Investing – Blog Category

India's retail inflation, as measured by the Consumer Price Index (CPI), eased to 3.16% in April 2025, marking its lowest level since July 2019. This decline from 3.34% in March 2025 is primarily attributed to a significant drop in food prices, especially vegetables, cereals, and pulses.

Monday, 12 May, was a day of notable rally for Fusion Micro Finance Ltd., stock price, as it climbed over 8% in recent trading sessions. This was following the successful completion of the Warburg Pincus-backed NBFC’s ₹800 crore rights issue. The response to the offering was overwhelming, with the issue being oversubscribed by 1.5 times, indicating strong investor faith in the company’s future, especially at a time when the microfinance sector is regaining its growth momentum.

In the fast-paced world of financial markets, volatility is often the only constant. On May 8, 2025, a convergence of geopolitical events, including renewed Indo-Pakistan military tensions and escalating global tariff conflicts, created a trifecta of turbulence that impacted markets across India and Asia. From a sharp spike in India’s VIX index to fluctuations in gold prices and a surge in Asian currencies, investors were forced to reassess risk and reallocate assets rapidly.

Godfrey Phillips India has seen a steep rise in its stock price in 2025. By May 6th, the share price had reached ₹8,989, marking a 63% increase since the beginning of the year. This movement signals a notable shift in how the market values the company. The rise sets a new record for the stock, reflecting a reassessment of the company’s prospects or current performance. It stands out as a sharp gain over a relatively short span.

The financial year 2025-26 started with the Q4 declaration for the financial year 2024-25 from companies across various sectors in the Indian stock market. While some posted strong gains in profitability and revenue, particularly in financial services, tech, and consumer goods, others reported modest growth or declines, highlighting sector-specific challenges. The stock market’s response varied, with positive results boosting shares and weaker performances weighing them down.

In a development that has raised eyebrows across global financial markets, credit rating agency Moody’s Investors Service has revised India’s GDP growth forecast for 2025 from 6.5% to 6.3%. The downgrade, though modest in numerical terms, signals deeper economic undercurrents—ranging from geopolitical tensions with Pakistan to trade policy uncertainty in the United States.

Alphabet Inc., the parent of Google, saw its stock tumble by more than 7% on Wednesday, erasing around $150 billion in market value. The sharp drop came after reports revealed that Apple is considering integrating artificial intelligence-powered search options into its Safari browser — a move that could fundamentally shift the balance in the search engine market and hit Google where it hurts most: its dominance on Apple devices.

MRF raced ahead in the stock market on 7 May, as it rolled out a strong Q4 performance that sent its shares up by 4%. The share price of one of India’s most expensive stocks by value touched a high of ₹1,41,500 on the NSE, after opening at ₹1,31,500, reflecting a gain of over ₹10,000 per share in just one day. It finally closed at ₹1,40,420, which was a ₹5,430 surge over the previous closing. In the past month, the stock has climbed nearly 28%, adding more than ₹30,000 per share to its value. The spike was witnessed after the tyre giant reported a 31% year-on-year jump in net profit for the quarter ended March 31, 2025.

After over two years and 13 negotiation rounds, India and the United Kingdom signed a historic Free Trade Agreement (FTA), marking a milestone in post-Brexit UK’s global trade realignment and India's strategic economic diplomacy. This deal, billed as mutually beneficial, will see tariffs slashed or eliminated on a wide array of goods and services, covering industries from automobiles and spirits to textiles and IT services.