If a bank offers a lower loan rate when insurance is purchased, the proposed framework would allow the customer to buy insurance from any insurer. Read full report here

UltraLED Displays, a Titan Intech Ltd brand specialising in LED display solutions, has appointed SPARK Technologies Pvt Ltd as its official ULTRA NEXUS (Network for Excellence, Xpertise and UltraLED Solutions) Distributor at InfoComm India 2026, being held from September 16 to 18 at the Jio World Convention Centre (JWCC), Mumbai. The partnership brings together UltraLED Displays' LED display capabilities and SPARK Technologies' established distribution and channel network to strengthen market access, partner engagement and solution availability across key regions of India.

Lighthouse Learning (formerly EuroKids International), India's leading Early Childhood and K-12 Education Group, today announced a strategic partnership with The Khaitan School, Noida. The collaboration brings together The Khaitan School's distinguished legacy and Lighthouse Learning's scale, expertise and educational capabilities to support the school's next phase of growth and strengthen learning opportunities for its students and educators. 

Founded by the Khaitan family in 1995, The Khaitan School was established with a vision to deliver holistic, values-led education rooted in academic excellence and character. Over the years, the school has built a strong reputation for its academic outcomes, co-curricular breadth and values-led culture. Its campus features modern science and computing laboratories, well-stocked libraries, interactive digital classrooms, and state-of-the-art sports and arts infrastructure. 

Twelve years of Make In India: Strong gains in manufacturing and exports, but key job and GDP goals remain elusive. Industry demands more for MSMEs. Read full report here

E-commerce and tech startups top the hiring outlook list, with a projected 12.6% net employment change. Travel, hospitality isn't far behind at 12.3%. Read full report here

IRDAI has proposed capping remuneration for new-vehicle motor insurance at nil for third-party premium and 5% for own-damage and related covers. Read full report here

Dharmendra Jain, Co-Founder, Ionic Wealth

This is a game-changing regulation, it expands the role of a portfolio advisor and wealth manager, allowing them to now use the PMS license to offer a full-spectrum portfolio as an Asset Allocator. This expands the portfolio opportunity across IPOs, global investments, unlisted investment-grade debt, and the use of derivatives to manage portfolio risk. Another important update is the accreditation of HNIs with Rs 5 crore of market exposure by AMC managers. This will bring in many more accredited investors, with the flexibility to fractionalize PMS and AIF commitments down to Rs 10-25 lakh.

Gaurav Udani - Founder, Thincredblu 

"Nifty is expected to open around 23,080, up by nearly 20 points, indicating a flat to mildly positive start. After the recent weakness, the market continues to remain cautious. The immediate support is around 22,900-23,000, while 23,300-23,400 remains the key resistance zone.

The near-term view remains sell on rise as long as Nifty trades below 23,400. Any recovery towards the 23,300-23,400 zone is likely to face selling pressure. A sustained move above 23,400 would improve the setup and indicate some strength returning to the market.

On the downside, a break below 22,900 can bring further weakness. For now, I would avoid chasing the opening move and use rallies to assess selling opportunities, while keeping a close watch on the 23,000 support zone."

Akshat Siddhant, Lead quant analyst, Mudrex

Gold extended its decline toward $4,280/oz, as a stronger dollar and higher Treasury yields pressured precious metals. Hawkish comments from Fed officials, following stronger-than-expected US business activity, pushed expectations for an October rate hike to around 70%. Silver also slipped to about $64/oz. Oil moved in the opposite direction, rebounding above $92/barrel after six straight sessions of losses, as rising US-Iran tensions at the UN offset reports of productive diplomatic talks. The rupee weakened to ₹95.7-95.9/$, with dollar strength outweighing support from lower oil prices despite firm Indian PMI data.

Vikram Subburaj, CEO, Giottus.com

Indian bullion markets remain under pressure after a volatile week. On MCX, October gold was around Rs 1,50,841 per 10 grams in the early September 25 session. December silver was around Rs 2,34,030 per kg. Both contracts were trading lower. The weakness is being driven mainly by the global interest-rate outlook. The US Federal Reserve raised its policy rate to 3.75%-4.00% earlier this month. Markets are now reassessing the possibility of further rate hikes.

A stronger dollar is adding to the pressure on precious metals. Higher US yields are another headwind. Both factors reduce the relative appeal of non-yielding assets such as gold and silver. The recent correction has been sharp. October gold had moved above Rs 1.54 lakh per 10 grams earlier in the week. It is now back near Rs 1.51 lakh. December silver has also fallen from above Rs 2.40 lakh to around Rs 2.34 lakh per kg.

For Indian investors, the rupee remains an important variable. A weaker rupee can cushion domestic gold prices when international bullion declines. It can also increase the cost of importing precious metals. The current environment calls for patience. Investors looking at gold and silver for long-term allocation can consider staggered buying. This may be preferable to committing the entire amount at a single price level. This can help manage short-term volatility.

Leveraged traders should be more cautious. Recent price swings show that moves can be large and fast. Position sizes should remain controlled. Stop-losses should be clearly defined before entering trades. The next major cues will come from US rate expectations, Treasury yields, the dollar and geopolitical developments.

Vikram Subburaj, CEO, Giottus.com

Bitcoin is trading around $84,200 after pulling back from the $87,000 area as rising US Treasury yields triggered a broader risk-off move. The 10-year yield has moved above 5%, increasing pressure on risk assets. Markets are also reassessing the path of US interest rates, with expectations turning more hawkish. Recent strength in spot Bitcoin ETF inflows has provided some support. However, inflows slowed sharply to $28.1 million on September 24. This came after stronger buying earlier in the week.

The market is also entering a period of higher derivatives volatility, with the September 25 options expiry adding to short-term positioning risks.

For investors, the $84,000 level is important in the near term. It is better to avoid chasing sharp moves and keep leverage limited until the market settles around key support levels.

The Thesis
Thursday's slide was a financial-sector story - insurance-rule jitters and rising yields hit banks and NBFCs hardest, not the wider economy. Positioning today leans into domestic capex, energy security and rupee-linked exports, pockets insulated from that rate-sensitive selloff.

Where We're Concentrated
The tilt runs through public-sector engineering and energy-transition names: Engineers India's EPC order book and Suzlon's wind pipeline both ride India's capex and energy-security push, away from bank-specific selling. Graphite India adds a steel-linked industrial leg, while Welspun Living leans on a soft rupee - the RBI has been defending it near 95.9 - to protect export margins. What breaks the thesis: a deeper leg down in financials that drags the whole tape, or a sharp rupee reversal.

Conviction Picks
Highest Conviction
Engineers India
EPC order book taps India's capex and energy-security push, a pocket largely untouched by Thursday's bank-led selloff.
Welspun Living
A softer rupee, with the RBI defending it near 95.9, keeps this export-facing home-textiles margin story intact.
Graphite India
Steel-linked electrode demand gives this industrial name a domestic-demand hook away from Thursday's rate-sensitive selloff.
Suzlon Energy
Wind capacity additions ride India's energy-security push, a theme Brent above $100 makes more urgent, not less.
Prime Focus
A domestic media and VFX bet that sidesteps the financial-sector stress behind Thursday's Nifty 500 slide.
One Thing to Watch
Hormuz tanker transits sink to 10 Versus a 17-vessel average, with Iran threatening to widen the conflict toward the Indian Ocean; a rebound eases the crude-driven risk-off, while continued declines keep Brent bid and financials under pressure.

Avinash Shekhar, Co-founder & CEO, Pi42

"Bitcoin is currently trading around the $84,000 mark after witnessing some profit booking from recent highs. The broader crypto market remains cautious as rising US Treasury yields have put pressure on risk assets. Despite the pullback, BTC continues to hold above important near-term support levels, suggesting that buyers remain active on dips. A sustained move back above the $86,000-$87,000 zone could help restore stronger bullish momentum, while the $82,000-$83,000 range remains important on the downside.

Ethereum is trading near $2,660, while XRP and Solana continue to show relative resilience amid the broader consolidation. In the near term, global macro cues, movement in bond yields and Bitcoin's ability to hold key support levels will remain important for market direction. Traders should expect volatility to remain elevated and avoid excessive leverage as the market searches for its next decisive move."

Daily Quote from CoinSwitch

BTC is trading around $84K ,with intraday volatility pushing prices briefly below $83K. The move triggered nearly $80 million in BTC long liquidations, reflecting elevated leverage after the recent rally. Despite the pullback, consistent ETF inflows and continued whale accumulation suggest underlying demand remains firm even as macro pressures persist. Technically, $86K-$87.3K remains the key resistance zone, while $80K-$82K is immediate support. A sustained breakout above $86K could reopen the path toward $100K, while a break below $80K may expose $73K-$74K said CoinSwitch Markets Desk

Daily Quote from Mudrex

Bitcoin is holding near $84,000 as the renewed bond selloff keeps broader risk appetite in check. The stronger-than-expected jobs data also added to the consolidation. Yet underlying demand remains firm, with spot Bitcoin ETFs recording inflows for a fifth consecutive day and attracting more than $2.65 billion so far. On the other hand, mid-sized holders, with 100-1,000 BTC, have also accumulated over 113,000 BTC since mid-July, while profit-taking remains moderate. Markets are now watching the Trump-Xi summit, with prediction markets pricing roughly 93% odds of a tariff deal. BTC faces resistance at $85,000, while $83,000 is the key near-term support said Prateek Gupta, Head of Business, Mudrex.

Digital for Nonprofits (D4NP) today released the State of Nonprofits Digitization Report 2026 (SONDR 2026), assessing the digital maturity and technology adoption of 500 Indian nonprofits across 10 sectors and 20 digital maturity parameters. The report highlights a significant gap between the sector's rapid adoption of Generative AI and the maturity of its underlying digital infrastructure.

The study finds that 6 in 10 Indian nonprofits use GenAI daily, while the average digital maturity score stands at just 4.4 out of 10. Only one nonprofit assessed has reached the advanced stage of digital maturity. While 85% of nonprofits use multiple GenAI tools, only 25% have assessed their impact or implemented safeguards to protect sensitive data.

Akshat Siddhant, Lead quant analyst, Mudrex

Gold slipped to around $4,270/oz and is heading for a weekly loss of over 2% as a stronger dollar and rising Treasury yields weigh on demand. The 10-year yield hit its highest since 2007, while the 30-year reached its highest since 2004, after US data showed the fastest business growth in five years and jobless claims near a 60-year low. Silver is also down about 4% this week. Oil remains volatile, falling toward $94 after briefly nearing $97 on Saudi Red Sea attacks, with reports of a phased US-Iran Hormuz deal easing concerns. The rupee weakened to Rs 95.9/$, testing Rs 96.10.

Nischal Shetty, Founder, WazirX

"The cryptocurrency market remained positive, with total market capitalisation rising 1.52% to $2.89 trillion. Bitcoin traded at $84,813.75, gaining 0.73% over 24 hours, while Ethereum gained 0.56% to $2,696.95. Their seven-day gains stood at 10.55% and 9.83%, respectively, reflecting a broader market recovery.

The Altcoin Season Index stood at 51, suggesting participation is becoming more evenly distributed between Bitcoin and alternative cryptocurrencies. Among trending tokens, ONDO led with a 28.7% increase, followed by Litecoin at 14.08% and CAKE at 5.25%. ROBIN moved against the broader trend, falling 29.41%.

Derivative activity, however, showed signs of cooling. Open interest fell around 16% to approximately $376 billion, while 24-hour derivatives volume declined 16.3% to $937.4 billion. Long liquidations over the displayed period reached $208.61 million, compared with $116.75 million in short liquidations. Overall, the spot-market recovery remains constructive, but declining leverage suggests traders are reducing risk. 

Bitcoin's recovery is entering an important confirmation phase. A weekly close above $82,500, followed by a reclaim of $85,000, would strengthen the case for a rally. Turning the 50-week and 100-week EMA into support would also be a constructive longer-term signal, historically associated with the end of bear market cycles. 

The macro backdrop for crypto remains mixed. US equities are largely flat, with the S&P 500 down 0.02% and the Nasdaq marginally higher by 0.01%. This suggests that investors are not taking aggressive positions. Gold gained 0.64% to $4,325.40. When gold and Bitcoin rise together, it can suggest investors are seeking alternatives amid concerns around monetary conditions, fiscal risks or currency purchasing power. Oil declined 1.62% to $93.08. Lower oil prices could ease some inflationary pressure, which may support expectations of a less restrictive interest-rate environment. That would generally be favourable for crypto."

Hemang Gor, Senior Research Analyst - Derivatives & Technical Research, Axis Direct

The Nifty 50 closed at 23,063 on Thursday, down 1.64% in its steepest fall since 8 July, breaching 23,100 for the first time since 11 June as IRDAI's proposed insurance commission caps crushed financials by 2.4% and left all sectoral indices in the red. Overnight, the S&P 500 (-0.02%), Nasdaq ( 0.01%), and Dow (-0.31%) absorbed 30-year Treasury yields at a 22-year high without cracking, though the Nasdaq had printed a record just on Tuesday.

In Asia, the Nikkei is up about 1.2%, while Hong Kong is indicated weaker and Korea remains shut for Chuseok until Monday. Brent has eased to around $99/bbl from above $100, offering modest relief for India's import bill, though prices remain elevated. GIFT Nifty at 23,115 implies a flat opening.

The bias is cautiously positive for the open, but the undertone remains subdued as long as the index trades below 23,150. Immediate support lies at 23,000; a break could drag it towards 22,800-22,850. Above 23,150, the pullback could extend to 23,250-23,300. However, any sustained easing in crude and yields could help the market recover lost ground.

Riya Sehgal, Research Analyst, Delta Exchange 

Crypto markets have steadied after Thursday's sharp sell-off, although the two-hour charts show that the rebound is losing momentum. Bitcoin is near $84,225 after bouncing from roughly $82,800, while Ether was around $2,676 following a recovery from $2,630. Heavy volume accompanied the decline, but the latest bounce has come on lighter volume.
Higher oil prices and U.S. Treasury yields have weighed on risk appetite, while conflicting reports around possible U.S.-Iran talks have kept the macro outlook unsettled. 
For Bitcoin, a two-hour close above $84,800-$85,000 would make a retest of $85,600-$86,000 more credible. If $84,000 gives way, attention shifts to $83,400-$83,200 and the longer moving average near $82,660.
Ether's recovery looks less convincing while it remains below the $2,682-$2,686 moving-average band. Reclaiming that area and $2,700 would improve its short-term position; below $2,670, the next support is around $2,650-$2,643.
Traders will also watch today's U.S. economic releases, oil and bond yields, and the quarterly crypto options settlement. Those events could increase volatility, but the next confirmed two-hour closes will be more useful than brief moves through these levels.

Purvang Mashru, Lead Analyst, BitDelta India

Bitcoin rose 0.3% to approximately $84,469, while Ethereum gained 0.3% to around $2,689. The relatively modest moves in the two largest cryptocurrencies masked stronger gains across several major altcoins, indicating an improvement in risk appetite beyond Bitcoin.

Chainlink led the recovery, jumping 9.2% to around $13.37 and finishing within 0.4% of the high. Cardano gained 5.6%, Dogecoin and XRP advanced just over 3%, and Solana rose 2.1%. This broader participation indicates that buyers moved back into higher-beta cryptocurrencies after the market-wide decline recorded on 24 September.

The recovery has not fully repaired the losses accumulated over the preceding 48 hours. Compared with prices on 23 September, Chainlink was the only major cryptocurrency in this group trading higher. Bitcoin remained 2.6% lower, while Dogecoin and Avalanche were down 5.8% and 7.6%, respectively. The price action therefore represents a meaningful relief recovery rather than confirmation of a new upward trend.

Institutional flows offered a supportive backdrop. The fully reported US trading session dated 23 September recorded $346.9 million of net inflows into spot Bitcoin ETFs and $104.5 million into Ether ETFs. These flows indicate continued institutional demand but do not explain the sharper recovery in altcoins.

The rebound occurred despite a challenging macroeconomic environment. The US 10-year Treasury yield increased to 5.18%, while the S&P 500 declined 0.02%, the Nasdaq gained 0.01%, and the Dow Jones Industrial Average fell 0.31%. Crypto's ability to recover despite firmer bond yields is notable, but it's insufficient to establish a sustained divergence from wider risk markets.

Bitcoin support is positioned around $84,000, followed by the 24-hour low near $83,020. Resistance is visible around $84,766 and $85,000. A sustained move above $85,000, supported by continued gains across major altcoins, would strengthen the recovery. A break below $84,000 accompanied by weaker market breadth would undermine the setup.

The analysis is based on V-KYC onboarding data across around 130 districts. Bareilly, Lakhimpur Kheri and Varanasi showed elevated risk. Read full report here

At the close on Thursday, the total market cap of all BSE Sensex companies stood at Rs 4,80,89,440.