5 world market themes for the week ahead
Global markets are keenly awaiting key events. A potential meeting between US President Donald Trump and Russian President Vladimir Putin is on the cards. Trade talks between the US and China are ongoing. Investors are watching US inflation data closely. Australia and Norway are set to make crucial interest rate decisions.
Cautious on IT, bullish on hospitals and consumption themes: Mayuresh Joshi
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.
SBI Q1 results: Net profit up 12% driven by treasury gains, retail loan growth
State Bank of India (SBI) surpassed D-Street expectations with a 12% increase in its June-quarter net profit, reaching ₹19,160 crore. This growth was primarily driven by higher treasury income and expansion in retail loans. The bank benefited from gains on government securities sales due to policy rate cuts and increased foreign exchange trading income.
No hurdle likely in Max Financial merger plan: Axis Max Life
Axis Max Life anticipates a smooth merger with Max Financial Services, pending parliamentary approval of the insurance bill. The amendment to the Insurance Act will explicitly permit mergers between insurance and non-insurance entities, addressing a current legal ambiguity. Regulatory clearance, following the NCLT-led process, is expected to take 8 to 12 months after the bill’s […]
Sebi chief Tuhin Kanta Pandey highlights need to redefine independent directors’ role
Sebi chief Tuhin Kanta Pandey spoke about redefining independent directors’ roles. He addressed the 2025 Annual Directors’ Conclave. Pandey emphasized that independent directors should be stewards of accountability. He urged them to freely dissent and question information. He highlighted the importance of diverse views for a stronger board.
Tata Motors Q1 profit slumps 63% on JLR tariff hit, misses estimates
Tata Motors reported a 63% YoY decline in consolidated net profit to ₹3,924 crore in Q1, hit by US tariffs, weak demand, and legacy Jaguar model phase-out. Revenue dipped 2.5%, and EBITDA fell nearly 36%, signaling profitability pressure.
VC funds lock in specialists to vet cybersafety bets
With the rise of AI and data security concerns, venture capital funds are increasingly relying on cybersecurity specialists to evaluate potential investments. The complex and technical nature of the sector demands domain expertise beyond general technology knowledge. Funds are either building dedicated teams or bringing in specialists to assess opportunities in this rapidly growing field.
Will Indian market rebound after six consecutive weeks of decline?
Indian equity indices experienced a nearly 1% drop on Friday, marking their sixth consecutive week of losses due to concerns over the economic impact of US tariffs. Analysts anticipate continued selling pressure, with technical indicators suggesting further weakness. While foreign investors sold shares, domestic institutions were net buyers, and market volatility is expected to persist […]
Foreign investors withdraw Rs 14,422 crore from IT stocks amid July sell-off
Foreign investors heavily sold IT stocks in July, pulling out ₹14,422 crore due to weak quarterly results, headcount reductions, and global macroeconomic uncertainty. This selling pressure extended to other sectors, including financial services, oil and gas, and realty, as investors trimmed exposures and booked profits. Concerns about potential NPA increases in export-oriented sectors further influenced […]