Commodities
AI slowdown call rattles risk sentiment globally
US 10yr Treasury yields breach 5%, higher since Oct-23
Commodity Info Kit dated September 15, 2026
Day to day update of price, volume and open interest in commodities.
Eagle Eye Commodity dated September 15, 2026
Day to day update of levels for commodities.
Copper – Pullback
MCX Copper remains in a strong uptrend, supported by a trendline breakout and a higher-high, higher-low structure.
F&O
Derivatives Info Kit dated September 11, 2026
Day to day update of key PCR and change in open interest data for key indices and F&O stocks.
Derivatives Info Kit dated September 10, 2026
Day to day update of key PCR and change in open interest data for key indices and F&O stocks.
Derivatives Info Kit dated September 09, 2026
Day to day update of key PCR and change in open interest data for key indices and F&O stocks.
Derivatives Info Kit dated September 08, 2026
Day to day update of key PCR and change in open interest data for key indices and F&O stocks.
Technical
Volatile day
The Nifty saw sharp swings, falling over 200 points.
Bears take a breather
The Nifty drifted lower today but CAS led to a positive daily close. If today’s low of 23380 holds, a minor bounce is possible in the near term.
Bears in complete control
The Nifty opened below 23600 and ended the day at its lowest point.
Approaching key support levels
The Nifty continues to drift lower and is now approaching its crucial support level of 23600 in the short term.
Fundamental
Optic fibres to add growth spark
Strong demand in the OFC space bodes well for its long-term growth
ValueGuide Equity - September 2026
Coursing through a transition
Coursing through a transition
August cleared the picture on how investor preferences within Indian markets are changing. The benchmark indices may not tell the full story. Benchmark indices ended August in the red, bringing a two-
Preparing for festive season inventory
CV growth cycle is rising, two-wheeler players are seen riding the export wave besides robust domestic demand; only PV players face supply constraints.
Macro & Strategy
August NFP report allays job market concerns, but the Fed remains divided
US nonfarm payroll (NFP) report for August turned out to be a blowout report as US employers added 162,000 jobs, Vs the forecast of 55,000.
Warsh’s hawkish speech drags down commodities
In his much-awaited Jackson Hole Symposium speech on August 28, Fed Chair Kevin Warsh said inflation not slowing meaningfully and the Fed has ‘work to do’ if price target doesn’t move to 2%.
Surging yields drive up Treasury buybacks
Commodities recovered/rallied sharply as the US Dollar Index broke lower in the wake of the announcement.
US July CPI inflation in line with the forecast
CPI edging lower amid weak payroll report means no pressing need to hike rate; however, rate hike probability still high.
Mutual fund-related information provided on this platform are generated exclusively by Mirae Asset Sharekhan's internal Product Team, utilizing data and insights backed by reputable Third-Party Research Rating agencies. Please note that these outputs and product selections are independent and do not fall under the purview, supervision, or editorial control of the Mirae Asset Sharekhan Research Team. Investors should read all scheme-related documents (SID/KIM) carefully before investing in Mutual Funds and consult a professional advisor to ensure alignment with their financial goals and risk profile.
Mutual Fund
Investment Strategy – September 2026
Indian markets ended August in the red, ending a two-month rally.
Top Picks - September 2026
For September 2026, we have replaced schemes in equity and hybrid categories
Investment Strategy – August 2026
Indian markets rebounded towards July-end, and recently-announced government initiatives would aid economic growth in the medium to long term.
Top Picks - August 2026
For August 2026, we have replaced schemes in “Large Cap and Flexi Cap” categories.
ETF
Passive Play on India’s Growth
This month, our ETF picks include funds from the Metals and Banking.
Precious metals slump on rate hike fears
Precious metals slumped on US Fed rate hike concerns as the Iran war pushes up inflation
Taking defensive and long-term growth into consideration
This month, our ETF picks include funds from the Pharmaceuticals and Power & Energy sectors.
Cautiously optimistic on recovery
This month, our ETF picks include funds from the Automotive, pharmaceuticals and Power and Energy sectors.
InvesTiger
InvesTiger Monthly Performance – June 2026
June 2026 was a timely reminder that markets seldom move in a straight line. It was a month when optimism and caution alternately shaping investor sentiment.
InvesTiger Monthly Performance – July 2026
Here’s a glance at the vital stats of our investment portfolios
InvesTiger Monthly Performance – May 2026
Indian equities markets continue to face challenging times led by geopolitical tensions, high crude oil prices and inflation woes.
InvesTiger Monthly Performance – Mar 2026
As we close the books on financial year 2025-26 and the unenviable month of March, the markets have given us a stark reminder that the path to long-term wealth is rarely a straight line.
