Gold & commodities — September 2026

SEC Staff: Token Buybacks and Continued Development of Functional Crypto Networks May Not Trigger Howey Test

The SEC’s Division of Corporation Finance issued new FAQs clarifying its March 17 crypto guidance. Staff said Staking Receipt Tokens may qualify as “digital tools” or “digital commodities,” depending on their structure.

For already functional crypto systems, continued maintenance, improvements, network development and non-security token buybacks generally do not constitute “essential managerial efforts” under the Howey test. However, buybacks promoted as generating returns before a system becomes functional may constitute such efforts. The FAQs represent staff views and have no legal force or effect. — link

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🤩Минфин предложил ввести для золотодобытчиков налог в размере 20% от дополнительного дохода

Минфин России предложил установить для золотодобывающих компаний налог в размере 20% от дополнительного дохода, полученного за счет роста мировых цен на золото в рублевом выражении относительно базового уровня 2025 года.

Мера вошла в бюджетный пакет на 2027 год и плановый период 2028–2029 годов. Для отдельных добывающих компаний по другим твердым полезным ископаемым предлагается ставка 30%.

«В 2026 году наблюдался резкий рост мировых цен, за счет чего компании получили дополнительный рентный доход», — пояснили в Минфине.

В ведомстве рассчитывают, что новый налог позволит увеличить доходы бюджетной системы.

На сообщение отреагировал фондовый рынок: 24 сентября акции «Селигдара» в моменте снижались на 4,4%, «Бурятзолота» — на 2,3%, «Полюса» — на 1,9%.

Ранее в 2026 году Минфин уже допускал возвращение к вопросу о дополнительных доходах бюджета при подготовке бюджета на 2027–2029 годы.

#Минфин #Налоги #НалоговаяПолитика #Полюс #Селигдар #ГорнаяПромышленность

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XU100: +%0,37 12.936 Dolar: +%0,20 48,9724 TL Euro: +%0,19 55,8281 TL Altın: +%0,58 6.757,66 TL Brent: -%0,96 $105,58 BTC: +%0,87 $84.424,93 USDT: +%0,00 48,84 TL

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📉 GOLD RETAIL DEMAND — 25 SEPTEMBER 2026

🔹 Gold Retail Sales • सितंबर में retail gold sales पिछले साल की तुलना में 8-10% कम रही। • IBJA Secretary Surendra Mehta के मुताबिक, ongoing war और gold prices को लेकर uncertainty से consumer sentiment प्रभावित हुआ है। • Festive season आने के बावजूद demand अभी pick up नहीं हुई है।

💰 Gold Prices • 24K pure gold की domestic price पिछले साल के करीब ₹98,000 से बढ़कर ₹1.57 लाख/10 ग्राम हो गई है। • यानी सालाना आधार पर करीब 60% की बढ़ोतरी। • 24 सितंबर को gold price करीब ₹1,50,106/10 ग्राम रही, August peak से लगभग 4.85% नीचे।

📊 Demand Trend • High prices और volatility से affordability पर दबाव। • Consumers lighter jewellery और कम quantity में खरीदारी कर रहे हैं। • Exchange schemes और gold ETFs, coins तथा digital gold की ओर भी shift देखा जा रहा है।

📌 Mumbai Gold Rate — 25 Sep • 24K: ₹1,51,420 / 10g • 22K: ₹1,38,700 / 10g

📰 Source: Moneycontrol

Morning Alert.. *Rupee, bonds witness sell-off as crude oil, US Treasury yields rise* The rupee and government bonds on Thursday came under pressure as a sharp rise in the prices of crude oil and United States (US) Treasury yields dampened market sentiment over inflation risks and expectations of higher global interest rates, according to dealers. The rupee fell 0.23 per cent to settle at 95.96 a dollar, its lowest level in a week, while the yield on the benchmark 10-year government bond rose by 6 basis points to end at 7.11 per cent, its highest since May 21. Short-term bonds saw a bigger selloff with the yield on the benchmark five-year government bond hardening by 8 basis points to settle at 6.82 per cent. Brent crude oil prices moved above $106 per barrel on Friday, rising sharply from below $100 in recent sessions because concerns over supply disruption linked to the Iran conflict have increased. Market participants said dollar sales by state-run banks, likely on behalf of the Reserve Bank of India, limited the fall and kept the currency just below 96. “The RBI had been active around the 96 level, with dollar sales helping contain the rupee’s decline. The 96 level has emerged as an important psychological threshold for the currency,” said a dealer at a state-owned bank.

*Global market action* Dow Jones – Down by 0.04% or 19.12 points FTSE – Down by 0.24% or 25.27 points CAC – Down by 0.52% or 41.98 points DAX – Down by 0.57% or 144.10 points Gift Nifty – Up by 0.10% or 23.00 points

*FII/DII activities* FII – Sold 5027.36Cr worth of shares DII – Bought 4301.18Cr worth of shares.

*Major Indian Indices PE* Nifty 50 – 19.5x Nifty Bank – 13.1x

*Stocks with high delivery percentage* AIA Engineering Ltd – 92.6% Star Health and Allied Insurance Co. Ltd – 91.1% Coromandel International Ltd – 89.8% Schaeffler India Ltd – 77%

*Primary market activities* IPOs opening today Bench Mark Infotech Services Ltd (NSE SME) – Issue size 42.44Cr Shree TNB Polymers Ltd (BSE SME) - Issue size 31.20Cr Dudani Retail Ltd (BSE SME) - Issue size 10.54Cr Himalayan Solar Ltd (NSE SME) - Issue size 68.03Cr Sai Urja Indo Ventures Ltd (BSE SME) - Issue size 24.95Cr Acevector Ltd (Main board) – Issue size 420Cr Orient Cables India Ltd (Main board) - Issue size 552Cr German Green steel & Power Ltd (Main board) – Issue size 303.90Cr Runwal Enterprises Ltd (Main board) – Issue size 499.83Cr

Listing today Axiom Gas Engineering Ltd (NSE SME) – Subscribed 1.39x

*Commodities updates* Gold – Rs 150752/10gm, Silver – Rs 233905/kg, Brcrude – Rs 9159/barrel, Copper – Rs 1413/kg.

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XU100: -%1,16 13.098 Dolar: +%0,07 48,8643 TL Euro: +%0,20 55,7390 TL Altın: -%0,38 6.704,54 TL Brent: +%2,44 $105,60 BTC: -%2,59 $83.672,12 USDT: +%0,20 48,85 TL

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Morning Alert.. *Global agencies raise India's FY27 growth outlook, see RBI rate hikes* Indian economy’s FY27 growth prospects on Wednesday received an upward revision from two global institutions and two rating agencies. The Asian Development Bank (ADB), the Organisation for Economic Co-operation and Development (OECD) and rating agencies Fitch Ratings and S&P Global Ratings raised their current financial year growth projections for India to 6.9-7.1 per cent, citing economic resilience amid the West Asia conflict, backed by investment momentum, healthy consumption demand and strong industrial activity. They also forecast an increase in the RBI’s policy rate later this year. Fitch raised its India gross domestic product (GDP) growth forecast to 6.9 per cent on Wednesday from 6.4 per cent made in June, while ADB and S&P Global raised theirs to 7 per cent from the 6.6 per cent forecast in June. OECD raised its GDP projection to 7.1 per cent from 6.3 per cent forecast in June. Last week, Moody’s Ratings had also raised its GDP growth projection for India to 7 per cent for 2026-27 (FY27). The revisions come after the Indian economy grew faster than expected at 7.8 per cent in April-June, despite geopolitical headwinds from the West Asia crisis. The growth forecasts of all five global agencies are now above the Reserve Bank of India’s (RBI’s) projection of 6.7 per cent for FY27.

*Global market action* Dow Jones – Down by 0.13% or 67.15 points FTSE – Down by 0.03% or 3.07 points CAC – Down by 0.39% or 31.50 points DAX – Down by 0.66% or 168.22 points Gift Nifty – Down by 0.69% or 162.50 points

*FII/DII activities* FII – Bought 1617.45Cr worth of shares DII – Bought 2341.46Cr worth of shares.

*Major Indian Indices PE* Nifty 50 – 19.8x Nifty Bank – 13.4x

*Stocks with high delivery percentage* Aditya Infotech Ltd – 87.1% ICICI Lombard GIC Ltd – 80.9% Bayer Cropscience Ltd – 79.6%

*Primary market activities* IPOs opening today A-One Steels India Ltd (Main board) – Issue size 405Cr Roopa Screen Ltd (BSE SME) - Issue size 19.20Cr Peshwa Wheat Ltd (BSE SME) - Issue size 53.52Cr Moneyview Ltd (Main board) - Issue size 1091.68Cr Green Asia Impex Ltd (NSE SME) - Issue size 60.10Cr

Listing today NSE Ltd (Main board) – Subscribed 5.71x Spectra Technology Solutions Ltd (NSE SME) – Subscribed 212.98x Sonaselection India Ltd (Main board) – Subscribed 2.01x Kheria Autocomp Ltd (NSE SME) – Subscribed 2.48x

*Commodities updates* Gold – Rs 151360/10gm, Silver – Rs 236085/kg, Brcrude – Rs 8800/barrel, Copper – Rs 1407.75/kg.

Oil Price Today (September 24): Crude oil falls to $102 as Iran signals its openness to diplomacy. What are experts saying? - The Economic Times https://m.economictimes.com/markets/commodities/news/oil-price-today-september-24-crude-oil-falls-to-102-as-iran-signals-its-openness-to-diplomacy-what-are-experts-saying/articleshow/134449383.cms

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Morning Alert.. *Rupee extends gains for fifth straight session tracking fall in crude oil* The rupee appreciated against the US dollar for a fifth consecutive session after a choppy trade on Tuesday, supported by a decline in crude oil prices and likely dollar sales by state-run banks on behalf of the Reserve Bank of India (RBI), said dealers. The Indian currency settled at 95.59 per dollar against the previous close of 95.82 per dollar. The central bank continued its sell/buy swap to drain excess liquidity from the banking system. Traders said the central bank’s swap operations were concentrated around the January 2027 maturity. The rupee has depreciated by 4.83 per cent since the onset of the US-Iran war. In the current calendar year, the rupee has depreciated by 5.98 per cent, whereas in the current financial year (FY), it has depreciated by 0.82 per cent. Brent crude fell 1.5 per cent to $98.8 a barrel after reports that Iran could reopen the Strait of Hormuz if the US eases military pressure and lifts its blockade. “The Indian rupee surged following a sharp decline in crude oil prices, driven by reports that the Strait of Hormuz could soon reopen. The currency has found a measure of stability, supported by falling oil costs and a broader recovery in Asian currencies,” said Dilip Parmar, research analyst at HDFC Securities.

*Global market action* Dow Jones – Up by 0.10% or 51.84 points FTSE – Down by 0.29% or 30.68 points CAC – Up by 0.20% or 15.97 points DAX – Up by 0.02% or 3.84 points Gift Nifty – Down by 0.20% or 47.00 points

*FII/DII activities* FII – Sold 3809.99Cr worth of shares DII – Bought 4120.07Cr worth of shares.

*Major Indian Indices PE* Nifty 50 – 19.7x Nifty Bank – 13.3x

*Stocks with high delivery percentage* Bikaji Foods International Ltd – 82% Aptus Value Housing Finance India Ltd – 81.5% Atul Ltd – 76.5% Hexaware Technologies Ltd – 75.3%

*Primary market activities* IPOs opening today Unitec Fibres Ltd (BSE SME) – Issue size 34.47Cr SK Offset Ltd (BSE SME) – Issue size 29.06Cr Adroit Industries India Ltd (Main board) - Issue size 150.71Cr Liqvd Digital India Ltd (BSE SME) - Issue size 39.01Cr Pooja Logistics Ltd (NSE SME) - Issue size 44.23Cr Elevate Campuses Ltd (Main board) - Issue size 2100Cr Coreintegra Consulting Services Ltd (NSE SME) – Issue size 21.99Cr Swastika Infra Ltd (Main board) – Issue size 160.88Cr Armee Infotech Ltd (Main board) – Issue size 300Cr

Listing today Hero Motors Ltd (Main board) – Subscribed 7.01x Jindal Supreme India Ltd (Main board) – Subscribed 177.03x SS Retail Ltd (Main board) – Subscribed 107.41x

*Commodities updates* Gold – Rs 152900/10gm, Silver – Rs 240000/kg, Brcrude – Rs 8579/barrel, Copper – Rs 1415.85/kg.

*UBS: India Financials | The beginning of an unsecured upcycle?*

*We think personal loan growth acceleration is ahead* We believe India is entering a strong unsecured credit growth cycle, led by personal loans. We think this is being supported by healthy asset quality across banks and NBFCs, flat unsecured household leverage over the past three years, abundant system liquidity and a more risk-on stance from lenders. With gold prices stabilizing and, thus, likely gold loan growth moderation, a key substitute for personal loans over the past few years could lose some momentum. This may benefit private banks and large NBFCs with strong personal loan franchises. We upgrade our rating on Bajaj Finance from Sell to Neutral, as we expect cyclical EPS upgrades on yield-accretive growth and strong asset quality, though its valuation remains demanding. We also upgrade our rating on L&T Finance from Neutral to Buy, expecting faster personal loan growth and ROA improvement toward ~3%. We maintain Buys on Poonawalla, CIFC and Shriram Finance. We are Neutral on HDB, SBI Cards and MMFS, on still-weak loan growth.

*NBFCs better positioned than banks: Upgrade ratings on LTF and Bajaj Finance* We upgrade Bajaj Finance from Sell to Neutral and raise our PT from Rs910 to Rs1,100. We view LTF as leading on loan growth and we upgrade it from Neutral to Buy and raise our PT from Rs350 to Rs380. We maintain Buy on CIFC, SHFL and Poonawalla. Among banks, we like ICICI, HDFC and Axis to benefit from a personal loan growth pick-up.

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Morning Alert.. *Core industries growth eases to 4.8% in August on iron ore, coal drag* Output growth in India's nine core industries slowed to a three-month low of 4.8 per cent in August, from a downwardly revised 5 per cent in July, as a steep loss of momentum in iron ore and contraction in coal, oil, gas and fertilizer sectors put a drag on the headline number, according to data released by the Ministry of Commerce and Industry on Monday. The overall index eased to a four-month low of 119.2 from 120.8 in July, a sequential decline of 1.32 per cent even as year-on-year growth stayed in positive territory. Iron ore, which carries a weight of 4.9 per cent, was the single biggest source of the slowdown. Its growth collapsed to an 11-month low of 5.5 per cent in August from 29.5 per cent in July, with the sector's index dropping to 96.1 from 104.8. Coal, weighted at 5.6 per cent, swung to a contraction of 3.8 per cent after expanding 7.6 per cent in July, returning to negative territory after two months of gains. Rahul Agrawal, Principal Economist, ICRA attributed the headline number to an unfavourable base.

*Global market action* Dow Jones – Down by 0.12% or 62.90 points FTSE – Up by 0.74% or 79.88 points CAC – Up by 0.91% or 73.92 points DAX – Up by 1.06% or 270.95 points Gift Nifty – Up by 0.24% or 56.50 points

*FII/DII activities* FII – Sold 576.20Cr worth of shares DII – Bought 2797.27Cr worth of shares.

*Major Indian Indices PE* Nifty 50 – 19.8x Nifty Bank – 13.4x

*Stocks with high delivery percentage* Berger Paints Ltd – 86.2% Lenskart Solutions Ltd – 83.3% CRISIL Ltd – 82.8% HDB Financial Services Ltd – 78.9%

*Primary market activities* IPOs opening today Varmora Granito Ltd (Main board) – Issue size 708.02Cr Himalaya Nutravedics India Ltd (BSE SME) – Issue size 26.50Cr Anand Seamless Ltd (BSE SME) - Issue size 25.52Cr

Listing today Quanto Agroworld Ltd (BSE SME) – Subscribed 1.39x Shakti Polytrap Ltd (BSE SME) – Subscribed 11.87x Vama Wovenfab Ltd (BSE SME) – Subscribed 2.53x

*Commodities updates* Gold – Rs 153135/10gm, Silver – Rs 239358/kg, Brcrude – Rs 8840/barrel, Copper – Rs 1412/kg.

AGM/EGM • Block/Bulk Deals • Insider Trading • Trading Tweaks 🗓 22 September 2026 | Tuesday

🏛 AGM / EGM AGI Greenpac • NSDL • Blue Dart • Pondy Oxides • Shree Renuka • National Fertilizer • Capri Global • Veedol Corporation • Bliss GVS • Cupid • Kirloskar Oil • J&K Bank • Arvind • JSW Dulux • PCBL Chemical • Time Technoplast • Brainbees Solutions • Dilip Buildcon • BOSCH-HCIL • J Kumar Infraprojects • Sandhar Technologies • Carysil • One Mobikwik • Delhivery • Affle • IRB Infrastructure • Filatex India • Suraksha Diagnostic • Indo-MIM • Park Medi World • Karnataka Bank • Finolex Industries • OnEMI Technology • Smartworks Coworking • India Tourism Development Corporation • Websol Energy System • Protean eGov Technologies • Euro Pratik • Arkade Developers • BGR Energy • Tilaknagar Industries • General Insurance Corporation • Shukra Pharmaceuticals

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Morning Alert.. *100% US tariff a threat but Indian exporters bet on new markets* Indian exporters are facing a new source of uncertainty after US President Donald Trump signed on Friday a legislation meant to impose tariffs of up to 100 per cent on imports from Russia’s trade partners, including India, but they are betting on new markets being opened up under various trade deals. The actual impact of the Lindsey O Graham Sanctioning Russia Act of 2026 will depend on the tariff rate, product coverage and timing of any duties, industry representatives and experts said. “Uncertainty over exports to the US has persisted for nearly two years now. It has only fluctuated in intensity over the past few months. The situation remains fluid currently too unless Trump actually imposes tariffs,” Federation of India Export Organizations (FIEO) Director General Ajay Sahai said. The legislation signed by Trump on Friday gives him the authority to impose tariffs on countries trading with Russia, including India, but does not itself impose a new duty on Indian goods. The final decision on whether to levy tariffs, and their rate and coverage, remains with the US president. For exporters, the risk is significant given that the US is India’s largest export market. However, some sectors expect India’s growing access to other markets through free trade agreements (FTAs) and efforts to diversify supply chains to cushion the impact.

*Global market action* Dow Jones – Up by 0.23% or 117.93 points FTSE – Flat CAC – Down by 1.51% or 121.91 points DAX – Down by 1.63% or 412.65 points Gift Nifty – Down by 0.06% or 15.00 points

*FII/DII activities* FII – Bought 599.54Cr worth of shares DII – Bought 1019.69Cr worth of shares.

*Major Indian Indices PE* Nifty 50 – 19.7x Nifty Bank – 13.3x

*Stocks with high delivery percentage* Bharti Airtel Ltd – 88% United Spirits Ltd – 83.9% Kotak Mahindra Bank Ltd – 82.8% Axis Bank Ltd – 81.3% Petronet LNG Ltd – 80.8%

*Primary market activities* IPOs opening today Vivekanand Cotspin Ltd (BSE SME) – Issue size 22.20Cr FX Multitech Ltd (BSE SME) - Issue size 45.24Cr Robokidz Eduventures Ltd (BSE SME) - Issue size 31.09Cr

Listing today Manika Plastech Ltd (Main board) – Subscribed 29.46x Century Business Media Ltd (BSE SME) – Subscribed 57.93x Injecto Polymers Ltd (BSE SME) – Subscribed 1x

*Commodities updates* Gold – Rs 154400/10gm, Silver – Rs 241600/kg, Brcrude – Rs 9653/barrel, Copper – Rs 1403.35/kg.

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🚀 BingX just became a Multi-Asset Trading Platform 🔥

What started as a crypto-focused platform has evolved into something much broader.

With the new Multi-Asset upgrade, BingX is bringing Crypto, Stocks, Indices, Commodities and Forex into one connected trading environment. But the upgrade is about more than just adding markets. It’s also about connecting the whole trading journey: discovering opportunities, understanding what’s happening, deciding what to do, trading, and managing everything from one platform.

I just broke down the full evolution of BingX and what this Multi-Asset upgrade actually changes in my latest video 👇 🎥 Watch here: https://www.youtube.com/watch?v=yIRow2dquVE Connect Markets. Unlock Opportunities.