India Market Recap
Indian equity benchmarks ended lower on Thursday, with the Nifty 50 settling at 23,063 and the Sensex at 73,581. The Nifty 50 declined 23 points from its provisional close, while the Sensex fell a further 139 points. Nifty Bank also slipped 26 points to 55,438, whereas the Nifty Midcap 150 gained 15 points to 22,470, indicating relative resilience in the broader market. On the technical front, Nifty support is placed at 23,000–22,900, while resistance is seen at 23,200–23,300.
US Market Recap
US equities remained volatile as renewed bond-market pressure and elevated crude oil prices raised concerns over inflation and the Federal Reserve’s interest-rate outlook. The S&P 500 recovered from deeper morning losses to finish largely flat after reports that US-Iran discussions could lead to a phased reopening of the Strait of Hormuz triggered a brief pullback in oil prices. The Nasdaq 100 also ended flat after paring losses, while the Dow Jones Industrial Average declined 0.3%.
Asian Market Update
Asian markets remained under pressure on Friday as a global bond selloff spread across the region. Elevated crude oil prices revived inflation concerns, pushing long-term Treasury yields to multi-decade highs and increasing expectations of further Federal Reserve rate hikes. Japan’s Nikkei 225 gained 0.48%, while the broader Topix rose 0.58%. Australia’s S&P/ASX 200 declined 0.50%, while markets in China and South Korea remained closed for a holiday.
Commodity Check
Gold remained on track for a weekly decline as elevated energy prices continued to support expectations of further interest-rate hikes by the Federal Reserve. Spot gold fell 0.1% to $4,271.54 an ounce and was down more than 2% from the previous Friday. Silver declined 0.2% to $63.68 and was headed for a weekly loss of nearly 4%, while platinum and palladium were largely unchanged. Crude oil prices eased after reports that US and Iranian negotiators were exploring a phased agreement that could facilitate the reopening of the Strait of Hormuz. Brent crude moved toward $106 a barrel after gaining more than 7% over the previous two sessions. The market remains focused on diplomatic developments and their potential impact on global energy supplies.
Stocks In News
- PB Fintech: HDFC Mutual Fund bought 25 lakh shares of PB Fintech at Rs 1,282.30 per share on September 24, according to NSE bulk deal data. The transaction was valued at about Rs 321 crore. The purchase came on a day when shares of PB Fintech, the parent company of Policybazaar and Paisabazaar, plunged 36% following the Insurance Regulatory and Development Authority of India’s (IRDAI) proposed overhaul of insurance distribution rules.
- Waaree Energies: Waaree Energies said its wholly owned subsidiary, Waaree Clean Energy Solutions Ltd (WCES), has entered India’s specialty gases business. The subsidiary plans to supply ultra-high-purity gases and chemicals to semiconductor and solar cell manufacturers across the country.
- Laser Power & Infra: Laser Power & Infra said it has received a provisional Letter of Intent (LOI) and in-principle approval from the West Bengal Industrial Development Corporation (WBIDC), Government of West Bengal, for the allotment of approximately 40 acres of land at Vidyasagar Industrial Park in Kharagpur. The company plans to set up a manufacturing facility for integrated power cables and conductors at the site.
- Dr Lal PathLabs: Diagnostic services provider Dr Lal PathLabs said on Thursday that its board has approved the acquisition of a 70% stake in SN Genelab Private Ltd (SN Gene). The acquisition will involve a cash consideration of up to Rs 168 crore, along with a performance-linked earn-out capped at Rs 31.5 crore.
- Lemon Tree Hotels : Lemon Tree Hotels announced the signing of Lemon Tree Hotel, Patancheru, in Telangana. The property will be managed by Carnation Hotels Private Limited, a wholly owned subsidiary of Lemon Tree Hotels.
- JSW Cement: JSW Cement said it has received a show-cause notice from the Additional Commissioner of Central Tax, Belagavi Audit Commissionerate. The notice proposes a GST demand of Rs 229.85 crore, along with applicable interest and a 10% penalty.
- Sterlite Technologies : Sterlite Technologies (STL) announced that it has added a new line of ready-made fibre optic cables to its Neuralis data centre product range. According to the company, the new cables are available in sizes carrying between 48 and 6,912 individual optical fibres.
- Birlasoft: CARE Ratings has reaffirmed the ratings for Birlasoft’s bank facilities. The long-term bank facilities of Rs 307 crore have been reaffirmed at CARE AA+ with a Stable outlook. The company’s long-term/short-term bank facilities of Rs 20 crore have been reaffirmed at CARE AA+/CARE A1+, while its short-term bank facilities of Rs 25 crore have been reaffirmed at CARE A1+.
- Interarch Building Solutions : Interarch Building Solutions said it has inaugurated a new heavy structural steel manufacturing facility at Attivaram in Andhra Pradesh. The facility has an initial manufacturing capacity of 24,000 MT per annum and expands the company’s capabilities in complex and heavy steel structures.
- Inox Green Energy: Inox Green Energy’s qualified institutional placement (QIP) opened on Thursday, with the floor price set at Rs 174.36 per share. The company may offer a discount of up to 5% on the floor price.
- JSW Dulux : JSW Dulux said it received a show-cause notice from the Assistant Commissioner, Large Taxpayers Unit, West Bengal GST Department. The total liability mentioned in the notice is Rs 56.72 lakh, comprising tax of Rs 29.64 lakh, interest of Rs 24.12 lakh and penalty of Rs 2.96 lakh.
- Acutaas Chemicals: Acutaas Chemicals said its board, at a meeting held on Thursday, approved the acquisition of 100% of the share capital of Enchem Ami Organics Private Limited (EAOPL), a step-down subsidiary of the company.