DII vs FII – The game has changed!
Domestic Institutional Investors (DIIs) has emerged as a more resilient and confident force in India’s growth story compared to Foreign Institutional Investors (FIIs). Their consistent support reflects a deep trust in the strength of the Indian economy. This shift highlights the maturing of India’s domes…[Read more]

Equity Markets & Sector News Update -14 Aug, 2025

Markets & Equities

• Indian indices opened flat to modest gains:
o Nifty 50 marginally up to ~24,648–24,650,
o Sensex hovered near 80,600, up about 0.1%.

• Markets poised to break six-week losing streak, supported by positive FY25 earnings and optimism around US-Russia diplo…[Read more]

Equity Markets & Sector News Update -8 Aug, 2025

Market & Macro Trends
• Indian markets opened on a weak note, slipping as U.S.-India trade tensions escalated:
o Sensex tumbled over 500 points, while Nifty fell below 24,450 amid fears of reduced export competitiveness due to steep tariffs.
o IT & Pharmaceutical sectors led losses, with d…[Read more]

Policy update for 7 August 2025

RBI / Monetary Policy

Key Highlights

• Repo rate: Held steady at 5.50% (unanimous MPC decision)
• Policy stance: Maintained as “Neutral”, indicating neither tightening nor easing immediately
• GDP forecast: Kept at 6.5% for FY26, with stable inflation projection (CPI ~3.1%, core inflation ~4%)
• CRR cu…[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]

Corporate India: Battle-Tested, Lean, and Ready for the Next Growth Cycle

After a tough post-2008 period, Corporate India has emerged stronger and more resilient.

-Debt-to-equity ratios have declined sharply, and we now have one of the lowest corporate debt-to-GDP ratios among major economies.
-Between FY21 and FY25, corporate debt grew at just…[Read more]

Regulatory actions from SEBI, RBI, and other major global regulators as of July 18, 2025:

India – SEBI
• ETF Valuation Standardization
SEBI has proposed a unified valuation methodology for physical gold and silver held by ETFs. Public comments are invited until August 6, 2025, with implementation planned soon after.

• Venture Capital Funds Settl…[Read more]