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Below the Quote on Weekly Market Outlook 08th August 2025 from Vinod Nair, Head of Research at Geojit Investments Limited 

"Since July, the Indian equity market has remained in a phase of consolidation, reflecting weakening investor sentiment due to trade-aligned challenges. Concerns over steep US tariff rates and underwhelming quarterly earnings have dampened market confidence. Persistent selling by FIIs, particularly in pharma stocks with significant US exposure, underscores this cautious outlook. The continued depreciation of the INR has also added to investor anxiety.

Despite these headwinds, downside risks were partially cushioned by RBI’s reaffirmation of macroeconomic stability, its optimistic stance on domestic growth, and early signs of easing inflation. Looking ahead, market volatility is expected to persist. While risks from US trade tensions and sustained FII outflows remain, potential support from DIIs could offer some relief. Upcoming inflation data from both India and the US will be critical in shaping investor expectations. Market participants are advised to closely track global trade developments and corporate earnings, with a strategic focus on domestic consumption-driven sectors that are better positioned to withstand short-term volatility."

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