India’s office market is undergoing a remarkable transformation, shedding its traditional image to emerge as a vibrant ecosystem of tech-enabled, collaborative workspaces. This shift reflects the country’s evolving business landscape, fueled by the rapid growth of sectors such as BFSI (Banking, Financial Services and Insurance), IT services and e-commerce.

Donald Trump's potential return as the 47th US President has sparked discussions on its impact on global trade and India's economy. The US is India's largest export destination, accounting for 18% of total exports in FY24. Given the close ties between the US and Indian economies, any policy changes in the US could significantly affect India's trade flow, global alliances, and capital flows.

Dixon Technologies and Vivo India have announced a joint venture to establish an OEM facility in India, focusing on manufacturing smartphones and electronics for Vivo. The facility may also offer OEM services to other brands like Samsung, Xiaomi, Motorola, Oppo, Transsion, Google, and Nothing.

Reliance Jio Infocomm Limited, part of Mukesh Ambani's Reliance Industries, is generating significant attention ahead of its highly anticipated IPO launch. Expected to be the largest IPO in India’s history, it is set to surpass Hyundai Motor India's ₹27,870 crore ($3.3 billion) IPO from October 2024. Jio's IPO could set new records on Dalal Street and boost investor confidence in India’s equity markets.

The 45 days of Mahakumbh Mela 2025 are expected to witness spending to the tune of ₹2.5 lakh crore. It is a religious gathering that will witness more tourists than the combined population of the US and Canada. Market experts suggest that the event can boost India’s GDP by as much as 1%, with major benefits for travel, hospitality, infrastructure, and many other sectors.

"We love the small and midcap space, clearly. However, currently, every other company that we look at is trading at 52-week highs, yet, to support this, the fundamentals of those companies have burgeoned—in most cases," says Sharma.

Domestic IT firms saw strong deal bookings recently, but management commentaries indicated uncertainty in demand, especially in discretionary spending recovery. June quarter results showed deal activity focused on cost-saving projects, but management noted "broad-based growth" in Q1. Gen AI progress suggests potential improvement in upcoming quarters.

In many cases, investors practising DIY investing typically look at the short-term performance of these funds and invest in schemes that have done well for the past few years. And some of them tend to bet pretty heavily on short-term performance.