Nirmal Bang Group

30/09/2026

New series. New positioning. New clues.

After a volatile series, should investors look for the next opportunity — or keep waiting for more clarity?
What are the rollover numbers really telling investors?

Hear it from Amit Bhuptani, Sr. Derivatives & Technical Research Analyst at Nirmal Bang.

🎥 Watch now: https://youtu.be/sKAN0oG_FDc

30/09/2026

Recently, the Indian government announced a 𝗹𝗮𝗿𝗴𝗲𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗶𝗻 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗿𝗲𝘀, potentially strengthening 𝗜𝗻𝗱𝗶𝗮’𝘀 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗶𝗻 𝘁𝗵𝗲 𝘄𝗼𝗿𝗹𝗱 𝗼𝗳 𝗔𝗿𝘁𝗶𝗳𝗶𝗰𝗶𝗮𝗹 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 (𝗔𝗜). However, the strain this could put on power and water resources remains a matter of debate. In this issue of 𝗕𝗲𝘆𝗼𝗻𝗱 𝗠𝗮𝗿𝗸𝗲𝘁, our 𝗰𝗼𝘃𝗲𝗿 𝘀𝘁𝗼𝗿𝘆 𝗲𝘅𝗽𝗹𝗼𝗿𝗲𝘀 𝘁𝗵𝗲 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗼𝗳𝗳𝗲𝗿𝗲𝗱 𝗯𝘆 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗿𝗲𝘀 𝘁𝗵𝗮𝘁 𝗰𝗼𝘂𝗹𝗱 𝗵𝗲𝗹𝗽 𝗽𝗿𝗼𝗽𝗲𝗹 𝗜𝗻𝗱𝗶𝗮 𝗶𝗻𝘁𝗼 𝘁𝗵𝗲 𝗔𝗜 𝗿𝗮𝗰𝗲, 𝗱𝗲𝘀𝗽𝗶𝘁𝗲 𝗰𝗹𝗶𝗺𝗮𝘁𝗲 𝗮𝗻𝗱 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲 𝗰𝗼𝗻𝘀𝘁𝗿𝗮𝗶𝗻𝘁𝘀. Read on to see where we stand on this topic at this crucial juncture.

As you move through the issue, you will also find articles on why alternative fuel vehicles are gaining ground over petrol and diesel variants; the current state of the sugar sector amid a sharp rise in global prices and India’s move towards duty-free imports to contain domestic prices; 𝗛𝗼𝗹𝗹𝘆𝘄𝗼𝗼𝗱 𝗺𝗼𝘃𝗶𝗲𝘀 𝗺𝗮𝗸𝗶𝗻𝗴 𝗮 𝗯𝗲𝗲𝗹𝗶𝗻𝗲 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗜𝗻𝗱𝗶𝗮𝗻 𝗮𝘂𝗱𝗶𝗲𝗻𝗰𝗲, 𝗲𝗻𝗰𝗼𝘂𝗿𝗮𝗴𝗲𝗱 𝗯𝘆 𝘁𝗵𝗲𝗶𝗿 𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝗽𝗼𝗽𝘂𝗹𝗮𝗿𝗶𝘁𝘆; the debt crisis surrounding 𝗦𝘂𝗯𝗵𝗮𝘀𝗵 𝗖𝗵𝗮𝗻𝗱𝗿𝗮’𝘀 𝗘𝘀𝘀𝗲𝗹 𝗚𝗿𝗼𝘂𝗽; the importance of opportunity cost in harnessing the power of compounding; and a round-up of the tyre sector with companies announcing capex plans despite underlying challenges and much more.

𝗣𝗶𝗾𝘂𝗲𝗱 𝘆𝗼𝘂𝗿 𝗰𝘂𝗿𝗶𝗼𝘀𝗶𝘁𝘆? 𝗖𝗹𝗶𝗰𝗸 𝗼𝗻 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸𝘀 𝘁𝗼 𝗸𝗻𝗼𝘄 𝗺𝗼𝗿𝗲.

Issue Volume 18, Issue 09 (Issue 244)

𝗣𝗗𝗙: https://bit.ly/4yiOIuB
𝗙𝗟𝗜𝗣: https://bit.ly/4yZvaeK

29/09/2026

The festive season may be about shopping for consumers, but for investors it can be a useful reality check on demand.

Are you planning to spend more, less or roughly the same compared with last year? Comment 👇
MORE / SAME / LESS

This festive season, the shopping basket could be as interesting as the sales number itself.

Swipe to see what the broader numbers are signalling.

28/09/2026

23/09/2026

22/09/2026

NSE's IPO attracted ₹𝟗𝟎,𝟐𝟖𝟕 crore in bids.

𝟓.𝟕𝟏× overall subscription.

A mega IPO that recorded the highest overall subscription among the five largest issues, with demand led by institutional investors.

Attention now shifts to the next steps: allotment and the expected listing on September 𝟮𝟰.

Have you applied for NSE IPO? Tell us in the comments.

18/09/2026

You invest in stocks. So why should you care about bonds? 👀
Because markets are connected.

Rising bond yields aren't a one-sided story. They can create pressure in some parts of the market. But they can also change the opportunity set for investors putting fresh money to work.

The interesting part is understanding why both can happen at the same time.

Swipe through for the story behind rising bond yields. →

16/09/2026

Thinking of applying for the NSE IPO? Save this before you do.

The National Stock Exchange of India is one of the most important pieces of India's financial-market infrastructure. But evaluating its IPO requires looking beyond its brand and market leadership.

We've simplified the NSE IPO story into the numbers and business factors that matter.

Swipe through → And send this to someone considering the NSE IPO.

15/09/2026

Past mistakes can teach us. They don’t have to define us.
May this Michhami Dukkadam bring forgiveness, clarity and a fresh perspective for the journey ahead.

Let go of the past. Keep the learning. Invest in a better tomorrow.

14/09/2026

अगर बाज़ार आपसे हिंदी में बात करे,
तो क्या आप उसके हर इशारे को समझ पाएँगे?

आज आप अपनी “बाज़ार की भाषा” को ज़रा परखिए और जानें कितनी मजबूत है।

आप सभी को हिंदी दिवस की शुभकामनाएँ! 🇮🇳

#हिंदीदिवस