Indian markets eye rally on GST cuts, trade hopes & AI, defence boom: Ajay Bagga
- Posted on September 13, 2025
- By Business News Today
- 4 Views

Indian markets eye rally on GST cuts, trade hopes & AI, defence boom: Ajay Bagga

Indian markets ended the week strongly, driven by GST cuts, hopes of US tariff concessions, and earnings recovery. Ajay Bagga highlights global liquidity, Fed rate cut expectations, AI-led IT revival, and defence sectors multi-decade growth potential despite valuation concerns.