Domestic macro data will influence the trajectory of Indian equities. Gross revenue from goods and services tax (GST) in September logged 26% growth YoY, surging to Rs 1,47,686 crore. Also, the manufacturing PMI and services PMI for September due to be released on October 3 and October 6, will have a bearing on the markets.
Avoiding chemicals and cement stocks; new-age consumption stocks long-term bets: Pratik Gupta
Kotak Securities anticipates a stronger second half for Indian markets, driven by festive demand and favorable monsoons benefiting rural areas. While consumer tech leaders like