GST

India’s car exports jump 16% to 8.63 lakh vehicles in 2025

Jan 13, 2026, 08:34 PM IST

Exports witnessed double-digit growth across vehicle segments in 2025.

Q3 Earnings: Is The Six-Quarter Weakness Finally Ending?

Jan 13, 2026, 05:55 PM IST

As the Q3 earnings season unfolds, investors are watching closely to see if India’s six-quarter earnings slowdown is finally coming to an end. Early signs suggest a pickup in consumer spending, helped by festive demand, GST cuts and improving confidence. Autos, especially small cars and first-time buyers, are showing strong traction, while manufacturing and PLI-linked companies are also reporting better momentum. Commodity prices and consumption trends point to a healthier operating environment in the third quarter. However, mid-cap and small-cap companies may face pressure as growth expectations moderate and margins tighten. We break down which sectors are likely to outperform, which could struggle, and whether this Q3 marks the beginning of a genuine earnings recovery for Indian markets.

Budget 2026: What tax, GST and credit reforms the industry expects to boost housing momentum

Jan 13, 2026, 03:50 PM IST

Budget expectations: Industry leaders say Budget 2026 could play a decisive role in improving affordability, encouraging reinvestment and unlocking long-term value across residential, commercial and mixed-use developments.

Union Budget 2026: Insurance industry calls for tax breaks, reforms to reach 'Insurance for All'

Jan 13, 2026, 02:39 PM IST

With Budget 2026 around the corner, the insurance industry is urging the government to move past incremental changes and push deeper reforms. From tax relief to digital infrastructure and preventive care, the industry says decisive action is needed to widen coverage and close protection gaps.

Budget 2026: In meeting with FM Sitharaman, states flag revenue loss after GST cuts

Jan 11, 2026, 02:16 PM IST

Union Budget 2026: States including West Bengal, Telangana, Punjab, Kerala, and Karnataka flagged the sharp drop in their tax collections after the GST cuts

Is A Big Market Reversal Coming? Expert Explains What’s Really Going On

Jan 13, 2026, 01:59 PM IST

Indian markets have underperformed sharply, but is it really because stocks are expensive? In this video, a market expert breaks down why the recent sell-off has more to do with foreign investor behaviour and global events than valuations. Despite strong reforms, rate cuts and GST changes, India saw heavy FII selling triggered by two India-specific shocks — the India-Pakistan conflict and the global tariff war. Interestingly, while foreign investors sold old-economy stocks like banks, IT and consumer names, they continued to buy IPOs and new-age companies. The result was the worst one-year underperformance in 30 years. But one trigger — easing tariffs or a strong Budget — could quickly reverse sentiment and spark a powerful market rally.

What Yogesh Patil says on defence, chemicals, BFSI, other sectors

Jan 12, 2026, 06:49 PM IST

Patil said the December quarter is expected to be better than the September quarter, which was impacted by certain GST-related announcements and an extended monsoon.

Kerala Flags GST Losses: Seeks Compensation, Farm Support And Infra Push Amid Revenue Stress

Jan 12, 2026, 02:19 PM IST

Kerala has outlined a wide-ranging set of demands from the Centre, highlighting revenue stress and the need for targeted support. The state says over ₹17,000 crore has been cut from its borrowing space this year, while GST rationalization has led to a sharp drop in revenues, warranting a compensation mechanism. Kerala has also sought higher price support for rubber farmers, who account for nearly 90–95% of India’s rubber production, and has asked for an increase in the announced ₹200 per kg support to ₹250. Demands also include support for paddy farmers, new railway lines, an AIIMS, and funding for the Vizhinjam port area, which remains fully government-funded. The state has stressed that economic contraction must be avoided and growth should reach workers like Anganwadi and ASHA staff.

India’s Economy Shows Strength Amid Rising Industrial Production | PHDCCI

Jan 12, 2026, 01:26 PM IST

Ranjeet Mehta, CEO of PHDCCI, shares insights on India’s recent economic performance. With the IIP showing a 6.7% year-on-year growth in November and manufacturing up by 8%, the numbers indicate robust economic activity and resilience. Mehta emphasises the importance of continuous capital expenditure, simplified compliance for businesses, and timely financing for exporters to sustain growth. He also points out that formalisation is on the rise, with GST collections increasing by 6% year-on-year to 1.75 crore in December 2025. While geopolitical tensions and tariff impositions remain potential risks, India’s macroeconomic fundamentals continue to be strong, setting a positive trajectory for the future.

FMCG companies optimistic about gradual improvement in consumption

Jan 09, 2026, 02:14 PM IST

In a quarterly update, Godrej Consumer said demand conditions in India strengthened progressively during the third quarter.

FPI Inflows Shifts From FMCG, Autos To IT, Metals

Jan 08, 2026, 09:38 PM IST

Foreign portfolio investors (FPIs) appear to be rotating their sectoral bets in Indian equities, a trend that retail investors should closely track. Data shows FPIs booked profits in financial services, autos and FMCG, sectors that delivered strong returns through 2025. Financials led last year’s rally, while autos surged post-GST developments, making profit-taking a logical move. However, FPIs turned buyers in IT, metals and consumer services, signalling a shift towards globally-linked sectors. IT stocks, long underperformers, may be seeing early positioning ahead of trade deal expectations, while metals are benefiting from a strong global upcycle. The FMCG sell-off remains surprising, especially with GST cuts likely to boost earnings. For retail investors, this highlights the importance of tracking global cues and sector rotation, not just headline performance.