Trump’s tariff shocker: How India’s commodities and currency reacted
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, […]
HDFC Bank, ICICI Bank poised for strong FY27 earnings, Says Motilal Oswal’s Khemka
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.
Raksha Bandhan: Could a mutual fund SIP gift today secure your sibling’s future?
This Raksha Bandhan, consider gifting a Systematic Investment Plan. A SIP can help siblings build wealth over time. Experts suggest a monthly investment in Nifty 50 Index can yield substantial returns. Linking the SIP to a specific goal makes it more meaningful. Remember to consider tax implications while gifting. Choose funds based on risk appetite […]
Paytm, Trent among top 6 stocks added, removed in Motilal Oswal’s latest portfolio update. Check details
Motilal Oswal’s MOSt Signature model portfolio continues to follow a high-conviction approach, investing in 20 carefully selected stocks—each 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 […]
Top 10 best-performing mutual funds for August 2025
Many investors start searching the internet for the best or top mutual funds to start investing to create wealth. However, there is no guarantee that the results may offer personal help.
Mind Over Money: From F1 Tracks to Tennis Courts — How Sports Shape Ashish Singhal’s Entrepreneurial Mindset
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 […]
How hedge funds performed in turbulent July
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.
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.