employees (UUHE). The agreement, covering April 2024 to March 2027, includes what the company calls an industry-best salary hike of Rs 31,000 per month, phased in over three years in a 55:25:20 ratio.

Infosys, LTIMindtree, and other Indian IT stocks rose up to 3%, driven by expectations of two additional US Fed rate cuts in 2025. On Wednesday, the Federal Reserve cut its benchmark policy rate by 25 basis points to 4%-4.25%, starting a monetary easing cycle to support a slowing labour market amid elevated inflation.

Prateek Agarwal sees Indian markets balancing tariff uncertainty and GST cuts, with growth-focused sectors like EVs, renewables, defence, and manufacturing offering strong potential. Positive sentiment and resilient domestic flows support cautious optimism

The VMS TMT IPO is a fresh issue of 1.5 crore equity shares, targeting to raise up to Rs 148.5 crore at the top end of its price band. Retail investors can apply for a minimum of 150 shares, with additional bids in multiples, making the minimum investment Rs 14,850 at the highest price.

The US Fed cut rates by 25 bps, starting its first easing cycle of the year to support a slowing labour market. Markets expect multiple cuts through 202526, though the outlook hinges on inflation and growthraising questions for Indian equities.

Shares of Biocon Ltd rose 2% to Rs 361.25 on the BSE after its subsidiary, Biocon Biologics, received U.S. FDA approval for two denosumab biosimilars, Bosaya and Aukelso. The regulator also granted provisional interchangeability for both drugs, allowing pharmacy-level substitution, which could support broader market adoption and strengthen Biocons position in the biosimilars segment.

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