The Oorjita day

Thursday, 4 September 2025

Read the day in order — the morning call, what happened, and what we made of it.

8:41 AMIST

India's Semiconductor Renaissance

Overnight, global markets showed a mixed sentiment, with US markets closing unevenly as the Dow registered a fall while the S&P 500 rose, buoyed by a favorable antitrust ruling for Alphabet.

6 min read

8:25 PMIST

Market Sandhya

The GST 2.0 Trade Plays Out: Autos and FMCG Lead, IT and PSU Banks Lag

Morning brief highlighted GST 2.0 tailwinds for Autos/FMCG and possible IT underperformance on U.S. tariff worries. At close: Auto and FMCG outperformed, IT and PSU Bank lagged, matching the setup. [Official index closes used]

4 min read