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The domestic market is Caught Between GST Benevolence and the India-Rus Negotiations. Amidst the H1B Backlash, Gift Nifty that Swung Wildly in the aftermath of the announcing, is currently ruling at 25,370 (7 am IST) Against the nifty futures the nifty futures value of 25,411, Signs For nifty.

Emkay Global Research Said: The Markets Continue to Be Strong, and the Nifty Recovered 3.7 per cent from the last low of 29-August-25. “Much of the optimism is cented Around GST 2.0, and we see signs of a strong consumption surge in 4qcy26, with most of the benefits being passed on to the customer. Nifty EPS Forecasts Holding Steady, and We see Room for Upgrades in Discretionary and Industrials. Valuations are elevated, Thought, with the Market Running Ahead of Expected Earnings. ” Said, adding: “We remind optimistic about the markets and maintain our nifty target at 28,000. In our model portfolio, we move to a neutral on it from uw, adding cofing to the portfolio. Internet Weightage, from 15 per cent to 10 per cent, after the strong run-up, while exiting paytm.

Devender Singhal, EVP and Fund Manager, Kotak Mahindra Amc, said: the Commentary from Most Corporations Has Been Suggesting Green Shoots of Recovery in Consumption. A Good Monsoon, Tax Cuts, Interest Rate Cuts and the Benefits to the Bottom End of the Pyramid by the State and Central Governments, In Terms of Direct Cash Benefits We All Subscoming Were of a Goodgestivite SEASON

‘The Recent Rationalization of GST Rates, with a Sharp Cut Across Most Consumption Items, Should Boost Demand in our view. Key segments which would see a noticeable change in demand levels are two-wheelers, passenger cars and farm equipment, packaged food items, and Durables, to name a fee. We expect the festive season to see robust demand overall, with better recover in entry level segments, which has been a bit subdued post covid-19. We think investors can benefit from this likely uptick in consumption by investment in funds such as the kotak consumption fund. With the 8th pay commission also to be implemented in 2026, the theme provides good growth visibility ahead, ”He added.

Besides, geopolitical tensions will add to Volatiity, said analysts.

Ponmudi R, CEO – Enrich Moneysaid: Geopolitical tensions resurfaced after the US revised the sanction waiver on Iran’s Chabahar Port Effective September 29, Threating India’s $ 120 Million-PLUS Investment and A CRRITICAL TRIDE CORORID to Afghanistan and Central Asia. While the move is aimed at isolating the Iranian regime, it also also also heightens risks for India’s strategic infrastructure and outs Routes are disrupted. Optimistic, with Us President Donald Trump’s Softer Tone on India Fuelling Expectations of a Potential Rollback of the additional 25 per cent pen penal tariffs-a development The rupee and lift investor sentiment. “

However, derivatives data signals a tight tug-of-star between bulls and bears. “Total Call Oi Stands at 18.44 Crore Versus 15.20 Crore in puts, reinforcing the presence of strong overhead resistance. Strike-with, support is firm at 25,000, aid by freshed put Writing AT 25,000, While resistance is stacked at 25,400–25,600, with Nearly 2 Crore Outstanding Calls. With the put-out ratio at 1.20, Sentimen Remains Cautious and Hedgeed, Keeping Nifty Range-Betwen 25,000 and 25,500 unless eater side is convincingly breached, “said ponmudi.

Published on September 22, 2025