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The Indian rupee hit a record low of 88.33 against the US dollar, pressured by US tariffs, FPI outflows, and import hedging. Weakness raises inflation, import costs, trade deficit, foreign capital outflows, and corporate debt servicing challenges. RBI may intervene, but sustained recovery requires tariff rollback.

Indian markets rebounded strongly, fueled by robust GDP data and optimism surrounding potential GST rate cuts. Auto and IT sectors led the gains, while global cues were mixed amid a U.S. holiday. The rupee stabilized after hitting a record low, and oil prices edged higher despite demand concerns related to U.S. tariffs.

Foreign Institutional Investors trimmed stakes across largecap, midcap and smallcap stocks in the June quarter, with the steepest proportional cuts in largecaps. Key stocks like Shriram Finance, ABB, and Dreamfolks saw sharp declines, highlighting rising foreign caution and shifting sentiment in India’s equity markets.

Cement GST likely cut from 28% to 18%, boosting sector profitability. Price hikes of 4–6% expected in FY26 amid steady demand. Leading brands benefit from premiumisation, while consolidation continues gradually. Housing and infrastructure projects drive volumes, supporting medium- to long-term growth for India’s top cement makers.

6 companies with over Rs 1,000 cr market cap reported declining EPS for four consecutive quarters up to June 2025, highlighting persistent financial challenges and weakening profitability.

Reliance Industries’ much-anticipated Jio IPO, once expected by the end of 2025, will now hit the markets in the first half of 2026, according to the company’s AGM announcement.

While the September series has started on a slow note, with benchmark indices Nifty and Sensex closing the first session with a 0.3% decline, the current week is loaded with top action.

India’s residential real estate market is showing early signs of recovery, with July 2025 recording the highest area sales in 15 years, according to HSBC. Premium 3-4 BHK apartments drove over two-thirds of total sales value, while NCR, Bangalore, and MMR emerged as key growth markets. Inventory remains manageable, suggesting sustained momentum in the coming quarters.

India s industrial growth reached a four-month peak in July. Upasana Chachra of Morgan Stanley suggests future growth hinges on exports and tariffs. She anticipates a June-quarter GDP above 6.5%. Global risks remain a key concern. A proposed GST rate cut may boost both growth and inflation. India s debt levels are currently manageable with sustained growth.

Motilal Oswal has reaffirmed its ‘Buy’ call on Suzlon Energy with a target price of Rs 80, indicating 42% upside. The brokerage cites improved execution, strong order book, regulatory support through localisation, and leadership stability as key drivers for the company’s growth outlook.