Latest Stock Market News

Despite some signs of weakness in the broader market, ten stocks with a market capitalisation of over Rs 2,000 crore managed to register gains in each of the five sessions.

SEBI proposes to increase resident Indian participation in Foreign Portfolio Investments by enabling retail schemes in IFSCs to register as FPIs and aligning contribution limits. Indian mutual funds may also become constituents of FPIs, allowing investment in overseas funds with Indian securities exposure. Public feedback is invited by August 29, 2025, potentially reshaping FPI operations in India.

Here are the stocks that were included or saw a weight up in the MSCI indices, along with the expected inflows/outflow.

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.

Since its launch on March 7, 2025, the portfolio has delivered a solid 17.1% return over five months, beating the Nifty 200’s 12.1%.

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.

U.S. stock market s rally faces a test as investors brace for potential pullback amid high valuations and seasonal weakness. The upcoming CPI report could trigger volatility, influencing expectations for Federal Reserve rate cuts. Concerns over tariffs and their economic impact persist, despite the market s recent gains, creating uncertainty.

Gold prices experienced volatility. This happened after the White House announced plans for an executive order on gold tariffs. The U.S. Customs and Border Protection also indicated potential tariffs on gold bullion bars. The spread between U.S. gold futures and spot prices widened. Some refineries paused bullion deliveries to the United States due to uncertainty.

J.P.Morgan anticipates a U.S. Federal Reserve interest rate cut of 25 basis points in September, influenced by a weakening labor market and uncertainty surrounding President Trump s Fed nomination. Trump s nomination of Stephen Miran and the potential replacement of Jerome Powell are expected to intensify divisions within the Fed.

Hedge fund performance in July was a mixed bag, with stockpickers benefiting from rising markets while systematic funds initially struggled due to crowded trades. Goldman Sachs reported stockpickers gained almost 1.5%, while systematic funds saw a negative 2% return before recovering. Multi-strategy funds posted muted results, and individual fund performances varied widely.