U.S. Treasury yields reflect political pressure, Fed skepticism, and inflation risks. Short-term yields dip on policy easing bets, while long-term yields face fiscal concerns, driving investors toward private credit and alternative assets.

Motilal Oswal’s Nandish Shah bets on NMDC, JSW Steel, Tata Steel, Vedanta, and Hindalco as metals rally. GST cuts and easing inflation are expected to revive discretionary demand, boosting consumption-focused sectors.

The Indian rupee opened 23 paise stronger on Wednesday, trading at 87.82 against the US dollar buoyed by renewed trade discussions between India and the United States.

Siddharth Vora of PL Asset Management expresses strong optimism for Indian stock market s short- and medium-term growth, citing improved global trade conditions and robust domestic fundamentals. He anticipates a potential market surge driven by high-beta sectors like materials and financials, along with the expected return of foreign institutional investors and benefits from potential US Federal Reserve rate cuts.

Mukesh Ambani is planning a blockbuster IPO for Reliance Retail in 2027, following the listing of Reliance Jio. The retail giant, potentially valued at $200 billion, has shown strong financial growth and is streamlining operations. This IPO is expected to provide exits for global investors and solidify Reliance Retail s position as India s largest retailer.

Shares of Dev Accelerator made a muted debut on Wednesday, September 17, listing at Rs 61.30 on the NSE, slightly above the Rs 61 IPO price, and later rose 5% to Rs 64.02. The Rs 143-crore IPO saw healthy investor interest, though the grey market premium remained modest. Analysts warn valuations are rich, recommending caution and a wait-and-watch approach.

Prosus NV, fueled by its Tencent success, has significantly increased its stake in Urban Co. to 7.35% ahead of its IPO, investing $139 million. Urban Co. s Mumbai trading debut surged by 74%, valuing the company at $2.8 billion, with the IPO being heavily oversubscribed. Prosus anticipates benefiting from the growth of Indian consumer-focused businesses.

Robert Kiyosaki criticises mutual funds and ETFs, calling them “for losers,” while welcoming Trump’s executive order allowing 401(k) investors to access alternative assets like gold, silver, Bitcoin, real estate, and private equity, which he says will increase the value of his preferred investments.

The Indian market shows optimism due to GST changes and GDP data. Investors are watching consumption trends and corporate results. Market expert Karthik Kumar says GST restructuring is positive. Future market direction depends on consumption and external factors. He notes the market is structurally positive long-term. Festival season spending, tariffs, and earnings will be monitored.

VMS TMT’s ₹149 crore IPO was fully subscribed within hours, with strong demand from QIBs at 6.83 times. The GMP is 23%, signaling expected listing gains amid robust investor interest.