# GIFT Nifty 🇮🇳: (+24, 24599) # It was nice to see Nifty bulls managing to regain some of their bullish composure in yesterday’s trade, ending at 54585 mark, up 222 points. Nifty (CMP 24585) Bank Nifty (CMP 55511) # The Big Question though remains: Will Nifty be able reclaim its psychological 25000 mark? # Well, brace for some volatility as bullish traders eye US and India’s CPI to trickle in this Tuesday. # Also, the street will spy with one big eye on the Trump–Putin summit to take place this Friday, August 15th in Alaska and eager to know whether the said summit can lead to peace in Ukraine more than 3 1/2 years after Moscow’s invasion. # Meanwhile, the biggest positive catalyst: Mutual Funds inflows are at record highs at Rs. 42672 crores as against Rs 23,568 crore in June. So, the good news is that Rs 30,416 crore has come through new fund offerings. Interestingly, Small cap funds were the biggest contributors to the inflows, drawing in Rs 6,484 crore during the month. Also note, SIP is at whopping record highs at 28464 crores. What is heartening is that the total assets under management (AUM) of the Indian mutual fund industry crossed the Rs 75 lakh crore mark in July 2025, reaching Rs 75.36 lakh crore. # Long story short: For the day, commanding attention will be the US CPI to be wired on Tuesday, August 12th at 6:00 PM IST. (We will spy with one big eye if it can move the needle towards a 25 or 50bp rate cut for September). # Stocks on Spotlight: 1) SBI (+2.08%) and Tata motors (+3.2%) were star outperforms in yesterday’s trade, gaining post their FYQ1 2) HBL Engineering (+13.47%) share price zoomed to its eight-month high after its consolidated net profit increased 79% on the year to Rs 143 crore from Rs 80 crore. # Bottom-line: Consolidation could be the order of the day! 3) Keep an close eye on PSU PMC like HPCL & BPCL as Government has approved Rs 30,000-crore compensation to oil marketing companies for their losses on cooking gas sales