Several Nifty Smallcap stocks have delivered stellar returns in CY26, with 28 stocks gaining over 50% so far and five turning multibaggers. A screen of stocks held by more than five mutual fund schemes identified 14 smallcaps that combine strong price momentum with institutional interest.
Goldman Sachs warned Brent crude could rise to $120 a barrel if Middle East shipping disruptions intensify, while JPMorgan sees further upside with prolonged disruption. Rising geopolitical risks, Strait of Hormuz tensions and supply concerns are keeping oil prices elevated.
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Eurozone investor sentiment rose to a more than four-year high in September, with the Sentix index climbing to 5.1 as both current conditions and economic expectations improved. Germany also recorded a sharp recovery, strengthening optimism around the region’s growth outlook.
The Japanese yen has surged ahead of an expected Bank of Japan rate hike next week, disrupting the long-standing yen carry trade and prompting investors to unwind bearish yen positions. The yen strengthened to 152.89 per dollar, while markets now price a 97% probability of a 25-basis-point BOJ hike to 1.25%.
PVR Inox’s Rs 300-crore share buyback opens September 10 and closes September 17, offering eligible shareholders Rs 1,450 per share, over 25% above the market price. The company plans to repurchase nearly 21 lakh shares. Eligibility depends on the September 4 record date, with separate entitlement ratios for small and general shareholders.
Copper prices have soared to unprecedented levels, creating ripple effects on manufacturing expenses worldwide. UltraTech's Ultravolt is making bold strides into the Indian wires and cables sector, creating a competitive landscape for established manufacturers in fiscal year 2027. As a response to escalating input costs, companies are enacting price hikes, raising investor apprehensions about increased competition and dwindling profit margins.
FCNR(B) deposits offer banks a cheaper and balance-sheet-efficient source of funding, but their finite tenor and initial deployment challenges could pressure margins. While ICICI Bank and Kotak Mahindra Bank stand to benefit from higher inflows, IDFC First Bank offers the strongest earnings upside. Investors may see margin pressure initially before stronger liquidity, loan growth and lower funding costs support earnings.
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