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.Read More

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.Read More

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.Read More

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.Read More

Muthoot Finance, India’s 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 Finance’s growth strategy and fundamentals.Read More

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...Read More

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.Read More

Shakti Pumps’ shares surged after farmers in Maharashtra fully booked the second tranche of solar pumps under the state’s 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.Read More

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

Vodafone Idea shares surged nearly 7% after the telco’s petition challenging DoT’s 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.Read More