Godfrey Phillips India s shares are under scrutiny after director Samir Modi s arrest in Delhi on rape charges, following a complaint filed by a former employee alleging repeated sexual assault since 2019. Modi s legal team denies the allegations, claiming extortion.

Indian markets have recently reached new highs, fueled by GST rationalization and easing tariff concerns. However, sustaining this rally hinges on the return of consistent FPI buying. While DIIs have provided support, trade negotiations and earnings growth will be crucial factors.

Aparna Shanker suggests a balanced approach to equity allocation, highlighting the potential of GST cuts to boost consumption-oriented sectors. Auto, FMCG, and consumer durables are expected to benefit. While cautious on IT due to US market uncertainties, Shanker favors financial services, renewable energy, and infrastructure for long-term growth, recommending a diversified investment strategy.

Eight F&O stocks, including Indian Bank, HFCL, and IEX, saw a sharp jump in futures open interest on September 18, signaling fresh build-up of positions.

When the closing price is above the VWAP, it means the stock closed higher than the average price at which it traded during the day, with the average weighted by trading volume.

Vodafone Idea shares will be in focus on September 19 as the Supreme Court hears its plea against the DoT’s Rs 9,450 crore AGR demand. The telco argues the claim includes duplications and pre-merger liabilities, while the DoT calls it pending account finalisation. The verdict could impact Vodafone Idea’s funding talks and long-term financial strategy.

A White Marubozu is a bullish candlestick pattern that forms when the opening price is the lowest point of the session and the closing price is the highest.

John Cockerill India s shares rose after securing a contract from Tata Steel to supply a push-pull pickling line and acid regeneration plant for its Jamshedpur Tinplate Division. The advanced technology aims to enhance production efficiency and support Tata Steel s sustainability goals. Earlier this month, the company also secured a contract from JSW JFE Electrical Steel Nashik.

Waaree Energies subsidiary, Waaree Power, is set to acquire a 76% stake in Racemosa Energy, a smart meter manufacturer, for approximately Rs 53 crore. This strategic move will allow Waaree to enhance its renewable energy and power distribution offerings by leveraging Racemosa s expertise in smart metering solutions. The deal, expected to close in FY 2025-26, is subject to regulatory approvals.

Foreign investors may reverse their stance on Indian markets. A rally in Sensex and Nifty is expected. US Federal Reserve rate cuts and India s economic resilience are key factors. GST reductions and other reforms are also important. Earnings recovery is expected from Q3FY26. This could trigger renewed capital inflows. The macroeconomic foundation of India remains strong.