Indian equities are likely to take cues from Iran-US tensions, global oil prices and rising bond yields this week. US economic data and Federal Reserve commentary will also shape investor expectations and trading decisions.
11:47 PMEconomic Times19 stories from 3 sources
Markets stay rangebound as global risks and investor protection dominate
Day’s Recap
Supporting Articles
The Nifty fell 0.47% to 24,252 and remains confined between key support at 23,900 to 24,100 and resistance at 24,450 to 24,750. Analysts favour selective, stock-specific buying, with momentum improving in PSU banks, IT, financial services and services while pharma, midcaps and energy weaken.
7:46 AMEconomic Times
SBI Securities' Sudeep Shah expects the Nifty to remain range-bound between 24,000 support and 24,500 resistance, while warning that low volatility may be masking tail risks. Bank Nifty remains compressed, and Nifty IT has support near 30,000; he identifies AU Small Finance Bank, Aditya Birla Capital and Nippon Life as preferred setups.
3:04 AMEconomic Times
Foreign portfolio investors are showing renewed interest in Indian equities, but the latest inflows do not yet establish a lasting shift in allocation. Sustained foreign buying will depend on earnings growth, domestic demand, manufacturing momentum, rupee stability, global liquidity and India’s valuation relative to other emerging markets.
12:52 AMEconomic Times
Foreign institutional investors have been net sellers for two years as India’s premium valuations coincided with an earnings slowdown. Avinash Agarwal argues that India’s broad base of large companies, consistent growth and improving earnings visibility could eventually draw foreign investors back.
12:03 AMEconomic Times
Sebi’s latest study found that 88% of individual futures and options traders lost money in FY26, with options generating 92% of total losses. Losses remained high despite lower trading volumes, while measures such as higher securities transaction tax seek to curb excessive speculation.
1:22 AMEconomic Times
India’s Sebi has proposed stricter advertising rules for online bond platforms, including standardized information about the securities being promoted. Claims such as "fixed returns" and "high yield" would face clearer risk disclosures and tighter restrictions.
8:21 AMEconomic Times
BSE’s new Closing Auction Session has seen weak participation, with sharp declines in option-premium volumes and contracts, according to Nuvama. Confusion over the mechanism, retail concerns and allegations of manipulation have deepened scrutiny of the closing-price process.
5:28 AMEconomic Times11:47 PMEconomic Times
How will Sensex, Nifty behave on Monday? 4 factors to drive D-Street action this week
Summary
Indian equities are likely to take cues from Iran-US tensions, global oil prices and rising bond yields this week. US economic data and Federal Reserve commentary will also shape investor expectations and trading decisions.
Geopolitical risk and oil prices are the immediate swing factors because a renewed energy shock
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
A combination of higher oil prices and bond yields could pressure Indian equities even if domestic fundamentals remain stable.
7:46 AMEconomic Times
Dalal Street Week Ahead: Selective buying favoured as Nifty remains rangebound
Summary
The Nifty fell 0.47% to 24,252 and remains confined between key support at 23,900 to 24,100 and resistance at 24,450 to 24,750. Analysts favour selective, stock-specific buying, with momentum improving in PSU banks, IT, financial services and services while pharma, midcaps and energy weaken.
The lack of a decisive breakout keeps broad market exposure less attractive and shifts the
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
Investors face a market where index returns may remain muted, making sector rotation and disciplined positioning more important.
3:04 AMEconomic Times
F&O Talk: Nifty to consolidate further, says Sudeep Shah; picks 3 stocks for next week
Summary
SBI Securities' Sudeep Shah expects the Nifty to remain range-bound between 24,000 support and 24,500 resistance, while warning that low volatility may be masking tail risks. Bank Nifty remains compressed, and Nifty IT has support near 30,000; he identifies AU Small Finance Bank, Aditya Birla Capital and Nippon Life as preferred setups.
The immediate market signal is consolidation rather than a fresh directional move, with traders likely
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Investors should expect limited index momentum but remain alert to a sharper move if the Nifty breaks either side of its current range.
12:52 AMEconomic Times
FPI return to India may be tactical, not structural yet: HSBC MF’s Venugopal Manghat
Summary
Foreign portfolio investors are showing renewed interest in Indian equities, but the latest inflows do not yet establish a lasting shift in allocation. Sustained foreign buying will depend on earnings growth, domestic demand, manufacturing momentum, rupee stability, global liquidity and India’s valuation relative to other emerging markets.
The immediate change is a tentative improvement in foreign sentiment, not a confirmed capital reallocation.
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A durable FPI recovery would support Indian valuations and the rupee, but markets remain exposed to earnings disappointments and global risk appetite.
12:03 AMEconomic Times
ETMarkets Smart Talk | India’s diverse earnings story could bring FIIs back: Bandhan Life’s Avinash Agarwal
Summary
Foreign institutional investors have been net sellers for two years as India’s premium valuations coincided with an earnings slowdown. Avinash Agarwal argues that India’s broad base of large companies, consistent growth and improving earnings visibility could eventually draw foreign investors back.
Foreign selling will reverse only if earnings breadth improves enough to offset India’s valuation premium.
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
The return of foreign capital depends less on India’s growth narrative than on whether companies can convert that narrative into broad, predictable profits.
1:22 AMEconomic Times
Why Indian retail options traders are having a tough time to defuse what Warren Buffett called lethal time bombs
Summary
Sebi’s latest study found that 88% of individual futures and options traders lost money in FY26, with options generating 92% of total losses. Losses remained high despite lower trading volumes, while measures such as higher securities transaction tax seek to curb excessive speculation.
Retail participation has contracted without resolving the core problem: options trading continues to transfer substantial
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The data strengthens the case for tighter controls on leveraged retail derivatives trading, even as policymakers weigh market access against investor protection.
8:21 AMEconomic Times
Sebi proposes tighter curbs on promotional claims by online bond platforms
Summary
India’s Sebi has proposed stricter advertising rules for online bond platforms, including standardized information about the securities being promoted. Claims such as "fixed returns" and "high yield" would face clearer risk disclosures and tighter restrictions.
The proposal would make platforms more accountable for how they frame bond investments, limiting marketing
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
Regulators are treating digital bond marketing as an investment-risk issue, not merely an advertising matter.
5:28 AMEconomic Times
CAS chaos triggers liquidity spiral: Nuvama says higher participation needed to break cycle
Summary
BSE’s new Closing Auction Session has seen weak participation, with sharp declines in option-premium volumes and contracts, according to Nuvama. Confusion over the mechanism, retail concerns and allegations of manipulation have deepened scrutiny of the closing-price process.
Thin participation is now undermining the session’s liquidity and making traders less willing to use
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
A poorly adopted closing mechanism can weaken price discovery and reduce liquidity across connected markets.
Other Developments
A curated list of other prominent stories from this day.
FESA 2026 brought together pharmaceutical companies, EHS professionals, safety experts, technology providers and policymakers to address fire, electrical, security and automation risks. The event focused on strengthening proactive safety practices as Telangana expands its role as a pharmaceutical hub.
7:20 AMThe Property Times
Gemini Edibles & Fats India, which makes Freedom Oils, has filed draft IPO papers with Sebi for an offer-for-sale of up to 4.12 crore shares. Promoters and investors will sell their holdings, while the company will receive no funds from the issue; revenue reached Rs 12,650 crore in FY26, helped by branded oil growth.
6:01 AMEconomic TimesIndia has attracted more than $65 billion through special foreign-currency deposits from its diaspora, according to the latest central bank figures. The deposits draw on the overseas Indian community as a source of foreign funding.
5:58 AMBloomberg Markets
Zee Entertainment Enterprises has allotted 20.94 crore convertible warrants to Sunbright Mauritius Investments Ltd after securing required approvals. The transaction involves a subscription of Rs 659.76 crore, with conversion available within 18 months of allotment.
5:51 AMEconomic Times
Rays of Belief Ltd, the operator behind Mom's Belief, plans to launch its initial public offering on September 1. It intends to use the proceeds to open 319 centers across India by fiscal 2029, expand neurodevelopmental care in smaller cities, and invest in facility fit-outs and technology.
4:55 AMEconomic Times
Goldman Sachs expects Indian banks' loan growth to moderate to 14% to 15% through FY29 and has initiated coverage on 14 lenders. It favours ICICI Bank, Kotak Mahindra Bank, HDFC Bank, Axis Bank, Federal Bank and AU Small Finance Bank.
4:09 AMEconomic Times
Vijay Kedia's disclosed portfolio rose 21% to Rs 1,415 crore by August 2026, led by a 53% gain in Neuland Laboratories. Innovators Facade Systems declined 37%, while Eimco Elecon became the latest addition during the June quarter.
2:46 AMEconomic Times
Thirteen BSE SmallCap stocks rose in each of five trading sessions even as the Sensex fell 0.60%. Prabha Energy led with a 39% gain, followed by stocks including Welspun Corp, Wakefit Innovations and Welspun Living.
2:04 AMEconomic Times
Sugar stocks rallied on strong pre-festival demand, with Balrampur Chini, Bajaj Hindusthan and Uttam Sugar among those reaching 52-week highs. Gains eased after the government announced duty-free raw sugar imports, although several companies still posted strong weekly and year-to-date returns.
1:49 AMEconomic Times
CleanMax plans to add 1.5 GW of renewable capacity in FY27 and exceed Rs 3,000 crore in EBITDA by FY28. The company expects demand from data centres, artificial intelligence, manufacturing and the Make in India push to support expansion, backed by an AA credit rating and a planned Rs 2,500 crore bond issue.
1:20 AMEconomic Times
NRIs investing in India should first account for their global portfolios, existing India exposure, liquidity needs, taxes and repatriation requirements. For a Rs 1 crore portfolio over five to seven years, an illustrative allocation places 55% to 65% in equities, 15% to 20% in fixed income, 5% to 10% in gold and 5% to 10% in alternatives.
1:11 AMEconomic Times7:20 AMThe Property Times
FESA 2026; organised by Fire and Security Association of India, highlights need for proactive fire and process safety in pharma!
Summary
FESA 2026 brought together pharmaceutical companies, EHS professionals, safety experts, technology providers and policymakers to address fire, electrical, security and automation risks. The event focused on strengthening proactive safety practices as Telangana expands its role as a pharmaceutical hub.
The shift is from treating safety as a compliance requirement to managing it as an
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
Stronger safety standards could become a competitive requirement for pharmaceutical manufacturers as Telangana attracts more capacity.
6:01 AMEconomic Times
Freedom Oils maker Gemini Edibles & Fats India files DRHP with Sebi for IPO
Summary
Gemini Edibles & Fats India, which makes Freedom Oils, has filed draft IPO papers with Sebi for an offer-for-sale of up to 4.12 crore shares. Promoters and investors will sell their holdings, while the company will receive no funds from the issue; revenue reached Rs 12,650 crore in FY26, helped by branded oil growth.
The IPO is primarily an exit for existing shareholders, not a capital raise for Gemini.
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
The listing could broaden investor access to a fast-growing edible-oil business, but it will not directly finance Gemini's next phase of expansion.
5:58 AMBloomberg Markets
India’s Central Bank Says Forex Deposit Inflows at $65.4 Billion
Summary
India has attracted more than $65 billion through special foreign-currency deposits from its diaspora, according to the latest central bank figures. The deposits draw on the overseas Indian community as a source of foreign funding.
The scale of these deposits gives India a substantial external financing buffer and supports foreign-exchange
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Diaspora deposits are strengthening India’s external funding position while adding a source of foreign-currency liability risk.
5:51 AMEconomic Times
Zee Entertainment allots 20.94 cr convertible warrants to promoter group entity
Summary
Zee Entertainment Enterprises has allotted 20.94 crore convertible warrants to Sunbright Mauritius Investments Ltd after securing required approvals. The transaction involves a subscription of Rs 659.76 crore, with conversion available within 18 months of allotment.
The warrant issue brings potential funding to Zee but also creates future equity dilution if
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
Zee gains prospective capital while shareholders face dilution and a possible shift in promoter ownership.
4:55 AMEconomic Times
Mom's Belief operator to launch IPO on Sep 1
Summary
Rays of Belief Ltd, the operator behind Mom's Belief, plans to launch its initial public offering on September 1. It intends to use the proceeds to open 319 centers across India by fiscal 2029, expand neurodevelopmental care in smaller cities, and invest in facility fit-outs and technology.
The IPO would give the company capital to scale beyond major urban markets, where access
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
Public-market funding could widen access to developmental care while increasing pressure to deliver growth without compromising service quality.
4:09 AMEconomic Times
Bank stocks to buy: Goldman Sachs remains bullish on 6 private bank stocks. Do you own any?
Summary
Goldman Sachs expects Indian banks' loan growth to moderate to 14% to 15% through FY29 and has initiated coverage on 14 lenders. It favours ICICI Bank, Kotak Mahindra Bank, HDFC Bank, Axis Bank, Federal Bank and AU Small Finance Bank.
The key shift is from rapid credit expansion to more measured growth, making execution, asset
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
Bank investors may need to focus less on loan growth alone and more on which lenders can protect margins and credit quality as expansion slows.
2:46 AMEconomic Times
Vijay Kedia Portfolio: 5 stocks surge up to 55% in CY26; 1 new addition in June quarter
Summary
Vijay Kedia's disclosed portfolio rose 21% to Rs 1,415 crore by August 2026, led by a 53% gain in Neuland Laboratories. Innovators Facade Systems declined 37%, while Eimco Elecon became the latest addition during the June quarter.
The portfolio’s aggregate rise conceals a wide gap between winners and losers, underscoring the concentration
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
The headline portfolio gain is less useful than the dispersion among holdings, which shows why investors must assess each business rather than replicate a public portfolio mechanically.
2:04 AMEconomic Times
Concurrent Gainers: 13 smallcap stocks that gained for 5 days in a row
Summary
Thirteen BSE SmallCap stocks rose in each of five trading sessions even as the Sensex fell 0.60%. Prabha Energy led with a 39% gain, followed by stocks including Welspun Corp, Wakefit Innovations and Welspun Living.
The breadth of gains points to pockets of speculative strength beneath a weaker headline index,
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
The list identifies concentrated momentum, not a broad market recovery, so investors should treat the gains as higher-risk signals requiring liquidity and valuation checks.
1:49 AMEconomic Times
Sugar stocks rally! How Balrampur Chini, Triveni Engineering, Shree Renuka Sugars, other stocks performed this week?
Summary
Sugar stocks rallied on strong pre-festival demand, with Balrampur Chini, Bajaj Hindusthan and Uttam Sugar among those reaching 52-week highs. Gains eased after the government announced duty-free raw sugar imports, although several companies still posted strong weekly and year-to-date returns.
The rally has shifted from a demand-led trade to a policy-sensitive one, as duty-free imports
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
Sugar investors now need to track government trade policy as closely as festival demand because imports can quickly alter the sector’s earnings outlook.
1:20 AMEconomic Times
ETMarkets Management Talk | CleanMax’s next growth phase: 1.5 GW capacity addition target, Rs 3,000 crore EBITDA by FY28, says Kuldeep Jain
Summary
CleanMax plans to add 1.5 GW of renewable capacity in FY27 and exceed Rs 3,000 crore in EBITDA by FY28. The company expects demand from data centres, artificial intelligence, manufacturing and the Make in India push to support expansion, backed by an AA credit rating and a planned Rs 2,500 crore bond issue.
CleanMax is moving from capacity growth to a financing-intensive scale-up, making access to relatively cheap
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
CleanMax’s targets show how industrial electrification and data-centre demand are turning renewable power into a large corporate infrastructure opportunity.
1:11 AMEconomic Times
ETMarkets NRI Talk| Rs 1 crore, 5-7 years: How NRIs should allocate across Indian equities, bonds, gold and alternatives, says Rohit Sarin
Summary
NRIs investing in India should first account for their global portfolios, existing India exposure, liquidity needs, taxes and repatriation requirements. For a Rs 1 crore portfolio over five to seven years, an illustrative allocation places 55% to 65% in equities, 15% to 20% in fixed income, 5% to 10% in gold and 5% to 10% in alternatives.
The central shift is from a single-country allocation to a cross-border portfolio decision, where currency,
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
NRIs can gain from India’s growth without concentrating their wealth in one market, currency or regulatory system.
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