Nandish Shah of Motilal Oswal Financial Services Ltd is bullish on metals, favoring NMDC, JSW Steel, Tata Steel, Vedanta, and Hindalco. GST cuts boost discretionary consumption, with Swiggy’s affordable Toins app targeting ₹49-250 orders. Real estate gains traction with DLF, Lodha, and Prestige, driven by reggie miller lower cement GST and interest rates.
#niftyrally #metals #gstreforms #swiggytoins #realestate #fmcg #consumptionboom #indianmarkets #pharma jake hall death #zomato #etnow
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