Sugar stocks surged on strong pre-festival demand, with Balrampur Chini, Bajaj Hindusthan, Uttam Sugar and others hitting 52-week highs. Gains moderated after duty-free raw sugar imports were announced, though several stocks still delivered strong weekly and year-to-date returns.
Despite a 0.60% Sensex decline, 13 BSE SmallCap stocks gained across all five sessions. Prabha Energy led with 39%, followed by Welspun Corp, Wakefit Innovations, Welspun Living and others.
Foreign investors are cautiously returning to Indian equities, but a durable FPI reallocation remains unconfirmed. HSBC Mutual Fund’s Venugopal Manghat highlights improving earnings, stable domestic demand and manufacturing growth, while stressing valuation discipline. Sustained foreign inflows will depend on earnings delivery, rupee stability, global liquidity, and India’s relative emerging-market valuations.
NRIs investing in India should assess their global portfolio, existing India exposure, liquidity, risk appetite, taxes and repatriation needs before investing. For a Rs 1 crore portfolio, an illustrative allocation is 55–65% equities, 15–20% fixed income, 5–10% gold and 5–10% alternatives, complemented by real assets and diversification.
CleanMax targets 1.5 GW capacity additions in FY27 and over Rs 3,000 crore EBITDA by FY28. Growth is driven by data centres, AI, Make in India and manufacturing demand. An AA credit rating and planned Rs 2,500 crore bond issue will strengthen funding access as the company scales its renewable portfolio.
Sebi’s latest study shows that 88% of individual F&O traders lost money in FY26, with options accounting for 92% of aggregate losses. Despite reduced trading volumes, retail losses remained substantial, reinforcing Warren Buffett’s longstanding warnings about derivatives. Regulatory measures, including higher STT, aim to curb excessive speculation and protect small investors.
At the same time, the RBI remains watchful of risks from geopolitics, crude oil prices and global monetary policy developments.
While foreign institutional investors (FIIs) have remained net sellers over the past two years amid India’s premium valuations and an earnings slowdown, Avinash Agarwal, Senior Vice President & Head – Equity at Bandhan Life, believes the tide could turn as India offers a diverse pool of large companies with consistent growth and greater earnings visibility.
India’s potential inclusion in the Bloomberg Global Aggregate Bond Index remains delayed, not denied, with operational accessibility the key hurdle. Inclusion could attract $15–25 billion in foreign inflows, diversify India’s bond investor base, ease borrowing pressures, and strengthen its global investment appeal. A phased inclusion remains likely, supporting India’s long-term bond-market integration.
Gold prices have surged sharply in August, supported by a weaker U.S. dollar, expectations of monetary easing, geopolitical tensions, and sustained central-bank purchases. Strong Chinese demand and India’s upcoming festive and wedding season add further support. Despite potential short-term corrections, structural factors including reserve diversification, inflation concerns, and de-dollarisation keep gold’s long-term outlook bullish.
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