Railway stocks have seen gains recently. Some experts believe it s a short-term bounce due to previous underperformance. Others point to order wins as a positive sign. Concerns remain about execution delays and high valuations. Government spending direction is also a factor. Railtel, RVNL and Jupiter Wagons recently received orders. Investors should approach the sector with caution.

Market expert Vinay Jaising highlights NBFCs and capex-driven infrastructure stocks as key investment opportunities, advising selective exposure to metals and caution on private banks. He emphasises sectors poised to benefit from government spending, festive season demand, and structural growth in lending and capital markets.

Bitcoin rallied nearly 1% to $117,484 as the crypto market digested the US Fed’s 25-basis-point rate cut. Ethereum and XRP also gained, while BTC tested resistance at $117,800, signaling potential upside toward $120,000 amid cautious trading and sector-specific optimism.

India s data center capacity is projected to quintuple by 2030, driven by surging internet traffic, AI adoption, and data localization. This expansion requires substantial investment, potentially reaching $30 billion in facility capex. While investor enthusiasm is high, challenges like power supply, rising tariffs, and execution risks need careful consideration for long-term success.

Platinum is emerging as a top performer in 2025, with prices soaring nearly 57% year-to-date. A significant market deficit, driven by declining mine output in South Africa and robust demand from the automotive and jewelry sectors, fuels this rally. Chinese and Indian buyers are increasingly favoring platinum over gold, further boosting demand.

China’s central bank has decided to keep its key interest rate unchanged, even after the U.S. Federal Reserve cut rates.

BSE s MD & CEO, Sundararaman Ramamurthy, lauded India s capital market growth under PM Modi, citing a 4.5-fold increase in market capitalization and a tenfold rise in Demat accounts. He highlighted the surge in participation from smaller cities and the average annual market return of 13%.

Pune s GK Energy, an EPC provider for renewable projects, will launch its IPO tomorrow. The IPO includes a fresh issue of shares and an offer for sale. The company focuses on solar-powered agricultural water pump systems. Proceeds from the IPO will fund working capital and general corporate needs. The company operates in India s growing solar energy sector.

iValue Infosolutions IPO opened with 8% subscription on Day 1, supported by 15% retail participation, though institutional bids are yet to flow. The Rs 560 crore offer-for-sale is priced at Rs 284–299 per share. Grey market premium at 7% suggests modest listing gains. Analysts recommend subscribing, citing strong OEM partnerships and growth outlook.

Seshasai Technologies IPO: The firm has set a price band of ₹402–423 per share, targeting to raise ₹813 crore (₹480 crore fresh issue + ₹333 crore OFS). Anchor bidding opens Sept 22; subscription runs Sept 23–25, 2025.