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August 2025 marked one of the busiest months for India’s primary market, with 40 IPOs across mainboard and SME platforms. While debuts like Aditya Infotech and Highway Infrastructure soared, others such as Laxmi India Finance struggled. Experts see momentum continuing, with upcoming IPOs from Tata Capital, Zepto, PhonePe, HeroFinCorp, and FabIndia, driven by strong liquidity and investor appetite.

As India celebrates Ganesh Chaturthi, a retrospective analysis reveals impressive stock market performances. Over the past year, 33 stocks have delivered remarkable returns, with Elitecon International leading at 22,344%. While the Nifty index experienced fluctuations, a significant number of stocks, particularly in the mid and small-cap segments, achieved substantial gains, contrasting with the underperformance of others.

Amish Shah tells ET Now that while Indian market valuations look frothy, growth visibility still commands a premium. He stays bullish on defence, shipbuilding, power transformers, hospitals, and quick commerce, while advising caution on cement, e-commerce, and global pharma amid slowing capex and smidcap underperformance.

Nomura warns that India s economy is at risk due to high US tariffs. Export sectors like textiles and gems may suffer. Around 30-40% of India s exports are exposed to the tariff hike. Aurodeep Nandi forecasts a cut in India s FY26 GDP growth. MSMEs are at greater risk. RBI may cut rates to ease the impact.

New US tariffs are expected to have a limited impact on India s economy. Krishnan VR of Marcellus believes domestic consumption will drive growth. Sectors like textiles may face pressure. Premium consumption, financial services, and IT stocks are potential investment themes. NBFCs and insurance companies are also expected to benefit. Government measures may cushion the tariff impact.

Since last Ganesh Chaturthi, 33 stocks delivered significant returns. Elitecon International led with substantial growth. Kothari Industrial Corporation and Colab Platforms also saw major surges. Several other stocks, including Paytm, experienced gains. Nifty 50 index saw a slight decrease during this period. Some stocks yielded negative returns. Eicher Motors and Mahindra & Mahindra outperformed within the Nifty pack.

As Ganesha Chaturthi celebrations begin, Pravesh Gour recommends three stocks. Eicher Motors shows promise with a target of Rs 6,800. Avenue Supermarts exhibits strength, potentially reaching Rs 5,300-5,500. Eternal displays a flag pattern breakout, aiming for Rs 360-380. These picks offer long-term investment opportunities. Gour s analysis provides insights for investors seeking growth. Remember to consult financial advisors before investing.

Nifty slipped below 24,800 amid banking weakness, sparking concerns of further downside towards 24,600. While sentiment turned negative, FMCG and auto stocks like Maruti, HUL, and Britannia showed resilience. Analysts advise balanced strategies, cautioning on banks while favouring defensive sectors as markets consolidate with a negative bias.

Abakkus Asset Manager, led by Sunil Singhania, bought 64.3 lakh shares of Edelweiss Financial Services worth Rs 64 crore in a block deal from Edelweiss Employees Welfare Trust and Edelweiss Employees Incentives and Welfare Trust

Indian markets slipped as Nifty broke 24,800 amid US tariffs and weak rupee. Analysts see continued pressure but suggest selective trades in PVR Inox, Devyani Int and Ola Electric.