Fund Houses Recommendations -16 September 2025

Sector & Thematic Positives

OMCs: Government support underpins steady performance despite global volatility.

Capital Goods: Transmission order pipeline remains strong.

Non-Ferrous Metals: Prices firm due to geopolitics, low inventory, and weak USD.

Data Centres: India’s capacity expected to r…[Read more]

India – U.S. Trade Deficit? Not So Fast.
Everyone’s talking about India’s goods surplus and U.S. concerns – but the full picture shows a near-balanced flow. U.S. companies, platforms, and universities earn big from India. Net gap? Just $3B.

India – U.S. Trade Deficit? Not So Fast.
Everyone’s talking about India’s goods surplus and U.S. concerns – but the full picture shows a near-balanced flow. U.S. companies, platforms, and universities earn big from India. Net gap? Just $3B.

Geopolitics, Trade Pressures, and the Investor Lens: Lessons for India

By VRIGHT Exchange Research and Strategy Desk

The unexpected resignation of Japan’s Prime Minister after signing a contentious trade deal with the United States underscores a key reality: even the most established US allies are finding it difficult to navigate W…[Read more]

Weekly Expiry Debate: Stress Test for India’s Derivatives Market

By VRIGHT Exchange Research and Strategy Desk

In India’s capital markets, few instruments have reshaped trading dynamics as profoundly as weekly futures and options (F&O) expiries.
The recent speculation about potential regulatory curbs underscored two vital lessons—why verif…[Read more]

VRIGHT Exchange – Daily Digest | Corporate & Economy Analysis for September 12, 2025

Market Summary & Sentiment

• Indian markets opened higher:
o Nifty 50 up ~0.28% at ~25,074
o Sensex up ~0.26% at ~81,759
• This extended an 8-session rally, amid renewed confidence in potential U.S. Fed rate cuts, thanks to softer jobs data offsetting highe…[Read more]

SME IPO Pipeline | India – September 2025

Recent Listing Performance

Strong Debuts

• Optivalue Tek Consulting (Listed Sep 10): Oversubscribed 64.5×, opened at ~23% premium.

• Goel Construction: Backed by ~20% GMP, delivered a solid debut around Sep 10.

• Anondita Medicare (Sep 1): Exceptional listing at ~90% premium to issue price.…[Read more]

The CXO Playbook: Building India’s Next Growth Champions

Why Most Companies Are Missing the Biggest Opportunity in Decades

Picture this: India’s GDP is growing at 6-7% annually, key sectors are expanding at 10-15% CAGR, and the macro environment couldn’t be more favorable.

Yet walk into most boardrooms, and you’ll hear the same frustrations…[Read more]