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The Indian rupee rose on Monday, boosted by the rally in local equities on Prime Minister Narendra Modi s planned tax cuts, while forward premiums and volatility expectations barely budged following the Trump-Putin meeting.

The Indian Hotels Company on Monday said it has signed an agreement with Madison, the hospitality platform of Terminus Group and JV Ventures, for ten new hotels to be operated under the Ginger brand spread across the southern states of India.

Bengaluru ranks 4th in a list of 46 cities globally in terms of price appreciation of prime housing properties, according to real estate consultant Knight Frank.

Realty firm Omaxe Ltd has posted a consolidated net loss of Rs 185.77 crore in the first quarter of this financial year on lower income.

Zerodha co-founder Nikhil Kamath has invested Rs 137.5 crore in Goldi Solar to expand production and strengthen its global renewable energy presence. Goldi Solar, India’s largest solar module manufacturer, has increased capacity from 3 GW to 14.7 GW and is venturing into solar cell manufacturing, aligning with India’s clean energy goals.

Global markets show cautious optimism as geopolitical clarity from Trump-Putin and Zelenskyy talks could marginally boost sentiment. Strong tailwinds from India’s GST reforms and positive earnings support markets. Aerospace and defence remain key outperformers due to ongoing security investments, with potential long-term gains despite unresolved geopolitical tensions.

Hiren Ved highlights India’s consumption revival driven by tax cuts, GST reforms, and RBI measures, boosting festive season spending. While FMCG, quick commerce, and retail gain near-term momentum, defence remains a decade-long strategic story with rising domestic capabilities. Overall, pro-growth policies support both consumption and long-term sectoral expansion.

Markets regulator Sebi on Monday extended the deadline for the implementation of framework pertaining to the process of margin obligations via pledge and re-pledge within the depository system to October 10.

FIIs sold Indian equities worth ₹1.16 lakh crore in 2025, but experts call it marginal rebalancing. Samir Arora stressed FIIs’ $750 billion India exposure and IPO/QIP investments reflect confidence despite near-term market underperformance and global trade concerns.

The upcoming GST reforms 2.0 aim to simplify India’s tax structure by reducing slabs to 5% and 18%. Expected to lower retail prices, ease household budgets, and boost consumption, the changes could benefit autos, consumer durables, cement, banking, retail, insurance, and hospitality sectors significantly.