Скачать или смотреть Quadratic monthly market summary August 2025

In July, both Sensex and Nifty lost 2.9% snapping their four month winning streak. Foreign institutional investors have net sold equities worth over Rs 47,000 crore in July. This is more than double of what they have bought in the last 4 months. It is the third highest outflows in 2025 so far.
Investors keep an eye on factors for market direction in Aug like US tariffs, strong dollar vs rupee, foreign investor selling and corporate earnings. The Reserve Bank of India's opolicy decision is keenly awaited. Diplomatic efforts on India-US trade are important.

August 1st week we may know status of tariffs, other measures as trump goes on his fiscal dance..
Impact of jane street restrictions, strengthening USD, expectations of a fed rate cut with rbi cut as well all Augur for a rearguard pull back in markets.
Would wait for the down turn to invest in high quality funds for a longer time horizon. QBUDDY