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Indian equities extended gains for a third consecutive week, with the Nifty50 rising 0.8% by September 19, 2025, despite net FII outflows of ₹10,962 crore. Positive global cues, optimism around India–US trade talks, and the US Fed’s 25 bps rate cut supported the rally. Key support-resistance levels and intraday time clusters indicate potential short-term opportunities and trend reversals.
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Amid this growth, around 18 of the stocks have delivered positive returns, with 12 posting impressive gains between 10% and 70% in FY26 so far.
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India’s GST 2.0 reform introduces a simplified two-rate structure — 5% for essentials and 18% for aspirational goods, with luxury/sin taxed at 40%. The move aims to boost consumption, ease compliance, and correct duty distortions. Analysts expect benefits for FMCG, cement, insurance, healthcare, and agriculture, alongside stronger private capex, improved earnings momentum, and potential GDP uplift of 0.5%.
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India’s spirits market is emerging as a high-growth consumer sector, driven by premiumisation, which boosts both topline and margins. While overall industry growth is mid-to-high single digits, the prestige and above (P&A) segment—led by scotch and white spirits growing at 15–20% CAGR—is expanding rapidly. Indian players and multinationals alike are strengthening premium portfolios and launching new offerings.
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Asset managers and wealth advisory firms are not just managing money for clients but also delivering outsized returns for their own shareholders.
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