News Update and Focus Aug 5

Markets & Macro

• Equity indices opened lower: Sensex was down ~0.09% at 80,946, while Nifty slipped marginally to around 24,720 

• Sentiment weakened further as U.S. President Trump renewed threats of steep tariffs over India’s purchase of Russian oil exports. The rupee declined sharply, nearing ₹88/USD and prompti…[Read more]

Peer Pressure & Portfolio Panic: The Insider Gossip Trap

In the high-stakes world of Indian investing, decision-making is often influenced not just by data or research, but by peer networks, closed groups, and insider-style gossip. Whether it’s a colleague’s “source,” a trader’s tip, or a friend-of-a-friend who “knows something,” the pressure…[Read more]

Sector wise new updates for August 2, 2025

Economy & Trade

• The U.S. has imposed a sweeping 25% tariff on all Indian exports, effective August 7, putting around $85 billion worth of exports at risk Key sectors exposed include IT/software services, pharmaceuticals, textiles, auto parts, and engineering goods India’s GST collections rose 7.5% y…[Read more]

Sector-wise top stories and market developments -August 1, 2025:

Macro & Markets
• U.S. enforces 25% tariffs on Indian goods, effective August 1, unexpectedly widening to $87 billion in exports amid unresolved trade negotiations. This move cast a shadow over export-linked sectors.
• FII outflows continue, with net selling of ₹55,8…[Read more]

Dead Wrong: Trump’s Jibe Doesn’t Hold Up Against India’s Metrics

US President Donald Trump’s recent remark dismissing India and Russia as “dead economies” has drawn sharp contrasts with hard data. Far from stagnation, India has demonstrated unparalleled economic dynamism, cementing its status as the fastest-growing major economy in the world.…[Read more]