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While the September series has started on a slow note, with benchmark indices Nifty and Sensex closing the first session with a 0.3% decline, the current week is loaded with top action.

India’s residential real estate market is showing early signs of recovery, with July 2025 recording the highest area sales in 15 years, according to HSBC. Premium 3-4 BHK apartments drove over two-thirds of total sales value, while NCR, Bangalore, and MMR emerged as key growth markets. Inventory remains manageable, suggesting sustained momentum in the coming quarters.

India s industrial growth reached a four-month peak in July. Upasana Chachra of Morgan Stanley suggests future growth hinges on exports and tariffs. She anticipates a June-quarter GDP above 6.5%. Global risks remain a key concern. A proposed GST rate cut may boost both growth and inflation. India s debt levels are currently manageable with sustained growth.

Motilal Oswal has reaffirmed its ‘Buy’ call on Suzlon Energy with a target price of Rs 80, indicating 42% upside. The brokerage cites improved execution, strong order book, regulatory support through localisation, and leadership stability as key drivers for the company’s growth outlook.

Amanta Healthcare IPO: Amanta Healthcare shares are commanding a 15% premium in the grey market over the issue’s upper price band of ₹126, reflecting upbeat investor sentiment before listing.

Vikran Engineering’s Rs 772-crore IPO allotment is likely to be finalised today after receiving 24.87x subscription. Backed by Ashish Kacholia and Mukul Agarwal, the EPC firm holds a Rs 24,400-crore order book. Shares are trading at a 6% GMP ahead of Wednesday’s listing.

India’s GDP grew 7.8% in Q1, driven by strong services and manufacturing. Economists caution the momentum may ease as one-off factors fade, fiscal space narrows, and exports face U.S. tariff pressure. Full-year growth is expected at 6.6%, slightly above RBI’s projection.

Gold and silver prices hit record highs on MCX as weak dollar, Fed rate cut hopes, and safe-haven demand boosted buying. Analysts expect volatility amid global trade tensions and rupee weakness, advising a buy-on-dips strategy with gold targeting ₹1,07,000 and silver ₹1,27,000.

Global central banks now hold more gold than U.S. Treasuries for the first time since 1996, with reserves exceeding $3.6 trillion amid record bullion buying. The shift reflects sanctions risks, U.S. debt concerns, and diversification needs, though the dollar remains dominant in global reserves.

The SCO summit marked a turning point in India-China ties, with both nations pledging to boost trade, ease travel, and deepen cooperation amid US tariff tensions. Modi’s grand reception, China’s trade overtures, and shifting supply chains highlight a pragmatic push toward multipolarity, positioning India and China as crucial global partners.