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Below the Quote on Weekly market outlook 01st August 2025 by Vinod Nair, Head of Research at Geojit Investments Limited

"Domestic equity market navigated a volatile week marked by heightened uncertainty surrounding trade negotiations and subdued earnings. The market oscillated between cautious optimism and defensive positioning, ultimately ending lower due to a persistent FII outflow. With global headwinds, investors showed a preference for domestically driven stories with non-discretionary appeal, as broader sentiment turned selective. FMCG stocks stood out, benefiting from attractive valuations and insulation from external shocks, particularly amid escalating tariff threats. Globally, markets remained under pressure due to rising US inflation and hawkish signals from the Fed and BoJ, dampening hopes of immediate easing of interest rates, which weighed heavily on emerging markets.

Going forward, investors will closely monitor the upcoming RBI rate decision next week, while the risks remain tilted to the downside. A stable inflation outlook, potential progress in trade talks, and selective strength in domestic sectors are anticipated to lay the groundwork for a recovery."

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