Motilal Oswal Global Dashboard – August 2025

The Motilal Oswal Global Market Snapshot provides a quick glance at index performances and economy updates from the Indian & global markets.

View the full report here

Indian Market Update

• Negative returns persisted across large, mid, small and microcaps in August,

Driven by global market uncertainties.

• Among sectoral indices, only Consumer Discretionary and FMCG posted gains,

Whereas the rest of the sectors registered negative returns.

• Financial Services pulled the Nifty 500 Index down by -1.23%, while Healthcare and Energy each reduced it by -0.24%.

• Factor strategies also posted negative returns, with Momentum down 3.36% and Value slipping 3.55%.

Global Market Update

• S&P 500 advanced 1.91% in August, with IT driving most of the gains (+1.46%), whereas Healthcare pulled back the index by 0.30%.
• Developed markets ended positive, led by Japan with a 6.93% gain, while emerging markets were mixed, with Brazil up 9.18%and Korea down 2.03%.
• Oil prices dropped 7.58% in August, weighed down by weaker U.S. demand and talks of a Russia-Ukraine ceasefire.
• Gold gained 3.95% and silver rose 7.12% in August, while the USD appreciated 0.71%against INR.

Economic Indicators

• India’s CPI inflation dropped to 1.55% in August, hits 8 year low, while 10-year bond yields moved up to 6.61% as borrowing needs stayed high.
• GST collections stood at ₹1.86 lakh crore, up 6.5% year-on-year, while the PMI at 65.2 reflected strong business confidence.
• In the U.S., CPI inflation stayed at 2.70% and 10-year bond yields were steady around 4.22%.