FMCG, consumer discretionary set for festive boost; defence remains a long-term play: Sushant Bhansali
Sushant Bhansali highlights the positive impact of upcoming GST cuts on FMCG and consumer discretionary sectors, especially rural-focused companies. While short-term flows into defence may be limited due to government finances, long-term growth remains strong. Market entry is favorable now, with festive season demand and tax reforms boosting consumption and sentiment.
10 midcap companies show consistent decline in debt-to-equity ratio
A StocksEdge scan shows 10 NSE midcap companies steadily lowering their debt-equity ratios from FY21 to FY25, reflecting stronger balance sheets, lower leverage, and reduced financial risk for investors.
GST reform push: Emkay raises Nifty target to 28,000 for September 2026, picks its 5 top beneficiary stocks
Emkay Global has upgraded Nifty’s September 2026 target to 28,000, citing GST rationalisation as a landmark reform that boosts growth, earnings, competitiveness, and formalisation, with autos and cement as key beneficiaries.
Gem Aromatics collects Rs 135 crore from anchor investors ahead of IPO
Gem Aromatics, a manufacturer of speciality ingredients, on Monday mobilised over Rs 135 crore from anchor investors, ahead of its initial public offering (IPO) opening for subscription.
Vedanta board to consider second interim dividend on Aug 21. Check record date
Metal major Vedanta’s board of directors will meet on Thursday, August 21 to consider and approve the second interim dividend on equity shares for the financial year 2025-26. The company has fixed the record date to determine the eligibility of shareholders for dividend on Wednesday, August 27.
10+ MFs added these 11 stocks in July 2025. Do you own any?
Mutual funds poured Rs 47,000 crore into 41 stocks in July 2025, with 11 top picks delivering 25–86% returns in FY26 so far.
GST cuts: A consumption boost or a capex setback? Venugopal Garre weighs in
A potential GST cut could inject $13 billion into consumption, but Bernstein’s Venugopal Garre cautions it may hinder government capital expenditure, particularly in transportation. While consumer demand might see a temporary surge, private sector investment is unlikely to follow suit, keeping Nifty earnings growth moderate.
Rs 10,200 crore bet! SBI becomes top pick of mutual funds in July
Mutual funds bought Rs 45,400 crore worth of stocks in July, with State Bank of India emerging as the top pick at Rs 10,200 crore. IT giants Infosys and TCS saw inflows of Rs 9,400 crore, while Anthem Bio and HCL Technologies also attracted significant investments.
Rs 2.4 lakh crore GST boost! Jefferies, Morgan Stanley decode impact on stocks, economy
Prime Minister Narendra Modi’s Independence Day GST reform announcement is seen as a game-changer, with brokerages projecting a Rs 2.4 lakh crore demand boost and a 50–70 bps lift to GDP growth. Expected around Diwali, the reforms, coupled with earlier income tax cuts, are set to fuel discretionary spending, with auto and consumption stocks poised […]
Are defence and aerospace stocks set to soar? Matt Orton’s view on global market tailwinds
Global markets show cautious optimism as geopolitical clarity from Trump-Putin and Zelenskyy talks could marginally boost sentiment. Strong tailwinds from India’s GST reforms and positive earnings support markets. Aerospace and defence remain key outperformers due to ongoing security investments, with potential long-term gains despite unresolved geopolitical tensions.