Wed, Sep 23, 2026: Sensex ~75K, still 10K below its 85K milestone; GIFT Nifty points to a weak open. Rupee at 95.59 and Adani’s SEBI settlement are the two stories.

RBI warns banks against a loan price war. SEBI wants to fix derivatives expiry settlement prices. Both are margin/plumbing moves—good for stability, bad for easy bank upside. Adani group firms settle SEBI proceedings linked to Hindenburg. Five Adani stocks in focus. Governance overhang eases, but the terms decide whether it’s a relief rally or a dead-cat bounce. Rupee at 95.59 on lower oil and RBI dollar sales. Rajesh Exports and 9 other Nifty 500 names are down up to 60% in 2026. Dividend record date today: Arfin India, Engineers India, others. Tomorrow: weak GIFT Nifty, China/HK soft on Trump-Xi caution. RBI’s loan-price warning and rupee at 95.59 keep banks nervous. Adani settlement helps sentiment, but Sensex 75K is the line to watch.

RBI warns banks against a loan price war. SEBI wants to fix derivatives expiry settlement prices. Both are margin/plumbing moves—good for stability, bad for easy bank upside.