This week, markets will be driven by three key themes: the GST council meeting, auto sector data, and PMI releases.
Traders expect a rebound in sentiment if GST rationalisation materialises.
Traders expect a rebound in sentiment if GST rationalisation materialises.
PMI prints will validate growth trajectory post 7.8% GDP surprise.
Foreign inflows and tariff resolution status will still sway flows and valuations.
Domestic data and policy may overwrite global turbulence this week.
Tactical investors will monitor overnight leads and PMI’s market im
pact carefully.
A structural narrative hinges on execution of multiple positive cycles.
All eyes are on reform clarity to sustain upward momentum.
This week sets the tone for September’s market narrative.