Money Times Talk (MTTs) – 14/09/2026

  1. As per astrology view, important turning dates are 15th, 16th, 18th, 22nd and 25th September 2026.

 

  1. Nifty 50 annual returns were +3.0% in 2016, +28.6% in 2017, +3.2% in 2018, +12.0% in 2019, +14.9% in 2020, +24.1% in 2021, +4.3% in 2022, +20.0% in 2023, +8.8% in 2024, +10.5% in 2025 and -9.9% in 2026 YTD.

 

  1. Very big alert, stay light and cautious With the Fed meeting on 15th-16th September and BOJ meeting on 17th-18th September, sharp volatility could be seen during 15th-18th September. Indian markets will remain closed on 14th September for Ganesh Chaturthi, while global markets will remain open.

 

  1. Friday night closing: Crude at $104.61, Dow +509 pts., Nasdaq +251 pts., S&P +65 pts. and Gift Nifty +119.50 pts. at 23,575. With Monday a market holiday, Tuesday could see a big gap-up or gap-down depending on crude prices. Brent above $80 remains a major negative for the Indian economy.

 

  1. As per market grapevine, in a highly negative & totally uncertain market, 7 value buys: 1) Arrow Greentech – Rs.807 – Q1 EPS of Rs.18 with PAT surging 269% QoQ; 5-year profit CAGR stands at 49.4%. 2) Black Rose – attractive at Rs.107 versus all-time high of Rs.239; already paid a 200% interim dividend for FY27 versus 125% for FY26, reflecting a strong outlook. 3) Chemcon Speciality Chemicals – attractive at Rs.214 versus all-time high of Rs.731; paid 65% dividend for FY26. 4) Haldyn Glass – attractive at Rs.145 versus all-time high of Rs.189; paid 70% dividend. 5) Jyoti – PAT rose 58% QoQ, PE is just 8x and huge Vadodara land bank adds value; attractive at Rs.59 versus all-time high of Rs.208. 6) Prince Pipes & Fittings – Q4FY26 PAT rose 133% and Q1FY27 PAT surged 600%; optimistic FY27 outlook. At Rs.266 versus all-time high of Rs.897, risk-reward looks highly favourable. 7) Sukhjit Starch & Chemicals – Q1 PAT rose 143%; attractive at Rs.160 versus high of Rs.231. All seven have an optimistic FY27 outlook. Keep on radar/watchlist for potential gains in a highly uncertain market.

 

  1. Big negatives for Indian markets: Brent crude at $105, drought risk from El Niño, heavy IPOs and mega IPOs draining secondary-market liquidity, rising global food prices and geopolitical tensions remain major concerns. Avoid overtrading, over-investment and leverage, and strictly avoid margin funding till Diwali, otherwise Diwali may prove Holi.
MT | Money Times

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