Stocks to Watch – 29 Sept

– Record bookings after GST rate cuts on small cars; brokerages see higher festive demand. Tata Motors – Strong SUV portfolio benefits from tax relief; watch out for rural recovery. M&M – Tractor and SUV demand to rise with lower tax plus festive season tailwinds. Infosys & TCS – IT sector in focus amid global regulatory cues and weak order flow concerns; possible near-term volatility. Atlanta Electricals, Ganesh Consumer – IPO listings today; debut pricing could set momentum for SME IPO space. Learning Outcome: Sector-specific reforms, festive demand, and IPO flows are powerful near-term catalysts. Watching company fundamentals alongside these triggers helps investors act with conviction.