FMCG, consumer -discretionary set for festive boost; Defense remains a long -term game: Sushant Bhansali

Sushant Bhansali, Ambit Asset Management, says that despite short-term challenges, the FMCG and consumer-discretionary sectors benefit from upcoming GST-eating, in particular on national-focused companies. Although short -term flows in the defense can be limited due to public finances, the long -term growth story remains intact. Market access is now favorable, supported by the demand from […]

Will the markets of India perform better than the US? Manesh Dangi’s vision of shares and asset distribution

Maneesh Dangi, Macro Mosaic Investing & Research, says that despite the worldwide uncertainties, the domestic markets of India remain resilient and well positioned. Equits can perform better than emerging markets in the next 6-12 months, supported by favorable tariff reductions and balanced asset spreads. Although short -term volatility exists, sectors such as domestic consumption, defense […]

GST Reform Push: Emkay increases Nifty Target to 28,000 before September 2026, chooses its 5 top shares

Brokerage company Emkay Global Financial Services has increased Nifty’s target to 28,000 before September 2026 with cars and cement as the preferred games. The upgrade will be on the back of the Rationalization Proposal for Goods and Services Tax (GST) that could act as a repetition of catalyst for the market, given the long-term growth. […]

GST -cutbacks can increase consumption, support domestic production: Amnish Aggarwal

Amnish Aggarwal, Hor, PL Capital, says that potential GST reductions on items for daily use and sustainableness can stimulate consumer sentiment and domestic consumption. Although price reductions can be modest, the changes are expected to increase demand, larger brands will benefit and support domestic production. Companies will probably pass on these tax benefits to consumers. […]

Why Fii’s Indian shares sell is not wrong: Samir Arora from Helios Capital explains

Foreign Institutional Investors (FIIs) are net sellers of Indian shares worth RS 1.16,617 Crore in 2025 so far, but it is no reason to worry, according to Samir Arora, founder and fund manager at Helios Capital Management. He tweeted that the FII who sells this year is not wrong with it and is a marginal […]

Sebi defends the deadline for the implementation of margin obligations through Promise

The Securities and Exchange Board of India (SEBI) expanded the deadline on Monday for the implementation of margin obligations via the promise/re-moved mechanism in the deposition system until 10 October. The decision follows on requests from Central Depository Services (India) Limited (CDSL) and National Securities Depository LTD (NSDL) to postpone the timeline. Sebi, in his […]

Co-founder of Zerodha Nikhil Kamath invests RS 137.5 Crore in Surat-based Goldi Solar

Co-founder of Zerodha Nikhil Kamath has invested RS 137.5 Crore in the Solar PV module Manufacturing Company Goldi Solar. The investment is expected to help Goldi Solar expand its production and to strengthen its position as a global manufacturer of renewable energy. One of the youngest homemade billionaires in India, in addition to his brother […]

Goldman Sachs expands the presence of Mumbai with a new office

Goldman Sachs Group inaugurated a new office in Mumbai on Monday and expanded its footprint into the financial capital of India, while the Wall Street Bank rely on long -term growth in the fourth largest economy in the world. The new building of New York -based company in Worli, a prominent commercial hub, are approximately […]

Ukraine peace a work in progress; Trump-Putin Summit unlikely will have any dramatic effect: Peter McGuire

Peter McGuire, CEO, Australia-Trading.comWTI crude oil says nearly $ 60, while Brent is in the middle of $ 60s, influenced by expectations of an oil slick at the start of Q4, which may reduce inflation and consumer expenditure can be increased. At the same time there is a considerable shift in purchases of crude oil, […]