I am Niranjan Ghatule, a B.Tech graduate in Electrical Engineering with a strong passion for the financial markets. With over 5 years of hands-on experience in the stock market, I have developed deep expertise in equity research, market analysis, and trading strategies.
Posts by Niranjan Ghatule:
SEBI board meeting outcomes announced major reforms including relaxation of IPO norms, revised public shareholding rules, lower exit load on mutual funds, REITs classified as equity, changes in anchor investor quota, simplified entry for foreign investors, and consultation on weekly F&O expiry. These decisions aim to balance investor protection with market growth.
Infosys has announced a share buyback at ₹1,800 per share, offering nearly 19% premium over the current market price of ₹1,500. This blog explains all important aspects of the buyback including eligibility criteria, record date clarification, acceptance ratio, potential gains, taxation rules, and key risks for retail investors.
India’s merchandise trade deficit narrowed to $26.1 billion in August 2025, driven by a surge in festive gold imports. Union Bank of India’s report highlights steady exports, rising imports, US tariff risks, and CAD pressures, as the economy gears up for Diwali, Navratri, and the wedding season.
Maharashtra government signs Rs 30,000 crore MoU with Lodha Developers to set up a Green Integrated Data Centre Park in Palava, MMR. The project will have 2 GW capacity, create 6,000 jobs, and operate on renewable energy, boosting India’s digital and sustainable infrastructure goals.
Oracle Financial Services Software (OFSS) shares opened nearly 10% higher on September 11, 2025, driven by parent Oracle Corporation’s blockbuster earnings, but erased all gains after a regulatory clarification. The stock’s wild swings highlight the risks of hype-driven rallies, sector volatility, and the limited direct impact of Oracle’s AI-led cloud growth on OFSS’s financial software business.
Raksha Mantri Rajnath Singh virtually flagged off ‘Samudra Pradakshina’, the world’s first Tri-service all-women circumnavigation sailing expedition from Mumbai. A 10-member women officers’ crew will sail onboard the indigenous IASV Triveni for nine months, covering 26,000 nautical miles, crossing major oceans, rounding Cape Horn, and making international port calls.
Jupiter Wagons’ subsidiary Jupiter Tatravagonka Railwheel Factory bags an INR 113 crore order from the Ministry of Railways to supply 9,000 LHB axles for FIAT-IR bogies. The deal strengthens JWL’s role in modernizing Indian Railways and supports the Make in India vision with future plans for a ₹2,500 crore wheel and axle facility in Odisha.
Quant Small Cap Mutual Fund’s August 2025 portfolio shows major reshuffling with NAV down 10.38% YoY and AUM falling by ₹705 crore. The fund increased cash holding to 6.35%, added Gland Pharma aggressively, trimmed stakes in Aditya Birla Fashion, India Shelter Finance, and Taj GVK Hotels, while fully exiting Siemens Energy India and PG Electroplast.
India-EU Free Trade Agreement (FTA) negotiations are progressing rapidly with 60-65% chapters finalized. As the 13th round of talks continues in New Delhi, EU Commissioners Maros Sefcovic and Christophe Hansen will visit India on September 12-13, 2025, to resolve key issues like market access, customs duties, and rules of origin. The landmark deal aims for completion by end-2025 ahead of the 2026
Motilal Oswal Midcap Fund’s August 2025 portfolio update shows 19 stock holdings with an AUM of ₹34,780 crore. Cash holding drops sharply to 2.61%. Key moves include major increases in Paytm, Eternal Ltd., Trent, and Tube Investments, while KPIT, Hitachi Energy, and Bharti Hexacom saw cuts.
Tata Motors will fully pass on the GST reduction to 18% across its entire commercial vehicle range from September 22, 2025. Price cuts up to Rs 4.65 lakh will benefit transporters, fleet operators, and small businesses, reducing costs and boosting efficiency ahead of the festive season.
The week of September 7–12 brings crucial market cues with key Indian data releases including CPI, AMFI, SIP flows, and Nifty and Sensex expiry, along with major global updates such as the OPEC+ meeting, US inflation data, ECB rate decision, and China’s trade numbers.