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

Reflections of the week that was

# 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

Reflections of the week that was

# 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 […]

Week ending 2nd August 2025

Reflections of the week that was

# 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 […]

Week ending 26th July 2025

Reflections of the week that was

# 1 Markets Equity indices fell for the fourth consecutive week, marking a 1-month low for the Nifty amid weak Q1 earnings, continued FPI selling, and muted global sentiment. The Nifty on weekly basis closed 0.5% lower at 24,837.00, while the Sensex fell 0.4% to 81,463.09. FPIs sold ₹22,288 crore in July, while DIIs absorbed […]

Week ending 19th July 2025

Reflections of the week that was

# 1 Markets Equity markets ended the week on a subdued note, with the Sensex and Nifty 50 closing lower at 81,669 and 24,941 respectively on Friday. Sentiment remained weak, driven by sustained FII outflows exceeding ₹10,000 crore during the week and underwhelming Q1 earnings prints. Global cues offered little support—while US macro data was […]

Week ending 12th July 2025

Reflections of the week that was

# 1 Markets Markets remained subdued ahead of key corporate earnings and the anticipated India–US trade deal, with participants awaiting clarity on former President Trump’s tariff stance ahead of the August 1 deadline. The Sensex and Nifty closed lower at 82,500 and 25,149, respectively, led by selling pressure in IT and auto stocks. Promoters and […]

Week ending 5th July 2025 

Reflections of the week that was

# 1 Markets  The BSE Sensex closed 0.2% higher at 83,432.9 on Friday, snapping a two-day decline in a volatile session. Investor sentiment remained cautious ahead of the July 9 US tariff deadline and a potential US-India trade deal. SEBI’s interim ban on U.S. quant firm Jane Street for alleged market manipulation also weighed on […]

Week ending 28th June 2025

Reflections of the week that was

# 1 Markets  Indian equities advanced for the fourth consecutive session on Friday, buoyed by strong foreign institutional investor (FII) inflows, broad-based blue-chip buying, a strengthening rupee, and a sharp decline in global crude oil prices. The Sensex closed at 84,058 and the Nifty at 25,637, as both indices edged closer to record highs. Despite […]

Week ending 21st June 2025

Reflections of the week that was

# 1 Markets India’s equity indices rebounded on Friday, with the Nifty closing at 25,112 and Sensex at 82,408, as markets rallied after US President Trump paused plans that could have escalated US involvement in the Israel-Iran conflict; foreign portfolio investors turned net buyers, investing ₹7,941 crore. Meanwhile, corporate performance continues to lag macro growth, […]