Your daily market briefing

Noel Tata faces biggest crisis yet with regulator’s IPO order

Shares of Shriram Finance, Hindustan Aeronautics Limited, and Siemens Energy India Limited lagged in Tuesday's trading session due to profit booking and weak market sentiment.

Societe Generale’s Kunal Kundu expects the Reserve Bank of India (RBI) to respond to India’s broadening inflation pressures with a new mini rate-hike cycle. Kundu projects a 25bp hike in October, followed by two similar moves in December and February.

Uttar Pradesh has significantly increased its exports to BRICS and partner nations. The state recorded substantial trade engagement, reaching Rs 47,484 crore in total exports. Exports to BRICS member countries alone amounted to Rs 34,811 crore, showing strong international presence. The government is actively promoting industrial investment and improving business connectivity for global reach. Enhancing quality and efficiency will further boost these growing international trade linkages.

Over 37 companies, including Hindustan Copper and Bajaj Steel are likely to remain in focus on Tuesday, which is the last day to qualify for dividend payouts set for September 16.

MUFG’s Michael Wan assesses Reserve Bank of India's (RBI) June 2026 FX measures and their impact on the Indian Rupee and USD/INR. He notes a large build-up of FX reserves and liquidity, and argues these measures have reduced tail risks of sharp INR depreciation.

Abbott India Ltd is quoting at Rs 26155, up 2.37% on the day as on 12:49 IST on the NSE. The stock is down 15.44% in last one year as compared to a 7.58% jump in NIFTY and a 18.39% jump in the Nifty Pharma index.

Infosys Ltd is quoting at Rs 1079.3, up 4.01% on the day as on 12:49 IST on the NSE. The stock is down 28.58% in last one year as compared to a 7.58% drop in NIFTY and a 17.5% drop in the Nifty IT index.

HDFC Bank Ltd is quoting at Rs 718.95, up 1.51% on the day as on 12:49 IST on the NSE. The stock is down 25.64% in last one year as compared to a 7.58% fall in NIFTY and a 1.94% fall in the Nifty Bank index.

Tips Music Ltd is quoting at Rs 666.75, up 0.79% on the day as on 12:44 IST on the NSE. The stock is up 11.52% in last one year as compared to a 7.62% fall in NIFTY and a 6.24% fall in the Nifty Media.

Apana Logistics traded at Rs 60 on the BSE, matching the issue price of Rs 60.

The Indian Rupee (INR) extends its previous week’s downfall against the US Dollar (USD) on Tuesday, with the USD/INR rising above 95.90 in the opening session.

The IPO is proposed to list on September 24, with anchor bidding scheduled for September 16.

Among the 30 Sensex firms, HCL Tech jumped 6.5%, Tech Mahindra climbed 5.6%, Tata Consultancy Services surged 5.10% and Infosys edged higher by 4.83%

Stop pretending the motivation to slow down is purely altruistic, says former White House AI and Crypto Czar David Sacks after Anthropic and OpenAI CEOs called for slowing frontier AI down

Raymond Ltd shares have had a dream run on Dalal Street so far this year. The stock has more than doubled investors' money in 2026, surging 154 per cent.

India’s everyday thali is getting costlier as weak monsoon rains, the Iran and Ukraine wars and rising demand for crops used in biofuels push up food prices. Onions are nearly 50% more expensive than a year ago and ginger has surged over 70%, adding pressure on households just as the festive season begins.

Firstsource Solutions Ltd, Tata Investment Corporation Ltd, Afcons Infrastructure Ltd and Zensar Technologies Ltd are among the other gainers in the BSE's 'A' group today, 15 September 2026.

Commodity vessel transits ​at Hormuz totalled four on ⁠Monday, down from 10 during the previous day, preliminary data from Kpler showed on Tuesday

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Diamond Power Infrastructure was locked in 5% upper circuit at Rs 388 after the company announced that it has received a letter of award from Adani Electricity Mumbai (AEML) for a contract worth Rs 179.43 crore.

Select Tata Group stocks were in demand on Tuesday, 15 September 2026, following renewed focus on a potential Tata Sons listing.

Kolkata has exported approximately 500 tonnes of hilsa fish to Bangladesh recently. Another 150 to 200 tonnes are expected to be shipped in the coming weeks. This marks a significant reversal of the traditional fish trade flow between the two nations. Bangladeshi traders are sourcing hilsa from Gujarat, which has high demand there. The fish is also being processed for export and sold domestically as salted hilsa.

From Adani Electricity Mumbai

Indian IT stocks rallied sharply on Tuesday as concerns over AI-driven disruption eased.

Applicants can check the Rentomojo IPO allotment status on the official websites of BSE, NSE and KFin Technologies, the registrar to the issue.

Infosys shares rose by 6% on September 15 amidst global discussions about AI safety and development pace. Anthropic CEO Dario Amodei emphasized the need for caution. The Indian IT sector saw strong gains, with TCS and HCL Technologies also rising significantly.

The European Union will permit 2.5 lakh Indian passenger vehicles annually at a reduced 8 percent duty. This import duty concession will gradually decrease to zero percent over five years. Quotas for electric and hybrid vehicles also receive phased duty reductions and increases. Certain Indian agricultural and processed food items will also benefit from duty concessions. The free trade agreement is expected to be signed and implemented soon.

The first after-hours session on South Korea’s main stock exchange saw erratic and retail-dominated trading, in a sign of the challenges ahead as it seeks to attract more global investors.

US lawmakers move amendment to Russia sanctions bill, target India, others with 100% tariff threat The Indian Express

Solar industries’ r21.8 billion Omnia deal deepens India’s push into Africa’s mining and fertilizer supply chains Africa Sustainability Matters

Propstack, CBRE partner to strengthen data-led real estate services Business Standard

India's solar growth depends on understanding manufacturing gaps beyond headline capacity PV Tech

China expressed readiness to address India's trade concerns collaboratively. A recent meeting between ministers discussed bilateral economic and trade ties. Leaders previously agreed to view each other as partners for development. China aims to expand mutually beneficial cooperation and address concerns. This aims to better benefit enterprises and people of both nations.

ETFs are traded on stock exchanges just like shares, allowing investors to buy a basket of securities in a single transaction and thereby “reduce the impact of poor performance” by any one company, unlike investing in a single share

India Bonds in Spotlight as Yield Premium Over Treasuries Hits 22-Year Low Bloomberg.com

Union Minister Nitin Gadkari recently faced frustrating traffic delays in Mumbai, prompting him to reflect on the 55 flyovers and the Bandra-Worli Sea Link he constructed years ago. With today's traffic vastly increased, he highlighted the urgent need for modern solutions, proposing the development of multi-level structures to maximize roadway efficiency within the constrained urban landscape.

Commerce Minister Piyush Goyal met Chinese counterpart Wang Wentao to implement key agreements. Leaders agreed to expand economic cooperation and address mutual concerns. They also emphasized viewing each other as partners, not rivals. Border peace remains essential for developing India-China relations. Both nations will coordinate more in multilateral forums like BRICS.

Average sugar prices stayed below Rs 60 per kg for four days. Government measures and imports helped ease prices after recent increases. Festive demand caused some regional price hikes, particularly in southern states. Major sugar-producing states like Maharashtra saw prices decline. The government maintains adequate stocks despite a lowered production estimate.

India August Inflation Accelerates, Narrowing RBI Pause Room

A central processing department will be established within the Directorate General of Foreign Trade. This new unit aims to implement a faceless trade facilitation system for businesses. The system is scheduled for national dedication during the second fortnight of October 2026. It will enable faceless, paperless, and jurisdiction-free processing of trade applications. This initiative seeks to reduce processing times and enhance ease of doing business for all.

India and Canada have begun the fourth round of negotiations for a proposed Comprehensive Economic Partnership Agreement (CEPA), with both sides aiming to conclude the talks this year. The five-day negotiations in New Delhi will cover goods, services, rules of origin and technical trade barriers.

India's inflation in August accelerated for the tenth month straight to 4.82% in August amid rising food and fuel prices.

India Beats a Hasty Retreat From a Crucial Market Reform

India and UAE trade is projected to reach USD 200 billion by 2032. Closer economic ties and the India-UAE CEPA have already boosted bilateral trade significantly. The UAE's participation in BRICS offers new avenues for expanding trade and investment opportunities. Indian states and UAE investors are actively exploring new avenues for collaboration. Increased awareness of CEPA benefits will be crucial for achieving this ambitious trade target.

India’s Solar Industries to acquire South Africa’s Omnia Holdings African Mining Market

India’s wholesale inflation accelerated to 9.92% in August from 9.78% in July, slightly above the 9.89% expected in a Reuters poll. Consumer inflation data is due later on Monday and is expected to hit a 20-month high, driven by higher food and fuel prices.

The shipments underscore the impact of a sustained Ukrainian drone campaign against Russia's oil refineries and energy infrastructure

K-Air Purification Technology Heads to India’s Railway Market to Tackle Extremely High Fine-Dust Levels | Newswise Newswise

Prime Minister Narendra Modi and UAE Crown Prince Sheikh Khaled bin Mohamed discussed the role of L'Imad, the UAE's newest sovereign investment fund, in expanding bilateral ties, alongside cooperation in defence, space, nuclear energy and technology. Modi separately reviewed India-Malaysia ties with PM Anwar Ibrahim, including semiconductors, trade, defence and investment.