Defence, Rail Deals Cross ₹1000 Cr
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🗞️ RBI Faces Tough Call Ahead of Policy Meet
The RBI MPC is likely to hold interest rates in its upcoming August meeting, with experts suggesting a pause now and possible rate cuts later. The central bank is walking a tightrope between global uncertainties and domestic growth concerns.
💬 Expert Take:
“RBI may delay rate cuts due to external risks but remains sensitive to India’s slowing growth.” — Nuvama Research
🗞️ Defence, Railways, Renewable Sectors on a ₹1,000 Cr Order Blitz
Multiple PSUs and private firms in defence, rail, and renewable sectors bagged contracts exceeding ₹1,000 crore in August already. The order book may grow further as infrastructure push continues.
💬 Expert Take:
“Such large-scale orders indicate a robust capex cycle across core sectors.” — Industry Analysts
🗞️ Diageo India Contributed ₹49,000 Cr to Indian Economy
Diageo India added ₹49,000 crore to the economy in FY24 through manufacturing, agriculture, and allied sectors. The report also highlights ₹26,000 crore in government revenues.
🗞️ Sensex Soars 419 Points, Ends Above 81,000
Markets rallied on Tuesday, with the Sensex closing at 81,035 — up 419 points — boosted by auto and metal stocks. Nifty also touched a fresh high of 24,630.
🗞️ GST Evasion of ₹7.08 Lakh Cr Detected in 5 Years
Over ₹7.08 lakh crore in GST evasion was detected over the last five years, including ₹1.79 lakh crore of Input Tax Credit fraud. The data highlights rising tax surveillance and fraud detection.
🗞️ RBI to Settle $5 Billion Forex Swap Without Rollover
The RBI will settle a $5 billion forex swap without rolling it over, according to bankers. This could temporarily tighten liquidity and impact short-term interest rates.
🗞️ RBI Likely to Maintain Rates Amid Global Uncertainty
The central bank is expected to maintain status quo in August MPC due to global trade tensions and potential US tariff shocks, despite a weakening domestic economy.
🗞️ India’s GDP May Slow to 6.2% in FY26
Kotak Bank’s Chairman forecasts India’s GDP to moderate to 6.2% in FY26 due to high interest rates, global headwinds, and a possible slowdown in consumption and exports.
📊 Market Updates – August 4, 2025
📈 Sensex: ~81,018.72 ▲ +419 (~0.52%)
📈 Nifty 50: ~24,722.75 ▲ +157 (~0.64%)
💵 USD/INR: ₹87.65 (Rupee weakens despite Fed cut hopes)
🛢️ Brent Crude: ~$69.50/bbl
🪙 Gold & Silver: Markets stable (no fresh surge reported today)