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WEEKLY REPORT
The Indian market snapped a six-week losing streak, ending with a percent gain in the volatile truncated week, backed by persistent DII buying powered by ease in US and Indian CPI data, raising hopes of a rate cut by the respective central banks at the upcoming monetary policy meetings.
For the week, the BSE Sensex index added 739.87 points or 0.92 percent to close at 80,597.66, and Nifty50 rose 268 points or 1.10 percent to end at 24,631.30.
During the week, Reliance Industries added the most in terms of market value, followed by Mahindra and Mahindra, State Bank of India, and Sun Pharmaceutical Industries. On the other hand, ICICI Bank, Bajaj Finance, Adani Ports, and Special Economic Zone lost most of their market cap.
On the sectoral front, Nifty Healthcare and Pharma indices rose 3.5 percent each, Nifty Auto index rose 2.7 percent, and Nifty PSU Bank index gained 2 percent. On the other hand, Nifty Consumer Durables and FMCG indices shed 0.5 percent each.
All the broader market indices ended in green with the BSE Large-cap index and the BSE Mid-cap index up by 1 percent, and the Small-cap indices up 0.4 percent this week.
The Foreign Institutional Investors (FIIs) continued their selling in the 7th week, as they sold equities worth Rs 10,172.64 crore. On the other hand, Domestic Institutional Investors (DII) extended their buying in the 17th week, as they bought equities worth Rs 18,999.76 crore.
The Indian rupee snapped a five-week losing streak against the US dollar, rising 10 paise to end at 87.56 per dollar on August 14 against the August 8 closing of 87.66. During the week, the rupee touched a low of 87.72 and a high of 87.39.
ECONOMY
India’s Retail Inflation slips to 8-year low
India’s retail inflation rate dropped to its lowest level in eight years, as falling food prices, especially vegetables and pulses, squeezed the incomes of some farmers. This decline was largely driven by a sharp plunge in food prices, which turned negative, offering much-needed relief to consumers. Despite this welcome development, the bond market responded with caution—yields rose and spreads widened, signaling that the RBI is likely to maintain its pause on rate cuts in the near term, pending more sustained disinflation.
Brazil’s Central Bank Signals High Rates
Brazil’s central bank emphasized that restrictive monetary policy will remain in place even as inflation shows signs of softening. Economic policy director Diogo Guillen noted that inflation is still above the 3% target, driven by strong consumer demand and persistent price pressures in the services sector. With a resilient labor market adding to demand-side pressures, the bank sees little scope for rate cuts in the near term. The stance highlights Brazil’s cautious approach, aiming to anchor inflation expectations before easing policy.
STOCKS TODAY
One97 Communications
Shares of Paytm parent company went over 7.2 percent in the past week, after the Reserve Bank of India (RBI) granted its subsidiary, Paytm Payments Services Ltd. (PPSL), an in-principle nod to function as an online payment aggregator. PPSL, a wholly-owned arm of One97 Communications, can now resume onboarding merchants — a process that had been under RBI freeze since November 2022.
Suzlon Energy
The stocks fell almost 6 percent over the week as the company reported its June quarter results and announced the resignation of its chief financial officer. The company posted a 7.3 percent rise in consolidated net profit at Rs 324.32 crore for the first quarter of the current financial year as against Rs 302.29 crore in the same period last year.
Landmark Cars
Shares ended 8.13 percent higher, after it posted a standalone net profit of Rs 8.63 crore, marking a 23.82 percent year-on-year increase from Rs 6.97 crore in the corresponding quarter of FY25. This profit growth was supported by steady revenue expansion and improved operational efficiency.
Bata India
The company’s shares fell over 10 percent after the footwear maker posted a lacklustre performance for the June quarter (Q1FY26). For the quarter ended June 30, 2025, consolidated net profit plunged 70 percent year-on-year to Rs 52 crore, dragged down by higher expenses, muted consumer demand, and an unfavourable high base effect. In the same quarter last fiscal, the company had reported a consolidated net profit of Rs 174 crore.
Muthoot Finance
Shares of Muthoot Finance hit almost 5 percent this week after the company delivered a stronger-than-expected June quarter (Q1FY26) performance across all key metrics, supported by stable asset quality. Brokerages responded positively, with some upgrading the stock and projecting up to an 18 percent upside from current levels.
Source – Moneycontrol, Reuters