Is India’s Consumption Story in Trouble? Markets Crash Despite GST Cuts & Rate Cuts | The N Show

Is India’s consumption story losing momentum? Despite GST cuts, income tax cuts, repo rate cuts, ultra-low inflation, and a strong 8.2% real GDP growth, the market is witnessing a sharp correction in mid-cap and small-cap consumption stocks.

In this episode of The N Show, Neeraj breaks down the real reasons behind the sudden crash in consumption stocks and explains why the market is ignoring all positive policy steps.

We analyze:
🟠 Why consumption stocks like Dixon, Trent, Havells, Bata, ITC Hotels, Amber & more are falling
🔵 Whether GST cuts & tax relief actually reached consumers
🟣 The disconnect between strong GDP numbers and weak demand
🟢 Why inflation, repo rates & liquidity are failing to boost consumption
🟡 Market psychology: Why FIIs/DIIs remain cautious despite positive indicators
🟥 What the Q3 earnings season will reveal about real demand
🟤 How December’s low-liquidity environment exaggerates market movements
⚫ What investors should do now — Wait, Buy, or Stay Cautious?

Neeraj also explains the two critical triggers that can break this consumption speed breaker:
1️⃣ Strong Q3 earnings
2️⃣ Progress on global trade deals

Until then, is caution the best strategy? Watch the full analysis to understand the big picture, avoid costly mistakes, and plan your moves smartly.

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