Domestic investors stepping in 'on dips'

Last week, while the markets experienced a significant downturn and broke its 3-week winning streak, the downward momentum continued in this truncated week as well till the RBI MPC meeting outcome was out which lifted the market sentiment.

- Motilal Oswal Team

The drop in indices were largely due to Foreign Institution Selling (more than $22 billion withdrawn from Indian Market since the beginning of 2025), restrictions on US H-1B visas, President Trump announcing 100% tariff on the import of branded and patented pharmaceutical products, delays in the trade agreement between US and India, a record low rupee, uncertainty ahead of the September quarter earnings, and liquidity constraints in the secondary market caused by slew of new IPOs that are set to debut Dalal Street with the most talked about being the Tata Capital IPO.