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As the festive season approaches, investors are seeking safer stock bets amid global trade uncertainties and a recent market correction, despite the government’s GST rate cuts.
Market Context
Markets have been under pressure in recent sessions due to concerns over ongoing trade talks with the US and emerging protectionist measures affecting sectors such as pharmaceuticals. Retail investors are particularly cautious as Sensex and Nifty show signs of weakness.
Dhananjay Sinha, CEO and Co-Head of Equities at Systematix Group, explained,
"The global context has been quite adverse. Protectionism is expanding to services, including pharma. Earlier positive momentum from GST cuts has now been overshadowed by these developments. The Rupee has also been depreciating."
He added that attention will now shift to Q2 corporate results, with markets hoping for positive surprises amid adjustments to GST.
Consumption and Auto Stocks Seen as Top Picks
Sinha highlighted sectors tied to domestic consumption and leverage-driven spending as promising for investors.
"Auto has been performing well, especially entry-level cars, two-wheelers, and tractors. Retail financiers such as Bajaj Finance and certain banks, particularly PSU banks, can gain traction amid overall leveraging," he said.
Pharma Outlook Mixed
The pharma sector faces uncertainty following the US President’s announcement of a 100% tariff on branded drug imports. However, most Indian pharma exports to the US are in the generic segment, which limits the overall impact.
Market expert Shailendra Bhatnagar of BT TV noted,
"Only Sun Pharma and Biocon, which have significant branded exports to the US, may face challenges. Keep an eye on Aurobindo Pharma and Glenmark, which have high beta numbers and could rebound."
Expert Advice for Retail Investors
Focus on domestic consumption-linked sectors, particularly auto and consumer finance.
Monitor pharma stocks for potential recovery in generic segments.
Maintain a cautious and diversified approach to navigate volatility caused by global uncertainties and trade tensions.
With careful stock selection and sectoral focus, retail investors can aim to benefit from festive-season spending while managing risks amid fluctuating markets.
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Published: Sep 29, 2025