BLOGS

My journey also includes an entrepreneurial stint that continues to shape my approach to risk, capital allocation, and strategic thinking. That hunger for growth remains as strong as ever—and this blog is an extension of that passion.

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NIFTY & INDIAN MARKET OUTLOOK FOR JUNE/JULY -2025 – RAHUL VASHISTHA

The market experience for most of the investors has been tumultuous over the past year, with sharp erosion of wealth in the H2FY25 (Oct 24 – Mar-25) followed by some sharp recovery in the Broader Index i.e Nifty & in large-Cap stocks.

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NIFTY & INDIAN EQUITY MARKET OUTLOOK – JULY/AUGUST 2025

As I had mentioned in my previous blog written on the 30th May, that the Indian equity markets can stay rangebound with no significant upside visible. I would now try to address the recent developments & the view on the markets.

nifty & indian equity market outlook

NIFTY & INDIAN EQUITY MARKET OUTLOOK – AUGUST & SEPTEMBER 2025 – RAHUL VASHISTHA

In my previous market outlook, I highlighted the possibility of short-term volatility in the Indian equity markets, driven primarily by the US tariff issue. I also mentioned that we could see a near term & short lived correction & markets could face hiccups due to tariff situation.

snapshot view of aarti industries

SNAPSHOT VIEW OF AARTI INDUSTRIES

Major chunk of the topline is contributed by the energy (MMA) vertical, i.e. around 35%. Second is Agro-chem technical that contributes about 20% to the topline followed by Polymer & Additives which is around 15% & Dyes & Pigments at around 12%.

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