Sensex rebounds, NSDL rallies, MF inflows smash records | Two Sharp with ET

In this episode of Two Sharp with ET, Nisha Poddar breaks down two big stories. First, equity mutual funds hit a historic high in July, with ₹42,702 crore in inflows driven by sectoral, small-cap, and flexi-cap schemes, while debt funds bounced back strongly. Second, Indian markets snap a six-week losing streak, NSDL shares extend their post-listing rally, oil markets stay calm despite Trump’s tariff threat, and banks begin stress-testing exporters in key labour-intensive sectors.