Update -10 Aug 2025

Markets & Inflation
• Indian equities brace for another volatile week, with markets rattled by elevated U.S. tariffs on Indian imports and keen anticipation of upcoming inflation data.

Trade & Currency
• India to pursue WTO-sanctioned retaliatory tariffs on U.S. steel and aluminium, signaling a firm stance in trade protection.

• Foreign Portfolio Investor (FPI) participation encouraged via new SEBI proposals—making it easier for resident Indians to access global funds through regulatory relaxations in FPI rules.

Regulatory & Corporate Policy
• Goa unveiled its Startup Policy 2025, prioritizing female entrepreneurship and targeting the creation of 10,000 youth jobs within the state’s evolving startup ecosystem.

Investor Movement & Market Trends
• New investor registrations on NSE rose 15% in June, reaching 1.27 million—even though annual growth remains below June 2024 levels.

Key Insights

Markets: High volatility continues amid trade tensions and inflation watch

Trade Policy: India preparing counter-measures for U.S. steel/aluminum tariffs

Financial Regulation: SEBI making FPI access easier for resident Indians

Regional Growth: Goa’s startup push focusing on women & youth job creation

Investor Activity: New investor traction rising—up 15% in June 2025