THE WEEK THAT WAS: Sep 1 to 5

📊 The Week That Was: Sep 1 – 5

If markets were a Bollywood movie this week, the script would be: GST 2.0 rocks the box office early on 🎉🚗🍬, rupee trips on its shoelaces 💸➡️🕳️, FIIs pack their bags ✈️💼, and by Friday everyone looks confused but still claps politely. 👏😅

📈 Market Performance – A Modest Rise

Sensex closed the week at 80,710.8 (flat Friday, but +1.3% weekly) 📊
Nifty 50 wrapped up at 24,741.0 (slightly higher Friday, +1.1% weekly) 💹
Not bad, considering the tariff tantrums and rupee’s meltdown. Basically, markets said: “We’ll rise, but please don’t sneeze near us.” 🤧📈

🚀 GST 2.0: The Superstar of the Week

The GST Council decided to cut slabs from 4️⃣ to 2️⃣ and slash rates on autos and consumer staples.
Result?

Autos went full turbo: sector up ~5.5% 🏎️
M&M roared ahead +11.3% 🐎 (basically became the Salman Khan of the week 💪).
FMCG also got early ladoos 🍬 before dropping them later thanks to profit booking 😅

Moral of the story: Never underestimate the power of a tax cut (or of ladoos).

🌊 Macro Mayhem – Rupee & FPI

The rupee collapsed to a record ₹88.36/USD 💸💔, forcing RBI to pull out its credit card (dollar sales) to stop the bleeding.
FPIs continued ghosting India 👻 with $1.4B outflows in September, dragging the YTD tally past $16B. Basically, FIIs are treating Indian markets like last season’s Bigg Boss house—“Dekha, nikal gaye.” 🚪

🏦 Key Movers – Market Celebrities of the Week

🚗 Autos (M&M, Tata Motors): GST cut = “Zindagi na milegi dobara” rally. M&M (+11.3%) was the clear hero, Tata Motors also zoomed thanks to strong sales.
Reliance Industries: Helped start the party 🎉 but lost steam as AGM hangover kicked in 🥱.
HDFC Bank: The index’s Bhaiya ji, smile please stock—always dependable, quietly holding the fort 🏦.
IT stocks (Infosys, TCS, HCL Tech): From “Tech Bros 🚀” to “Tariff Trauma Victims 😬” by week’s end.
FMCG (ITC, HUL, Britannia, Colgate): Early cheers with GST ladoos → late tears with profit booking 📉🍪.

🌍 Global Markets – The Bigger Stage

Global equity funds attracted $10.65B inflows 💰—their best in 3 weeks. Fed rate-cut hopes = fresh dopamine shot 💉.
Region-wise: Europe $3.85B 💶, Asia $3.3B 🌏, U.S. $2.42B 🇺🇸.
Bond funds were still the teacher’s pet 🍎📚, 20th straight week of inflows (~$18.74B).
U.S. Jobs Data flopped: only +22k jobs vs 75k forecast. Dow -0.5% 😓, Nasdaq flat 🤷, S&P -0.3%.
Rate-cut whispers got louder: markets now betting on a 25–50 bps Fed cut 📉.

🎭 Final Take

India danced mid-week to the GST 2.0 dhol 🥁, but ended the week frowning at the rupee and FIIs’ farewell party. Still, Sensex +1.3% and Nifty +1.1% is nothing to sneeze at.

So investors, remember:
👉 GST reforms are your ladoos 🍬
👉 Rupee is the moody cousin who eats all the ladoos 🐭
👉 FIIs are guests who leave before dinner 🍛
👉 And you, dear investor, must keep calm and sip your SIP ☕📈

Because in markets—like in life—the show always goes on. 🎬✨

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