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Despite a weak August for D-Street, 10 BSE smallcap stocks defied the broader selloff, surging up to 55%. Names like Yatra Online, Apollo Micro Systems, and Rishabh Instruments led the month’s standout rally.

Rajesh Palviya of Axis Securities cautions that rollover trends and technical signals point to continued weakness in Nifty and Bank Nifty. With FIIs adding shorts and both indices below their 200-DMA, he expects further downside unless key resistance levels are reclaimed.

Ajay Bagga expects Indian markets may have bottomed out, citing minimal Q1 downgrades and signs of recovery. He sees the upcoming GST Council meeting and potential consumption tax cuts as critical catalysts for growth.

BSE Index Services has introduced the BSE Capital Markets Index to benchmark companies in India’s capital markets sector, aiding investors, fund managers, and institutions with transparency, sector tracking, and passive product creation.

LEAP India plans to launch an IPO to raise Rs 2,400 crore. The IPO includes a fresh issue and an offer for sale. The company will use the funds to repay debt and for working capital. Vertical Holdings and KIA EBT Scheme are selling shareholders. The IPO also includes an employee reservation portion.

Recency bias, a common trap in investing, leads individuals to overemphasize recent events, causing them to make irrational decisions. This bias fuels panic during market downturns and euphoria during rallies, blinding investors to long-term patterns. Overcoming recency bias involves focusing on fundamentals, using long-term data, and resisting impulsive reactions to build wealth.

The Federal Reserve’s cautious stance on tariffs has shifted to hints of rate cuts as growth slows, jobs weaken, and debt spirals. Political interference and fiscal strain risk undermining dollar strength, raising fears of prolonged currency weakness.

Global equities rallied on US-Russia talks, but Indian markets lagged, with FIIs turning sellers amid tariff fears, weak Q1 topline growth, and slowing consumption. Yet, GST reforms and discounted Russian oil imports may cushion the economy.

India’s cement sector shows resilience with stable August 2025 prices, strong demand outlook, and GST cut hopes. Lower fuel costs, infra push, and housing growth support profitability, while UltraTech and Dalmia Bharat remain strong BUY picks.

Despite Rs 1.17 lakh crore in FPI equity outflows so far in 2025, Indian markets have shown resilience. Strong DII inflows, retail SIPs, and structural reforms have cushioned volatility, proving domestic capital is increasingly capable of offsetting global risk-off pressures and sustaining momentum.