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Indian government bonds are expected to open weaker on Monday, influenced by softer U.S. Treasury yields and concerns over Prime Minister Modi s tax overhaul, which could increase fiscal pressure. The benchmark 10-year bond yield is anticipated to rise by 2-3 basis points. Changes to the Goods and Services Tax (GST) regime are projected to potentially cost the exchequer over 1.

India s sovereign rating upgrade is poised to boost foreign investor confidence in its debt market, potentially leading to global debt index inclusion and attracting long-term institutional investors. Increased overseas participation in government securities and high-grade corporate bonds is expected to improve liquidity and deepen the market. This creates an opportune phase for domestic investors to lock in attractive rates.

Easy Trip Planners shares: Revenue from operations came in at ₹113.79 crore in Q1FY26, down from ₹152.6 crore in the same quarter last year. Adjusted total income, including other income, slipped to ₹166.24 crore from ₹208.16 crore a year earlier.

The Trump-Putin summit signals easing US-Russia relations, potentially benefiting India by reducing sanctions risk. While territorial disputes remain, the meeting s success lies in opening dialogue. India anticipates positive market impact from GST rationalization, outweighing geopolitical concerns. Despite US-Pakistan ties, India prioritizes its interests, hoping for eased tariffs amid evolving global dynamics.

As PM Narendra Modi plans GST structure changes by Diwali, Dalal Street sees potential winners across sectors like auto, financial, real estate, consumer, and cement stocks. The GST reforms aim to reduce retail prices. Two-wheelers and small cars may benefit. Cement sector could see revenue boost. Banks may gain from increased consumption. Over 40 stocks are identified as potential beneficiaries.

Shares of Bajaj Finance and Bajaj Housing Finance surged up to 7% on GST cut hopes and India’s sovereign credit rating upgrade. Lower consumer durables taxes and reduced borrowing costs are expected to boost lending, supporting broader financial sector gains ahead of Diwali.

L&T is reinforcing agility and tech-led diversification to secure its future. With substantial cash reserves, the company plans a Rs 1.5 lakh crore strategic capital expenditure over five years, targeting semiconductors, green hydrogen, data centers, and real estate. L&T aims to reshape its portfolio through strategic divestments and investments, focusing on growth and profitability.

Indian equities are set to open positively, fueled by short covering amid hopes of softened US tariffs following the Trump-Putin meeting. Anticipation of GST rate rationalization around Diwali is also boosting sentiment. However, gains may be capped by postponed India-US trade talks, while the market eyes the Nifty crossing the 24,800 resistance level.

Oil prices experienced a slight dip on Monday following the U.S. decision to hold off on further measures against Russia regarding the Ukraine war. Brent crude futures fell by 0.39% to $65.59 a barrel, while U.S. West Texas Intermediate crude decreased by 0.29% to $62.62 a barrel.