Current Events

Rate hikes, elevated oil price can aid the rise

The downside remains open to see more fall

Investors are well aware of the risks, but they have simply decided none are significant enough to force them out of the market.

Nifty enters the week in a corrective, range-bound setup, with 23,000–23,100 emerging as crucial support and 23,500 as the first resistance. Weak momentum indicators and subdued volatility suggest cautious trading. A sustained move above 23,500 could support a rebound, while a break below 23,000 may deepen the correction.

Ashish Kacholia’s portfolio saw strong gains in CY26, with 10 stocks rising up to 181% and four turning multibaggers. Asian Energy Services emerged as his latest portfolio addition in Q1.

Positive momentum in domestic equity markets and forex inflows, however, capped losses in the Indian currency

Ten BSE SmallCap stocks, led by Moneyboxx Finance with a 47% gain, rose in each of the five trading sessions through September 18 despite broader market weakness.

Tata Group stocks witnessed sharp volatility this week as developments around the Tata Sons IPO triggered strong buying and selling. Tata Chemicals led the gains with a 13% rise, while Tata Investment Corp gained 8%. Tata Power, IHCL and Tata Motors Passenger Vehicles also ended higher despite Friday’s sell-off.

Three stocks, including Taal Tech, Midwest Energy and Naturite Agro Products, will turn ex-split next week, with investors needing to buy before their respective record dates.

Tata stocks plummeted on Friday due to opposition from Tata Trusts, who contested the reappointment of N Chandrasekaran as chairman by the Tata Sons board. This leadership tug-of-war has raised concerns among investors, uncertain about its implications for multiple group companies. The potential for Tata Sons to go public remains a pivotal opportunity for stakeholders, with future resolutions between the board and Trusts likely affecting market sentiment.

On a weekly basis, the BSE Sensex declined 0.65%, while the NSE Nifty 50 slipped 0.2%, largely due to Tuesday’s fall

An options volatility tracker has produced a “spike peak” buy signal for stocks for the first time in months, at a time that internal market indicators are negative.

The relief comes as NSE’s ₹22,562-crore IPO is open for subscription

Although the WeWork-branded seats are the core of the business, the company has made strong inroads into the managed vertical, which now accounts for over 20% of the topline

Traders, wholesalers urged to pass on benefit of lower ex-mill prices to consumers

“The higher that yields go — for at least new money — it becomes more enticing to think about putting money into bonds,” one strategist notes.

Sensex, Nifty, Share Prices Highlights: Indian benchmark indices ended mixed on Friday, with the Nifty 50 gaining over 75 points while the Sensex closed marginally lower, as easing crude oil prices provided some relief to domestic equities.

Indian equities ended higher on September 18, led by softer crude prices and supportive Asian cues. Nifty gained 0.31%, while Sensex rose marginally. Midcaps and smallcaps advanced over 1%, volatility eased, and Adani Ports topped Nifty gainers with a 4.94% rise.

The rupee ended at 95.8750 per dollar, up modestly on the day but logged ‌a 0.3% week-on-week fall.

Adani group stocks rallied on Friday after Jefferies highlighted growth prospects across energy, ports and power businesses. Adani Total Gas gained over 12%, while Adani Energy Solutions, Adani Green, Adani Power and Adani Ports advanced following positive brokerage commentary and targets.

Indian stock markets showed divergence as Sensex closed lower and Nifty ended higher. Sharp swings occurred during the closing auction session, impacting both indices significantly. Broader markets, including smallcap and midcap indices, significantly outperformed the benchmarks. Several large-cap stocks experienced declines, while others saw substantial gains. Investor sentiment improved due to easing crude prices and global yields, despite ongoing uncertainties.

Five listed BSE Commodities Index stocks touched fresh 52-week highs on Friday despite the Sensex closing 20 points lower. Bodal Chemicals led gains with a 174% monthly rise, followed by Valiant Organics, West Coast Paper Mills, GOCL Corporation and Neogen Chemicals.

Fresh positions built by participants led to a rise in silver prices, say analysts

Fresh positions by market participants led to a rise in gold’s prices, analysts say

Tata Sons’ potential IPO and internal governance dispute are driving volatility across Tata Group stocks, with Tata Chemicals seeing the sharpest moves. Its 2.5% Tata Sons stake is worth about Rs 30,052 crore, exceeding its market capitalization. Investors expect significant value unlocking, while Tata Trusts’ opposition to Chandrasekaran’s reappointment adds uncertainty around the IPO.

Broader markets surged, with the smallcap index outperforming the midcap index. Nifty IT was the biggest drag, while telecom and consumer durables also traded in the red.

Fourteen stocks held by over 100 mutual fund schemes each surged 60-200% in CY26 through August, with Welspun Corp, Aditya Infotech and Apar Industries among the biggest gainers.

Sensex, Nifty, Share Prices LIVE: Stock to buy today: Five Indian IPOs ​are currently open for subscription, including the National Stock Exchange of India's issue, which was subscribed 0.43 ⁠times on the first day of bidding. As of 9:40 am, Tata ‌Chemicals tumbled as much as ‌7.8%, ⁠while Tata Investment ⁠Corporation fell 3.9%. Tata Motors Passenger Vehicles dropped 2.6% and Tata Power lost 1.4%.

Sensex and Nifty traded higher as crude oil prices eased to around $104 per barrel, while mid- and small-cap indices outperformed. Buying was broad-based outside the IT sector, with analysts identifying opportunities in select large-cap stocks despite elevated global bond yields.

India’s domestic economy is showing resilience despite geopolitical and energy risks, with stronger bank credit, corporate lending and earnings growth. Jefferies’ Chris Wood sees a potential reversal in the AI trade as another catalyst for global investors to refocus on India. He also favours mid- and small-caps, while highlighting domestic flows, gold loans and energy risks as key market drivers.

As of 9:40 am, Tata ‌Chemicals tumbled as much as ‌7.8%, ⁠while Tata Investment ⁠Corporation fell 3.9%. Tata Motors Passenger Vehicles dropped 2.6% and Tata Power lost 1.4%.

In 2026, three smallcap mutual funds delivered remarkable returns exceeding twenty-three percent. Notably, these outstanding funds uniformly included five key stock picks. Acutaas Chemicals and Anand Rathi Wealth stood out as popular choices, complemented by other names like Sky Gold and Diamonds, Syrma SGS Technology, and TD Power Systems. Such investments underscore a strong belief in industrial advancement and the robustness of domestic capital markets.

At 9.59 am on Friday, November Brent oil futures were at $103.85, down by 0.93%, and October crude oil futures on WTI were at $101.28, down by 0.62%

Four NSE F&O stocks recorded an increase of more than 5% in futures open interest on September 17, indicating fresh position-building by traders. PB Fintech led with an 18.36% rise, followed by PNB Housing Finance, Mazagon Dock Shipbuilders and Ather Energy.

Kore Digital shares plunged after Sebi barred the company and key executives from the securities market over alleged financial statement manipulation, non-genuine subsidiaries and diversion of preferential issue proceeds.

Forex analysts said the retreat of crude prices below the $104-per-barrel level from a steep rise earlier this week eased pressure on the Indian currency, even as US bond yields fell from record highs