Your daily market briefing

Commerce Minister Piyush Goyal will attend the G20 trade ministerial in Milwaukee this month. He is expected to hold bilateral talks with the US Trade Representative regarding trade issues. India also anticipates signing a free trade agreement with the European Union before year-end.

India and Mercosur have agreed to accept electronic Certificates of Origin. This move facilitates paperless trade and modernizes customs procedures between the two sides. The agreement allows electronic certificates to hold the same legal validity as paper documents. It is expected to reduce transaction costs and processing times significantly. The protocol will become effective after internal procedures are completed by all parties.

Forex traders said surging dollar demand from oil importers has sparked fresh concerns over inflation and India's external trade balance

Prime Minister Shehbaz Sharif chaired a meeting to review proposals aimed at cutting transport-related fuel use, with several options under consideration for both government and private sectors.

State-run banks were seen offering dollars, likely on behalf of the RBI

Food inflation in August increased to 5.95% compared to 5.52% in the preceding month, according to CPI data released by the National Statistics Office

The ​rupee declined ‌0.2% to 95.79, hovering around its weakest levels in ‌a month

The WTO’s World Trade Report 2026 says strengthening the global trading system could lift global GDP by 2.9%, or about $3 trillion, by 2050, while failing to modernise it could cost up to 10% of global GDP.

Indian Bonds Sink on Central Bank Debt-Sale Plan, Global Selloff

Happy Forgings saw a decent start to FY27. In the June quarter (Q1FY27), volumes grew 23% year-on-year, aiding the 27% revenue growth. The management expects domestic demand to be robust and exports momentum to improve as the year progresses. It expects high-teens volume growth in FY27.

Indian Central Bank Likely Intervenes Support Rupee Traders Say

India bonds slide on RBI sales, oil-led inflation heat TradingView

Experts suggest six stocks for short-term investment, including VBL and Paytm. These stocks show promising momentum despite current market volatility, providing opportunities for investors willing to navigate the turbulence ahead.

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Indian Bonds Feel the Heat From Global Yield Surge

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

A Bloomberg gauge of returns on Treasuries has declined 1% since the start of the month, and is down about 1.5% this year.

Despite of the recent correction, thus far in the calendar year 2026, the stock price of Sterlite Technologies has skyrocketed 690%, while HFCL has zoomed 142%.

Indian It Stocks Jump After Call AI Development Slowdown

Indonesia shares lower at close of trade; Jakarta Stock Exchange Composite down 0.99%

India's SEBI Is Said to Ease Arbitrage Fund Rules to Aid Auction

Market Minute: India’s inflation quickens, driven by food and fuel The Real Economy Blog

India could face up to 100% US tariffs over Russian oil dw.com

Understanding the South Asia Soybean Oil (Fastmarkets) vs. Soybean Oil Futures Spread cmegroup.com

Godavari Biorefineries’ share price has shown a mixed performance in recent periods.

Tech Mahindra Ltd is quoting at Rs 1595.4, up 3.53% on the day as on 12:49 IST on the NSE. The stock is up 4.17% in last one year as compared to a 7.58% fall in NIFTY and a 17.5% fall in the Nifty IT index.

The Indian Rupee (INR) holds onto over-a-week long losses against the US Dollar (USD) in the opening session on Wednesday.

Hero Motors is betting on shift towards higher-value powertrain and EV components, ahead of its IPO opening this week.

The CBIC will conduct outreach programs to encourage EMI scheme adoption. Data and documentation requirements for the scheme have been substantially reduced. This aims to improve cash flow management for eligible manufacturers. The scheme offers deferred Customs duty payment for imported goods. These changes seek to boost domestic manufacturing and ease business operations.

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Solar Industries announced that it will acquire South Africa-based Omnia Holdings for approximately $1.355 billion (₹12,951 crore) in an all-cash transaction.

Direct benefit transfers have reached ₹2.08 lakh crore this fiscal year. Fertiliser subsidy led with ₹62,984 crore, and Public Distribution System followed. Mahatma Gandhi National Rural Employment Guarantee Scheme received ₹15,241 crore in transfers. Pradhan Mantri Awas Yojana-Gramin and PAHAL schemes also saw significant fund allocations. Haryana topped the state rankings for direct benefit transfers.

New Zealand Clears Path for Free-Trade Agreement With India

Varma to lead brand, digital, customer experience and AI enablement

The central bank received bids worth ₹3,93,352 crore, for a notified amount of ₹5 lakh crore. It accepted all bids at a cut-off and weighted average rate of 5.24 per cent

eMudhra shares opened at ₹625 apiece on NSE today, as compared to previous close of ₹592.85 on Tuesday.

Netweb Tech shares opened at ₹4,979.45 against their previous close of ₹5,026.90 and declined as much as 5.4% to an intraday low of ₹4,754.90, looking set to snap its two-day winning run.

Shares of Prasol Chemicals were currently trading at Rs 623.25 at 10:25 IST on the BSE, representing a discount of 7.80% as compared with the issue price of Rs 676.

Master Trust highlighted the company's long operating history, dealer network and exposure to rising domestic and export demand, while Swastika Securities assigned a 'Subscribe' rating.

Shares of Glass Wall Systems (India) were currently trading at Rs 204.70 at 10:15 IST on the BSE, representing a premium of 12.47% as compared with the issue price of Rs 182.

Blue Cloud Softech Solutions shares opened at ₹19.30 apiece today, as compared to previous close of ₹19.18 on Friday last week. The small-cap stock hit an intraday high of ₹20.37 on 15 September.

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.

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.

India’s soyoil imports hit a record in August as refiners stocked up for the festival season, while palm oil purchases reached a six-month high. Overall edible oil imports climbed to an 11-month high of 1.57 million tonnes, with heavy buying also causing congestion at major ports.

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.

Exide Industries added 1.08% to Rs 413.55 after the company announced the signing of a long-term strategic cooperation agreement with ExCom Energy Solutions GmbH for the industrial battery business across the European Economic Area (EEA).

The next phase of AI transformation to be defined by business outcomes, not AI features

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.