Market Glow: India’s economy resilient with $17B exports, 6.8% FY26 GDP forecast. Gold/silver consolidate (-6.3%/-8.7%) after 47% rally—target 15-20% portfolio hedge at ₹83.50/USD rupee stability.
Sector Sparks:
Real Estate/Metals/Oil: ₹30L Cr infra; metals +1%, oil +7-8%.
PSU Banks: NPAs -3.2%, 16% QoQ growth.
Pharma/Healthcare: Exports +12%, insurance +20%.
IT: CETA/AI drives H2 +3% digital services.
Finance Quick Hits:
Tax: ITR deadline Sept 15; link PAN-Aadhaar by Dec 31 (avoid inoperative status). New regime: Up to ₹75K deductions.
Invest: SIPs in large-caps (7.25% FDs); green funds from ₹1K/month (8% tax-free). Diversify multi-asset portfolios.
Launches: NFOs (Kotak Nifty ETF, Aditya Birla SL BSE 500); IPOs (Groww, boAt, Lenskart).
Outlook: 5.05% inflation, repo pause. Myth bust: Metals dip signals healthy bull consolidation for 2026.