ACME Solar shares rose sharply after HSBC raised its target price by 15% to Rs 450 and retained its Buy rating. The brokerage sees signs of a recovery in renewable energy auctions, supported by rising power demand and growing adoption of battery storage and firm, dispatchable renewable energy projects.
FIIs reduced their holdings in 93 smallcap stocks in the June quarter after increasing stakes for two consecutive quarters. Among them, 14 stocks have declined 15–55% over the past six months, including HEG, GRM Overseas, Alok Industries, Natco Pharma and JK Tyre.
Three of these companies hold more than 3% stake in Tata Sons, the group’s holding company.
Traders are increasingly anticipating an October interest rate hike from the Reserve Bank of India, influenced by rising oil prices and expanding inflation. This potential adjustment is further compounded by an expected hike from the Federal Reserve, prompting analysts at Citi and Deutsche Bank to revise their predictions. The shift highlights growing concerns regarding inflation and the dynamics of economic growth.
The Bank for International Settlements (BIS) has warned that the AI-driven global stock market rally is showing signs of vulnerability as investors question the profitability of future AI investments. It flagged rising leverage among major US technology companies and growing debt used to fund AI spending as key risks that could challenge the rally’s durability.
The IFSCA announced on August 25, 2026, the implementation of new market abuse regulations, which will replace existing SEBI guidelines for the GIFT-IFSC securities market. These regulations are designed to comprehensively combat insider trading and manipulation, employing international language and a unified coding system. The true measure of their effectiveness will become evident with future enforcement initiatives.
The US 10-year Treasury yield has crossed 5% for the first time since 2023, raising concerns about pressure on equities as bonds become more attractive. The move revives Warren Buffett’s long-standing caution on long-term bonds, even as Berkshire Hathaway has maintained large holdings of short-term US Treasury bills.
Coforge shares fell after independent director and NRC chairperson DK Singh resigned, days after chairman OP Bhatt stepped down, raising concerns over the board changes. However, the company reiterated its FY27 guidance, retaining its targets of 20.5–21% consolidated EBITDA margin.
Paytm shares fell after the government directed banks and payment providers not to charge for UPI transactions up to Rs 2,000, raising uncertainty over charges for higher-value transactions. The decline came a day after Paytm hit a fresh 52-week high of Rs 1,840, with the stock having nearly doubled from its March low of Rs 930.6.
A global bond market selloff has put the Federal Reserve’s rate decision under the spotlight, with investors weighing the risks of another hike against a pause. Persistent inflation, rising oil prices, fiscal deficits and elevated Treasury yields have heightened concerns over the term premium and the outlook for long-term borrowing costs.
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