Week ending 27th Sept 2025
# 1 Markets Indian equity markets declined for most of last week, Nifty dropping to end near 24,654 and the Sensex at 80426 marking a seventh straight session of losses. Selling was broad-based after President Trump announced tariffs on branded drugs and higher US visa fees, dampening investor sentiment. Continued FII outflows and a weakening […]
Week ending 20th Sept 2025
# 1 Markets Indian equity markets ended the week with Sensex and Nifty posting gains of about 1.5%, hitting multi-week highs before some profit-taking on Friday. Broader indices like Midcap and Small cap outperformed with modest gains through the week. The market was supported by expectations of Fed rate cuts, robust domestic demand, and festive […]
Week ending 13th Sept 2025
# 1 Market Indian equity markets posted the biggest weekly gain in nearly three months, with the Sensex and Nifty rising over 1.4% to close at 81,905 and 25,114, respectively. Sentiment was buoyed by hopes of Tariff resolution, a Fed rate cut, positive domestic policy cues, and an Infosys buyback, offsetting continued FII selling. The […]
Automation Is Making AI the Enemy – Collaboration Is Where Real Impact Lies
For years, firms have chased a familiar dream: automate the tedious, eliminate error, and let efficiency compound. The recent evidence points in a different direction. Automation, pursued as an end in itself, often yields brittle systems and meagre returns. The more durable gains arrive when AI amplifies human work—embedded in tasks, supervised by people, and […]
Week ending 6th Sept. 2025
# 1 Markets Indian equities ended flat Friday in choppy trade as auto gains on GST cuts were offset by IT weakness on US tariff worries. For the week, Sensex and Nifty rose ~1% each, rebounding from prior losses, with market breadth turning mildly positive, while foreign investors kept selling amid global risk-off sentiment. Nifty […]
Week ending 30th August 2025
# 1 Market The Indian market fell sharply last week as US tariff increases and heavy FII selling weighed on sentiment. Sensex dropped 1.8% to around 79,810 and Nifty slipped nearly 1.8% to 24,427, with midcaps and small caps underperforming. Volatility increased and technical signals remained weak. Next week is expected to be volatile, with […]
Week ending 23rd August 2025
# 1 Markets India’s equity benchmarks fell 1% on Friday, ending a six-day rally, with the Sensex at 81,306 and Nifty at 24,870. Heavy FII outflows of ₹25,500 crore in August, offset partly by DII buying, and concerns over US tariffs and monetary policy drove the broad-based selloff. As US hardens its stance on Russia […]
Key Takeaways from Annual Client Partner Conference 2025
At TVS Capital Funds, our Annual Client Partner Conference is more than just an event – it is a platform to reaffirm our shared vision, celebrate enduring partnerships, and explore the future of entrepreneurship and innovation together. This year’s conference was a powerful reminder of the values we hold dear: trust, integrity, empowerment, and a relentless […]
Week ending 16th August 2025
# 1 Markets Indian equity markets were buffeted by global uncertainty, weak cues from Asian peers, and ongoing foreign investor selling, but supported by steady domestic institutional buying. Aggregate revenue and profit expansions touched multi-year lows in the June quarter on a muted performance across sectors such as banking, consumer durables and capital goods. Sensex […]
Week ending 9th August 2025
# 1 Markets FIIs have offloaded ₹27,000 crore of Indian equities over nine consecutive sessions, driven by poor Q1 earnings, a strong dollar, and Trump’s 25% tariff on Indian exports. Market sentiment remains fragile amid persistent foreign outflows and escalating US trade tensions. The Nifty 50 logged its fifth straight weekly decline—the longest since August […]