Axis Intellect (AI) Score based Top Ideas

Asian Markets are trading mixed as investors assess the U.S. court ruling on Trump tariffs. The Nikkei is trading down by 1.30%, while the Hang Seng and Shanghai are trading higher by 1.97% and 0.23%, respectively.

Retail Research

We recommend the following stocks: HDFC Bank, Bajaj Finance, Shriram Finance, Avenue Supermarts, State Bank of India, Lupin, Hero Motocorp, Max Healthcare, Kirloskar Brothers, Kalpataru Projects, APL Apollo Tubes, Varun Beverages, Bharti Airtel, Prestige Estates, and Sansera Engineering

Banking sector (non-food) credit growth remains muted in July'25 at ~0.1% MoM (9.9% YoY) vs ~1.1% MoM (9.3% YoY) in June'25. The latest sectoral deployment data showed that credit growth is muted in agri, industry and services sectors, Agri loans (yoy) growth was 7.3% in July'25 vs 6.8% in June'25. Loans to industries yoy growth increased to 6.1% in July'25 vs 5.5% in June'25. Services sector growth increased to 11.1% vs 9.0% YoY in June'25. Growth in loans to NBFCs moderated to 2.6% YoY in July'25 vs 2.6% YoY in June'25. However, loan to retail segment slightly moderated to ~11.4% YoY in July'25 vs 12.1% in June'25. Unsecured loan portfolio...

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END OF DAY SUMMARY

India powers ahead despite Trump Tariff tantrums

MARKET SNAPSHOT

During the August derivatives series, Nifty futures witnessed heightened volatility, even though the index remained confined within a relatively narrow band of 770 points, oscillating between 24409 and 25179. This price action underscored a delicate tug-of-war between bullish optimism, driven by supportive domestic developments, and bearish pressures emanating from global uncertainties.