Monthly Market Outlook (August 2025) by Prateek Agrawal

Описание: 📈 Q1FY26 Market Update | Trade, Capex & Valuations 🇮🇳

In this edition, we cover:

Results & Macros: IT & Banks deliver muted results; economic momentum strong with high PMIs, stable INR & record forex reserves.

Global Trade Wars: US tariffs roll out; India deal may be neutral-to-positive. Solar & chemical sectors well-placed.

Capex Revival: FY25 corporate capex crosses ₹11T — highest in over a decade.

Flows: FPIs return post-Feb; MF flows improve; IPOs & promoter sales absorbing liquidity but money is recycling.

Valuations: Nifty flat YoY despite 8% earnings growth — valuation reset offers stock-specific opportunities.

📊 Tailwinds are building. Time to focus on alpha.

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