Zomato and Swiggy have experienced significant growth, fueled by strong order volumes and improved quick commerce prospects. While GST rule changes initially caused concern, analysts believe the impact will be minimal as both companies adapt through platform fee adjustments.

Standard Chartered expects a 50 bps Fed rate cut in September after weak jobs data. BofA also sees two cuts this year. Further easing is unlikely due to inflation.

With a price target of Rs 3,900, the domestic brokerage forecasts an upside potential of over 16% from the last closing price of Rs 3,353 per share on the NSE. CEAT shares have rallied 30% in the last six months.

Swiggy s stock receives a buy rating from Nomura, setting a target price of Rs 550, citing disciplined execution and improved breakeven visibility. Ongoing product innovations like Bolt are helping Swiggy gain market share against Zomato. Motilal Oswal also upgraded Swiggy to BUY , anticipating multiple tailwinds and raising food delivery growth estimates for FY26-27.

Adani Power shares jumped 5% to Rs 640.55 after the company signed a shareholders’ agreement with Bhutan’s Druk Green Power Corporation to set up a 570 MW hydroelectric project at Wangchhu. Signed on September 5, the pact involves forming a joint entity, marking Adani Power’s strategic entry into Bhutan’s hydropower sector and expanding its renewable energy footprint abroad.

Seven NSE F&O stocks, including Varun Beverages, PG Electroplast, Astral, and Zydus Lifesciences, recorded a sharp rise in futures open interest on September 5. The surge, exceeding 5% across these counters, signals growing market participation and fresh positions in the derivatives segment.

Further, silver December futures on MCX were also trading lower at Rs 124079/kg, having fallen by Rs 618 or 0.5%

Trading below the 200 DMA is considered a negative signal because it indicates that the stock s price is below its long-term trend line. The 200 DMA is used as a key indicator by traders for determining the overall trend in a particular stock.

Japanese Prime Minister Shigeru Ishiba resigned, triggering political uncertainty that could impact the yen, Japanese government bonds (JGBs), and equity markets. Analysts highlight fiscal policy risks, bond yield pressures, and potential delays in Bank of Japan tightening amid leadership changes.

The European Central Bank is expected to hold its deposit rate at 2% as inflation stabilizes, while political turmoil in France and a weak German recovery pose risks. Analysts expect limited policy shifts, with Lagarde cautious on future guidance.