New rules don't mean every 28-day plan will simply become a 30-day plan at the same price. Consumers will have to check the actual tariffs. Read full report here

Tata 1mg has expanded its nutrition portfolio with the launch of Plant Based Protein, marking its entry into the plant protein category. The protein is designed to mix well without having that chalky flavour which usually discourages people from using it. It gives 24g of protein and 5g of BCAA per serving and is subjected to testing in NABL-approved third-party laboratories.

The product is targeted at vegans, lactose-intolerant and health-conscious people. The formula relies on a combination of fermented yeast protein, pea protein and brown rice protein, providing the full range of amino acids including all nine essential amino acids.

Tata 1mg tests every batch of the product, with each lab report available for consumers to view on its website. "Plant-based protein should never mean second best," said Gaurav Agarwal, Co-Founder, Tata 1mg. "Our goal was to develop a plant-based protein product that not only tasted great but was also nutritious and could be tested as per quality standards."

JBCN Education recently launched an innovative, tongue-in-cheek, and topical out-of-home (OOH) campaign for JBCN International School, Parel with the central theme being 'Better Education. More Education.' JBCN used an unconventional approach to announce a two-floor addition to its Parel campus to support its expanding IB Diploma Programme and the introduction of the A Levels Programme.

The campaign was designed by creative and strategy partner Admatazz. It draws inspiration from the current news cycle and the rapid changes shaping the world around us. Amidst these radical changes, the campaign highlights how education remains the only constant that's invaluable to rethink current uncertainties. With the OOH campaign, the school turned a functional announcement into a culturally relevant statement, delivered with wit and conveying the message through a potent lens. 

Length of stay, tourist spending and the destinations where that spending happens are equally important, said Hemant Joshi, CEO of Atithi Foundation. Read full report here

As enterprises move from experimenting with artificial intelligence to deploying it at scale, World of Circular Economy (WOCE) has expanded its technology portfolio with two AI-powered solutions under its proprietary esgpro.ai platform - TradingXL and ChangeXL.

According to Anup Garg, Founder and Director, World of Circular Economy, the new offerings address two critical aspects of enterprise transformation: complex technology environments and workforce adoption. TradingXL is designed for Commodity Trading and Risk Management (CTRM) environments, combining domain-trained AI agents, specialised tools and accelerators to support implementations, upgrades, operations and transformation.

Vikram Subburaj, CEO, Giottus.com

Bitcoin is trading around $84,770 as the market consolidates after its sharp September rally. The recovery has been supported by strong US spot Bitcoin ETF inflows and improved spot-market buying. ETF flows turned sharply positive after heavy outflows around the Fed's September 16 rate decision. However, the recent rally is now facing some resistance. US Treasury yields remain elevated, and expectations around the Fed's rate path have become more hawkish. This is keeping pressure on risk assets, including cryptocurrencies. Higher futures positioning and funding rates also show that leverage has increased. This could result in sharper moves if the market breaks either way. Investors are also watching the September 30 US PCE inflation data for further clues on monetary policy.

For investors, the 83,800-84,000 zone is an important near-term support. The 85,000-85,800 area is the immediate resistance zone. It would be prudent to avoid chasing the rally at current levels. Keeping leverage limited and using staggered entries can help manage volatility while the market responds to ETF flows, Treasury yields and incoming US inflation data.

Santosh Meena, Head of Research at Swastika Investmart 

NSE shares have slipped below the Rs 1,785 IPO price and are currently trading in the Rs 1,760-1,775 zone, down over 6% from the listing-day high of Rs 1,878. The stock debuted on 24 September at a modest 0.8% premium and closed its first day with about 1.8% gains before giving up those advances. The decline has been driven by a sharp broader market sell-off triggered by rising crude oil prices and escalating geopolitical tensions, profit-booking after a muted listing, and valuation sensitivity at the rich 43x FY26 earnings multiple, compounded by the pure Offer-for-Sale structure and limited retail participation. Near-term, the stock is likely to remain volatile and track overall market direction and trading volumes. Over a longer horizon, the outlook stays constructive given NSE's dominant market share, high margins, strong cash generation and structural benefits from India's financialisation. Investors with a multi-year view may see current levels as a reasonable accumulation zone on further dips.

The top court has sought responses from the Centre, the RBI and the NPCI on a plea challenging the new MDR framework for specified UPI transactions. Read full report here

Pranay Aggarwal, Director & CEO, Stoxkart 

The sharp fall in the market was mainly driven by global concerns. Brent crude rose above $106 after the US rejected Iran's proposal to reopen the Strait of Hormuz, increasing India's oil import and inflation risks. The US 10-year yield near 5.2% also added pressure on emerging markets. Foreign investors have started selling again after buying in July and August. After seven consecutive weekly declines, these factors triggered a broad market sell-off.

Continued FPI selling could keep large-cap stocks under pressure, as foreign investors hold significant stakes in major Nifty and Sensex companies. More foreign selling can also put pressure on the rupee, which is already near Rs 96 per dollar. A weaker rupee makes imports more expensive and can increase inflation concerns, adding pressure on the market. Domestic funds are buying and may support the market, but may not fully offset heavy foreign outflows if oil prices and US bond yields remain high.

Rate-sensitive sectors such as banks, NBFCs and other financial stocks may face more pressure as higher global yields and a weaker rupee can hurt valuations. Autos and other fuel-heavy businesses could also be affected if crude prices remain high. Metals and some oil-marketing companies may stay under pressure due to higher costs. Pharma and healthcare may perform relatively better as investors prefer stable sectors, but weak global spending could limit gains.

Crude oil will remain the key factor to watch. A sustained move above $106 could increase pressure on inflation, the current account and the rupee. US bond yields and any signs of tighter Fed policy will also be important. Developments around Iran and the Strait of Hormuz could affect oil prices and market sentiment. In India, FPI-DII flows, the rupee near Rs 96, inflation data and RBI comments will remain important. With India VIX already higher, markets may remain volatile until global pressures ease.

Ingram Micro, a leading global platform for the technology ecosystem, today announced the expansion of its Bengaluru operations with a new, larger facility. The move underscores the company's continued investment in India, its second-largest market globally. It also reflects its long-term commitment to enable India's digital transformation journey and support growing businesses across the country.

India continues to play a strategic role in Ingram Micro's global growth strategy, driven by the country's expanding technology ecosystem, rising digital adoption & infrastructure, and its position as a significant contributor to IT innovation and enterprise transformation. Bengaluru, the Silicon Valley of India and one of the country's most strategic markets for technology and innovation, remains central to this journey, hosting a network of global technology companies, channel partners, and enterprise customers.

Some manufacturers are raising prices of AC, LED TVs, refrigerators and washing machines by 3-4%. Others are assessing the impact of higher costs. Read full report here

Nawgati, India's fuel-tech and mobility infrastructure platform, announces its association as a co-sponsor for the Annual General Meeting (AGM) of the Petrol Dealers Association of Thane, Raigad and Palghar (PDA-TRP). The AGM, held at Aditya Banquets, Ashar IT Park, Wagle Estate, Thane, brought together members of the association for a session on industry matters.

The association represents 250 petrol dealers across the Thane, Raigad, and Palghar regions, making it one of the key regional bodies for fuel retailers in Maharashtra. The AGM's agenda included a resolution to establish a dedicated "PDA - Paid Members" group, through which trade updates, media reports, regulatory notifications, and court rulings will be shared exclusively with paid members going forward.

Gaurav Garg, Head - Research, Lemonn

Gold is trading around $4,219/oz, down about 1.6%, while silver is near $62.63/oz, down 2.6%, as higher U.S. yields and a firm dollar continue to pressure precious metals. WTI is around $93.51/bbl and gaining over 1%, while Brent is above $105, as renewed U.S.-Iran tensions and uncertainty around the Strait of Hormuz keep supply risks elevated. In India, 24K gold is around Rs 1.51 lakh/10g and silver around Rs 2.35 lakh/kg, while USD/INR is near 95.89. Markets remain focused on U.S. inflation, Fed commentary, Treasury yields and Middle East developments for the next move in global and MCX commodities

Most of the top Indian CEOs in the US, including those running giant global companies, came on student visas and later worked with H-1B visas. Read full report here

SkyPulse Solutions IFSC Private Limited and Hindustan Aeronautics Limited (HAL) sign a Memorandum of Understanding (MoU) to establish a strategic framework for the acquisition, financing, leasing, deployment and lifecycle support of HAL-manufactured helicopters, with the proposed 30-helicopter programme estimated at Rs 2,491 crore.

The partnership brings together HAL's indigenous aerospace and helicopter capabilities with SkyPulse's aviation leasing, financing and asset-management platform at GIFT City IFSC, with the objective of developing commercially sustainable solutions for the wider deployment of Indian-manufactured helicopters across civil, governmental and mission-critical applications.

Stock Market Crash: By 10 am, the combined valuation had fallen to Rs 4,77,19,611, translating into a loss of around Rs 4.9 lakh crore in market value. Read full report here

For a new car buyer, the final price should not be limited to the ex-showroom figure. Registration and road tax are unavoidable parts of the purchase. Read full report here

The Thesis
Nifty 500 slid 1.67% to a multi-month low on Friday as an energy-cost spike and firming global yields drove a rate-fear rotation, and the pressure stayed live into Monday as Brent held above $106 after Trump rejected Iran's roadmap to reopen the Strait of Hormuz. DII bought Rs 2,838 Cr against FII selling of Rs 3,694 Cr as India VIX eased 4.18%, favoring names insulated from the import-cost channel.

Where We're Concentrated
Conviction concentrates in pharma (Jubilant Pharmova, Glenmark) and domestic capex-linked materials (Ambuja Cements, Usha Martin), with one export-facing textile name, Welspun Living, rounding out the basket - insulated from the imported-crude cost channel. The thesis breaks if Brent extends through $110 and forces the RBI's hand despite Friday's hold at 5.25%, or if the DII bid offsetting Friday's FII outflow fades.

Conviction Picks
Highest Conviction
Welspun Living
Export-facing home textiles are insulated from the domestic energy-cost squeeze pressuring rate-sensitive sectors.
Jubilant Pharmova
Pharma earnings stay dollar-linked but crude-insensitive, a defensive anchor while Brent holds above $106.
Usha Martin
Industrial wire-rope demand tracks India's own capex cycle, not the imported-oil cost channel under pressure.
Ambuja Cements
Cement rides domestic infra capex, a hedge against the energy-driven margin risk hitting import-heavy names.
Glenmark Pharmaceuticals
A second pharma name reinforces the defensive tilt as India VIX eases but crude-driven risk stays live.
One Thing to Watch
Brent above $106 as Hormuz talks collapse Trump's rejection of Iran's seven-day roadmap to reopen the Strait removes the near-term supply-relief case for crude; a sustained move through $110 would pressure the cost-stability case behind the cement and industrials weighting.

Harish Vatnani, Head of Trade, Zebpay

Market Overview
BTC is maintaining a strong bullish structure on the daily chart, but the price action has started showing signs of short-term exhaustion after the sharp rally from the 76,000 to 77,000 region.
The important development on the chart is the transition from the earlier 63,000 to 67,000 accumulation range into the 76,000 to 77,000 range, followed by a strong breakout above the 81,500 to 82,000 resistance zone. This breakout was supported by a noticeable increase in volume, which gives the move more significance.
BTC subsequently accelerated toward approximately $87,000, where the market faced clear selling pressure. Since then, price has pulled back and is currently consolidating around 83,000 to 85,000.
What stands out on the current chart is that BTC has not yet lost the previous breakout zone around 81,500 to 82,000. Therefore, the recent decline from $87K currently looks more like a pullback after a strong expansion rather than a confirmed trend reversal.
The market is now at an important stage where $82,000 support and 85,000 to 87,000 resistance are likely to determine the next meaningful move. 

Outlook
The daily structure remains bullish, but BTC is currently facing resistance around 85,000 to 87,000.
A strong daily breakout above $87,000 with increasing volume could open the path toward $90,000, followed by 95,000.
On the downside, a sustained break below 81,500 to 82,000 could bring 76,000 to 77,500 back into focus. A break below $76,000 would weaken the structure."

Purvang Mashru, Lead Analyst, BitDelta India

Bitcoin slipped 0.4% to $84,028 in the 24 hours ending at 7:00 AM IST on 28 September, while Ethereum fell 0.8% to $2,672. The weakness contrasted with gains in Cardano, Avalanche, Solana, BNB, TRX and Dogecoin.

Cardano led with a 1.8% rise. Avalanche and Solana gained 0.8% and 0.7%, while BNB, TRX and Dogecoin also advanced. XRP declined and Chainlink was flat. The positive breadth prevented a market-wide retreat, but conviction remained limited.

The close carried the clearest warning. Bitcoin finished only 5% above its 24-hour low after trading between $83,975 and $85,043. Ethereum retained 7% of its range. The altcoin resilience therefore looks selective, not yet a decisive broad-market breakout.

The completed 25 September US session recorded $134.5 million of inflows into Bitcoin ETFs and $87.0 million into Ether ETFs. Across 21 to 25 September, inflows totalled $2.39 billion and $689.8 million, respectively.

Policy clarity improved. On 25 September, the US SEC published FAQs explaining how federal securities laws apply to crypto assets and transactions. The CFTC clarified tokenized collateral and blockchain recordkeeping on 24 September. Both could support institutional participation going ahead.

Bitcoin support sits at $84,000 and $83,975, with resistance at $84,350 and $84,700. A reclaim of $84,350, Ethereum above $2,670 and strength in Cardano and Solana would improve the setup. A break below $83,975 with narrower altcoin participation would signal broader deterioration as Monday liquidity returns.

Riya Sehgal, Research Analyst, Delta Exchange 

Crypto markets have come under renewed selling pressure, with Bitcoin slipping toward $83,500 and Ethereum trading near $2,655. 

The pullback appears to reflect a combination of elevated U.S. Treasury yields, profit-taking after BTC's recent run above $87,000, cooling ETF inflow momentum and post-expiry positioning rather than a single fresh crypto-specific shock. 

Bitcoin's rejection around $85,000 triggered another test of the $83,300-$83,500 support region, while leveraged positioning has added to downside pressure. The rise in Bitcoin implied volatility is also notable, signalling that traders are pricing in greater near-term price uncertainty. 

Despite the pullback, institutional demand remains supportive, with U.S. spot Bitcoin ETFs recording roughly $2.4 billion of net inflows last week. 

Technically, a sustained break below $83,300 could expose $82,000-$82,500, while a recovery above $84,800-$85,000 would be needed to improve near-term momentum. 

Ethereum is showing comparatively greater weakness after losing the $2,667 region, putting $2,645-$2,650 in focus as immediate support.

Bitcoin is hovering around $84,000 after last week's $2.4 billion in ETF inflows, the strongest weekly inflow since October 2025. BTC is also on track for its second-best Q3 on record, up roughly 43-44%, breaking a two-quarter losing streak. Additionally, about 31,800 BTC also moved off exchanges last week, pointing to accumulation. However, on-chain data shows rising correction risk, with unrealized profit margins at a 20-month high. Macro risks remain, with higher Treasury and mortgage rates ahead of key jobs and PCE data. A weekly close above May's high would support a Q4 uptrend, while falling below it could indicate a false breakout leading to a seasonal pullback said Prateek Gupta, Head of Business, Mudrex.

Daily Quote from CoinSwitch

BTC is trading around $84.6K, remaining resilient despite elevated Treasury yields and continued concerns around tighter monetary policy. The key fundamental support is sustained institutional demand, with U.S. spot Bitcoin ETFs attracting roughly $2.39 billion last week, their strongest weekly inflows since October 2025. This suggests that large investors are continuing to accumulate even as macro conditions remain restrictive. At the same time, higher yields and a stronger dollar are limiting broader risk appetite, keeping BTC below the $87K-$90K resistance zone. With ETF demand absorbing available supply, the underlying setup remains constructive, while $82K remains the key downside support said CoinSwitch Markets Desk.

Avinash Shekhar, Co-Founder & CEO, Pi42

"Bitcoin's current consolidation is becoming a test of how much geopolitical uncertainty the market can absorb without disrupting the broader recovery. After briefly moving above $85,000, Bitcoin has slipped back below $84,000 as uncertainty around the U.S.-Iran situation persists. What stands out, however, is that the pullback remains relatively contained, suggesting that investors are not aggressively unwinding positions despite the headlines.

The $84,800 level is now particularly important. A sustained move above this zone would signal that Bitcoin has absorbed the recent selling pressure and could open the path toward $90,000. At the same time, the decline in open interest over the past week indicates that some leverage is being removed from the market. That can actually create a healthier setup for the next move, as the market becomes less dependent on leveraged positioning.

The broader market is showing a similar pattern of selective strength. Ethereum is holding around $2,700, while XRP remains near $1.50 and Dogecoin has managed to stay marginally positive even as Bitcoin and Ethereum softened. This suggests that capital is not moving uniformly across crypto, with individual assets responding differently to the same macro and geopolitical backdrop.

The bigger signal for Bitcoin will be whether it can turn $84,800 from resistance into support. If that happens while open interest remains controlled and geopolitical uncertainty does not escalate further, the market could start positioning for the next leg toward $90,000. The important shift here is that Bitcoin is increasingly demonstrating an ability to consolidate through external shocks rather than requiring a completely risk-free macro environment to move higher." 

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

The Nifty 50 settled at 23,140.50, higher by 77.40 points or 0.34% on Friday, as stocks retraced part of Thursday's fall. However, this technical bounce was overshadowed by a grim milestone: both benchmark indices officially recorded their seventh consecutive week of decline-the longest weekly losing streak since the COVID-19 crash of early 2020. Overnight, the Dow rose 0.93%, the S&P 500 gained 0.51%, and the Nasdaq added 0.48%, buoyed by a crude-oil retreat that eased inflation fears. The MOVE Index (the "VIX" of bonds) surged almost 20% in last week, signalling Treasury volatility that historically constrains FII risk appetite for emerging-market allocations.

GIFT Nifty trading at 23,105 suggests a negative open for the Indian Benchmark index.

Technically, the bias is neutral-to-cautious, and the undertone stays subdued as long as the index trades below 23,300. Immediate support lies at 23,000, and a decisive break would expose 22,800. With the September series expiring Tuesday, volatility could remain elevated. However, any progress on Hormuz talks could ease crude and help the index recover towards 23,300-23,450.

Nischal Shetty, Founder, WazirX

"Inflation pressures eased slightly as Brent retreated toward $104, while a softer dollar and stronger yen improved conditions for dollar-priced assets, including crypto. Treasury yields remained elevated, and markets priced a 65% chance of an October Fed hike, keeping liquidity expectations cautious. With PMI, employment and export data unchanged over the weekend, traders looked ahead to Core PCE and labor releases. Overall, improving commodity and currency signals support crypto risk appetite, although rate expectations continue to limit a liquidity expansion.

Bitcoin trades near $83,775 in a constructive but consolidating daily structure, with RSI at 62. Immediate support lies around $83,300 - $83,500, while $84,000 - $84,100 forms resistance. Holding support could preserve buyer control; clearing resistance may restore momentum, while a breakdown would shift attention to the secondary $81,100 - $81,600 support zone in the near term.

Ethereum trades near $2,658 in a constructive but range-bound daily setup. Immediate support sits around $2,600 - $2,620, while $2,675 - $2,690 forms resistance before the psychological $2,700 level. Holding support may sustain recovery interest, but Futures traders should assess volume, open interest, and funding before treating a resistance test as confirmation of strength.

Quant trades near $258 after a pullback, while moving averages remain bullish. RSI near 87 signals stretched momentum. Support lies at $250 - $253, with $213 - $214 secondary. Holding $250 could stabilize the structure; losing it may deepen consolidation, while $275 - $285 remains resistance.

US markets ended higher, with the Dow gaining 0.93%, the S&P 500 rising 0.51% and the Nasdaq adding 0.48%. The VIX fell 5.11%, showing calmer market sentiment. Asian equities were mixed, as gains in the Hang Seng, Sensex and Singapore offset declines in the KOSPI and Shanghai. Gold dropped 1.76%, while oil rose 1.19%. Stronger US equities and lower volatility favor crypto participation, although uneven Asian trading and firmer oil may keep capital rotation selective across global markets.

During the latest completed US trading session on September 25, spot Bitcoin ETFs recorded $134.5 million in net inflows, while Ethereum ETFs added $86.95 million. Weekly inflows reached about $2.39 billion for Bitcoin and $690 million for Ethereum. Despite this institutional buying, Bitcoin eased to $83,731 and Ether to $2,658. ETF demand supports underlying liquidity, but profit-taking, weekend trading conditions, exchange selling, macro uncertainty, and derivatives positioning can absorb fresh capital and delay an immediate price response across markets."

Families should look at how the policy would respond during an actual medical emergency, rather than comparing policies only on price. Read full report here

At the close on Friday, the total market cap of all BSE Sensex Companies stood at Rs 4,82,16,004.