Good Morning
Vande Mataram
News Headlines from Leading Financial Newspapers, Compiled by *Rudra Shares*
Tuesday, 02 September 2025
*Economy & Policy*
• Indian markets to stay strong, foreign investors will return soon: Mark Mobius
• Power demand heats up in August despite monsoon chills
• GST cut, reforms to help even out tariff impact: CII
• Manufacturing activity expands to 17-year high in August
• Govt looks to connect airport charges with customer service
• Biofuel push fuels kitchen heat: Wheat prices rise as maize diverted to ethanol
• India will definitely thrive in near to long term despite Trump tariffs, says Vikas Gupta of Omniscience Capital
*Corporate & Industry*
• From Zudio to Lifestyle, fashion retailers struggle with inventory crunch post import ban from Bangladesh
• Major change brewing at BigBasket as founders look to step back
• Nestle ousts CEO over office affair and taps Nespresso boss
• World’s largest PE firm powers up for India clean energy foray
• Reliance is building a mega solar park in India to fuel its new energy plans
• Deutsche Bank puts India retail banking business up for sale: Report
• Puravankara eyes Rs 2,700 crore potential revenue from Malabar Hill redevelopment project
*Auto Sector*
• Hyundai Motor India sales down 4.23% at 60,501 units in August
• Maruti Suzuki domestic sales dip in August to 1.80 lakh units, exports surge
• Tata Motors overall sales rise 2% in August, domestic dispatches decline
• TVS Motor sales up 30% YoY in August
• Ashok Leyland August sales up 5% at 15,239 units
• JSW MG Motor India August sales up 52% at 6,578 units
• Bajaj Auto shares rise on strong August sales update, Nifty Auto index snaps three-day losing streak
• Top carmakers post August sales drop to dealers, await tax cut verdict
*Telecom & Technology*
• Airtel, Jio post AGR growth in Q1FY26; Vodafone Idea stays flat
• D-St plans on Jio's mind, likely tariff hike may boost valuation: Analysts
• Sterlite Tech shares lower after US court affirms \$96.5 million order in non-compete breach, company plans to appeal
• EV makers Ola, Ather’s shares soar on hopes of easier access to Chinese rare earth magnets, GST reform benefits
• Kaynes Tech, Dixon Tech, other EMS stocks surge after PM Modi's visit to China
*FMCG & Consumer*
• FMCG shopping goes premium in India's hinterlands
• Asian Paints’ moat undiminished, new entrants a million miles from making money: Saurabh Mukherjea
• Relaxo was the hardest lesson in investing, says Saurabh Mukherjea
*Markets & Funds*
• Premier Energies up as one-year lock-in worth Rs 18,000 crore ends
• Torrent Power shares rise after company gets order to develop coal power plant in MP
• FIIs dump Rs 1,430 crore worth Indian equities while DIIs buy Rs 4,345 crore
• Goldman Sachs offloads 2.74% stake in Zinka Logistics Solutions for Rs 294.7 crore, ADIA exits Mobikwik
• SEBI re-introduces higher intraday limits for Index Options trading from October 1, but with stricter monitoring
• Union Mutual Fund launches All Cap FoF, says first SIF product coming in November
*Pharma & Healthcare*