BLOG

In the medium to long term, the market remains supported by multiple positive factors. GST reductions, income tax relief, potential RBI rate cuts, continued government capital expenditure, and the nearing conclusion of EU-India FTA talks are all expected to drive a recovery in consumption and exports, strengthening corporate earnings. The metals sector is likely to remain strong, supported by Chinese production cuts, the extension of India’s safeguard duties, and seasonal demand recovery.

Leading stocks like Tata Steel, SAIL, and NMDC continue to attract institutional interest. Investors should stay focused on fundamentally strong stocks and use market volatility to gradually build positions particularly in sectors benefiting from consumption upgrades, export growth, and policy stimulus to capture potential valuation recovery and earnings driven rallies before the year end.