Adrian Mowat suggests Indian markets can quickly absorb a 25% tariff impact, though it might weaken the rupee and limit the RBI s flexibility. He highlights the geopolitical motivations behind potential US penalties on India and China s oil imports from Russia. This situation could negatively affect foreign investment inflows into India due to a less favorable risk-reward scenario.

Following the release of June quarter results, eight smallcap stocks have surged, with gains ranging from 10% to 50%. This rally is fueled by robust revenue and profit growth, reflecting increased demand and improved operational efficiency. While FIIs have reduced holdings in most of these companies, mutual funds have largely increased or maintained their stakes, indicating a bullish outlook.

As global powers establish clear digital asset regulations, India must act decisively. With strong Web3 talent and startup growth, the country stands to lead in blockchain innovation. However, a lack of structured regulation could risk talent and capital outflow. Adopting global best practices is key to India’s Web3 leadership.

Indian pharma stocks fell up to 3% after U.S. President Trump announced a 25% tariff on Indian imports over its trade with Russia. Concerns rose about potential inclusion of generic drugs in the tariff list. Analysts expect strategic shifts by exporters and a cautious, range-bound market reaction.

Trump’s Tariffs, US India ties, trade tariffs, stock market news, President Donald Trump, U.S. trade policy.

Shares of Central Depository Services India are down. This is because National Securities Depository Limited launched its IPO. NSDL s IPO has strong institutional demand. Investors are now looking at CDSL s valuation. NSDL is larger and its IPO opened this week. NSDL has a dominant position in institutional custody. CDSL grew during the retail investing surge.

Sri Lotus Developers IPO is performing well. The IPO opened with a good grey market premium. It was subscribed 3.60 times on the first day. Qualified institutional buyers led the subscriptions. The company aims to raise Rs 792 crore. The funds will support ongoing projects. Analysts recommend subscribing to the IPO for long-term gains and listing benefits.

Gautam Duggad of Motilal Oswal discusses the market s calm response to the 25% tariff imposed by the US. He notes textiles are most affected. Other sectors like pharma and IT remain largely untouched. Corporate earnings growth is still expected. Duggad emphasizes the importance of corporate earnings for market performance. He anticipates better earnings growth this year.

Aditya Infotech, a leading distributor of electronic security equipment, saw 24% revenue CAGR and over 2x PAT growth between FY22–FY24. With a strong brand portfolio and expansive network, the Rs 1,300 crore IPO is priced at a P/E of 36.2x. While fundamentals are solid, brokerages advise caution due to high valuation and working capital intensity.