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Stock Market Views: GST cut will increase the consumption in economy, invest in these sectors.

There was a ups and downs in the market on the last day of the business week i.e. 05 September. Sensex-Nifty’s flat closing. The Sensex fell 7 points to 80 thousand 711 and the Nifty climbed 7 points to close at 24 thousand 741. The midcap, the smallcap index closed at the edge. In today’s market, 16 out of 30 shares of Sensex were sold, 27 out of 50 shares of Nifty were seen. Talking on the market ahead and Nippon India Mutual Fund, Fund Manager Equity Dhrumil Shah said that the Modi government has given a big relief package. GST cut will increase consumption in economy. Many sectors will benefit from GST cut. Consumption, auto sector will benefit. Consumer is also good for durable sector. The government has given relief in income tax earlier also. This is the step to boost the consumption. Effect on the earnings is possible in the next 3–4 quarters.

Talking on the market, he said that the market has seen fluctuations for the last 6 months. The impact of tariff was seen on the market. GST rate cut did the mood of the market. The market has been a range-bound for the last 1 year. Consolidation has improved expensive valuations in many places. Right now the market is neither very cheap nor very expensive. The price in government benefit sectors has increased. Consumption, keep an eye on the auto sector. Banking, IT sector valuations became affordable. If the outlook of the IT sector improves, the Nifty can go up. Moderate returns are expected in the market.

Giving opinion on the automobile sector, he said that the sales of premium cars have increased in the last 2–3 years. Entry-level cars had a slowdown in sales. The new GST change can fill this gap. Now the demand for entry-level cars will increase. The auto sector will get boost in the festive season. The 2-wheeler segment has possibilities.

FMCG demand was weak in the last 2 quarters. Volume growth of big companies was low. Many things will be affordable due to decrease in prices. Savings will increase due to reduced expenses. There will be diversification of money. From entry level to premium consumption will get boost.

Talking about Nippon India Value Fund, he said that large, mid, smallcap – all three are diversified. Invest in underwellude stocks. Waiting for the shares to reach the correct price. If there is recovery, they also buy high P/E stocks. Value funds have more dividend yields. Invest for a long period for good returns. There will be a focus on the investment option in the big range.

In which sector overweight

Commodities sector has good potential. Recovery is possible in the next 3–4 quarters in consumer products. Financial sector is currently respected according to valuations. At the same time, there is a possibility of growth from positive news in the IT sector, while in power utility there is a 5 -year strong growth visible. The EMS has a chance of very strong growth for the next 5 years.

Strategy regarding commodities? Talking about, he said that many commodities are trading near Cost of Productions. There are ferrous/non-fires metals like steel, aluminum, copper. There is a possibility of a rally if the global macro improves. Dollar index fell, positive to commodities. Funds had 3.5–4% weightage in commodities.

Keeping his view on the IT sector, he said that in the last 2 years, there was a low single digit from growth moderate. Earnings Exactation was cut for the next 2 years. EPS growth estimates much less than before. Largecap remained below the valuation average of IT. The valuation comfort is clearly visible in the sector. In the next 2 years, there was a space investable on Growth Limited.

At the same time, an underweight position was built in the Capital Goods sector. The valuations of the sector became very expensive. The order book growth was moderated in the last 1–2 quarters. This sector has been avoided for now. The focus of the government is now towards the consumption.

(Disclaimer: The ideas given on Moneycontrol.com have their own personal views. The website or management is not responsible for this. Money control advice to users to seek the advice of the Setted Experts before making any investment decisions.

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Hope of improving corporate earnings after cuts in GST rates, first will be seen in consumption stocks – Dipa Mehta – Corporate Earnings Expected to Improve after after GST Rate Cut Cut Revival will be seen first in Consumption Stocks Dipan Mehta

Talking about the market forward move Elixir Equites director Deepan Mehta Said said that due to cell on news, the market has shown slow moves as the market had already estimated the reduction in GST rates. Due to which the effect of rate cuts did not show as much as it should have been seen on the market. However, rate cuts are poditva of many companies for long term. The market was stuck in a limited range due to corporate earnings, but now it is expected that corporate earnings will be improved after the GST rate cuts. After this festive season, revival will be seen in corporate earnings and the market will be seen again.

Consumption shares will first have revival

Deepan Mehta further said in this conversation that we are seeing revival in consumption shares. Also, revival is also possible in apparel, electronics, hotel sector. India’s conjunctivity basket has changed completely, earlier there used to be FMCG shares but now when we talk about conjugation, there can be good recovery in Low Cost Big Income Retails, Appliances, Travel and Tourism, Hospital stocks.

In retail, our attitude is positive in the other stock, apart from special tract, demart. If we talk about conjunctions, Low Cost Big Income Retails which focus in Tier 2-Tier 3 such as Vishal Mega Mart, V Mart shares have benefited from GST rate cuts. At the same time, shares of Bata, Metro, Go Fashion also benefited. At the same time, the loan volume of Bajaj Finance may increase, which will show the company to benefit further. Our investment will be recommended in all these companies.

Auto sector is also very big caner sector

Due to the reduction in GST rates, the auto sector is also a large caner sector and can become a big trigger in a two-wheeler and for wheeler. Our view remains positive in Hero MotoCorp. The company’s valuation also looks quite respective. Maruti is good at the same time but we are bullish on M&M. Eicher Motors is expected to be a momtum.

Cement companies will get the benefit of GST rate cuts

Cement companies will get the benefit of GST rate cuts. Companies who are constructing themselves may decrease their slightest steps. There is a lot of chinese for investment in the sector sector. Ambuja, Adani Group’s company, ACC, JK Cement shares look good.

(Disclaimer: The ideas given on Moneycontrol.com have their own personal views. The website or management is not responsible for this. Users are advised by money control that any investment Decision Seek the advice of a sortified expert before taking.

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Vodafone Idea shares jumped 10% from a news – Vodafone Idea Shares Saw a Rise of 10 Percent Watch Video To Know What News LED to this Rise in the Stock

https://www.youtube.com/watch?v=dthh321c0ze

Markets

Vodafone Idea Shares: Vodafone Idea shares saw a stormy boom on 5 September today. The company’s shares jumped 10% to 7.27 levels and touched their upper circuit limit. This is the third consecutive day when Vodafone Idea shares are trading fast. According to NSE data, more than 83 crore shares of the company were purchased by 1:50 pm

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SEBI alerted investors with new types of fraud, letters being sent to investors in the name of SEBI – Sebi Alerts Investors About A New Type of Fraud Fraudes are sent letters on bogus sebi letterhead

SEBI has warned investors about a new type of fraud. He has told the investors that they need to be cautious about any message coming from SEBI officials. Frauded SEBI officers are sending such messages as they are sending such messages. In this, investors are being asked to pay.

SEBI’s fake letterhead is being used

SEBI has said that it has come to know that the names, their offices and emails of Sebi officials who have been framed to implicate investors in the trap of fraud. They are sending letters to investors using fake letter heads, logo and seal. Notice is also being sent to the social media platforms to pay compliance services and penalty. It is being said in the notice that the regulator will take action for not paying.

Fake signatures between SEBI officials also

The regulator has seen that using SEBI fake letters, the investors are tried to assure that the letter has been sent by the certified vendor or merchant account. In one such case, SEBI had a letterhead on a certificate. The letter claimed a bank account authorized by SEBI. There were fake signatures between SEBI officials on this. There was also a fake logo of SEBI on this.

Every action information on SEBI’s official website

SEBI said in a statement issued about this, “Innocent investors are falling victim to such frauds. They are losing their hard-earned money. They are depositing money in the bank account described by the frame.” SEBI says that investors need to be cautious with such messages and letters. He has said that information about every step taken from his side is on his official website. SEBI has a separate portal for payment. Contact details of SEBI officials are available on SEBI portal.

Separate website for payment

The regulator said that if the investors get a suspicious message or email, then they need to verify from the SEBI website. Experts say that investors do not need to respond to any letter in a hurry. If payment is demanded by SEBI, then they need to be cautious. Information about every decision of SEBI also comes in the media. Investors should also check the information about any action of SEBI in the media.

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These 6 shares can get 32% return! – Which 6 stocks are suggested by brokege firm to buy for UPTO 32 Percent Returns Watch Video to Know the target price

https://www.youtube.com/watch?v=g1sqsex1jio

Markets

Stocks to Buy: Whenever there is a boom or decline in the stock market, investors first think that the shares should be invested in which shares to get better returns. Brokerage firms have recently taken out a report on six such stocks, in which there is a possibility of getting a return of up to 32% from the current level. These stocks include- Reliance Industries, Eureka Forbes, Eternal, Swigy, DLF and Ola Electric Mobility. What is the opinion of these shares of brokerage firms and what target price they have fixed for them, let’s know the entire details

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Market Insight: Market will benefit from GST deduction, hopes to improve earning growth from December quarter

Founder and Cio Saurabh Mukherjee Says that the market will get the benefit of GST deduction. In a special conversation with CNBC-Awaaz, Saurabh Mukherjee appeared on Tata Consumer to Asian Paints. Talking about the market strategy, he said that the market will get the benefit of GST deduction. There will be further decline in government capex. The government’s focus is now on increasing the consumption in the country. Further asset quality in banks may see a decline. Saurabh Mukherjee said that Tata Consumer, Asian Paints and Pidilite are included in his portfolio.

In this conversation, he said that there is pressure on asset quality in big banks. It is possible to cut rate cuts from RBI in the coming days. In the budget of 2026, there may be more focus on the company. The government’s focus will be on promoting consumption. Earning growth is expected to be better from the December quarter.

He further said that earnings growth in India is going down from 6-7 quarters. Economy’s condition is a bit critical and a 50% direct tariff of Donald Trump is also showing its impact on India. The Textile Community of Tirupur Coimbatore belt is in shock. In such a situation, there can be some relief from the government’s GST cards. GST card may be useful in dealing with Trump’s attack.

To deal with the pressure on export due to tariffs, focus will have to be made on increasing domestic consumption. Keeping this in mind, there may be a focus on measures to increase consumption in the budget of 2026. Apart from this, RBI may have to cut multiple rates later. Apart from this, there is no other option. It is only when this happens that there will be a wave of increasing consumption in the country in the next 1-2 years. The situation will take some time to improve and need to invest carefully during that time. On the contrary, instead of putting money in the small cap directly, focus only on selected quality consumption shares.

Disclaimer: The ideas given on Moneycontrol.com have their own personal views. The website or management is not responsible for this. Money control advises users to seek the advice of certified experts before taking any investment decision.

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Stormy boom in shares of Vodafone Idea, felt up to 10% upper circuit, due to buying robbery – Vodafone Idea Stock Sees Massive Jump Hits 10 Percent Upper Circuit Here is why is why

Vodafone idea shares: The shares of Vodafone Idea saw a stormy boom on 5 September today. The company’s shares jumped 10% to 7.27 levels and touched their upper circuit limit. This is the third consecutive day when Vodafone Idea shares are trading fast. According to the National Stock Exchange (NSE) data, more than 83 crore shares of shares of the company were purchased by 1:50 pm, with a value of about Rs 572 crore. This is much higher than its last 10-day average trending volume.

The shares of Vodafone Idea have rose by about 11 percent during the last 5 days. At the same time, this stock has climbed more than 5 percent in the last one month. However, the stock has broken 7.5 percent in the last six months and in 2025 it has fallen by about 9 percent so far.

A report by the Economic Times reported on Thursday that the central government is preparing to bring a strategic investor to the Vodafone Idea. This investor can buy a 12-13 percent stake of the company by investing about $ 1 billion (about ₹ 8,800 crore) in Vodafone Idea.

According to the report, Aditya Birla Group (ABG) and UK’s Vodafone Group can reduce some part of their stake in the company, while the government wants to be invested in the company for some time.

The report also said that the government wants the new investor not only to bring funding but also pursue the company with new ideas and strategy. This step is one of the many measures on which the government is considering to protect the company from closure.

Vodafone Idea is currently struggling with heavy debt burden. The company owes about Rs 83,400 crore for adjustable gross revenue (AGR). This arrears have to be repaid by paying around Rs 18,000 crore every year. The deadline of its first installment is March 2026.

Akshay Mundra, CEO of Vodafone Idea, said in the June quarter call on August 18 that the company is looking for funding options from non-banking sources to continue its capex plans. The company has also appealed to the government to formally resolve the AGR case before the deadline of March 2026.

Mundra had said, “We want our capex, which has been going on since last year, continues without stopping. For this we are trying to raise some amount from non-banking sources, so that our capex can continue the bicycle.” Vodafone Idea currently has around 19.8 crore customers and more than 18,000 employees work in the company. But due to debt pressure and investors’ hesitation, its financial condition remains critical.

Disclaimer: The ideas and investment advice given by experts/brokerage firms on Moneycontrol are their own, not the website and its management. Moneycontrol advises users to consult a certified expert before making any investment decision.

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Shiraram Properties Bada Plan, Setted for 6.5 acres of land in North Bangalore – SHRIAM Properties Signs Signs JDA for Land in North Bengaluru GDV At Rupees 500 Crore

The stock of Shriram Properties has signed a joint development agreement for a major land of about 6.5 acres in North Bengaluru. The company plans to develop a premium residential apartment project with an estimated Gross Development Value (GDV) capacity of approximately ₹ 500 crore.

The development is to create another identity in the city’s horizon and it is strategically located next to the large state park built in Yelahanka. The project is planned to be launched during the next financial year and will be close to the proposed Madelleli Biodiversity Park spread over 154 acres.

The project will have a sellable area of about 0.6 million sq ft.

Vice President of Shriram Properties – Business Development, Mr. Akshay Murali said, “This project is an important milestone in our journey to create a landmark development combining luxury living with ecological harmony. The changing landscape of Yalanka and the changing landscape and the upcoming bio -bio -bio -bio is an important milestone. In this vibrant part of Bengaluru, they are excited to bring thoughtfully designed residential experiences ”.

Shriram Properties LTD (SPL) is one of the major residential real estate developers of India, focused on the mid-market and mid-silver segment. Major markets of SPL include Bangalore, Chennai, Pune and Kolkata. The stock of Schriram Properties has a development pipeline of 39 projects with a total development capacity of 36 million sq ft by June 30, 2025, including 19 million sq ft on projects. The company has mostly completed 48 projects in Bangalore and Chennai and in recent years with a selling area of 28.3 million square feet in Kolkata.

Vice President of Shriram Properties – Business Development, Mr. Akshay Murali said, “This project is an important milestone in our journey to create a landmark development combining luxury living with ecological harmony. The changing landscape of Yilanka and the upcoming bio -biodoarsiti park makes this place to be really uniquely uniquely. In this vibrant part of Bengaluru, they are excited to bring thoughtfully designed residential experiences ”.

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Share Markets: FIIS holding in Indian markets in August came to a 13 -year low – Share Markets Fiis Holding in Indian Markets Fell to a 13 -YAR LOW IN AUGUST

Stock market: In August, foreign investors stake in Indian stock markets to a low -lying level. During this period, their stake in NSE-listed companies decreased to 15.85 per cent. NSDL data shows that foreign portfolio assets in Indian stocks have come down from Rs 71.97 lakh crore to Rs 70.33 lakh crore in a month ago, i.e. it has seen a decline of 2.3 percent.

Since January, foreign funds have withdrawn about 1.7 lakh crore rupees from Indian markets, while benchmark indices have strengthened. Both Sensex and Nifty have climbed about 4 percent so far in 2025.

Domestic institutional investors gave bumper support to the market

Interestingly, domestic institutional investors have invested more than Rs 5.2 lakh crore in the Indian equity market this year. This has reached a record 17.82 percent of his stake in the June quarter. According to the Prime Database, domestic institutional investors (DII) first left behind foreign investors in March 2025. This increasing difference is an indication that domestic investors are now becoming the mainstay of Indian markets.

Weakness in expensive valuation and corporate earnings creates pressure

Market experts say that foreign money is being withdrawn from Indian markets due to expensive valuations of Indian markets, weakness in corporate earnings, with the problems of American tariffs like China and Europe towards cheap and better performing markets like China and Europe. India remains the fastest growing big economy, but not adopting the strategy of ‘buy and stay’ global funds, adopting a strategy of tactical allocation.

Selling in these sectors

In August, FIIs in the financial sector have sold heavy selling. This sector has sold more than Rs 23,300 crore. This was followed by IT (Rs 11,285 crore) and oil and gas (Rs 6,100 crore). Power (Rs 4,000 crore), consumer durables (Rs 1,970 crore), health service (Rs 1,400 crore), realty (Rs 1,245 crore) and FMCG (Rs 1,100 crore) were also seen continuously.

Shopping in these sectors

On the other hand, the telecom sector was the biggest purchase. Foreign investors invested Rs 5,766 crore. Apart from this, construction material (Rs 2,475 crore), service sector (Rs 2,350 crore), capital goods and autos (about Rs 1,800 crore each), chemical (Rs 1,570 crore) and construction (Rs 1,350 crore) were also invested.

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GST cut: These 4 shares can fill up to 26% speed! – GST CUT May Trigger Up to 26 Percent Rally in these 4 Cement Stocks Says JM Financial

https://www.youtube.com/watch?v=2m5lxgzidbo

Markets

Cement Stocks: The GST Council has taken a big decision to reduce the GST rate on cement from 28% to 18%. This decision may come into force from 22 September. Maricett experts say the cement industry is expected to get great relief. Brokerage firm JM Financial believes that this improvement can prove to be beneficial not only for customers but also cement companies.

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