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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.

Gold fell below Rs 1 lakh, trading at Rs 99,860 per 10 grams on MCX, as analysts cited easing global tensions, dovish Fed cues, and US-Ukraine talks, predicting further downside toward $3,300 (around Rs 97,500) with resistance near $3,445 (around Rs 1,00,500).

Goldman Sachs opened a new, larger office in Mumbai’s Worli, marking its long-term commitment to India. The facility emphasizes innovation, collaboration, and growth as the bank strengthens its presence in the world’s fourth-largest economy.

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.

Cement stocks surged in FY26, led by Nuvoco Vistas, JK Cement, and Star Cement, amid GST cut hopes. Strong Q1 FY26 profits highlighted sector resilience, efficiency gains, and investor confidence despite muted performance from large-cap peers.

Peter McGuire expects crude prices to soften through 2025, with WTI slipping into the $50s and Brent below $60, aided by higher US production and OPEC+ dynamics. Lower oil costs may ease inflation and support consumers, while potential Fed rate cuts could further fuel Wall Street’s rally into year-end.

The Indian rupee rose on Monday, boosted by the rally in local equities on Prime Minister Narendra Modi s planned tax cuts, while forward premiums and volatility expectations barely budged following the Trump-Putin meeting.

The Indian Hotels Company on Monday said it has signed an agreement with Madison, the hospitality platform of Terminus Group and JV Ventures, for ten new hotels to be operated under the Ginger brand spread across the southern states of India.

Bengaluru ranks 4th in a list of 46 cities globally in terms of price appreciation of prime housing properties, according to real estate consultant Knight Frank.

Realty firm Omaxe Ltd has posted a consolidated net loss of Rs 185.77 crore in the first quarter of this financial year on lower income.