Tata Capital Ignites IPO Buzz with ₹17,000 Crore Investor Roadshow

Welcome Back Investor!

Morgan Stanley has issued a stark warning Donald Trump’s proposed tariff plan could shave off 80 basis points from India’s GDP if implemented. The concern? A potential trade war ripple effect, where higher U.S. import duties squeeze Indian exports, slow manufacturing, and disrupt global supply chains. For a fast-growing economy like India, such a hit could mean billions lost in output and a tougher climb toward its growth targets. With the U.S. being one of India’s key trading partners, the stakes are high — and policymakers may soon be forced to rethink their export strategy.

Let’s dive in!

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Today’s Market Menu

▪️ Impact News

▪️ Markets

▪️ Everything else you need to know today

▪️ Special

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▪️ Stock Screener to up your game

IMPACT NEWS

Tata Capital’s Mega IPO Meets Global Trade Headwinds

India’s financial markets are buzzing Tata Capital has begun investor roadshows for its much-anticipated ₹17,000 crore IPO.
This is set to be one of the largest financial services listings in India’s history, aiming to strengthen the company’s balance sheet and fuel growth across retail and corporate lending.

But while the IPO excitement builds, there’s a storm cloud on the horizon. Moody’s has warned that Donald Trump’s proposed 50% tariffs on Indian imports could dent India’s FY26 growth if implemented. With nearly $87 billion worth of Indian exports to the US potentially affected, sectors like textiles, steel, and auto components may face significant pressure.

The takeaway?

• Tata Capital’s listing could draw massive domestic and global investor interest, reinforcing India’s capital market depth.

• Trade tensions, however, could reshape earnings forecasts and market sentiment for export-heavy sectors.

We’re entering a period where capital market opportunity meets global economic uncertainty and investors will need to navigate both with precision.

MARKETS

The markets closed deep in the red today, with Sensex tumbling 765 points to 79,857 and Nifty 50 sliding 233 points to 24,363, both down nearly 1%. Bank Nifty also dropped 516 points, while Midcap 100 took the biggest hit, plunging 936 points or 1.64%. Selling pressure was broad-based, signalling investor caution amid global market jitters and profit booking at higher levels. It’s been a classic “risk-off” day the bulls stayed on the sidelines, letting the bears take charge.
_{Closing figures as on 08.08.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ NTPC (+1.5%) As markets sold off, investors rotated to defensive, cash‑flow‑rich utilities; NTPC benefited from that safe-haven tilt.

✅ Titan (+1.3%) Stock firmed after Q1 FY26 PAT rose +34% YoY, with positive brokerage commentary/targets supporting sentiment. Jewellery demand resilience offset broader market weakness.

✅ Dr Reddy’s (+0.9%) Pharma typically catches a bid on macro stress days (defensive earnings, USD tailwinds), helping the stock close green.

✅HDFC Life (+0.8%) Life insurers often see defensive inflows when cyclicals wobble; the group outperformed as investors sought stability.

Top Losers

🔻 Bharti Airtel (~3%) A promoter entity (Indian Continent Investment Ltd) offloaded ~0.8–1.2% via a ₹9,300–₹12,500 cr block deal at a discount, sparking supply-led selling and short-term jitters.

🔻 Adani Enterprises (-3%) The fall tracks the market’s risk-off mood after headlines around higher U.S. tariffs on India.

🔻 IndusInd Bank (-3%) Banks softened as risk aversion rose amid tariff worries and continued FII outflows, with lenders generally underperforming on risk-off days.

🔻 Shriram Finance (-2.8%) NBFCs slipped alongside broader midcaps as growth worries and risk-off positioning weighed on leveraged/credit-sensitive names.

Q4 RESULTS

^{Click on company name for result pdf} 

INDIA FRONTIER

Everything else you need to know today

✨ Glitter: Gold has smashed through yet another record, hitting ₹1,02,191 per 10g. The rally is being fueled by a perfect storm - global economic uncertainty, central bank buying, and a weaker rupee.

⏳ Slowdown: India Inc’s earnings momentum just hit a speed bump profit growth is at a six-quarter low, and revenue growth has slipped to its weakest in three quarters. While cost pressures and muted demand are partly to blame, the numbers hint at a broader economic cooling.

💸 Relief: HDFC Bank is offering a small but welcome breather to borrowers, trimming lending rates by up to 5 bps on select tenures. While the cut may not dramatically shrink EMIs, it’s a signal that borrowing costs could be entering a softer phase.

🤖 Shift: TCS layoffs are making headlines not as a cost-cutting move, but as part of a deeper AI-driven transformation in the $283 billion outsourcing industry. As automation takes over repetitive tasks, roles are evolving toward higher-value, tech-enabled work.

SPECIAL

Trump’s 50% Tariff Threat: What It Means for India’s Growth Story

India’s export engine could be heading into turbulent waters.
Moody’s has sounded the alarm: Donald Trump’s proposed 50% tariffs on Indian imports could shave off a notable chunk of India’s FY26 GDP growth if implemented.

With nearly $87 billion worth of goods from textiles to steel headed to the US annually, the risk isn’t small. Such tariffs could disrupt supply chains, dent export competitiveness, and put pressure on sectors that have been driving India’s global trade momentum.

Why does this matter?
Because India’s growth story is as much about domestic demand as it is about global reach. A slowdown in exports could impact corporate earnings, currency stability, and even employment in key sectors.

But here’s the twist uncertainty often breeds market volatility, and volatility can create opportunity for sharp, strategic investors.

The big question now:
Will India’s trade diplomacy and diversification efforts counter the potential impact, or are we looking at a real speed bump in the growth narrative?

THE HANOOMAAN INSTITUTE

The 7 Habits That Can Make You a Millionaire by Retirement

We often think wealth in retirement is about luck, big salaries, or hitting a jackpot investment. But the truth? Most people who retire rich start laying the groundwork decades earlier - often in their 20s.

A recent breakdown reveals 7 powerful habits they adopt early:

• Living below their means - not as a sacrifice, but as a strategy.

• Consistently investing - letting compound interest work quietly in the background.

• Acquiring high-value skills - because income growth fuels investment growth.

• Avoiding bad debt - and using good debt strategically.

• Building multiple income streams - so no single paycheck defines their future.

• Networking intentionally - relationships often open more doors than résumés.

• Maintaining financial discipline - even when lifestyle inflation tempts.

Wealth isn’t built in the moment you retire - it’s built in the decades before. The earlier you start, the easier it becomes, because time is the ultimate multiplier.

💬 Your turn: What’s one habit you wish you’d started in your 20s?

SUPERCHARGE YOUR INVESTING SKILLS

STOCK SCREENER TO UP YOUR GAME

Good Day trading Stocks
by - Raju

EPS latest quarter > 1.2 * EPS preceding year quarter AND
EPS latest quarter > 0 AND
YOY Quarterly sales growth > 25 AND
EPS last year > EPS preceding year AND
EPS > EPS last year AND
Profit growth 3Years > 25 AND
Return on equity > 17 AND
Down from 52w high < 18 AND
Market Capitalization > 5 AND
( Current assets / Current liabilities) > 2

Thanks for reading.

Until Sunday with our Startup Special!

Hanoomaan India Business team

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