Ola Electric, facing a significant share decline and past crises like scooter fires, has reportedly engaged in preliminary discussions with lenders to secure approximately 10 billion rupees ($116 million) through high-yield debt. The funds are primarily intended for working capital, with potential lenders considering interest rates between 17.5% and 20% for this special situation financing.

India’s real estate sector has turned optimistic in Q2 2025, backed by macroeconomic stability, RBI rate cuts, and rising demand in premium housing and office spaces. Knight Frank-NAREDCO’s sentiment index shows improving confidence among developers and investors, indicating strong momentum in residential launches, commercial leasing, and capital availability.

Anshul Saigal of Saigal Capital shares his market outlook. He notes positive surprises from L&T and encouraging commentary from Asian Paints. The paints segment shows signs of recovery with easing competition. Banking and finance sectors look promising with reasonable valuations. NBFCs, especially housing finance, benefit from demand and regulatory clarity. Organized distributors are gaining market share.

India’s bond market is undergoing a transformation, becoming more accessible and liquid for retail investors. Key reforms—lower ticket sizes, digital platforms, and retail-only liquidity windows—are boosting participation and trust. Monthly investments have surged, signalling a shift towards bonds as a mainstream, flexible investment option.

The U.S. Federal Reserve will conclude its July FOMC meeting tonight, with Chair Jerome Powell set to deliver a pivotal speech amid global rate-cut speculation. While the Fed is likely to keep interest rates unchanged, investors will watch for any shift in Powell’s tone that could hint at a future policy pivot. The address will stream live at 11:30 PM IST on the Fed’s YouTube channel and website.

India s surging economy is spotlighting mid-cap equities as prime opportunities for long-term wealth creation. These firms offer a blend of growth, diversification, and risk-adjusted returns, fueled by structural reforms and demographic strengths. Data reveals mid-caps have significantly outpaced large-caps in market cap acceleration and returns.

Kotak Securities Anindya Banerjee suggests silver may outperform gold due to strong base metal fundamentals. He notes that a rebound in the dollar index, supported by recent trade agreements and shifting Federal Reserve rate cut expectations, has pressured gold and silver.

Tracking where FIIs are investing is crucial, but it s equally important to monitor where they are cutting their stake, as their investment decisions are typically backed by thorough research and analysis.

Gurmeet Chadha of Complete Circle Consultants advises a balanced investment approach. Market faces uncertainty due to tariff deadlines and soft earnings. FII selling and global trade deals impact market sentiment. Focus should be on capital preservation and strong earnings. Opportunities exist in gold, commodities, and fixed income. Anticipate interest rate cuts and potential bond returns.

European shares fell on Wednesday, weighed down by bank stocks, as corporate earnings took centre stage ahead of a packed schedule, which includes central bank announcements, key data and the approaching August 1 tariff deadline this week.