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Realty rally hits a wall — cracks only widening

Business Standard

|

September 29, 2025

Soft volumes and high prices expose weak beams beneath market's fragile rebound

- RAM PRASAD SAHU

‘The Nifty Realty has been one of the weakest sectoral performers over the past year. While the benchmark Nifty 50 slipped 6 per cent, the real estate index fell 22 per cent during the same period.

Godrej Properties led the decline, losing 40 per cent of its value, followed by Brigade Enterprises, which was down 33 percent.

Unless the festival season brings a surprise lift, the slump is likely to persist. Third-quarter (Q3) housing sales volumes have dropped 9 per cent, prices have climbed sharply, affordability has eroded, and the job market remains weak.

FLERE HISTORIER FRA Business Standard

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time to read

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September 29, 2025

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Realty rally hits a wall — cracks only widening

Soft volumes and high prices expose weak beams beneath market's fragile rebound

time to read

2 mins

September 29, 2025

Business Standard

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time to read

3 mins

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time to read

1 min

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‘Difficult to make case for sustained underperformance’

Indian equity markets have delivered negligible returns over the past year at the index level. Saion Mukherjee, head of India equity research at Nomura, tells Puneet Wadhwa in an email interview that while a risk-on environment may favour mid and smallcaps, a stock-specific approach is recommended. Edited excerpts:

time to read

2 mins

September 29, 2025

Business Standard

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Life insurers firms plan to approach regulator for relief after ITC removal

To seek passing of some burden to distributors in form of reduced commissions

time to read

2 mins

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Tylenol row may not hit India's pharma exports

Amid controversy over US President Donald Trump's comments linking the use of Tylenol and other related paracetamol products by pregnant women to autism in children, experts and industry executives say that since India’s export of the drug to the US is less, it will hardly affect the country’s pharma exports to America.

time to read

2 mins

September 29, 2025

Business Standard

S Korea can't pay $350 bn in cash to US

Reach agreement on foreign exchange deal, says Seoul

time to read

1 min

September 29, 2025

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