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Daily Money Show #1139: Stock Market News

Original: DMS - 1139 Stock Market News | #dailymoneyshow

43.8K views · Sep 04, 2025 · 20:27 min · Watch on YouTube ↗
Takeaway

GST 2.0 cuts FMCG/AC/pharma/insurance burden meaningfully — directly bullish for FMCG and consumer durable names.

Summary

  • Market wrap: Sensex +1,150 pts to 80,718; Nifty +19 pts to 24,734 (intraday gains faded with profit booking); midcap -0.65%, smallcap -0.55%; IT, oil & gas sectors dragged.
  • Major GST 2.0 reforms: daily essentials (hair oil, shampoo, toothpaste, toothbrush, cheese, ghee, butter, packaged namkeen) cut from 18% to 5% — big boost for FMCG (Britannia, Tata Consumer, Godrej Consumer, HUL).
  • Sin goods raised to 40%: non-alcoholic beverages, carbonated drinks, cigarettes, tobacco, pan, gutka — penalty on unhealthy products.
  • Life & health insurance products: GST removed completely — premiums drop, encouraging more uptake; 34 essential life-saving drugs at 0% GST, other pharma at 5% (down from 12%).
  • Air conditioners cut from 28% to 18% — benefits AC makers (Voltas, Bluestar, Whirlpool, etc.) after a weak Q4 affected by early monsoon; thermometers and similar items cut to 5%.
gst-reformsfmcghealth-insurance
Original description
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Full Gst Cut Product Details 👉 https://www.pib.gov.in/PressReleasePage.aspx?PRID=2163555#:~:text=The%20changes%20in%20GST%20rates%20on%20services%20will%20be%20implemented,from%2022nd%20September%202025.

Big Good News for the Middle Class! 🚨 The Government has announced a GST Rate Cut. This reduction will not only lower your daily expenses but also benefit certain company stocks in a big way. In this video 👉 we cover the Market Update, Latest GST Reforms, and the list of Stocks that can gain from this GST cut. Watch till the end for complete insights and analysis!.

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Thanks for watching..
Team Money Purse

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