NSDL shares have surged 62.5% since its IPO, exceeding unlisted market peaks and delivering substantial gains for pre-IPO investors. The IPO, subscribed 41.02 times, reflects strong investor confidence in NSDL's market leadership and steady financial performance. Analysts suggest a hold for allotment recipients and advise caution for new entrants amid market volatility.
This rebound reflects not only a broader recovery in market sentiment but also a resurgence of investor interest in specific sectors like financial services and specialty chemicalsareas that struggled last year but are now showing encouraging signs of recovery and growth.
Motilal Oswals MOSt Signature model portfolio continues to follow a high-conviction approach, investing in 20 carefully selected stockseach with a 5% allocation. The idea is to strike the right balance between maximizing upside and managing risk. The portfolio is reviewed and rebalanced every month to adapt to changing macro trends and earnings updates, with the Nifty 200 Index serving as its benchmark.Since its launch on March 7, 2025, the portfolio has delivered a solid 17.1% return over five months, beating the Nifty 200s 12.1%. Over the last three months, it gained 5.5% compared to the benchmarks 2.6%, while the one-month return stood at -1.0%, still ahead of the Nifty 200s -3.1%. Here are the stocks included and excluded in August:
U.S. tariffs on Indian imports, effective August 1, 2025, have sent shockwaves through India's markets. Gold prices soared to record highs, while crude oil and natural gas prices declined amid demand concerns. Base metals experienced volatility, and the rupee weakened against the dollar. India is focusing on trade negotiations and diversification to mitigate the impact, avoiding retaliatory tariffs.
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India's banking sector is witnessing a shift as public sector banks regain market share after a decade, even with moderating credit expansion. While overall loan growth has slowed due to tighter liquidity and regulatory measures, PSBs are outperforming private banks, driven by stronger financials.
Ashish Singhal, the Co-founder of CoinSwitch and Lemonn, draws parallels between high-intensity sports like Formula 1 and tennis, and the startup world. He emphasizes the importance of precision, preparation, and mental resilience in both arenas. Singhal highlights how split-second decisions, team coordination, and the ability to recover from setbacks are crucial for success in crypto and finance.
U.S. stocks surged, with the Nasdaq hitting a record high, fueled by tech gains, particularly Apple's 13.3% weekly jump after Trump announced a $600 billion U.S. investment commitment. Rate cut optimism, spurred by weak economic data and Trump's Fed nominee, further boosted markets.
Mayuresh Joshi from Marketsmith India suggests that despite global challenges like Trump's tariffs, Indian markets are responding maturely. He emphasizes the strength of domestic flows and the importance of long-term systematic investments. Joshi is optimistic about consumption-driven sectors, financials, and agrochemicals, while remaining cautious on IT due to global competition and the need for reinvention.
The Nifty indices show resilience despite global challenges. Markets have matured, displaying buying interest near support zones. Shivangi Sarda of Motilal Oswal Financial Services highlights Titan as a preferred pick, anticipating festive season volume growth. NTPC requires caution, while Cummins India demonstrates strong positive momentum.
