Global Cues:
Wall Street closed strong 👉 S&P +0.49%, Nasdaq +0.72% 🔥 Both at record highs, 3rd week of gains.
US 10y yield at 4.13% (2-week high) 📈 | Brent $67 | DXY 97.8.
Powell speaks Sept 23 🗓 | Core PCE data Sept 26.
India Setup:
GIFT Nifty -93 @ 25,342 ➡️ soft start likely.
GST cuts in effect ✅ FTSE rejig flows today.
👀 Watch IT, Banking & Consumption.
Corporate Actions / Events:
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Adani Power ex-split (1:5) ⚡
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Sandur Manganese ex-bonus (2:1)
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TVS Holdings board mulls bonus
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Vikran Engg Q1 results
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AGMs: Godawari Power, DOMS Inds
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IPOs: Value Infosolutions (closes), Atlanta Electrical & Ganesh Consumer Products (open)
Stocks to Watch:
🔴 IT stocks: H1B visa fee $100k (new visas). Govt reviewing; Mphasis, Coforge, Cyient, Persistent say no impact.
🟢 Swan Defense: ₹4,250 Cr MoU with Gujarat Maritime Board 🚢
🟢 GRSE: $62M German contract for hybrid vessels
🔴 Lupin: USFDA Pune plant, 4 observations
🟢 SCI: MoU with BPCL, HPCL, IOCL for vessel ops
🟢 Netweb Tech: ₹450 Cr AI GPU order 💻
🟢 Ashoka Buildcon: €18.5M water project in Ivory Coast
🟢 Hindustan Copper: 20-yr Rakha mining lease 🔑
🟢 PNC Infra: ₹495 Cr Bihar bridge/road project
🟢 NBCC: ₹117 Cr order | Railtel: ₹18 Cr order
🔴 Oil India, ONGC: GST on E&P services up to 18%
🟢 HUDCO + NBCC: MoU for turnkey projects
⚪ Zydus Life: USFDA EIR – Voluntary Action Indicated
Mood Check:
Global tech strength vs. local IT caution ⚖️
Infra, defense, and PSU stories buzzing 🚀
Crude steady, bond yields firm = macro watch.