Week ending 14th June 2025

Reflections of the week that was

# 1 Markets Global equities, including India’s benchmark indices, declined as Israel launched airstrikes on Iran’s nuclear and military sites early Friday. Rising oil prices have renewed concerns over input cost inflation and margin pressure for Indian corporates. The Nifty fell 0.7% on Friday, having dropped as much as 1.6% intraday. Near-term market direction hinges […]

TVS Capital Funds reconstitutes Board of Directors

Friday, June 13, 2025 – TVS Capital Funds (TCF) today announced a reconstitution of its Board of Directors, reflecting its continued focus on enabling India’s journey to a $10 trillion economy. As a “Designed-for-India” growth equity firm, this realignment strengthens TCF’s partnership-led model by bringing in differentiated expertise and reinforcing governance and value creation across […]

Week ending 7th June 2025

Reflections of the week that was

# 1 Markets Indian markets rallied on Friday as the RBI delivered a double stimulus—a 50 bps repo rate cut and a 100 bps CRR reduction—reviving hopes of stronger credit growth and economic recovery amid a lack of fresh triggers. The Nifty 50 surged 252 points (+1.02%) to 25,003 and the Sensex gained 443 points […]

Saarathi Finance Secures ₹475 Crore to Propel MSME Lending Across Six States

Saarathi Finance, a newly licensed Greenfield Non-Banking Financial Company (NBFC) dedicated to empowering India’s micro, small, and medium enterprises (MSMEs), has announced the successful closure of its inaugural funding round, raising a total of ₹475 crores. The capital infusion will support Saarathi’s mission to bridge the significant credit gap faced by MSMEs, particularly in underserved […]

Week ending 24th May 2025

Reflections of the week that was

# 1 Markets Indian equity markets remain volatile amid global uncertainties including US-India trade talks, US fiscal risks, and currency fluctuations. Short covering and optimism around growth, earnings, and monsoon prospects are driving intermittent rallies. Markets rebounded sharply on May 22, led by tech and consumer stocks, though both the indices still closed the week […]

Week ending 17th May 2025

Reflections of the week that was

# 1 Markets Foreign investors sustained their bullish stance on Indian equities, infusing ₹14,167 crore so far this month, buoyed by easing geopolitical risks with Pakistan, improving prospects of a US-India trade agreement, and growing expectations of a domestic rate cut. Despite mild profit booking on Friday, the Sensex ended the week with a 3.62% […]

Week ending 3rd May 2025 

Reflections of the week that was

# 1 Markets  Indian equities posted their third consecutive weekly gain—marking the longest winning streak since December 2024. However, profit booking on Friday reversed early gains, leading to a modest pullback. The Nifty and Sensex ended the week at 24,347 and 80,502 respectively. A key structural shift was observed in market ownership: Domestic Institutional Investors […]

Week ending 26th April 2025

Reflections of the week that was

# 1 Market We may have to navigate multiple Black Swan events through 2025. After a brief revival in sentiment, aided by India’s careful navigation of the 90-day tariff pause initiated by President Trump and a softening trade stance, market stability was disrupted by a gruesome attack on civilians in Kashmir. The incident sharply escalated […]

Week ending 19th April 2025

Reflections of the week that was

Week ending 19th April 2025 # 1 Markets Equity markets posted their strongest weekly performance in four years, with benchmark indices surging to record highs. The rally was fuelled by robust foreign institutional investor (FII) inflows and easing geopolitical concerns following Trump’s announcement of halting tit-for-tat China tariffs. Sensex ended the week at 78,553 and […]

Week ending 12th April 2025

Reflections of the week that was

# 1 Markets 1.1 Markets saw a strong recovery on Friday following the Trump administration’s surprise move to pause its tariff escalation for 90 days. The Sensex and Nifty ended higher at 75,157 and 22,828 respectively, buoyed by global relief. This marks a significant shift in trade policy—Trump’s aggressive stance had rattled the global system, […]