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Global equities rallied on US-Russia talks, but Indian markets lagged, with FIIs turning sellers amid tariff fears, weak Q1 topline growth, and slowing consumption. Yet, GST reforms and discounted Russian oil imports may cushion the economy.

India’s cement sector shows resilience with stable August 2025 prices, strong demand outlook, and GST cut hopes. Lower fuel costs, infra push, and housing growth support profitability, while UltraTech and Dalmia Bharat remain strong BUY picks.

Despite Rs 1.17 lakh crore in FPI equity outflows so far in 2025, Indian markets have shown resilience. Strong DII inflows, retail SIPs, and structural reforms have cushioned volatility, proving domestic capital is increasingly capable of offsetting global risk-off pressures and sustaining momentum.

Silver futures on MCX hit an all-time high of ₹1,17,250/kg, driven by strong industrial demand, Fed rate cut expectations, rupee weakness, and solar sector support. Analysts project silver may touch ₹2,00,000/kg by 2028.

From August 22 to August 29, 19 BSE large-cap stocks consistently posted losses across all five sessions.

Vikran Engineering’s Rs 772-crore IPO, backed by ace investor Ashish Kacholia, saw strong demand with 24.87 times subscription. The allotment will be finalised on September 1, while listing is set for September 3.

As per June 2025 shareholding data, Abakkus publicly holds stakes in about 20 companies, valued at nearly Rs 2,371 crore (as of August 29).

India’s market is being reshaped by AI, IPOs, and new-age businesses, yet Nitin Bhasin of Ambit Capital stresses that valuations remain the timeless anchor. He highlights risk appetite, management quality, and fundamentals as guiding principles for sustainable investing.

Axis MF’s Karthik Kumar expects momentum to emerge as a contrarian theme in the next year despite recent underperformance. He remains optimistic on NBFCs, consumer discretionary, renewables, and defence, while advising investors to diversify across styles amid policy and tariff uncertainties.

Indian markets ended the truncated week in red as U.S. tariff concerns weighed on sentiment, erasing prior gains. Nifty and Bank Nifty showed bearish signals, with key EMA levels under pressure, while rollover data indicated cautious optimism despite weak banking sector performance.