Market View 15th September, 2025

View on market: Volatility persists, eagerly searching for growth:

Asian stock markets showed a mixed picture in early Monday trading. Shares in South Korea gained while markets in Australia and Hong Kong slipped. Trading in Japan was closed for a public holiday. The main regional index stayed close to a record high, showing continued investor confidence. Futures for major United States and European markets were mostly steady during Asian hours. The week on Wall Street ended quietly, with shares holding near all-time highs even as bond prices weakened. Recent consumer data did little to shift expectations that the US central bank may lower interest rates later this year. In India, equity benchmarks continued their upward trend. The key index extended its winning streak to the longest period in over a year, and both main indices posted a second consecutive week of gains. Key Events Ahead Investors are watching for wholesale inflation and trade data for August, along with vehicle sales numbers from the automobile industry body.

Economic Calendar:

• USD: Export and Import Index Data on 16^th September 2025.
• IND: WPI Inflation on 15^th September 2025.
• USD: Monetary Policy on 17^th September 2025.
• IND: Import and Export Data on 15^th September 2025.

Company	Open	Close	Price (Rs/-)	View
NA

 

Brokerage Radar:

DAM CAP ON NORTHERN ARC:

Target Rs 335 Recommendation Buy, Positives – increasing share of direct to customer lending, coupled with easing interest rate environment would ensure margin expansion, Fund management and placement business would enhance the fee income.

JPMORGAN ON TATA TECH:

Target Rs 570 Recommendation Underweight, EPS accretive acquisition of German Auto ER&D company, Acquisition would add 2% to FY26 revenues and 5% to FY27 revenues, View this acquisition as a good one given ES-Tec has grown at a healthy ~20% CAGR over CY22-24.

NOMURA ON APOLLO HOSPITAL:

Target Rs 6856 Recommendation Underweight, Apollo Health and Lifestyle becomes a fully owned subsidiary of Apollo Hospital, With this stake increase, IFC gets an exit from AHLL after 8 years, Believe that just like its pharmacy business, the company might be considering a separate listing of AHLL as well.

CLSA ON BANDHAN BANK:

Target Rs 220 Recommendation Outperform, Slow recovery, Q2FY26 to face headwinds but medium-term story intact, Moving towards a more secured mix, NIM expected to moderate further, Asset quality remains challenged; set to improve only by Q2FY26.

International Markets:

U.S & Europe:

*As per 15^th September.

Asian markets:

Stocks strong on Chart:

Commodities & Currency:

FIIs & DIIs:

News Updates:

Source: Moneycontrol, Bloomberg Quint, Investing

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