India’s market regulator, Sebi, continues probing multiple allegations against the Adani Group, including minimum public shareholding compliance and related-party transactions. While some Hindenburg claims were cleared, pending cases and a US DOJ bribery indictment keep regulatory risks alive. Adani’s listed firms have rallied, and expansion plans continue amid scrutiny.Read More

Epack Prefab Technologies has set its IPO price band at Rs 194–204 per share for the Rs 494–504 crore issue, opening September 24 and closing September 26. Retail investors can bid for a minimum of 73 shares. The company has reserved 50% of the shares on offer for QIBs, 35% for retail investors and the...Read More

Brokerage platforms are increasingly integrating analytics-driven tools to enhance trading and investment experiences. Angel One leads with a comprehensive suite of features, including instant order placement from charts, index trading, and advanced portfolio management tools. While Zerodha and Groww offer essential functionalities, Angel One provides a more streamlined and efficient approach to both trading and...Read More

ICICI Securities reports that gold’s risk signal for equities is now unreliable, reminiscent of the 1970s ‘Nixon shock.’ The traditional inverse correlation between gold and stocks has faded since 2022, driven by central banks’ increased gold demand amid geopolitical risks. This shift renders gold prices questionable for long/short equities strategies until the current reset completes.Read More

Nifty stock Eicher Motors, has turned Rs 1 lakh into Rs 3.5 crore since its 2004 NSE listing, delivering a whopping 35,000% returns in the said period. Riding on GST-led price cuts and strong three-month gains of 29%, analysts see more upside with targets of Rs 7,500–7,800 in the near term.Read More

Despite US market frothiness, AI investment fuels growth, says DBS Bank’s Taimur Baig. He notes a nuanced labor market with potential wage pressures and steady consumption. Two Fed rate cuts are anticipated, possibly influenced by political factors. Looking ahead to 2026, Baig cautions about emerging inflation sources, including tariffs, energy demands from AI, and wage...Read More

GK Energy, based in Pune, has launched its IPO today. The IPO saw a 58% subscription on Day 1. Retail investors are showing strong interest. The IPO will close on September 23. Shares are trading at a premium in the grey market. The company plans to use the funds for working capital and general corporate...Read More

Investor Chris Wood of Jefferies has sold Reliance Industries shares and reduced exposure to select banks, shifting focus to Ambuja Cement amid India’s long-only portfolio. The move follows RIL’s AGM announcements, including Jio Platforms’ 2026 IPO and FMCG revenue targets. Ambuja gained appeal from a GST rate cut, cost efficiencies, and accelerated industry consolidation, prompting...Read More

Aletheia Capital’s Chief Economist, Jim Walker, suggests China is in a holding pattern, awaiting policy clarity in 2025, while India’s strong fundamentals require reforms to ease business operations. Walker believes tariff tensions could catalyze India’s reforms, and investors should focus on financials and consumer stocks. Despite global uncertainties, he remains optimistic about the long-term prospects...Read More

The US Federal Reserve reduced interest rates due to a cooling labour market. Economist Jim Walker believes this could worsen inflation. He suggests focusing on government spending instead. Further rate cuts are expected in 2025. This could aid Asian economies but tariffs pose a risk. Walker sees parallels to 2008 but highlights government spending as...Read More