Latest Stock Market News

U.S. tariffs on Indian imports, effective August 1, 2025, have sent shockwaves through India s markets. Gold prices soared to record highs, while crude oil and natural gas prices declined amid demand concerns. Base metals experienced volatility, and the rupee weakened against the dollar. India is focusing on trade negotiations and diversification to mitigate the impact, avoiding retaliatory tariffs.

Since its launch on March 7, 2025, the portfolio has delivered a solid 17.1% return over five months, beating the Nifty 200’s 12.1%.

U.S. stocks surged, with the Nasdaq hitting a record high, fueled by tech gains, particularly Apple s 13.3% weekly jump after Trump announced a $600 billion U.S. investment commitment. Rate cut optimism, spurred by weak economic data and Trump s Fed nominee, further boosted markets.

U.S. stock market s rally faces a test as investors brace for potential pullback amid high valuations and seasonal weakness. The upcoming CPI report could trigger volatility, influencing expectations for Federal Reserve rate cuts. Concerns over tariffs and their economic impact persist, despite the market s recent gains, creating uncertainty.

Gold prices experienced volatility. This happened after the White House announced plans for an executive order on gold tariffs. The U.S. Customs and Border Protection also indicated potential tariffs on gold bullion bars. The spread between U.S. gold futures and spot prices widened. Some refineries paused bullion deliveries to the United States due to uncertainty.

J.P.Morgan anticipates a U.S. Federal Reserve interest rate cut of 25 basis points in September, influenced by a weakening labor market and uncertainty surrounding President Trump s Fed nomination. Trump s nomination of Stephen Miran and the potential replacement of Jerome Powell are expected to intensify divisions within the Fed.

Hedge fund performance in July was a mixed bag, with stockpickers benefiting from rising markets while systematic funds initially struggled due to crowded trades. Goldman Sachs reported stockpickers gained almost 1.5%, while systematic funds saw a negative 2% return before recovering. Multi-strategy funds posted muted results, and individual fund performances varied widely.

Ashish Singhal, the Co-founder of CoinSwitch and Lemonn, draws parallels between high-intensity sports like Formula 1 and tennis, and the startup world. He emphasizes the importance of precision, preparation, and mental resilience in both arenas. Singhal highlights how split-second decisions, team coordination, and the ability to recover from setbacks are crucial for success in crypto and finance.

India s banking sector is witnessing a shift as public sector banks regain market share after a decade, even with moderating credit expansion. While overall loan growth has slowed due to tighter liquidity and regulatory measures, PSBs are outperforming private banks, driven by stronger financials.

State Bank of India (SBI) surpassed D-Street expectations with a 12% increase in its June-quarter net profit, reaching ₹19,160 crore. This growth was primarily driven by higher treasury income and expansion in retail loans. The bank benefited from gains on government securities sales due to policy rate cuts and increased foreign exchange trading income.