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Vedanta shares remained largely unchanged at ₹454.40, with weak stock performance overshadowed by high dividend yields amid concerns over delays in its proposed demerger. here

BofA on PB Fintech

Here are a couple of stock recommendations by Parag Thakkar, Senior Fund Manager at Fort Capital.

On the data centre:

The data centre seems to be a very interesting opportunity. So, Anant Raj, a disclaimer, we also have some small quantity in the portfolio. The company was reducing debt, they have large parcels of land, and now they are putting it to good use by building up data centres at a lower cost than other players. So that was a good point. To play data centres, in my view, both Reliance Industries and Adani group and L&T; L&T and Reliance are our large holding. They are also investing big in data centres. So, the theme is still emerging.

On the capital goods side, Cummins India, ABB India, Siemens, will be the beneficiaries of the data centre boom, but there we are restricted by the valuation constraint. Otherwise, that would also make sense. Siemens Energy is one stock which we have in the portfolio, but Reliance will be the big name through which we would like to play this entire new energy theme.

On Elgi Equipments

Apart from L&T, we also have other stocks which are looking interesting at this level because of US tariffs of 50% and it is a stock called Elgi Equipments, which is in our portfolio, and we are planning to add on every dip.

Rupee Opens At 88.07/$ Vs Monday’s Close Of 88.21/$

Sudarshan Sukhani, Technical TrendsBuy RBL Bank with a stop loss of ₹268Buy HUDCO with a stop loss of ₹219Buy Prestige Estates with a stop loss of ₹1,570Buy IOC with a stop loss of ₹142

Mitessh Thakkar, Bonanza PortfolioBuy DLF for a target price of ₹800 with a stop loss of ₹764-763.50Buy Godrej Properties for a target price of ₹2,100 with a stop loss of ₹2,003Buy Havells India for a target price of ₹1,630 with a stop loss of ₹1,578Sell Asian Paints for a target price of ₹2,450 with a stop loss of ₹2,527

HSBC CFO Pam Kaur says AI enhances banking efficiency by supporting employees and boosting productivity, but cannot replace humans. She emphasises human oversight and reskilling alongside AI adoption. here

Euro Pratik Sales raises ₹1.35 billion from anchor investors

According to a circular on the BSE website, Euro Pratik Sales Ltd. raised INR 1.35 billion by issuing 5.46 million shares at INR 247 a share to anchor investors. Domestic mutual funds have received 25.93% of the overall allocation for anchor investors.

JPM on the Logistics sector

JPM

Initiate OW on Aegis Logistic – TP ₹895

Cos’ capacity expansion, tie-ups with marquee customers, strong ROCE & high entry barriers are right ingredients for a continued re-rating

Initiate Neutral on TCI Express – TP ₹750

Worst is behind, but the changing industry landscape could challenge EPS growth

Concor – Neutral, TP ₹590

Believe risk reward balanced at 3.1x FY28E EV/Sales at 10% FY25-28E sales CAGR

Asian Paints shares have risen over 15% from their 52-week lows, driven by investor optimism that competition is easing, though CLSA disagrees. Fund houses like SBI and ICICI Prudential Mutual Fund were active buyers in June. here

Citi maintains a ‘Buy’ rating on Reliance Industries with a ₹1,690 price target, calling concerns about a potential holding company discount after Jio Platforms’ listing “unwarranted” due to SEBI’s proposed listing changes. here

JPMorgan maintains an “overweight” rating on United Breweries, cutting its price target to ₹2,050 from ₹2,200, indicating a potential 14% upside. here

Here’s a list of stocks that are in focus going into trade today

Here’s how the global market cues are placed this morning on Wall Street gains, ahead of the FOMC Meet, & US-China trade talks in

M Nagaraju, the secretary of the Department of Financial Services (DFS), has urged insurance firms to start aggressive outreach initiatives to raise awareness of recent changes meant to lower the cost and increase accessibility of insurance.

Nagaraju emphasised the importance of making sure policyholders take full advantage of the Goods and Services Tax (GST) exemption that was announced earlier this month while chairing a meeting in the capital on Monday, September 15, with senior executives from public and private insurers, the Insurance Regulatory and Development Authority of India (IRDAI), and top officials from the DFS.

India-US Trade Talks: Commerce Min Says 

Matt Orton, Raymond James Investment On CNBC-TV18

India’s ‘Next-Gen’ GST reforms, effective September 22, simplify tax rates into two main slabs—5% for essentials and 18% for standard goods—while luxury items remain at 40%. The overhaul aims to improve the ease of doing business and stimulate domestic demand. here

RailTel

CLSA maintains an ‘underperform’ rating on Asian Paints with a target price of ₹1,927.

Macquarie on Tata Com

Gujarat Gas shares are in focus as the company holds a shareholders’ meeting on September 17 to approve the merger of GSPC and GSPL into Gujarat Gas, previously approved by their boards. here

The RBI has issued new guidelines to regulate payment aggregators, effective immediately, classifying them into three categories based on their operations. here

Brokerage firm JPMorgan maintains an overweight stance on United Breweries with a target price of ₹2,050.

HSBC On Cement

HSBC On OMCs

Jefferies On Pharma

Jefferies On Data Centre

The Department of Financial Services (DFS) Secretary M. Nagaraju urged insurers to actively promote GST-exempt insurance policies to ensure policyholders benefit from recent reforms during a meeting with Insurance Regulatory and Development Authority of India (IRDAI) and industry leaders on September 15. here

Gold reached a new record above $3,685 an ounce as markets priced in a US Fed rate cut and weaker dollar. Investors also await the Fed’s economic forecasts and Chair Powell’s press conference. here

JPMorgan will reduce the weight of top issuers, including China and India, in its GBI-EM Global Diversified bond index from 10% to 9% in H1 2026, shifting flows toward smaller emerging markets. here

Most market participants (96.2%) expect a 25 bps rate cut by the US Fed on September 17, which could pave the way for a potential repo rate cut by the RBI in its upcoming policy review. hereNewsLive TVMarketPopular CategoriesCalculatorsTrending NowLet's Connect with CNBCTV 18Network 18 Group :©TV18 Broadcast Limited. All rights reserved.