Bitcoin is showing strength, trading near $117,000 after the US Fed rate cut, fueling expectations of new all-time highs. Experts cite substantial whale inflows and consistent institutional demand as key drivers. Altcoins like Solana and Dogecoin are also gaining traction, with Dogecoin potentially seeing a significant breakout. Overall, the cryptocurrency market capitalization stands at $4.

The Indian financial sector has evolved significantly, expanding beyond banks to include NBFCs, insurers, asset managers, and fintech firms. Investors now benefit from greater choice, competition, and attractive valuations. With proactive RBI policies, GST cuts, and rising credit growth, the sector remains resilient, offering balanced growth opportunities across all segments.

Brokerage platforms are increasingly integrating analytics-driven tools to enhance trading and investment experiences. Angel One leads with a comprehensive suite of features, including instant order placement from charts, index trading, and advanced portfolio management tools. While Zerodha and Groww offer essential functionalities, Angel One provides a more streamlined and efficient approach to both trading and investment activities.

ICICI Securities reports that gold s risk signal for equities is now unreliable, reminiscent of the 1970s Nixon shock. The traditional inverse correlation between gold and stocks has faded since 2022, driven by central banks increased gold demand amid geopolitical risks. This shift renders gold prices questionable for long/short equities strategies until the current reset completes.

Eicher Motors has turned Rs 1 lakh into Rs 3.5 crore since its 2004 NSE listing, delivering 35,000% returns. Riding on GST-led price cuts and strong three-month gains of 29%, analysts see more upside with targets of Rs 7,500–7,800 in the near term.

Despite US market frothiness, AI investment fuels growth, says DBS Bank s Taimur Baig. He notes a nuanced labor market with potential wage pressures and steady consumption. Two Fed rate cuts are anticipated, possibly influenced by political factors. Looking ahead to 2026, Baig cautions about emerging inflation sources, including tariffs, energy demands from AI, and wage pressures.

GK Energy, based in Pune, has launched its IPO today. The IPO saw a 58% subscription on Day 1. Retail investors are showing strong interest. The IPO will close on September 23. Shares are trading at a premium in the grey market. The company plans to use the funds for working capital and general corporate purposes.

Investor Chris Wood of Jefferies has sold Reliance Industries shares and reduced exposure to select banks, shifting focus to Ambuja Cement amid India’s long-only portfolio. The move follows RIL’s AGM announcements, including Jio Platforms’ 2026 IPO and FMCG revenue targets. Ambuja gained appeal from a GST rate cut, cost efficiencies, and accelerated industry consolidation, prompting HSBC to upgrade it to buy.

Aletheia Capital s Chief Economist, Jim Walker, suggests China is in a holding pattern, awaiting policy clarity in 2025, while India s strong fundamentals require reforms to ease business operations. Walker believes tariff tensions could catalyze India s reforms, and investors should focus on financials and consumer stocks. Despite global uncertainties, he remains optimistic about the long-term prospects of both India and China.

The US Federal Reserve reduced interest rates due to a cooling labour market. Economist Jim Walker believes this could worsen inflation. He suggests focusing on government spending instead. Further rate cuts are expected in 2025. This could aid Asian economies but tariffs pose a risk. Walker sees parallels to 2008 but highlights government spending as a key difference.