VRIGHT Exchange – Daily Digest | Corporate & Economy Analysis for September 15, 2025

Market Overview & Sentiment

• Indian benchmarks closed higher: Nifty 50 +0.39% at 25,167, Sensex +0.40% at 82,118. Gains were led by auto and energy stocks, aided by optimism around U.S.–India trade talks and expectations of a U.S. Fed rate cut.

• The MSCI As…[Read more]

Mid- and small-cap mania: Why retail investors need to rebalance toward largecaps

By Vikas Gupta

https://economictimes.indiatimes.com/markets/stocks/news/mid-and-small-cap-mania-why-retail-investors-need-to-rebalance-toward-largecaps/articleshow/123864952.cms?from=mdr

Daily Voice Interview : Ashwini Shami of OmniScience Capital.

Fed rate cut, not India–US trade deal, may drive market rally

Any pause in FII net selling—similar to the trend seen from March to June this year—is expected to be a positive catalyst for the markets,

htt…[Read more]

Analyst Day 2025 | Allcargo Group
Purpose : to discuss the growth path of its group companies:
Allcargo Logistics (International – Ocean and Air Freight)
Allcargo Gati (Express and Contract Logistics)
Allcargo Terminals (CFS & ICD)
TransIndia Real Estate (Logistics Parks & Real Estate)

Event Details:
Date: Thursday, September 25, 2025
Time: 3:30…[Read more]

IPO Brokers’ & Analysts’ Meet | GK Energy Limited

Date : Tuesday, 16th September 2025
Time : 06:00 PM

Venue: Zenith Ballroom, 8th floor, St Regis Hotel, Lower Parel, Mumbai

Company Spokesperson : Gopal Kabra – CMD & CEO

BLRM’s : IIFL Capital Services Limited, HDFC Bank Limited

Listing Update-15 Sept 2025

VASHISHTHA SME
IPO PRICE: 111
LOT SIZE – INDIVIDUAL: 2400
LOT SIZE – HNI: 3600

LISTING PRICE: 118(+7₹,+6.31%)
LISTING GAIN – INDIVIDUAL: 16,800/-
LISTING GAIN – HNI: 25,200/-

Fund House Recommendations – September 15, 2025

Alcobev Sector – Structural Premiumisation Play

• Radico Khaitan (Jefferies: Buy, TP ₹3,500)
Premiumisation in IMFL portfolio and consistent market share gains position Radico as a long-term compounding story.

VRIGHT View: Beneficiary of premium liquor demand, especially in Tier-1/Tier-2 cities.…[Read more]

VRIGHT Exchange — Stocks to Watch

Date: Monday, 15 September 2025

Healthcare & Pharma

• Apollo Hospitals will acquire IFC’s 31% stake in Apollo Health & Lifestyle Ltd for ₹1,254 crore, raising its holding to 99.42% (CCI nod awaited).

Deepens control over a high-growth subsidiary and expands retail healthcare play.

• Dr Reddy’s Laboratorie…[Read more]

VRIGHT Exchange – Daily Digest | Corporate & Economy Analysis for September 15, 2025

Market Overview

Indian equities opened the week on a cautious note. Investors are positioning ahead of the U.S. Federal Reserve’s policy meeting, where a 25 bps rate cut is widely expected.

Global risk assets remain sensitive to Fed guidance, while dom…[Read more]

From Chandragrahan to Chaos: 2025’s Trail of Disasters and Upheavals

The year 2025 has unfolded like a cosmic drama, with eclipses coinciding with political upheavals, natural disasters, and human tragedies across the globe.

Starting in January and intensifying after the 7 September Chandragrahan, events have unfolded like a sequence of e…[Read more]

From Chandragrahan to Chaos: 2025’s Trail of Disasters and Upheavals

The year 2025 has unfolded like a cosmic drama, with eclipses coinciding with political upheavals, natural disasters, and human tragedies across the globe.

Starting in January and intensifying after the 7 September Chandragrahan, events have unfolded like a sequence of e…[Read more]