Despite the muted market on Wednesday, six Nifty500 stocks touched fresh 52-week highs during the session.

The Indian rupee posted its steepest one-day drop since May and hit a five-month low on Wednesday, hurt by worries over steep U.S. tariffs on Indian exports alongside dollar demand from foreign banks and importers.

With the trade war between the world’s two largest economies threatening global economic stability, the outcomes of discussions between the US and China hold significant implications for markets worldwide.

Client Associates projects a 15-20% rise in silver prices over the next 12-24 months, fueled by a persistent supply deficit and increasing industrial demand from sectors like solar energy and electric vehicles. Silver is positioned as a strategic asset, offering diversification benefits due to its low correlation with the Sensex and moderate correlation with gold.

Ola Electric, facing a significant share decline and past crises like scooter fires, has reportedly engaged in preliminary discussions with lenders to secure approximately 10 billion rupees ($116 million) through high-yield debt. The funds are primarily intended for working capital, with potential lenders considering interest rates between 17.5% and 20% for this special situation financing.

India’s real estate sector has turned optimistic in Q2 2025, backed by macroeconomic stability, RBI rate cuts, and rising demand in premium housing and office spaces. Knight Frank-NAREDCO’s sentiment index shows improving confidence among developers and investors, indicating strong momentum in residential launches, commercial leasing, and capital availability.

Anshul Saigal of Saigal Capital shares his market outlook. He notes positive surprises from L&T and encouraging commentary from Asian Paints. The paints segment shows signs of recovery with easing competition. Banking and finance sectors look promising with reasonable valuations. NBFCs, especially housing finance, benefit from demand and regulatory clarity. Organized distributors are gaining market share.

India’s bond market is undergoing a transformation, becoming more accessible and liquid for retail investors. Key reforms—lower ticket sizes, digital platforms, and retail-only liquidity windows—are boosting participation and trust. Monthly investments have surged, signalling a shift towards bonds as a mainstream, flexible investment option.

The U.S. Federal Reserve will conclude its July FOMC meeting tonight, with Chair Jerome Powell set to deliver a pivotal speech amid global rate-cut speculation. While the Fed is likely to keep interest rates unchanged, investors will watch for any shift in Powell’s tone that could hint at a future policy pivot. The address will stream live at 11:30 PM IST on the Fed’s YouTube channel and website.

India s surging economy is spotlighting mid-cap equities as prime opportunities for long-term wealth creation. These firms offer a blend of growth, diversification, and risk-adjusted returns, fueled by structural reforms and demographic strengths. Data reveals mid-caps have significantly outpaced large-caps in market cap acceleration and returns.