Indian equity markets show cautious optimism amid global and domestic triggers. Chakri Lokapriya highlights falling INR, FII selling, and tariff uncertainty but points to fair valuations at 19–20x FY27 earnings. He stresses GST reforms as a structural positive that could drive earnings upgrades, boost demand, and attract fresh FII inflows.Read More

Tata Steel shares surged to their 52-week high on Monday, banking on strong sector tailwinds, including India’s extended safeguard duty, China’s production curbs, and positive brokerage views. Morgan Stanley upgraded the stock to Overweight with a Rs 200 target, citing favourable demand and pricing trends.Read More

Despite a GST rate cut lifting sentiment, FIIs remain cautious on Indian equities, says InCred Capital’s Pramod Amthe, stressing earnings as the key trigger. He sees opportunities in autos, financials, and consumer discretionary, with high-conviction picks like Maruti, Bajaj Auto, Bajaj Finance, Shriram Transport, and TCPL Packaging.Read More

Urban Company’s Rs 1,900 crore IPO opens for subscription on September 10, with a three-day window closing on September 12. The issue comprises a fresh issue of Rs 472 crore and an offer-for-sale of Rs 1,428 crore, priced at Rs 98–103 per share. Grey market interest is strong, trading at a 26.7% premium over the...Read More

Apollo Micro Systems shares fell sharply on Monday amid profit booking after a strong rally of 62% in the past month and 175% over the last year. The stock remains technically bullish, trading above most key SMAs, with an RSI signalling short-term overbought conditions.Read More

Urban Company’s IPO is generating significant buzz, reflected in a soaring grey market premium indicating potential listing gains. Despite seemingly high valuations, investors are drawn to the company’s strong financials, brand recognition, and the growth potential of the underpenetrated home services market. The IPO opens on September 10, presenting an opportunity for long-term investors.Read More

With a price target of Rs 3,900, the domestic brokerage forecasts an upside potential of over 16% from the last closing price of Rs 3,353 per share on the NSE. CEAT shares have rallied 30% in the last six months.Read More

Swiggy’s stock receives a ‘buy’ rating from Nomura, setting a target price of Rs 550, citing disciplined execution and improved breakeven visibility. Ongoing product innovations like Bolt are helping Swiggy gain market share against Zomato. Motilal Oswal also upgraded Swiggy to ‘BUY’, anticipating multiple tailwinds and raising food delivery growth estimates for FY26-27.Read More

Adani Power shares jumped 5% to Rs 640.55 after the company signed a shareholders’ agreement with Bhutan’s Druk Green Power Corporation to set up a 570 MW hydroelectric project at Wangchhu. Signed on September 5, the pact involves forming a joint entity, marking Adani Power’s strategic entry into Bhutan’s hydropower sector and expanding its renewable...Read More

Finance Minister Sitharaman confirmed India’s borrowing will stay at ₹14.82 trillion this year, easing concerns over rising bond yields.Read More