real estate news
GST 2.0 Cuts: How Real Estate, Insurance, and Other Sectors Will Benefit
The 56th GST Council meeting approved GST 2.0, reducing tax slabs from four to three, effective September 22, 2025. This reform aims to simplify compliance, increase disposable incomes, and boost consumption across various sectors.
real estate news
Why Consumption Trumps Capital Expenditure in Current Market Conditions
Rajiv Batra, Head of Asia & Co-Head of Global Emerging Markets Equity Strategy at JPMorgan, emphasizes the importance of consumption over capital expenditure in the current market conditions, driven by fiscal policies and domestic demand in India.
Real Estate
Why Consumption Trumps Capex in Current Market Conditions: JPMorgan's Rajiv Batra's Insights
Rajiv Batra, Head of Asia & Co-Head of Global Emerging Markets Equity Strategy at JPMorgan, discusses the shift towards domestic demand in India and other emerging markets. The focus is on consumption over capital expenditure, driven by fiscal policies supporting consumption. The portfolio is overweight on financials, consumer staples, discretionary (excluding auto), healthcare, power, defence, and real estate, while being underweight on IT, pharma, and auto.
real estate news
Midcaps, Consumption, and Cement to Lead Market Upside in H2: Pankaj Pandey
Pankaj Pandey, Head Research at ICICIdirect.com, discusses the potential for midcaps, consumption, and cement to drive market growth in the second half of the year. Real estate, particularly tier-II players and home-building products, also show promise.
real estate news
Bajaj Finserv AMC CIO: A Bullish Outlook on Consumption from Groceries to Real Estate
Nimesh Chandan, CIO of Bajaj Finserv AMC, remains optimistic about the consumption sector, citing multiple positive triggers such as tax benefits, fiscal and monetary policies, and GST cuts.
Real Estate
Bajaj Finserv AMC CIO Bets Big on Consumption: From Groceries to Real Estate
Bajaj Finserv AMC CIO Nimesh Chandan is optimistic about the consumption sector, driven by tax benefits, fiscal and monetary policies, and GST cuts. He expects a broad-based recovery in rural and urban areas, with FMCG, quick commerce, and real estate leading the charge.
Real Estate Pune
Pune Drug Party: Alcohol Consumption Confirmed in Two Samples, Including Khadse's Son-in-Law
Pune police confirmed that two individuals, including Pranjal Khewalkar, son-in-law of NCP leader Eknath Khadse, tested positive for alcohol consumption during a drug party raid.
Real Estate Mumbai
Shiv Chanani's Guide to Building a Long-Term Winning Portfolio
Shiv Chanani, a seasoned investment expert, shares insights on building a long-term portfolio, focusing on midcaps, smallcaps, and the consumption theme. He addresses market valuations and global tariff uncertainties, providing a strategic approach for investors.
real estate news
Capital Market Opportunities Abound Despite Short-Term Volatility: Emkay’s Sonthalia
Manish Sonthalia, CIO at Emkay Investment Managers, highlights strong investment opportunities in real estate, select private-sector housing finance NBFCs, and public-sector banks, despite short-term market blips.
real estate news
Market Guru Insights: Diversified Portfolio Strategies and Market Growth Prospects
Market expert Daljeet Kohli discusses the current market trends, highlighting the importance of a diversified portfolio and the potential for growth in sectors like NBFCs, real estate, and consumption-driven companies.
Real Estate
India's Q4FY25 GDP Growth Surges to 7.4%: A Robust Economic Turnaround
India's GDP growth in the fourth quarter of FY25 reached a 4-quarter high of 7.4%, surpassing expectations and outpacing the previous quarter's 6.4% growth. Key sectors like construction, public administration, and finance drove this robust economic performance.
real estate news
India's Q4FY25 GDP Surges to 7.4%, Exceeding Expectations
India's GDP growth in Q4FY25 reached 7.4%, surpassing expectations and marking a 4-quarter high. The construction sector saw a significant 10.8% increase, while agriculture and private consumption also showed robust growth.
real estate news
Nimesh Chandan of Bajaj Finserv AMC Bullish on Consumption Sectors for the Next 5-10 Years
Nimesh Chandan, the Chief Investment Officer at Bajaj Finserv AMC, remains highly optimistic about consumption sectors, including daily necessities, food delivery, and real estate, for the next 5-10 years. He also sees strong potential in the BFSI sector.
real estate news
Union Budget 2025-26: Boosting Consumption and Middle Class Relief
The Union Budget 2025-26 brought relief for the middle class with personal tax cuts aimed at increasing disposable income, which is expected to positively impact discretionary spending in sectors like autos, jewellery, travel, and real estate.
Real Estate
The Depth of India's Economic Woes: A Closer Look
The recent slowdown in India's economic growth and the limited job creation have raised concerns about the country's long-term economic health. The reliance on debt and the hollowing out of the middle class are clear indicators of deeper structural issues
Real Estate
Realty, IT, and Consumption Sectors Set to Drive Next Growth Cycle
The real estate, IT, and consumption sectors are poised to spearhead the next phase of economic growth, driven by a combination of robust demand, technological advancements, and strategic government policies. This article delves into the key factors that
Real Estate Pune
PLI Incentives, Infrastructure, and Premium Consumption Drive India's Economic Growth
Pune currently ranks 4th nationwide in its contribution to India's total AUM, accounting for 4.12% of the country’s ₹68 lakh crore asset base. A rising demand for premium goods in sectors such as real estate, automotive, and jewellery is further fueling I
Real Estate
How Maharashtra Election Results Could Impact the Stock Market
The recent election results in Maharashtra may have significant implications for the stock market, particularly in sectors like real estate, infrastructure, and consumption. This could give a boost to real estate developers, construction, and infrastructu
real estate news
India’s K-Shaped Consumption Trends: Affluent Segment Facing Fatigue, Lower-Income Groups Gaining Momentum
A recent UBS report, 'India Economic Perspectives: Five Key Questions for the Indian Economy,' highlights the evolving consumption trends in India. The affluent segment is showing signs of fatigue, while lower-income groups may see a boost due to increase
real estate news
Sectors That Can Weather Any Storm: A Top Investor's Watchlist
Discover the sectors that are immune to global events and can drive growth in the Indian economy. Mihir Vora shares his insights on the top sectors to watch.