HOSPITALITY SECTOR GROWTH
IHG Hotels & Resorts appoints Jaideep Dang as head of development, South West Asia
IHG Hotels & Resorts has appointed Jaideep Dang to lead development in South West Asia. Dang will spearhead IHG's growth strategy across the region. He brings over 22 years of hospitality and real estate experience. India is a key growth market for IHG. The company aims to operate 100 hotels in India within 3-5 years.
Equirus Capital sees strong growth across Indian real estate segments
Equirus Capital highlighted strong momentum in India’s real estate sector, with robust growth across residential, commercial, and hospitality. Bengaluru emerged as a global hub, offering affordable office rentals, cost-effective workforce, and the highest commercial space absorption worldwide.
ET Make in India SME Regional Summit, Kolkata, showcases Bengal’s tech-tradition blend amid labour and tariff hurdles
The ET Make in India SME Regional Summit is a nationwide series of on-ground events aimed at bringing together local MSMEs, policymakers, enablers, and key industry stakeholders.
Quess adds 1.33 lakh new formal jobs, 23% includes women: Pulse report
India's formal economy is expanding, with record EPFO enrollments driven by young workers, as revealed by Quess Corp's report. Female labor force participation is rising, particularly in IT and ITeS sectors. Retail, BFSI, and telecom are key employment sectors, while states like Madhya Pradesh show strong workforce stability. Policy changes and infrastructure improvements are crucial for sustained growth and inclusivity.
For wealth creation, focus on ‘Irrespective of & Despite Trump’: 7 mid-caps from different sectors with upside potential of up to 42%
Friday evening. We are not using the exact words, but the essence of what President Trump said was: India and Russia have fallen into China’s hands. Saturday evening. A 180-degree turn. I have a great relationship with PM Modi and I am only upset because India is buying too much Russian oil, Trump said. So, if you had bearish thoughts on Friday, Saturday would have seen you thinking bullish. It is Sunday and one does not quite know what to expect today. We are dealing with a president whose statements seem to depend on which side of the bed he got up from. The difference is that this time we have an Indian reaction appreciating the positive statements. So, be hopeful but cautious. In this administration, nothing positive is done till it is done.
Metals, hospitality in focus as GST cuts reshape market themes, cautious on NBFCs: Ashish Chaturmohta
The recent GST rate cuts have sparked a rally across consumption-linked sectors, with NBFCs, metals, hospitality and cement stocks emerging as key talking points for investors.
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Travel industry packs its bags for a festive takeoff
The GST cuts on hotel tariffs and dining are expected to boost the travel and hospitality industry during the festive season, following a weak first quarter impacted by various incidents. With reduced prices, companies like Treebo anticipate increased bookings, aligning with the peak travel period of Navaratri and Diwali.
Will GST revamp drive lasting gains or just short-term spurts in markets?
Indian stock indices closed slightly higher on Thursday. Early gains, driven by GST changes, faded as investors booked profits. Consumer goods and auto shares initially rose but later declined. The Nifty and Sensex saw marginal increases. Mahindra & Mahindra was a top gainer. Investors are awaiting stronger demand signals. Foreign investors were net sellers, while domestic investors bought shares.
Karnataka cabinet clears 1% fire cess on new multi-storey buildings
The Karnataka cabinet has approved a 1% fire cess on new multi-story buildings in Bengaluru and across the state, a move aimed at bolstering the fire force department's efficiency. Real estate developers express concern that this levy will increase costs, potentially raising property prices and dampening demand in an already strained market.
Jobs crisis? America adds just 54,000 positions in August as market weakens
The U.S. job market is showing signs of weakness as new data highlights slower hiring in August. Experts point to rising worries and changes in different industries. While some sectors cut jobs, others like leisure and hospitality added positions. Economists now wait for the government jobs report and watch if the Federal Reserve cuts rates.
GST rate cuts complement Ayushman Bharat, PMJAY, says health ministry
The government's GST reforms aim to make healthcare more accessible and affordable by exempting health and life insurance premiums, reducing taxes on essential medicines and medical products. These changes complement initiatives like Ayushman Bharat and PMJAY, encouraging wider insurance adoption and lowering healthcare costs for citizens. The move also supports preventive healthcare by maintaining high taxes on harmful goods.
Tourism Boost: GST on hotel room tariffs under ₹7,500 cut to 5%
The Goods and Services Tax (GST) Council has decided to reduce tax rates on hotel rooms costing up to Rs 7,500 per day. The new rate is 5% without input tax credit. This decision aims to benefit budget and mid-market travelers. Nikhil Sharma from Radisson Hotel Group believes this will boost domestic tourism.
GST reforms set to boost FMCG, auto, insurance and hospitality sectors: Saurabh Mukherjea
India's Goods and Services Tax reforms are set to stimulate consumption and vital economic sectors. Saurabh Mukherjea highlights potential benefits for Fast-Moving Consumer Goods and the auto industry. He favors large-cap quality stocks. Insurance and business-focused hospitality also present opportunities. However, personal credit growth may face challenges due to job cuts. Mukherjea welcomes the reduced GST on popcorn.
Multibillion-dollar deals fuel pickup in India's mergers & acquisitions activity
Mergers and acquisitions in India are increasing. Cross-border deals and private equity funds are driving this growth. M&A volume has reached nearly $41 billion in 2025. Several major acquisitions have occurred recently, including Tata Motors' acquisition of Iveco Group's business. Private equity activity is at its highest. Local players are also increasingly active in M&A.
Venturi Partners announces first close of second fund at $150 million
Venturi Partners has announced the first close of its second fund at $150 million, aiming for a total of $225 million within 12 months. The Singapore-based firm will invest in high-growth consumer companies across India and Southeast Asia, focusing on category creators, disrupters, and unorganised-to-organised-market transitions in Series B-D stages.
Anand Tandon warns tariffs may weigh on growth, stays bearish on consumption
Metal stocks like Tata Steel and Hindalco are performing well. This is due to tariff protection and supply issues in China. The tourism sector is also in focus because of GST changes. TBO Tek is gaining attention after acquisitions. However, analyst Anand Tandon is cautious. He believes tariffs could negatively impact India's economic growth. He expects a slowdown in consumption.
Diwali bonanza from GST panel! Market may rally further on resolution on tariff front, says Julius Baer’s Rupen Rajguru
Following the GST Council meeting, Julius Baer's Rupen Rajguru anticipates a potential market rally driven by tax cuts and tariff resolutions. He suggests that Indian equities, currently underperforming, could see a turnaround. Rajguru favors consumption-related sectors like autos and low-ticket discretionary items, while remaining neutral on IT and optimistic about pharma, particularly hospitals and CDMOs.
Hotel stocks rally up to 50% in FY26: Will GST 2.0 give them an extra boost?
Hotel stocks surged up to 50% in FY26, fueled by strong demand, GST reform hopes, and expansion plans. Analysts remain bullish on Lemon Tree, Chalet, and Apeejay Park, citing rising room rates, reduced debt, and new projects. Seasonal travel and premium supply gaps further support the growth outlook.
Markets pin hopes on GST meet as cyclical revival gains traction: Varun Goel
As the GST Council convenes, investors anticipate announcements that could influence market sentiment. Expert Varun Goel predicts FY26 as a potential turning point for India's GDP growth, fueled by monetary easing and tax cuts, benefiting consumption and capex. Corporate earnings are expected to rise significantly, particularly in auto, consumer durables, and staples sectors.
Quant Mutual Fund tilts portfolio towards largecaps, auto and FMCG; increases silver in multi‑asset fund
Quant Mutual Fund is focusing on large-cap stocks. It is increasing investments in auto and FMCG sectors. The fund house is also raising silver exposure in its multi-asset fund. Sandeep Tandon led Quant Mutual Fund is positive on infrastructure, hotels, pharma, consumption and telecom sectors. SEBI has approved Quant Mutual Fund's Specialized Investment Fund.
White-collar hiring up 3 pc in Aug; non-IT, AI-ML roles drive growth
India's white-collar job market saw a modest 3% hiring increase in August 2025, fueled by non-IT sectors and AI/ML roles, which surged by 54%. While IT faced a 6% decline, IT unicorns grew by 10%. Hyderabad led metro hiring with 10% growth and a 45% unicorn recruitment surge, highlighting its emergence as a startup hub.
With 7% CAGR in income over past decade, demand for premium product increasing in India: Report
A new report suggests India's consumer landscape is changing. Rising incomes are creating more premium consumers. As per capita GDP rises, spending habits are shifting. People are now opting for branded goods and better services. Social media and e-commerce are boosting premium product access. Sectors like automobiles, beauty, and travel are seeing premium growth.
Buy, Sell or Hold: Morgan Stanley initiates coverage on CG Power; Nuvama retains a buy on RIL
Brokerages are optimistic about specific large and mid-cap companies. Morgan Stanley initiates coverage on CG Power with an Overweight rating. Nuvama maintains a Buy call on Reliance Industries. InCred starts coverage on Apollo Hospitals with a Buy stance. Analysts cite robust earnings visibility and expansion plans. These companies have new growth engines in manufacturing, energy, healthcare, and digital sectors.
Hotels on the lookout for staff ahead of busy months
India's hospitality sector is gearing up for a busy travel season. Hotels are expected to hire many temporary workers. The demand is rising for bartenders, chefs, and front-office staff. Experts predict a 15-20% increase in temporary jobs. Radisson plans to hire over 1,600 new employees. There is also a need for skilled professionals in sales and revenue management.
Critical elements shaping the new growth curve of capital markets
India’s capital markets are poised for a new growth phase driven by retail participation, ETF and index fund adoption, and expanding REIT and InvIT markets. Stablecoins and unified regulatory frameworks could further deepen liquidity, boost investment diversity, and enhance market oversight over the next decade.
Passenger traffic at Indian airports to grow at 7% CAGR over 2024-25 to 2026-27: Report
Indian airports are set to experience growth in passenger traffic. CareEdge Ratings projects a 7 per cent CAGR increase from 2024-25 to 2026-27. This growth will be driven by factors like favorable demographics and rising non-aero revenues. India is the third-largest aviation market. Investments in airport infrastructure and capacity expansion are expected to further boost the sector.
Axis Mutual Fund's Karthik Kumar: Momentum is my contrarian bet for next 12 months
Axis MF’s Karthik Kumar expects momentum to emerge as a contrarian theme in the next year despite recent underperformance. He remains optimistic on NBFCs, consumer discretionary, renewables, and defence, while advising investors to diversify across styles amid policy and tariff uncertainties.
India Inc to report muted revenue growth of 5-6 pc in Q2: ICRA
ICRA projects a modest 5-6% revenue growth for India Inc. in Q2 FY2026, slightly up from the previous quarter. Stable operating profit margins are expected due to softening input costs, maintaining stable credit metrics. Geopolitical tensions and US tariffs continue to impact export-oriented sectors, while urban demand recovery remains slow despite resilient rural demand.
Indian hospitality sector's revenue per available room jumps 12.9% in April-June: Report
Mumbai's hospitality sector saw growth. Revenue per Available Room increased by 12.9 percent in April-June. Bengaluru led with a 29.4 percent RevPAR rise. Hyderabad showed strong pricing power. Chennai, Delhi, and Mumbai also performed well. There were 106 hotel signings, totaling 13,398 keys. Investor confidence in India's hospitality sector is strong. Consolidation and partnerships are increasing in the industry.
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