Market Analysis by Felipe Barragán, Expert Research Strategist at Pepperstone

“The market opened with a clear “policy-pivot” tone. Friday’s weak payrolls cemented the view that the Fed’s next move will be a cut at the Sept. 16–17 meeting, with futures heavily skewed to 25 bps and a small tail for 50 bps. It appears the market is no longer asking if the Fed is going to cut, but the question is how big is the cut. The Fed now enters blackout with CPI and PPI still to come—prints that could either lock in those bets or unravel them. As a result, the index is trading off the path of policy, not earnings headlines.

Flows added fuel. The S&P 500 reshuffle put AppLovin, Robinhood and Emcor into the spotlight ahead of their Sept. 22 inclusion. That triggered passive-flow demand and a wave of forced buying.  So far it has been liquidity, not fundamentals, doing the talking. The effect spilled into ad-tech, payments and retail-trading, giving the day’s risk appetite an extra push.

AI remains the market’s north star. Broadcom’s upbeat outlook—anchored by custom AI silicon revenues—and reports of an OpenAI–Broadcom chip partnership reinforced the narrative that AI capex into 2026 is building, not fading. Investors continue to buy dips in the complex since as long as order books are growing, the AI trade stays alive.

But the air is thin. Valuations are stretched into data that can still surprise. July’s benign CPI was followed by a hotter PPI. This week’s prints will test whether disinflation is intact or slipping away. If CPI undershoots, the “insurance cut” story gains traction and multiples stay supported. If services inflation re-firms, the market’s extrapolation of multiple cuts into year-end will start to look a bit aggressive.

For now, flows, AI and easing hopes keep the S&P near highs. But with positioning long and conviction fragile, the tape is vulnerable to a single data shock or hawkish repricing that lifts real yields.

Bottom line: the rally rests on three legs—rate-cut conviction, AI’s still-credible earnings runway, and passive-flow catalysts. The first is the weakest. If CPI/PPI and Fed messaging validate the insurance cut narrative, dips stay shallow. If not, megacap leadership gets tested and valuations wobble.”

India – 9 September 2025: Emirates, the world’s largest international airline, has announced that its A380 services to New York JFK will all feature four cabin classes, including the award-winning Premium Economy cabin.

The direct flights EK201/202, which serve the daily Dubai/ New York JFK service, are scheduled to operate with Premium Economy from 1 December.

In addition, Emirates’ other daily services via Milan, operating as EK205/206, will feature the signature Premium Economy experience from 10 November. Customers travelling between Dubai and Milan will now have the freedom to select Premium Economy seats from two daily flights, including its other service on EK091/092.

The new upgrades to Emirates’ Dubai – New York service will complement flights EK203/204, which already serve customers daily with the Premium Economy cabin, promising exceptional levels of comfort on long-haul journeys.
Tickets in Premium Economy can be booked immediately on emirates.com, the Emirates App, or via both online and offline travel agents as well as at Emirates retail stores.

The re-configured A380 aircraft to operate as EK201/202 and EK205/206 will offer seats in First Class, Business Class, Premium Economy and Economy Class, providing expanded options for customers to choose from, whether travelling for business or leisure.

These additions will expand Emirates’ network of destinations offering Premium Economy on its fleet of A380s, B777s and A350 aircraft to 68 global points by March 2026, underscoring the airline’s commitment to investing in the very best customer experience in the sky and adding more premium cabin options, consistency and choice across geographies.

Emirates’ latest cabin features onboard the four-class A380 are available on key routes to Australasia and Asia including Sydney, Singapore, Osaka, Mumbai, Bangalore, and more.

On a four-class Emirates A380, the Premium Economy cabin is located at the front of the main deck with 56 seats laid out in a 2-4-2 configuration. Each seat offers generous pitch and width for working and relaxing, as well as customised features like in-seat charging points and a side cocktail table. The onboard experience is rounded off with meticulously selected in-flight amenities, a curated menu, and extensive beverage options, including the Chandon Vintage Brut 2016, a global exclusive to Emirates Premium Economy passengers.

Mumbai, September 8, 2025: Sanghvi Realty announces that its main residential project, Sanghvi Nesta, is almost done and will be ready for occupancy by the end of December 2025. This high-end home complex is in the famous Brahmand region near Hiranandani Estate. It is the perfect mix of modern living and location benefits.

PROJECT SUMMARY:
Sanghvi Nesta is a one-of-a-kind 27-story residential skyscraper with well-planned 1 BHK and 2 BHK apartments ranging in size from 551 to 752 square feet. The project has received part OC; the rest OC is due in the coming months. The project has 107 well-planned homes on 0.6 acres of premium real estate, which ensures that inhabitants make the best use of space and seclusion.

RERA Registration: P51700011820 | Layout: 2B+G+27 Floors

 Benefits of being in a prime location
Sanghvi Nesta is in a great location near Hiranandani Estate, across from Tulsi Hotel, and close to Rutu Towers on Brahmand Link Road. It offers the best connectivity and lifestyle benefits:

• Close to Hiranandani Estate, one of Thane’s most desirable neighbourhoods
• Direct access to the Ghodbunder route, a major route that connects to Mumbai .
• Close to the Western Express Highway and the Mumbai-Pune Expressway, making it easy to get to business centres
• Within walking distance of high-end shopping, dining, and entertainment options
• Easy access to top-rated schools, hospitals, and businesses

AMENITIES THAT ARE WORLD CLASS
Sanghvi Nesta was built to give people a resort-style living experience with all the amenities they need:
Health and fitness
• Fully Equipped Gymnasium: The latest workout equipment

• Yoga & Meditation Zone:areas just for mental wellbeing
• Landscaped Gardens:Quiet green areas for relaxing
  • Kids Play Area: Safe and fun places for kids to play
• Swimming Pool: High-quality swimming facilities
  • Clubhouse:a place for residents to get together.
• Lawn Areas:open spaces for outdoor activities;
  • 24/7 Security: Security professionals are on duty around the clock.
• CCTV Surveillance:A complete monitoring system.
• 24-hour Water Supply:Water is always available.
• Power Backup:Reliable systems for backup electricity.
  • Covered Parking: Safe parking for your car
• Rainwater Harvesting:Long-term water management
• High-speed Elevators:Easy vertical transit

AFFORDABLE LUXURY
Prices for Sanghvi Nesta homes start at INR 85 lakhs and go up to INR 1.3 crores. At about INR 14,000 to 15,000 per square foot, these homes provide great value, making high-end living possible for picky consumers. The project also has Jodi Apartments for families who need more room to live.

WHY SANGHVI NESTA IS A GREAT PLACE TO PUT YOUR MONEY
1. Proven Track Record as a Developer: Sanghvi Realty has decades of experience in real estate and a history of completing projects on time.
2. Strategic Location: The project’s location near Hiranandani Estate makes it a great place to invest because it will likely increase in value and rent out well.
3. Better access to Mumbai’s corporate districts, IT hubs, and leisure areas.
4. Complete Lifestyle Package: With world-class amenities, you won’t have to search elsewhere for places to relax and stay healthy.
5. RERA Compliance: Following all rules and regulations ensures everything is clear and protects buyers.
6. Ready for Immediate Possession: Buyers can plan their move-in without waiting long because the building will be finished in December 2025.

LEADERSHIP’S STATEMENTS
Pakshal Sanghvi, Director of Sanghvi Realty, said, “Sanghvi Nesta is the perfect example of our goal to build homes that combine luxury and accessibility. We’re thrilled to produce a project that not only fulfils the finest standards of modern living but also delivers great value in one of Thane’s most sought-after areas. It will be finished in December 2025. Our inhabitants enjoy the status of living in a high-end area because we are close to Hiranandani Estate.”

“As we get closer to finishing Sanghvi Nesta, we see it as more than just a place to live,” said Shankesh Sanghvi, Director of Sanghvi Realty. “It’s a place to live. This is a great investment for both end-users and investors because of the carefully chosen facilities, the strategic location, and our dedication to building quality homes. This project will add a lot of value to the Thane West real estate market, with an anticipated GDV of ₹110–120 crores.”

Sanghvi Realty’s growing list of properties and upcoming projects
Sanghvi Realty is greatly extending its portfolio across Mumbai with the successful delivery of Sanghvi Infenia. The company has a strong pipeline of high-end residential and commercial properties. The company’s planned growth will cost more than ₹915 crores and take place in several promising regions.

Big things coming up:

1. Sanghvi 97 Boulevard in Malad East
This project is a big investment, with a GDV of INR 250 crores. It is a high-end residential development with smartly designed 1& 2-BHK apartments in a great location. The project is in the quickly growing Malad East sector and has great access to transportation and modern living amenities.

2. Malad East Sanghvi Prism
This is a 100% commercial project and part of Sanghvi 97 Boulevard. The project lies in Pathanwadi, Malad East, one of Mumbai’s fastest-growing regions. It has great infrastructure, like good roads, schools, stores, and metro access. The mixed-use complex will have sophisticated commercial spaces and small businesses.

3. Sanghvi Tirth—Andheri
This residential property is worth ₹100 crores and is located near Andheri Metro Station for easy access. The development is aimed at professionals and families who want well-connected residences in the city with modern facilities and good public transportation.

4. Premium Residential Expansion: Sanghvi Realty has bought land in three of Mumbai’s most desirable residential areas:
• Goregaon West Project: This project is on SV Road in the Jawahar Nagar area and has a GDV of ₹100 crores.
• Shivaji Park Development: A great place to live in this historic area with a GDV of INR 120 crores
• Mahim West Project: A strategic location in this well-connected neighbourhood with a GDV of INR 95 crores

Mandi, 8 September 2025 – The School of Management at IIT Mandi successfully concluded third edition of its flagship annual management conclave, AiXcelerate 3.0 at its campus. With the theme “Igniting Innovation and Leadership in the Digital Era.” The two-day conclave brought together industry leaders, academicians, and students to deliberate on how todays’ business practices are evolving with the increased adoption of Artificial Intelligence (AI) across industries. This conclave aimed to develop and nurture business leaders and managers providing impetus to the country’s innovation ecosystem and competitiveness in the data-driven world. The conclave proved to be especially enriching for students, offering them a unique opportunity to engage directly with industry leaders and policymakers.

The sessions focused on how key management functions such as marketing, human resource management, operations, strategic management, finance, and entrepreneurship are evolving in the era of digital transformation. The conclave featured a rich mix of panel discussions, mentoring sessions, student case competitions, and cultural performances, offering a well-rounded platform for dialogue, collaboration, and innovation. For students, it provided meaningful exposure to real-world applications of emerging technologies, particularly artificial intelligence, across core business domains including marketing analytics, financial decision-making, and strategic planning.

Prof. Laxmidhar Behera, Director, IIT Mandi, congratulated the School of Management on the successful organization of AiXcelerate 3.0 and encouraged continued progress and innovation in the field of management education.

Speaking at the valedictory session, Prof. Anjan Kumar Swain, Chairperson, School of Management, IIT Mandi, said, “AiXcelerate 3.0 showcased how AI is reshaping business strategies and underscored leaders’ responsibility to ensure transparency, trust, and inclusivity. These conversations will guide future leaders in adopting AI responsibly and building institutions that empower people, uplift communities, and enhance the nation’s global standing.”

The program featured ten renowned industry experts as speakers, who shared their insights on various themes. Notable participants included Shiv Kumar, Chief Data & Analytics Officer-L’Oréal India; Manish Purwar, Global IT Head, GE, HealthCare Lokesh Sharma, Strategic Account Director, Salesforce; Abhijit Shah, Chief Technology Officer, Nippon Life India Asset; Ram Srinivasan SVP, Global Practice Leader, Advisory Services Ascendion; Dr. Rishi Bhatnagar, Co-Founder India and Global CTO, AA2IT; Swapnil Tambi, Head of India AI Hub, BNY; Ritesh Agrawal, Group CFO, Powerica Ltd.; Nikhil Bhushan, CTO, Starbucks India; and Somjit Amrit, CEO iHUB and HCI Foundation, IIT Mandi.

Various key topics were addressed during the event highlighting how AI could prove to be highly impactful across these sectors in the future, including strategic leadership in the age of agentic AI, smart engagement, and the redefinition of marketing; the transformation of the financial sector through AI in banking, insurance and Fintech; and responsible AI focusing on building trust through ethics and governance. 

At IIT Mandi, SOM’s core mission is to develop a new generation of business leaders who are not only well-versed in traditional management principles but also highly proficient in leveraging technology for strategic advantage. The school achieves this through a curriculum that fuses management principles and knowledge with data science, AI, and other emerging technologies. The SOM regularly organizes events like AiXcelerate to take academic closer to the industry. These conclaves, seminars, and workshops are a cornerstone of the school’s outreach strategy. The school also hosts other key events like the HiBS (Himalayan Business Summit) and leadership talks, solidifying its reputation as a hub for progressive management thought and a key contributor to the professional development of its students.

Bengaluru 8th september 2025  , Karnataka  Panchajanya Uno, a retail initiative under Panchajanya Fashions Pvt. Ltd., launched their 7^th store recently at Chikkajala, Bengaluru. Spanning an expansive 3,800 sq. ft., this outlet is the largest Ackross store yet, curated to deliver an unmatched shopping experience in fashion and lifestyle.

The event was graced by Chief Guest Mr. M.G. Balakrishna, President of the Federation of Karnataka Chambers of Commerce and Industry (FKCCI), underscoring the store’s significance as a milestone in Karnataka’s retail landscape.

The new Ackross store is thoughtfully designed across two exclusive floors. The ground floor is dedicated to men’s apparel, showcasing the complete portfolio from the Raymond Group, including Raymond, Park Avenue, Parx, ColorPlus, and Ethnix. Customers can also indulge in premium Raymond fabrics with bespoke Made-to-Measure services, offering personalized styling and tailoring. The first floor is curated for home fashion and comfort, anchored by Ackross, the flagship Bed & Bath brand, alongside collections from Bombay Dyeing, Trident, Raymond Home and Rosara Home.

What sets Ackross apart is its value proposition – offering top-tier brands at prices lower than other retail outlets, combined with exclusive promotions and personalized service.

This opening strengthens the enduring legacy of Panchajanya Fashions Pvt. Ltd., a pioneer in textile distribution since 1974, nurtured under the visionary leadership of Mr. Suresh Babu Makam.

Speaking on the launch, Mr. Suresh Babu Makam, Chairman, Panchajanya Fashions Pvt. Ltd., said: “With our largest Ackross store now open at Chikkajala, we are proud to bring together fashion and home brands under one roof at unmatched value. This store reflects our promise of accessibility, affordability, and excellence for every customer. We are thrilled to welcome shoppers to experience Ackross as more than just retail — it’s a destination where style, comfort, and quality converge.”

New Delhi, 8th September 2025: AFC Furniture Solutions, one of India’s leading names in modular and ergonomic office furniture, today announced the launch of its refreshed brand identity, a transformation that reflects the company’s evolution, renewed purpose, and readiness to lead the future of work.

While the name remains the same, AFC’s identity has taken on new clarity. The rebrand marks a sharper focus on flexibility, human-centric design, and sustainability, values that increasingly define the future of workspaces.

“The rebranding is a conscious declaration of who we are today and where we are going,” said Mr. Maanoj Tomar, Founder and Director, AFC System Private Limited. “We are not changing directions; we are refining our purpose. Thoughtful  creativity can shift perspectives, changing not just how people see their space, but how they feel within it.”

The new identity represents a thoughtful evolution rather than a radical shift. It introduces a modernised visual language with a redesigned logo and brand system that conveys clarity, confidence, and boldness. It sharpens AFC’s positioning around delivering smart, sustainable and future-ready workspaces, and reimagines how the brand communicates across digital, physical, and client touchpoints with a more unified and human tone. At its core, the rebrand also strengthens the company’s commitment to ESG principles and sets a clear direction towards international expansion while retaining its Indian roots.

At the same time, AFC’s fundamentals remain unchanged. The company continues to be defined by its reputation for quality, trust, and care. With a 2.5 lakh sq. ft. ultramodern manufacturing facility, a monthly output of more than 18,000 workstations and chairs, and a track record of delivering projects for marquee clients such as Air India, PepsiCo, Nestle, PWC, Maruti and TCS, AFC remains a trusted partner in building workspaces that are both efficient and inspiring.

The rebrand comes at a pivotal moment when the very definition of work is shifting. Workspaces today must be flexible, meaningful, and sustainable, and AFC’s new identity is a direct response to this change. It underscores the company’s clarity of purpose and its renewed confidence in shaping work environments that support teams, enable businesses, and adapt to what lies ahead.

Since its inception in 2008, AFC has grown from a young brand into one of India’s largest office furniture manufacturers with a pan-India presence and growing global ambitions. The acquisition of Wipro’s furniture division in 2022 further strengthened its capabilities and scale, cementing its position as a leader in the sector.

With its refreshed identity, AFC reaffirms its long-standing values while signalling its intent to become a global benchmark for smart, sustainable, and future-ready workspace solutions—built in India, for the world.