The Indian FMCG sector anticipates a gradual recovery, with initial volume growth moderated by GST rationalization as consumers await lower prices. Impulse categories like biscuits and snacks are poised for an early boost from November due to reduced unit taxes.
Silver touched an all-time high of Rs 1.44 lakh/kg on the MCX, driven by macroeconomic tailwinds, industrial demand, and safe-haven buying. Robert Kiyosaki predicts a fivefold return in a year. Strong fundamentals, ETF inflows, green energy demand, and Fed rate easing support the bullish outlook.
Indian equity markets will observe three trading holidays in October 2025. These closures are for Mahatma Gandhi Jayanti, Dussehra, Diwali Laxmi Pujan, and Balipratipada. A special Muhurat trading session will occur on October 21 from 1:45 pm to 2:45 pm. Markets will also close on November 5 for Prakash Gurpurb Sri Guru Nanak Dev and December 25 for Christmas.
Pankaj Pandey suggests domestic-oriented sectors like auto, capital goods, and cement offer attractive risk-reward amidst market volatility, expecting a further 2% correction before a bottom. While exporters face headwinds, select food FMCG companies and auto sales show promise, though IT remains challenging due to global sentiment.
Bitcoin traded around $111K and Ethereum at $4,120 on Monday, driven by strong whale accumulation. Experts say BTCs dip below key averages is a short-term cleansing, with institutional interest and supply constraints supporting longer-term bullish potential.
Fabtech Technologies IPO: Despite sluggish official subscriptions, Fabtech Technologies is seeing strong grey market interest, with shares trading at an 18% premium, reflecting positive investor sentiment ahead of listing.
Hindustan Unilever (HUL) shares fell sharply on muted Q2 growth, impacted by GST rate cuts. Trade and channel disruptions led to postponed orders and lower consumer buying in September, affecting sales. The portfolio now sees reduced GST rates on key FMCG products.
