👉🏻 *_MONEY TIMES TALK_* 👈🏻
*12.09.2026*
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Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display 'BUY', 'SELL' or 'HOLD' recommendations. Readers should, therefore, exercise their own judgement and evaluate the future prospects of the stock given its past performance, industry prospects in the backdrop of a growing economy and in consultation with their investment adviser.
➤ As per astrology view, important turning dates are 15th, 16th, 18th, 22nd and 25th September 2026..
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.
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.
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.
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.
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.
As per market grapevine, markets may remain highly volatile with a sell-on-rise approach due to high crude, inflation, Al impact, weak monsoon, heavy IPO pipeline and continued supply through block/bulk deals, OFS and QIPS. Focus only on selected growth stocks with strong Q1 EBITDA/PAT, optimistic Q2FY27 outlook and attractive valuations. Atlantaele, Ambicaagar, Arrowgreen, Blackrose, Chemcon, Haldyngl, IOLCP, Jyoti, Morepenlab, Princepipe and Sukhjits may give good returns in the next 2-3 months. Keep on radar.
Very big alert-retail traders may lose entire capital: After CAS on 10-9-2026, Sensex 74700 CE surged from Rs.45 to Rs.400+ before settling at Rs.202 in the last 10 minutes, highlighting extreme F&O volatility. As per market grapevine, until a practical CAS solution emerges, retail traders should stay away from F&O/options and focus on selected growth stocks with strong Q1 EBITDA/PAT and optimistic Q2FY27 outlook.
Stocks to watch for short-term returns: Anantraj, Arrow Greentech, Atlanta Electricals, Ambica Agarbathies & Aroma, Blackrose, Chemcon Speciality Chemicals, DCB Bank, Haldyn Glass, HFCL, HSCL, IOLCP, Jyoti, Morepenlab, Prince Pipes & Fittings, RBL Bank, Shetron, Sukhjit Starch Chemicals and Vodafone Idea. Keep on radar/watchlist.
Brent crude at $105-what to do? Crude has risen over 40% since early July amid supply disruptions, raising fuel-cost and inflation concerns. Focus on exploration, drilling, ancillary, pipes and machinery plays, while Middle East rebuilding could support infrastructure and ancillary companies. Energy security and the Samudra Manthan scheme may also create opportunities.
Huge negative: IEX has fallen 60%, ITC and TCS 50%, Infosys 50%, HDFC Bank 32% and HDFC Life 36%, highlighting the severity of the correction. If Sensex/Nifty fail to recover over the next 3-4 months, SIP closures may rise as per market grapevine. Friday's bullish volume breakout in Arrow Green, Blackrose, Haldyn Glass, Sukhjits and Wabag makes these five stocks worth watching on Tuesday..
Websites you can use for Investment research: 1. Screener Company fundamentals and financial analysis. 2. Cafemutual-Mutual fund industry updates. 3. Value Research - Mutual fund analysis and ratings. 4. Morningstar -Advanced fund research. 5. Advisorkhoj Mutual fund data and tools. 5. RupeeVest Mutual fund analytics and regular-plan data. 6. PMS Bazaar PMS research and analysis. 7. Trendlyne Stock screening and analysis. 8. Equitymaster Equity research and stock screening. 9. IBEF Indian industry and sector data. 10. IMF - Global macroeconomic data. 11. TradingView - Charts and technical analysis. 12. UnlistedZone - Unlisted stock research. 13. AMFI India - Official mutual fund data. 14. StockEdge Stock analysis and screening. 15. MF Central-Mutual fund portfolio and transactions. 16. PMS AIF World-PMS and AIF data. 17. Novel Investor - Valuation research. 18. World PE Ratio Global valuation data. 19. Macrotrends Long-term historical financial data. 20. Economic Outlook-Economic research and analysis. 21. India Macro Indicators - Indian macroeconomic data. 22. Lazy Portfolio ETF -Global ETF research. 23. MoSPI - Official Indian statistics. 24. PIB-Government announcements and updates. 25. Fortune India 500-Company rankings and profiles. 26. ClearTax - Tax and finance information. 27. Zerodha Pulse -Market news and updates. 28. Trading Economics - Global economic data and indicators.
Don't chase fast wealth: Want to get rich quickly? Remember, the market can take your money just as quickly. Fast wealth has two speeds-going up and coming down, with the second often having no brakes! Patience may be boring, but being broke is worse. If someone promises to double your money in days, ask why they are telling you instead of doing it themselves. FOMO often means entering after everyone else has already entered. The fastest way to lose money is to chase quick wealth. Focus instead on good decisions, discipline and time, and let wealth follow you.
The stock market is the ultimate teacher: Stop-loss teaches humility and when to let go. Consolidation teaches patience and discipline. Losses teach risk management and process over outcome. Trends teach us to respect reality instead of fighting it. Bull markets teach confidence, bear markets teach humility, crashes teach patience, profit booking teaches us not to fall in love with stocks, and FOMO teaches the cost of late entries. Even JOMO the Joy of Missing Out reminds us that sometimes not buying or selling is the right decision. The market is an expensive teacher, but every lesson can make us wiser. Keep learning, keep growing!
Rising crude and severe drought risk are negative for bulls and investors: Rising crude and the risk of the biggest drought in 20 years are major concerns. El Niño could hurt domestic production, while falling pulse imports may add to inflationary pressure. Skymet has indicated a 70% probability of drought, raising concerns over food inflation and purchasing power. Brent crude above $80 is another major negative for the Indian economy. For now, focus on a few selected growth-oriented stocks with strong Q1 FY27 EBITDA and PAT growth and an optimistic Q2 FY27 outlook, along with quality IPOs amid the heavy IPO pipeline expected over the next 3-4 months.
