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This rebound reflects not only a broader recovery in market sentiment but also a resurgence of investor interest in specific sectors like financial services and specialty chemicalsareas that struggled last year but are now showing encouraging signs of recovery and growth.
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News and Media
Motilal Oswals MOSt Signature model portfolio continues to follow a high-conviction approach, investing in 20 carefully selected stockseach with a 5% allocation. The idea is to strike the right balance between maximizing upside and managing risk. The portfolio is reviewed and rebalanced every month to adapt to changing macro trends and earnings updates, with the Nifty 200 Index serving as its benchmark.Since its launch on March 7, 2025, the portfolio has delivered a solid 17.1% return over five months, beating the Nifty 200s 12.1%. Over the last three months, it gained 5.5% compared to the benchmarks 2.6%, while the one-month return stood at -1.0%, still ahead of the Nifty 200s -3.1%. Here are the stocks included and excluded in August:
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News and Media
U.S. tariffs on Indian imports, effective August 1, 2025, have sent shockwaves through India's markets. Gold prices soared to record highs, while crude oil and natural gas prices declined amid demand concerns. Base metals experienced volatility, and the rupee weakened against the dollar. India is focusing on trade negotiations and diversification to mitigate the impact, avoiding retaliatory tariffs.
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News and Media
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