GENERAL2 Oct 2026
Nifty earnings lag GDP growth and weighing on equities, shows data
Indian share markets fell in September even though GDP (gross domestic product) growth was a strong 7.8 per cent at the end of August. Rising US Treasury yields and higher oil prices made investors nervous, said Amit Khurana of Dolat Capital. In plain terms, good economic news alone does not lift your shares. Watch oil prices and global interest rates before making fresh equity decisions.
Key Statutory Highlights
- India's key equity indices ended lower in September even though GDP growth was 7.8 per cent at the end of August.
- Rising US Treasury yields and oil prices weighed on investor sentiment during the month.
- Amit Khurana, group chief executive officer and head of institutional equities at Dolat Capital, said the sharp rise in US Treasury yields was a key reason for the weak market.
Actionable Advice for Taxpayers / Founders:If you are planning fresh equity investments or reviewing your portfolio, keep an eye on US Treasury yields and oil prices, and consider discussing your asset allocation with your adviser before acting.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
Share: