BUSINESS
Live: Can Nifty march to 25,000 this week? Inflation data, US-India trade ties in focus | Opening Bell
The Nifty staged a recovery in mid-session during the last trading day but eventually ended near 24,700, clocking a modest one percent weekly gain. Despite upbeat GDP data and GST-related announcements, follow-through buying failed to materialise, capping the upside. Sectorally, Auto, Metal, and Media stocks emerged as top gainers, while IT, FMCG, and Realty stocks dragged. Broader markets, however, stayed largely flat. Looking ahead, key triggers this week include India’s CPI data on September 12, alongside crucial global cues from US CPI, PPI and jobless data that will shape Federal Reserve’s policy outcome. Adding to the busy calendar, as many as nine IPOs are set to hit the market across mainboard and SME segments, keeping investor sentiment in focus. This morning, global cues were mixed. US markets ended Friday's session lower as investors reacted to weak jobs data, while Asian markets started the day largely higher. Catch Lovisha Darad in conversation with Rajesh Palviya, Senior Vice President Research (Head Technical & Derivatives) at Axis Securities and Anshul Saigal—market expert.
INDIA
Is India’s $300 bn Tech Jobs Under Threat? Ashwini Vaishnaw on Trump Tariffs & Manufacturing Boom
“India is more than just a back office... our design capabilities are expanding globally.” In this insightful Moneycontrol exclusive, Union Minister Ashwini Vaishnaw tackles growing concerns around U.S. tariffs and shares how India is solidifying its position in global tech with both manufacturing and design. Key Highlights Include: • The impact of Trump-era tariffs on India’s $300 billion IT sector • India’s strategic engagements with the U.S., Europe, and Japan to safeguard tech jobs • Why electronics manufacturing in India has grown nearly 6x, creating jobs and boosting self-reliance • How India’s talent pool, democracy, and policy stability are attracting global investors • The shift from being merely a services hub to becoming a design-first tech powerhouse Tap into the full interview to understand how India is building resilience and riding the tide of global tech transformation.
INDIA
India Is No Longer Just a Back Office: Ashwini Vaishnaw on Apple, Tariffs, and Tech Design Shift
“India is no longer just a back office. We are building complete products.” In this exclusive interview with Moneycontrol, Union Minister Ashwini Vaishnaw outlines how India's growing design and R&D ecosystem is transforming the global tech landscape. Key Talking Points: • The real impact of Trump-era tariffs on foreign investment • Is Apple slowing down in India—or doubling down? • Why India's product design teams are becoming globally critical • How policy stability and India’s talent pool are attracting top manufacturers • The world’s increasing trust in India as a tech and manufacturing hub Vaishnaw also touches on how hi-tech design capabilities are taking root in India like never before-spurred by talent, trust, and transformation. Watch the full Moneycontrol exclusive now.
INDIA
Ashwini Vaishnaw on Tax Relief & GST Reform: Consumption to Surge 10% | Moneycontrol Exclusive
In this Moneycontrol Mega Exclusive, Union Minister Ashwini Vaishnaw reveals how India’s recent tax reforms aim to drive economic growth and uplift middle-class households: • How income-tax relief and GST rationalisation are easing burden on salaried families • Why household consumption is expected to climb by 10%, sparking a virtuous cycle of investment and growth • What GST cuts on electronics mean for aspirational upgrades in homes • The minister’s vision for empowering every family, every citizen Watch the full interview with the Railways, I&B, and IT minister on semiconductors, IT jobs, and more!
WORLD
Wildfires producing ‘witches’ brew’ of air pollution: UN Weather Body
"Wildfires are a big contributor to particle pollution and the problem is expected to increase as the climate warms, posing growing risks for infrastructure and ecosystems and human health," the WMO said in a statement.
BUSINESS
Markets Score Weekly Gain Amid GST Boost; Swiggy, Ola In Focus | Closing Bell Live
Markets Score Weekly Gain Amid GST Boost; Swiggy, Ola In Focus | Closing Bell Live
BUSINESS
Nirmala Sitharaman LIVE: Finance Minister In An Exclusive Chat With News18 After GST Reforms
In a post-GST reforms special, Finance Minister Nirmala Sitharaman speaks exclusively to News18, breaking down the key impact of India’s GST evolution, its effect on small businesses, state revenues, and long-term economic growth.
WORLD
Trump Trying To Influence New York City Mayoral Polls? Mamdani Hits Back | N18G | 4K
The New York City mayoral race intensified after reports emerged that Trump advisers considered offering jobs to Mayor Eric Adams and Republican Curtis Sliwa to clear the path for Andrew Cuomo, who is running as an independent. Democratic frontrunner Zohran Mamdani condemned the move as undemocratic and accused Trump of trying to influence the election by backing Cuomo. Trump praised Cuomo as a strong contender and labeled Mamdani a "communist," while insisting America would never embrace communism. Cuomo rejected Trump’s endorsement but stated his priority is defeating Mamdani, urging weaker candidates to step aside. Both Adams and Sliwa denied interest in federal appointments, calling the reports false. Mamdani, who beat Cuomo in the Democratic primary by 13 points, criticized the backroom maneuvering and emphasized that the race should focus on issues affecting New Yorkers, especially affordability. He framed the interference as a power play disconnected from the needs of everyday residents.
BUSINESS
Nifty Heads For Weekly Gain Even As Bulls Face Hurdles At Higher Levels| Opening Bell Live
The Nifty 50 gave up nearly 250 points from day’s high on account of profit booking, but still managed to end with moderate gains on September 4. Experts say the trend could strengthen further if the index sustains above the 20- and 50-day EMAs. On the downside, 24,700 has emerged as immediate support, and a breach of this could open the door for a decline toward the 24,500–24,400 zone. On the upside, 25,000 remains the key decisive level for a move toward 25,500. The GIFT Nifty is hinting at a positive start this morning. Among stocks in focus today: Sammaan Capital, Biocon, Aarti Drugs, and Varun Beverages. Catch Nandita Khemka in conversation with Raja Venkatraman, Co-Founder of NeoTrader, and Mayuresh Joshi, Head of Equity Research at William O’Neil India.
LIFESTYLE
Italian fashion icon Giorgio Armani dies at 91
Italian fashion icon Giorgio Armani, famed for his minimalist elegance and timeless power suits, has died at 91. Founder of Armani Group, he built a global empire, inspiring generations with sophistication, independence, and unwavering attention to detail.
BUSINESS
Should You Invest Abroad? | International Mutual Funds Explained | MC Explains
Are you only investing in Indian markets? That might be a case of home country bias! Discover how international mutual funds can add diversification, reduce risk, and give your portfolio access to global giants . In this video from MC Explains, brought to you by Moneycontrol and Invesco Mutual Fund, we break down: ✅ What is home country bias ✅ How global markets have outperformed Nifty ✅ Benefits & risks of international investing Don’t forget to Like, Share & Subscribe for more investor education content
BUSINESS
GST Cheer Fizzles Out| Pankaj Tibrewal's Take On Reforms & Where To Invest| Closing Bell Live
Catch Nandita Khemka and Yatin Mota in conversation with Pankaj Tibrewal, founder and CIO of IKIGAI Asset Manager
WORLD
Trump Confirms Call with Zelensky, Warns Putin of Sanctions if Peace Deal Fails
US President Donald Trump will speak with Ukrainian President Volodymyr Zelensky on Thursday, the White House confirmed, as global diplomatic efforts to end the war intensify. Trump hinted at new sanctions if Russia fails to agree to a peace deal, warning “you’ll see things happen” if he is dissatisfied with President Vladimir Putin’s response. Putin, however, vowed to keep fighting, boasting of Russian advances and claiming Ukraine’s army is crippled. Overnight, Russian forces launched more than 500 drones and missiles, killing nine. Zelensky heads to Paris for talks with European leaders on security guarantees and possible peacekeeping forces.
BUSINESS
GST 2.0: FM Sitharaman announces GST cuts ahead of festive season, what’s cheaper? Check deets
After the 56th GST Council meeting, Union Finance Minister Nirmala Sitharaman said, "We've reduced the slabs. There shall be only two slabs, and we are also addressing the issues of compensation cess." The minister further added "These reforms have been carried out with a focus on the common man. Every tax on the common man's daily use items has gone through a rigorous review and in most cases the rates have come down drastically... Labour intensive industries have been given a good support. Farmers and the agriculture sector, as well as the health sector, will benefit. Key drivers of the economy will be given prominence."
BUSINESS
Nifty Looks Set To Make A Dash At 25,000 As GST 2.0 Gets The Green Signal | Opening Bell Live
Bulls staged a healthy comeback after a day of bearish action, lifting the Nifty 50 higher by 135 points on September 3. However, the index still could not surpass the previous day’s high of 24,756 — a crucial hurdle that will determine the strength of the next upmove. While sentiment improved after Monday’s slide, technical and momentum indicators continue to paint a mixed picture. Experts note that a decisive reclaim and sustain above 24,750 could pave the way for a rally towards 24,800, which coincides with the 50-day EMA, and eventually the psychologically key 25,000 mark. On the flip side, if the index fails to hold this zone, consolidation is likely to continue, with immediate support placed at 24,500 and a strong support zone seen at 24,400–24,300. Meanwhile, the GST Council has cleared the much-awaited two-slab rate structure, a move expected to provide a big boost to consumption and investment sentiment. Autos, FMCG, cement and insurance are the sectors likely to benefit the most and will remain in sharp focus in today’s trade. Catch Nandita Khemka in conversation with Pankaj Pandey, Head of Retail Research at ICICIDIRECT, and Chandan Taparia, Senior Vice President, Head – Derivatives & Technical Research at Motilal Oswal, as they decode the road ahead on Opening Bell Live.
BUSINESS
Ather founder Tarun Mehta on Life After IPO, big EV Bets and why he won't make batteries
What’s next for Ather Energy after its IPO? In this exclusive conversation at Ather Community Day, Co-founder & CEO Tarun Mehta spoke to Moneycontrol's Chandra R Srikanth about: ? Life after IPO – why it’s less stressful than being private ⚙️ Ather’s new EL01 platform & next-gen tech ? The rise of moto scooters in India ? GST cuts, EV demand, and why Ather isn’t chasing market share ? Rizta's dominance & what’s driving premiumization ? New plant in Aurangabad + 700-store expansion plans ? Shifting from heavy to light rare earth magnets Tune in for a deep dive into India’s fast-evolving EV story.
BUSINESS
Nifty Bounces Back From Day's Low As GST Meet Gets Underway| Metal Stocks Sparkle| Closing Bell Live
Catch Nandita Khemka and Yatin Mota as they discuss stocks on their radar.
WORLD
Xi, Putin and Kim in Attendance As China Flexes Military Muscle | Trump Criticizes Parade
North Korean leader Kim Jong-un and Russia’s Vladimir Putin have appeared alongside Xi Jinping at a large military parade in Beijing on Wednesday, capping a week of diplomatic grandstanding by the Chinese president and his allies seen as a rebuke to the west. In unprecedented scenes, Xi shook the hands of both leaders and chatted with the pair as they walked down a red carpet towards Tiananmen Square and the parade to mark 80 years since the end of the second world war.
BUSINESS
Will Bulls Regain Confidence as GST Council Meet Kicks Off?| Opening Bell Live
The Nifty 50 failed to hold on to follow-up buying on September 2, slipping 176 points from the day’s high to close 0.2 percent lower. The index was unable to sustain above the midline of the Bollinger Bands, tempering sentiment after Monday’s rebound. Analysts expect rangebound trade to persist until the benchmark climbs back above all key moving averages. On the downside, 24,400 is seen as immediate support, with 24,300–24,250 forming a crucial base. On the upside, resistance is pegged at 24,700–24,800, with 25,000 remaining a major hurdle. Meanwhile, the two-day GST Council meeting begins today, where the Centre’s proposal for a two-rate structure will be discussed. FMCG, Autos will continue to be in focus. Stocks in news include TCS, Waaree Energies, and Eternal. Tune in as Nandita Khemka speaks with Vishnu Kant Upadhyay, Assistant Vice President – Research & Advisory at Master Capital Services, and Puneet Sharma, CEO and Fund Manager at Whitespace Alpha.
WORLD
Trump’s Tariff Rant After Modi’s SCO Moment With Xi & Putin
On the very day Prime Minister Modi walked alongside Vladimir Putin and Xi Jinping at the SCO Summit in Tianjin, U.S. President Donald Trump fired off a Truth Social post accusing India of a “one-sided” trade relationship, blaming tariffs, and warning that India’s oil deals with Russia “might be too late.” His trade adviser Peter Navarro went further, calling India the “Maharaja of tariffs” and commenting on PM Modi’s diplomacy with Russia and China. Meanwhile, Trump has already imposed 50% tariffs on Indian exports, half for “unfair trade” and half as a penalty for Russian oil purchases. Watch this report by Shivani Singh for details.
BUSINESS
Nifty Slides Below 24,600 Amid Late Selloff On First Tuesday Expiry| Closing Bell Live
Market takes a u-turn after strong start. Nifty ends below 24,600, sheds nearly 200 points from day's high. Midcap index trims gains but ends with gains. Breadth positive; NSE advance-decline ratio at 2:1. FMCG, metals, PSU banks & realty gain. Autos, pharma & IT see selling pressure. Catch Nandita Khemka and Yatin Mota as they discuss stocks on their radar.
BUSINESS
Can India's economy touch 6.5% mark in FY26? | Beyond Averages
Indian economy beat expectations in the first quarter growing at a stellar 7.8 percent even as the global economy was hurt by uncertainty. Can the country continue its growth momentum in coming quarters and can India best the 6.5% growth it achieved last year. More important, what does this mean for RBI policy in the coming months?
BUSINESS
Gold And Silver Surge; Precious Metals Rally On Fed Rate Cut Bets, ETF Inflows Spike
Gold and silver prices surged to multi-month highs, driven by expectations of a U.S. Federal Reserve rate cut and a weakening dollar. Spot gold neared its all-time high at \$3,493.10 per ounce, while silver crossed \$40 for the first time since 2011. In India, 24K gold hit Rs 105,880 per 10 grams and silver reached Rs 1.05 lakh per kilogram. This rally boosted gold and silver ETFs on the NSE, with ICICI and SBI Gold ETFs gaining over 1.6%, and HDFC Silver ETF surging 4.58%. Rising demand for silver from the EV and solar sectors, along with a five-year supply deficit, has intensified interest. ETF inflows for silver reached a three-year high, while global gold ETF holdings climbed to 3,656.7 tonnes. Upcoming Indian festivals and weddings are expected to fuel further physical demand. Analysts predict continued momentum amid global economic uncertainty and supportive monetary policy trends.
WORLD
India & ASEAN Fast-Track Trade Deal Review Amid US Tariffs
India and ASEAN are rushing to review their Free Trade Agreement as U.S. tariffs hit Indian exports. With trade imbalance concerns and global uncertainties rising, both sides aim to conclude talks by year-end. Here’s why this deal matters for Asia’s future.
