Shares of Anant Raj surged 14.4% to Rs 610 on the BSE, fueled by optimism over government plans to offer up to 20-year tax exemptions for data centre developers. The incentives, linked to capacity, energy efficiency, and job creation, could benefit firms like Anant Raj, which has expanded into data centre and cloud infrastructure, amid India’s rapidly growing digital economy.

Urban Company’s shares will debut on September 17 after its ₹1,900-crore IPO was subscribed 103.6 times. Allotment status can be checked via MUFG Intime or BSE. The IPO’s grey market premium of ₹52 suggests a potential listing gain of around 54%, though it’s subject to market fluctuations.

Daljeet Kohli of Roha Asset Managers suggests Indian stocks are poised for growth. Consumption, chemicals, and cement sectors show promise. Investors should not be too cautious, Kohli advises. He favors consumption, from appliances to luxury cars. Agrochemicals and chemicals are recovering. Cement is a better bet than real estate now. Market fundamentals are strong despite challenges.

Shares of Godfrey Phillips India jumped 8% to Rs 3,694 on Tuesday after the stock went ex-bonus following a 2:1 bonus issue. The adjustment tripled the share count, reducing the price proportionally, though shareholder value remains unchanged. The adjusted previous close on the BSE was Rs 3,405.60, compared with the pre-bonus price of Rs 10,227.10.

Market expert Anand Tandon says no broad market rally is expected, highlighting the need for a bottom-up, stock-specific approach. Sector rotation will continue amid uncertainty, while Reliance Industries’ retail growth and potential business segmentation could act as key performance triggers in the coming months.

Euro Pratik Sales has launched its IPO aiming for a Rs 2,524 crore valuation. Early subscription stood at 11% on Day 1, mainly from NIIs. Despite healthy fundamentals, muted grey market sentiment and high valuation raise caution among investors.

Despite FII and mutual fund stake reductions, some smallcap stocks rallied. Netweb Technologies, Rishabh Instruments, and Ashapura Minechem gained significantly. These companies show strong financials like earnings growth and low debt. Geojit Investments suggests FII outflows are due to valuation differences. India s economic recovery and policy measures may attract FIIs back. Market could rally, potentially reaching new highs.

Textile stocks, including KPR Mill, Trident, Raymond Lifestyle, and Gokaldas Exports, surged up to 4% amid hopes of a US-India trade deal. Positive triggers include the India-UK FTA, reduced GST on garments, and efforts to diversify exports amid US tariffs on Indian textiles.

Elara Securities remains optimistic about the Indian real estate market, particularly the luxury housing segment. Strong demand, driven by rising incomes and a preference for branded developers, fuels this uptrend. Absorption rates in top cities surged in the first half of CY25, with luxury properties leading the way.

Announced on his social media platform Truth Social, the proposal aims to cut costs for companies and discourage short-term thinking among publicly traded firms.