Gift Nifty at 24,882 indicates a flat opening. | Photocredit: Sarinyapinngam
The domestic markets are likely to open on a positive bill on Monday in the midst of positive economic data. Rising geopolitical tensions between Russia and Ukraine and appreciation problems will keep the market under pressure, analysts said. Gift Nifty at 24,882 indicates a flat opening. GST collections and GDP growth came better than expected.
According to Karthik Mani, partner, indirect load, BDO India, “The increase in the year by year of 20.4 percent in total net GST collections for May 2025 is largely powered by growth in the net GST collections on imports that have grown by 72.9 percent, with net domestic collections that display a relatively supported growth of 9.7 percent. This trend of Gedempte Domestic Collections is reflected in the growth of GST collections from some of the most important states, including Up, Gujarat, Haryana, etc., with lower growth, where Maharashtra and Karnataka collections are closer to the total average growth rates. However, Tamil Nadu and Delhi have viewed the trend and have shown higher than average growth.
The GST collections of the month in the month have shown a reduction, as expected, since the April GST collections have traditionally been higher due to the fact that they reflect the GST collections on transactions in March, which always has a higher economic activity, he said.
Aditi Nayar, Chief Economist, Head – Research & Outreach, ICRA, said: “The tax deficit of the government of India (GOI) exceeded marginal the revised estimate for FY2025 for FY2025 by RS. 77 billion, they are a welcome capital.
The upward overhaul in the FY2025 nominal GDP number is also well displayed for achieving the shortage and debt-to-GGDP goals for FY2026. “Despite a relatively lower projected nominal GDP growth of ~ 9.0% in FY2026 (ICRA’s expectations) compared to the budgeted levels of 10.1 percent, the tax deficit of the BDP ratio can be absorbed at 4.4 percent in FY2026, while a marginal at the time of the host of the movement also with the marginal at the host at the host at the # Extra cushion on the reception side Due to the higher than budgeted RBI dividend transfer, offers comfort on the tax front in the midst of raised global uncertainties, “she added.
In the meantime, investors from foreign portfolio continue their buying spree.
Dr. VK Vijayakumar, Main Investment Strategist, Geojit Investments Ltd, said: FIIs have been buyers in cars, components, telecom and financial data in the first half of May. India’s better than expected GDP growth in Q4 FY25 with 7.4 percent is an indicator that reflects growth, and this can lead to a revival of business income in FY26. FIIs will probably continue their investment in India. However, they can sell at higher levels because the valuations are stretched. “
According to analysts, the Q4 results of India Inc are largely in accordance with expectations or better than expected.
According to Emkay Global Research: “The 4QFY25 profit season has generally followed our expectations, with Pat growth for Nifty and BSE500 at 0.5% and 8.7%, strengthening our structural posture. The Niffty has a size of ~ 10% on April 9. Degeles. Laying.
According to IFA Global Research, the highlight last week was the American international commercial court that ruled on Trump era his illegal, although the appeal confirmed them, so that the rates remain in place. The desired inflation meter of the FED, Headline PCE, amounted to 2.1% yoj (versus 2.2% expected), while Core PCE met expectations with 2.5%. Markets expect the Fed to keep the rates stable until June and July, with the first interest probably reducing in September or October.
“Two cutbacks are currently priced by the end of 2025. In the meantime, President Trump chairman met Fed President Powell and Drong in urgent rate reductions. The most important focus for the coming week will be the American work of work data, on Friday,” said the research house.
Published on 2 June 2025
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