20 Sep 2025 | 3 Mins Read
Markets ride on momentum, GST already factored in
Flipitmoney
Sudip Bandyopadhyay says the Indian market's recent rally is positive but expects near-term earnings pressure due to GST slowdown. He warns against overplaying the GST theme, noting benefits are already factored in. Key sectors to watch include cement, infrastructure, and auto ancillaries, while being cautious on large-cap IT and metals.