GST 2.0

US trade tensions, visa setbacks, shaky earnings, and shifting FII flows—can India’s growth story stay intact? Adrian Mowat, one of EM’s most closely followed strategists, dissects the big forces that could make or break India’s investment appeal.

Indian markets extended their losing streak with the Nifty closing in the red for a third straight session, while broader indices also saw profit-booking for the second day in a row. Sectorally, PSU banks, metals and auto stocks emerged as top gainers, even as FMCG, realty and IT names came under selling pressure. On the macro front, India’s composite PMI eased to 61.9 in September, though core sector growth hit a 13-month high in August, offering some comfort on the economic front. This morning, global cues were largely lower. US markets ended lower overnight while Asian markets also slipped this morning. Catch Lovisha Darad in conversation with Sudeep Shah—Head of Technical & Derivative Research, SBI Securities and Vikas Gupta, CEO & Chief investment Strategist at OmniScience Capital.

Between September 22 and 26, as many as 11 mainboard IPOs are opening for public subscription. In this video, we break down every single one of them — dates, price bands, issue sizes, lot details, company background, fund utilisation, and the latest Grey Market Premium (GMP) trends. The 11 IPOs opening this week are: Jain Resource Recycling Seshaasai Technologies Jaro Education Solarworld Energy Solutions Anand Rathi Share & Stock Brokers Ganesh Consumer Products Atlanta Electricals Jinkushal Industries BMW Ventures TruAlt Bioenergy Stay tuned till the end for all the key details and trends you need before deciding whether to subscribe!

Catch Lovisha Darad in conversation with Osho Krishan, Sr. Analyst, Technical & Derivative Research, Angel One Ltd and Kranthi Bathini, Equity strategist at WealthMills securities pvt ltd

Markets are swinging on global headlines — from US tariffs and visa curbs to policy changes at home. With GST cuts set to influence corporate earnings, Samir Arora, Founder of Helios Capital, shares how these shifts are shaping investor sentiment, how foreign flows are reacting, and which sectors he believes are worth holding — and which to avoid.

Indian markets extended their weakness for the second straight day, with the Nifty slipping below the 25,250 mark in the previous session. The broader markets too snapped their 11-day winning streak, while pharma and IT stocks emerged as the top sectoral laggards. On the news front, all eyes are on Commerce Minister Piyush Goyal’s visit to the US, even as the primary market stays abuzz with 10 IPOs opening today across the mainboard and SME segments. This morning, global cues were largely positive. Wall Street ended at record highs overnight as Nvidia's partnership with OpenAI fueled investors optimism. Similarly, Asia-Pacific markets started the day higher tracking positive Wall Street cues. Catch Lovisha Darad in conversation with Jay Thakkar, Head Derivatives and Quant Research, ICICI Securities and Mayuresh Joshi, Head of Equity Research, William O’Neil India.

Sensex, Nifty Extend Loss To 2nd Day. Nifty Slips Below 25,250; India Vix Jumps 5(%). Trump's H1-B Visa Fee Hike Hits IT Sector. Tech Mah, Infy, Wipro Top Nifty Drags. Broader Markets End 11-day Winning Streak. Financials Hold The Fort; Bajaj Finance Surge. Metal, Realty, FMCG Stocks Cap Downside. Catch Lovisha Darad and Yatin in conversation with Sunil Subramaniam, Market Expert and Aamar Deo Singh, Sr Vice President, Angelone

Nifty closed last week with gains of nearly one percent, though both Sensex and Nifty snapped their three-day winning streak in the previous session. Bank Nifty, too, ended its 12-day run, settling in the red. On the global front, US President Donald Trump announced a steep $100,000 fee for each H1-B visa, a move that could weigh on Indian IT companies. Back home, the much-awaited GST 2.0 framework comes into effect today with a two-tier structure, while Commerce Minister Piyush Goyal is set to lead a delegation to the US, keeping policy watchers on their toes. This morning, global cues were positive. US markets ended higher on Friday's session while Asian markets started the day higher after China kept its prime lending rates unchanged for the fourth month in a row. Catch Lovisha Darad in conversation with Rajesh Palviya, Senior Vice President Research (Head Technical & Derivatives) at Axis Securities and Dhiraj Relli, MD & CEO, HDFC Securities.

In this episode of The Tenant, meet Neil, a finance professional bachelor who moved from Ahmedabad to a quiet, forest-adjacent corner of Mumbai. Discover his unique 1RK lifestyle, the daily challenges he faces, and how he navigates life in a city that feels both chaotic and peaceful.

Nifty slips below 25,400; three-day upmove halts. Nifty clocks triple-digit cut; but ends week in positive. Broader markets flat; Advance-decline ratio at 1:1. Catch Nandita Khemka and Yatin Mota as they discuss stocks on their radar

Solar panels manufacturer Saatvik Green Energy’s Rs 900 cr IPO opens for subscription. IPO) consists of fresh issuance of shares worth Rs 700 crore, and an offer-for-sale of shares worth Rs 200 crore by promoters Parmod Kumar, and Sunila Garg. The price band for the offer has been fixed at Rs 442-465 per share. It has raised Rs 269.4 crore from several institutional investors via anchor book. Catch Nandita Khemka in conversation with Manik Garg, MD, Saatvik Green Energy on the future outlook.

The Nifty 50 logged its third straight gain on September 18, closing above 25,400 with a 93-point rise after the Fed’s rate cut. Momentum stays with the bulls, though experts caution some consolidation could precede the next leg higher. 25,500 is now the key hurdle, aligned with a long-term falling trendline; a sustained move above it could set up a retest of the June peak at 25,669. Failure to clear that mark may trigger a pullback toward the 25,330–25,250 support zone. Global cues are mixed this morning and GIFT Nifty signals a soft start. Adani group stocks will be in focus after SEBI gave a clean chit in the Hindenburg case. Join Nandita Khemka in conversation with Raja Venkatraman, Co-Founder of NeoTrader, and Arvind Chari, Chief Investment Strategist at Q India (UK), for market insights and the day’s top trading strategies.

Catch Nandita Khemka and Yatin Mota as they discuss stocks on their radar

Nifty is set for a strong start, with the GIFT Nifty indicating a gap-up open after the U.S. Federal Reserve cut rates by 25 bps and signaled two more cuts this year. On Wednesday, the index gained 0.4%, closing above 25,250 and extending its higher-high, higher-low pattern, backed by bullish momentum indicators. Experts see room for the Nifty to reclaim 25,550 and possibly retest the year’s high of 25,669, as long as it holds the key support zone of 25,150–25,000. A break below that range could trigger profit-taking. Cohance Lifesciences, Bajaj Finserv and Indolasr are among the stocks to watch out for today. Catch Nandita Khemka in conversation with Mark Matthews, Head of Research – Asia at Julius Baer, Chandan Taparia, Senior VP & Head of Derivatives & Technical Research at Motilal Oswal, and Vinit Sambre, Head of Equities at DSP Mutual Fund.

Nifty reclaims 25,300 amid trade optimism. Street awaits Fed outcome; 25 bps rate cut likely. Midcaps cool off from day's high. NSE advance-decline ratio at 3:2. Nifty Bank index rises on 11th consecutive session. Autos, IT among other sectoral gainers. FMCG, Metals & pharma on the back foot. Catch Nandita Khemka and Yatin Mota as they discuss stocks on their radar

The Nifty 50 rallied 170 points, breaking its lower-high, lower-low pattern after Monday’s pause. Bulls drew strength from supportive technical and momentum signals. Experts say a decisive close above 25,250, tested intraday on Tuesday, could pave the way for 25,400–25,550 in the coming sessions. Dips are likely to attract buyers, with immediate support at 25,150 and a key zone at 25,000–24,850. Global cues are mixed this morning, but GIFT Nifty signals a positive start as markets await the US Fed’s rate decision. Jindal Steel will be in focus after submitting a non-binding offer to acquire Thyssenkrupp’s German steel unit. Meanwhile, trade talks between India and the US have resumed, and US President Donald Trump became the first world leader to wish Prime Minister Narendra Modi on his 75th birthday.

Nifty surges past 25250 on trade optimism. Bulls regain momentum on weekly expiry. India to hold talks with US chief negotiator Brendan Lynch today. Mid & smallcaps extend winning streak. Autos, realty and banks lead gains; FMCG frets. Catch Nandita Khemka and Yatin Mota as they discuss stocks on their radar

The Nifty 50 ended its eight-day winning streak on September 15, slipping 0.2% after moving within Monday’s range—a brief pause as investors await Wednesday’s FOMC rate decision. Experts say the broader uptrend stays intact as long as the index holds the 24,800–25,000 support zone, with 25,150 as the next key hurdle. A breakout above that level could trigger another leg higher. This morning, global cues are upbeat but GIFT Nifty signals a flat start. US-India trade talks and the Fed meeting will set the market tone. Stocks in focus include Canara Bank, NCC and Transrail Lighting. Join Nandita Khemka in conversation with Ajit Mishra, SVP–Technical Research at Religare Broking, and A Balasubramanian, MD & CEO of Aditya Birla Sun Life AMC.

Catch Nandita Khemka and Yatin Mota as they discuss stocks on their radar

Atul Lall MD & CEO of Dixon explains to Latha Venkatesh why only one Indian consumer durable maker of the 90's called Weston TV, could evolve into a world beating EMS company in this edition of Latha & The Leaders