🚨 Govt sources: 50% US tariffs may hit sectors like gems, chemicals, home decor for a few months, but supply chains will adjust in 5-6 months. Industry urges a deal, seeks liquidity via Export Promotion Mission, restoration of incentives, and stronger e-commerce exports.
#TataMotors cuts its prices to pass on full benefit of #GST cut to customers.
Here's a look at the new prices effective September 22⬇️
Read: bit.ly/4nixO9H
The current picture of Indian economy and market-
1- Equity market is consolidating since last one year.
2- Sentiments are negative primarily due to tariffs war and higher tariffs on India.
3 - FPIs are selling.
Likely scenario for coming years-
1- Due to one of the most
Tax on Stock Market Dividends:
2014 = 0% (Completely tax-free)
2018 = 10% (Only on dividends > ₹10L)
2020 = Taxed at slab rates (up to 30%)
Example (₹20L dividend):
2014: ₹20L in hand.
2018: ₹19L in hand (₹1L tax on ₹10L excess).
2025: ₹14L in hand (₹6L tax at 30%).
From large PSU banks to niche housing financiers, 🇮🇳 financial sector is showing some solid strength. Balance sheets are cleaner, NPAs are lower with improving returns. Surprisingly, many names still trade below 2x P/B while delivering strong ROE!
Here’s a list worth tracking 👇
Silver has never managed to cross $50 mark in its entire history
The previous two tops were in
1979: Hunt Brothers Silver Squeeze
2011: Commodity Boom Top
Silver tops after parabolic moves
If it breaks & sustains upwards after $50, it will be a sight to behold
Top Holdings of Motilal Oswal Small Cap Fund 📊 | A Closer Look at Where the ₹ Cr Are Flowing!"
💎Karur Vysya Bank Ltd
🔹Holding Value: ₹197.11 Cr
💎Dr. Agarwals Health Care Ltd
🔹Holding Value: ₹194.60 Cr
💎CCL Products (India) Ltd
🔹Holding Value: ₹194.09 Cr
💎Rainbow
Capital Allocation is King: How India’s Top Investors Deploy Their Funds
Top 5 holdings of India's ace investors (as of June 2025):
👉🏻Ashish Kacholia:
- Shaily Engineering: ₹562.5 Cr
- Beta Drugs: ₹232.3 Cr
- Safari Industries: ₹204.6 Cr
- Acutaas Chemicals: ₹140.0 Cr
-
This is mind boggling: Maruti Suzuki’s GST impact is crazy. On day one: 80,000 enquiries & 25,000 cars delivered. Bookings surged 75,000 in a single day, daily run rate at ~15,000 (+50% YoY). Deliveries to hit 30,000 soon. Demand for small cars up nearly 50%
#MarutiSuzuki ⬆️
💧 Reliance is about to shake up the ₹30,000-crore bottled water market!
Mukesh Ambani’s playbook is clear: enter big markets, undercut prices, scale with distribution, and disrupt incumbents.
🚀 Reliance Consumer Products is launching Campa Sure, a new packaged water brand:
One good change from RBI yesterday: banks can now lend up to ₹1 crore against shares, up from the earlier ₹20 lakhs. Hopefully, this makes loan against securities (LAS) more popular.
It's ridiculous how many people holding stocks continue taking personal loans or using credit