Vedanta board to consider second interim dividend on Aug 21. Check record date
Metal major Vedanta’s board of directors will meet on Thursday, August 21 to consider and approve the second interim dividend on equity shares for the financial year 2025-26. The company has fixed the record date to determine the eligibility of shareholders for dividend on Wednesday, August 27.
10+ MFs added these 11 stocks in July 2025. Do you own any?
Mutual funds poured Rs 47,000 crore into 41 stocks in July 2025, with 11 top picks delivering 25–86% returns in FY26 so far.
GST cuts: A consumption boost or a capex setback? Venugopal Garre weighs in
A potential GST cut could inject $13 billion into consumption, but Bernstein’s Venugopal Garre cautions it may hinder government capital expenditure, particularly in transportation. While consumer demand might see a temporary surge, private sector investment is unlikely to follow suit, keeping Nifty earnings growth moderate.
Rs 10,200 crore bet! SBI becomes top pick of mutual funds in July
Mutual funds bought Rs 45,400 crore worth of stocks in July, with State Bank of India emerging as the top pick at Rs 10,200 crore. IT giants Infosys and TCS saw inflows of Rs 9,400 crore, while Anthem Bio and HCL Technologies also attracted significant investments.
Rs 2.4 lakh crore GST boost! Jefferies, Morgan Stanley decode impact on stocks, economy
Prime Minister Narendra Modi’s Independence Day GST reform announcement is seen as a game-changer, with brokerages projecting a Rs 2.4 lakh crore demand boost and a 50–70 bps lift to GDP growth. Expected around Diwali, the reforms, coupled with earlier income tax cuts, are set to fuel discretionary spending, with auto and consumption stocks poised […]
Are defence and aerospace stocks set to soar? Matt Orton’s view on global market tailwinds
Global markets show cautious optimism as geopolitical clarity from Trump-Putin and Zelenskyy talks could marginally boost sentiment. Strong tailwinds from India’s GST reforms and positive earnings support markets. Aerospace and defence remain key outperformers due to ongoing security investments, with potential long-term gains despite unresolved geopolitical tensions.
Why FIIs selling Indian stocks is not wrong: Helios Capital’s Samir Arora explains
FIIs sold Indian equities worth ₹1.16 lakh crore in 2025, but Helios Capital Management’s founder & fund manager Samir Arora calls it marginal rebalancing. Arora stressed FIIs’ $750 billion India exposure and IPO/QIP investments reflect confidence despite near-term market underperformance and global trade concerns. He said that there is nothing wrong with the FII/FPI selling.
Mcap of five of 10 most valued firms climbs Rs 60,675.94 cr; SBI, HDFC Bank biggest winners
The market capitalization of five of the top ten firms increased last week. State Bank of India and HDFC Bank were the top gainers. Reliance Industries retained its position as the most valued firm. However, LIC, Bajaj Finance, ICICI Bank, TCS and Hindustan Unilever experienced a decline in market capitalization.
FPIs dump Indian equities worth Rs 21,000 cr in first half of Aug
Foreign investors offloaded nearly Rs 21,000 crore in Indian equities in the first half of August, bringing the year’s total outflow to Rs 1.16 lakh crore. Trade tensions, weak earnings, and a weakening rupee contributed to this trend. However, a potential credit rating upgrade and easing US-Russia tensions could improve FPI sentiment.
Stablecoins fuel liquidity, not yet money: Mike Dolan
The U.S. “Genius Act” has legitimized stablecoins, fueling debate on whether their $250B market will stabilize Treasuries or trigger systemic risks. Proponents see demand support, while critics fear fraud, volatility, and limited real economic impact.