India Market Recap
Indian equity benchmarks extended their losses for a second consecutive session on Tuesday, pressured by weakness in banking and Oil & Gas stocks amid the weekly Nifty expiry. The Nifty 50 declined 144.05 points, or 0.61%, to 23,635.10, while the BSE Sensex fell 555.23 points, or 0.73%, to 75,577. On the technical front, Nifty support is placed at 23,400–23,500, while resistance is seen at 23,750–23,850.
US Market Recap
US equities came under pressure as renewed tensions between the US and Iran over the Strait of Hormuz, along with trade frictions between the US and Canada, weighed on sentiment. A fresh surge in crude oil prices revived concerns over inflation and higher interest rates ahead of key inflation data. The S&P 500 fell for a second consecutive session, while the Dow Jones declined 1.2%. Short-term Treasury yields moved higher, with markets now pricing in more than a 50% probability of a Fed rate hike this month.
Asian Market Update
Asian equities opened higher, led by semiconductor stocks as investors remained optimistic about the artificial intelligence theme. South Korea’s Kospi gained 1%, supported by strong gains in chipmakers SK Hynix and Samsung Electronics after the Philadelphia Semiconductor Index rose 1.3% overnight. The MSCI Asia Pacific Index advanced 0.4%, with technology stocks leading gains. Hang Seng futures rose 0.2%, while Japan’s Topix gained 0.2%.
Commodity Check
Gold prices declined as rising Middle East tensions pushed crude oil higher, reviving concerns over inflation and interest rates. Spot gold fell 1% to $4,357.88 an ounce, while silver declined 0.7% to $65.70. Platinum and palladium also moved lower. Markets are now pricing in more than a 50% chance of a Fed rate hike this month, creating additional pressure on precious metals. Crude oil prices surged as Brent approached the $100-a-barrel mark following renewed US-Iran military tensions and concerns over disruptions through the Strait of Hormuz. Brent crude traded less than $1 away from $100, while WTI hovered near $95. Brent has gained more than 60% this year and is approaching the $100 level for the first time since late July.
Stocks In News
- Bajaj Finance: Allotted 2,05,000 secured NCDs worth Rs. 2,050.0271 crore at 8.07% coupon.
- Sri Lotus Developers: Promoter Anand Kamalnayan Pandit may sell up to 2% equity shares over seven trading days.
- Enviro Infra Engineers: Suyog Urja won Rs. 190 crore EPC turnkey works for an 180 MW NTPC wind project, to be executed by March 31, 2027.
- Tata Communications: Kaleyra Africa, a non-operating indirect subsidiary, was dissolved on September 4, 2026.
- Raymond: Board approved 33,28,686 warrants to Minerva Ventures Fund at Rs. 645 each, raising up to Rs. 214.71 crore.
- Bandhan Bank: Clarified that the September 7 Mastercard credit card launch is part of ordinary-course business, with no material impact.
- Sanofi India: Supreme Court dismissed Sanofi India's quashing petition; CBI criminal complaint on BARC supplies remains pending trial.
- TCC Concept: Board approved amendments to the proposed merger scheme with wholly owned subsidiary ALTRR Software Services to reflect the 1:5 stock split.
- PVR INOX: Opened three screens at Bellandur, Bengaluru, including one 4DX auditorium, taking the property to seven screens.
- Avenue Supermarts: Allotted commercial paper worth Rs. 300 crore.
- GE Shipping: Contracted to buy two second-hand Kamsarmax dry bulk carriers, with deliveries expected in Q3 FY27. Bought back 92,111 shares on September 8 at an average price of Rs. 1,379.97 per share; cumulative buyback reached 4,90,628 shares.
- Laxmi Organic Industries: MD & CEO Rajan Venkatesh resigned effective November 13, 2026, as part of a planned leadership transition. Executive Director Harshvardhan Goenka appointed as MD & CEO for five years from November 14, 2026.
- Bank of Baroda: To sell up to 76.9 lakh NSE shares, representing 35% of its holding, through the NSE IPO Offer for Sale. Transaction expected to be completed by end-September 2026.
- NLC India: Wholly owned subsidiary NLC India Renewables won a 200 MW wind power project under SJVN's 600 MW ISTS-connected wind power tender and received the Letter of Award from SJVN.
- Sun Pharmaceutical Industries: Received investment-grade international credit ratings of Baa1/Stable from Moody's and BBB+/Stable from S&P Global. Rating agencies said the ratings factor in Sun Pharma's proposed acquisition of Organon & Co. and are above India's sovereign rating.
- Bluspring Enterprises: India Ratings assigned an initial credit rating of IND A/Stable and IND A1 to Rs. 50 crore bank loan facilities of material subsidiary Vedang Cellular Services.
- Park Medi World: Incorporated wholly owned subsidiary Park Medicity Prayagraj to develop and operate a 550-bed multi-super-speciality hospital in Prayagraj, Uttar Pradesh, under the PPP model awarded by Prayagraj Municipal Corporation.
- Garware Technical Fibres: Approved Dr. Rajpathak's five-year reappointment as independent director and V.R. Garware's five-year reappointment as Chairman and Managing Director.
- KP Energy: Received LOI from Emmvee Energy for a 42 MW wind-solar hybrid power project under the group captive model in Karnataka, comprising 21 MW wind and 21 MWp solar capacity. Marks the company's first order in Karnataka.
- India Glycols: Approved allotment of 6.70 crore shares on a 1:1 basis, CFO and Company Secretary appointments, and listing application.
- Emmvee Energy: Allotted 2,23,42,255 shares in a 1:3 ratio; appointed CFO, Company Secretary and auditors.
- CG Power and Industrial Solutions: Income Tax Department granted stay on the revised FY23 tax demand of Rs. 236.74 crore till disposal of the company's appeal before CIT(A), subject to payment of 20% of the demand, including Rs. 30 crore in five instalments, along with other specified conditions.
- Piramal Finance: Committee approved issuance of up to Rs. 2,000 crore secured, rated, listed NCDs on a private placement basis at a coupon of 8.57% p.a., with maturity on November 5, 2029.
- Berger Paints India: Commenced commercial production at its new solvent-based paint manufacturing facility in Hindupur, Andhra Pradesh, from September 9, 2026. The plant has a capacity of 36,000 KL/MT per annum and involved an investment of over Rs. 188 crore.
- Lemon Tree Hotels: Material subsidiary Berggruen Hotels received a GST DRC-01A intimation from Karnataka GST authorities proposing a tax demand of Rs. 5.63 crore. Company plans to file its response and objections.
- Pitti Engineering: NCLT approved merger of Pitti Industries Pvt Ltd and Dakshin Foundry Pvt Ltd into Pitti Engineering, effective April 1, 2026.
- RBL Bank: CareEdge assigned RBL Bank BBB+/Stable rating for its USD 1 billion EMTN programme and issuer.
- Eureka Forbes: CRISIL upgraded Eureka Forbes' corporate credit rating to AA/Stable from AA-/Positive on September 8, 2026.
- Sheela Foam: India Ratings reaffirmed the company's debt instruments rating at IND AA/Stable, unchanged from the previous rating assigned in September 2025.
- MosChip Technologies: Clarified that the Supreme Court's September 1, 2026 order modified the status quo order in the Vayavya Labs acquisition case. Company reiterated it is not a party to the underlying dispute and expects no financial, operational or business impact.
- Bajaj Finance: Buys 5% stake in TrueFan AI; no terms disclosed.
- InterGlobe Aviation: Starts international operations from Northeast India, according to a statement.
- Biocon: Holder Active Pine offers up to 1.66 crore shares.
- Jio-bp: Enters pact with DRIVN to explore charging solutions for commercial EVs, including buses and trucks.
- NSE: IPO likely to open on September 18 and list on September 25, sources say.