Indian equity markets saw a 1% gain but stayed below 25,000, prompting analysis of underlying trends. GST rationalization is expected to boost volumes and margins from Q3, benefiting India Inc. Metals led sectoral gains, supported by potential US rate cuts and improved India-China ties. Despite positive indicators, markets remain cautious, awaiting earnings reset and resolution on US tariffs.
Why the government’s latest Press Note 3 changes matter for FDI flows
India’s updated Press Note 3 framework aims to ease foreign investment restrictions from land-border countries by clarifying beneficial ownership rules and introducing faster approvals for