BUSINESS
India, world in need of more power; KEC well poised in T&D segment : Anant Goenka
India and the world are short on power, what with the growth in data centres and AI. RPG Groyp's flagship KEC International is ideally placed with its expertise in T&D construction, RPG's Vice Chairman, Anant Goenka tells @latha_venkatesh; He sees the newly acquired Camso & the legacy Ceat to grow faster than industry
BUSINESS
Nifty Poised For Deeper Correction If 24,900 Support Breaks? HCLTech Disappoints| Opening Bell Live
The Nifty 50 extended its losing streak for a fourth straight session, ending 68 points lower on July 14. Technical indicators remain weak, with the index trading below key short-term moving averages. However, it found intraday support at the psychological 25,000 level. Experts say holding above 25,000 could trigger a rebound toward 25,100–25,200. A sustained break below this level may open the door to 24,900 initially, with 24,800 seen as a more crucial support zone. The Gift Nifty is hinting at a mildly higher start. HDFC Life will report numbers today while HCLTech will react to Q1 earnings. Also watch out for autos as Tesla opens its first India showroom in Mumbai today. Catch Nandita Khemka in conversation with Ajit Mishra--SVP, Technical Research, Religare Broking and Siddhartha Khemka Head of Research, Wealth Management, MOFSL
WORLD
Trump threatens ‘very severe tariffs’ on Russia, NATO vows 'massive numbers' of weapons for Kyiv
U.S. President Donald Trump has threatened 100% "secondary tariffs" on countries backing Russia if Moscow fails to end the Ukraine war within 50 days. Speaking alongside NATO Secretary General Mark Rutte at the White House, Trump expressed frustration with Russian President Vladimir Putin, claiming he had nearly secured a deal multiple times. He confirmed a massive U.S. arms package for Ukraine, including Patriot systems, worth billions. Rutte said Ukraine would receive large quantities of air defence weapons and ammunition. Though Trump initially sought rapprochement with Putin, his tone has hardened amid escalating Russian attacks and Kyiv's growing concerns over U.S. support.
WORLD
Trump says he will send weapons to NATO to support Ukraine | N18G
U.S. President Donald Trump has announced plans to supply additional weapons to NATO allies in support of Ukraine, marking a significant escalation in Western military backing for Kyiv amid its ongoing war with Russia. Speaking during a press conference, Trump stated that the United States would deliver advanced weaponry, including Patriot missile systems, through NATO coordination channels. He also noted that some of the financial burden may be shared by European countries. The announcement triggered a sharp response from the Kremlin. Russian government spokesman Dmitry Peskov accused the U.S. of continuously fueling the conflict and warned that the ongoing delivery of arms risks further destabilising the region. Peskov emphasized that U.S. weapons have been flowing into Ukraine since the beginning of the war and are continuing now. Russia also reiterated that it is ready for another round of peace talks with Ukraine but claimed that Kyiv has yet to propose a date. Peskov said, “It is obvious that Kyiv is in no hurry.”
WORLD
Jaishankar Drops Bold Message in Beijing, Is This the Turning Point for India-China Ties?
During his first visit to China since the 2020 Galwan Valley clashes, External Affairs Minister Dr. S. Jaishankar called for building on the “good progress” in normalising India-China relations. In talks with Chinese Foreign Minister Wang Yi, he urged full de-escalation along the Line of Actual Control, warning against further disruptions. Jaishankar also flagged China’s restrictive trade practices, subtly criticising curbs on rare earth exports and fertiliser supplies. Addressing terrorism, he indirectly targeted Pakistan, urging SCO members to uphold zero tolerance. His remarks come after Pakistan blocked a joint defence statement, highlighting the challenges facing regional peace and cooperation.
WORLD
Russia Strikes Ukraine with Drones as U.S. Envoy Arrives; Trump Pledges Patriot Missiles
Russia launched overnight drone attacks on Ukraine’s Sumy and Mykolaiv regions, causing fires but no casualties, as U.S. special envoy Keith Kellogg arrived in Kyiv. Ukrainian President Zelenskiy met Kellogg to discuss air defence and sanctions against Russia. Meanwhile, U.S. President Donald Trump announced plans to send Patriot air defence missiles to Ukraine, marking a shift toward providing offensive weapons. The European Union is expected to reimburse the U.S. for the missile costs, reflecting increased Western support amid ongoing conflict.
INDIA
Over 20,000 hotel bars suspended alcohol service in Maharashtra | Bar Bandh
The Hotel and Restaurant Association HRAWI, had called for a 'Bar Bandh' and a 'No Alcohol' day, warning industry players that the new tax regime poses a severe threat to the industry's viability.
BUSINESS
Temasek's India Head Ravi Lambah on family-owned firms, m&a strategy & more | Deal Central
On this edition of Deal Central, Ravi Lambah, Head, Strategic Initiatives and Head ( India) at Temasek speaks to Moneycontrol's Ashwin Mohan about the Singapore based global investment giant's plans to pump in $10 bn in India, the mega Haldiram acquisition valuing the snack maker at $10 bn, synergies with family-owned businesses in India, strategy post the Sahyadri Hospitals buyout and top sectoral picks for m&a
WORLD
Oil Prices Edge Higher Amid Trump Statement On Russia, Sanctions Loom Large N|18G
Oil prices edged higher on Monday, July 14, extending Friday’s gains of over 2%, as markets reacted to the prospect of new U.S. and EU sanctions on Russia. Brent crude rose 15 cents to \$70.51 per barrel, while U.S. WTI climbed 14 cents to \$68.59. Investors are eyeing potential disruptions to global supply, especially after President Trump announced plans to send Patriot missile systems to Ukraine and prepare a major statement on Russia. A bipartisan U.S. sanctions bill targeting Russia is gaining traction in Congress, aiming to pressure Moscow into peace negotiations. Meanwhile, the EU is nearing agreement on its 18th sanctions package, which may include a lower price cap on Russian oil. However, price gains remain modest, capped by Saudi Arabia’s increased oil output and lingering uncertainty over global trade tariffs. The market is now closely watching geopolitical developments for signs of further volatility in energy prices.
POLITICS
"More Time is Needed for Rolling Out Special Intensive Revision of Voter Lists" Ashok Lavasa
The last special intensive revision of electoral rolls happened in 2003, the method used then was very different than what is being used now. A special intensive revision needs more time - Ashok Lavasa on the special intensive revision of electoral rolls ahead of Bihar elections. The perils and challenges of it.
BUSINESS
Nifty Clutches On To 25,000 Amid Tariff, Earnings Blues| Ola Electric In Top Gear| Closing Bell Live
Nifty clutches on to 25,000 as week starts on a subdued note. Broaders markets defy trend; smallcap index up over 1%. Realty, Pharma, PSU Banks, Autos Trade With Gains. IT Extends Losses; Top Sectoral Laggard. NSE advance-decline ratio at 1:1; India VIX Up 1.5%. Join Nandita Khemka and Yatin Mota as they break down the week’s market action and highlight stocks to watch.
WORLD
Trump’s 30% Tariff Shocks Europe — EU Holds Fire, But for How Long? | N18G
WORLD
Secret Service knew of threat to Trump 10 days before rally: Senate Report
WORLD
U.S. President Donald Trump Predicts A Sharp Increase In Tariff Revenue In a Month
BUSINESS
Nifty Braces for Volatile Week Amid Tariff Tantrums & Q1 Results | Opening Bell Live
Catch Nandita Khemka in conversation with Rajesh Palviya, Senior Vice President Research (Head Technical & Derivatives) at Axis Securities and Sushant Bhansali, CEO, Ambit Asset Management
WORLD
Trump Slaps 30% Tariffs On Mexico & EU | Global Trade Shock Ahead Of August 1 Deadline | N18G
U.S. President Donald Trump announced that starting August 1, 2025, a 30% tariff will be imposed on all goods imported from Mexico and the European Union. Trump cited Mexico’s failure to stop the flow of fentanyl and other narcotics as a major concern, accusing the country of not doing enough to combat drug cartels. He also criticized the EU for persistent trade deficits and protectionist policies, calling for more balanced trade. In addition to Mexico and the EU, Trump sent tariff warning letters to over 20 countries, including Japan, South Korea, and Brazil, threatening duties ranging from 20% to 50% unless new trade agreements are reached. Trump emphasized that companies from these regions could avoid tariffs by relocating manufacturing to the U.S., promising expedited approvals. The announcement sparked worries in Mexico about rising costs and economic disruption, while EU officials condemned the tariffs as unfair, pledging to continue negotiations before the August deadline.
INDIA
Exclusive: J&K LG Manoj Sinha on Terrorism, Tourism, Statehood & Kashmir’s Future | Full Interview
In this exclusive interview, Jammu and Kashmir Lieutenant Governor Manoj Sinha addresses key issues following the Pahalgam attack, emphasizing that despite initial fear, the people of Kashmir are united against terrorism for the first time in 50 years. He highlights the robust security measures ensuring the safety of tourists, leading to a record turnout during the Amarnath Yatra despite earlier apprehensions. Sinha stresses the importance of preserving Kashmir’s cultural identity amid concerns of “cultural invasion” and reassures that development and integration with India are progressing steadily. On the topic of statehood, he reiterates that it will be restored at the “appropriate time” as per the government’s plan. Responding to controversies around elected government powers, he clarifies the division of responsibilities and ongoing cooperation with the government. He also discusses efforts to support victims of terrorism and the ongoing fight to eliminate extremist networks, expressing optimism about lasting peace and growth in the region.
WORLD
Ukraine Under Fire: Russian Drones Devastate Ukrainian Cities, Zelenskyy Vows Retaliation | N18G
Russia launched a massive wave of aerial attacks on Ukraine, including 597 drones and 26 missiles, over Friday and Saturday, killing at least two people and injuring 20. The western cities of Lviv, Lutsk, and Chernivtsi were hit hardest, with significant damage to homes, businesses, and public buildings. In Lviv, 46 houses, a university, and court buildings were damaged. Kharkiv in the east was also struck, with warehouses and an inactive enterprise targeted. Ukraine’s air defense forces intercepted 25 missiles and 319 drones, and jammed 258 others using electronic warfare. President Volodymyr Zelenskiy emphasized ongoing efforts to secure more Patriot air defense systems and boost domestic drone production. He also vowed to continue retaliatory drone strikes on Russian territory. These attacks are part of a recent escalation in Russia’s aerial campaign, and Ukraine is responding with both defensive and offensive measures to counter the increasing threat.
BUSINESS
ITR Filing 2025-26: Senior Citizens Can Claim ₹50,000 Tax Benefit Without Insurance | Section 80D
Senior citizens without health insurance can still claim up to ₹50,000 in tax deductions under Section 80D of the Income-tax Act while filing their ITR for FY 2025–26. Learn how medical expenses qualify, who can claim, and why this matters before the September 15 deadline. Old tax regime only.
WORLD
Russia-North Korea Deepen Military Ties Amid Ukraine War | Kim Meets Lavrov in Wonsan | N18G
On July 12, North Korean leader Kim Jong Un met Russian Foreign Minister Sergei Lavrov in Wonsan, where Kim had recently opened the new Wonsan Kalma coastal tourist area. The meeting, aired by North Korea’s state television KRT, highlighted the strengthening ties between North Korea and Russia amid the ongoing Ukraine conflict. Kim reiterated his unconditional support for all measures taken by Moscow and emphasized solidarity during high-level strategic talks. Lavrov, in turn, described the countries’ relationship as an “invincible fighting brotherhood” and expressed gratitude for North Korea’s deployment of over 10,000 troops and arms to support Russia’s military efforts. Prior to meeting Kim, Lavrov also held talks with North Korean Foreign Minister Choe Son Hui. Both sides issued a joint statement pledging to protect each other's sovereignty and territorial integrity. This meeting further underscores the deepening military and diplomatic alliance between the two nations since the start of the Ukraine war in 2022.
BUSINESS
The Tenant Down With Brittle- Bone Disease, But Not Out| The Tenant
Meet Parikshit Shah — a digital marketing entrepreneur living with brittle bone disease. But that’s not what defines him. In this episode of The Tenant, Parikshit opens up about his move from Jamnagar to Panvel to stay close to his son's treatment, why he prioritizes sunlight and accessibility in his rented 1BHK, and why he refuses to take on a home loan due to ongoing health costs. A moving and insightful story of resilience, family, and smart choices.
WORLD
Epstein Files: Kash Patel Set To Resign? Trump Faces A Volatile Internal Crisis | N18G
The Trump administration is facing a major internal crisis as FBI Deputy Director Dan Bongino nears resignation over Attorney General Pam Bondi’s mishandling of the Epstein files. A July 7 DOJ memo debunked Bondi’s claims of a “client list” and blackmail evidence, confirming Epstein died by suicide. This contradicted months of Bondi’s public promises and has enraged MAGA loyalists. Tensions exploded during a heated White House meeting on July 9, after which Bongino took leave and is expected to resign. FBI Director Kash Patel may also step down, frustrated by Bondi’s damage to the Bureau’s credibility. Bondi, once a MAGA favorite, is now isolated as conservative influencers accuse her of betrayal. Trump, while publicly supporting her, is privately distancing himself from the fallout. The situation reveals deeper fractures within the administration’s law enforcement leadership, signaling a potential collapse of trust and unity at the top as the Epstein controversy reignites.
BUSINESS
Who Is Priya Nair? Meet Hindustan Unilever Ltd’s First Female CEO in 92 Years!
Hindustan Unilever Ltd (HUL) has appointed Priya Nair as its new CEO and Managing Director, effective August 1, 2025. She will become the first woman to lead the company in its 92-year history. Nair, who joined HUL in 1995, has held several key roles in sales and marketing, including brand manager for Dove, Rin, and Comfort. She holds degrees from Sydenham College, Symbiosis Institute of Business Management, and Harvard Business School. Currently serving as President of Unilever’s Beauty and Wellbeing division, she previously held the role of Global Chief Marketing Officer for the same segment. Analysts believe her deep experience and leadership will help HUL navigate rising competition and accelerate digital transformation. Nair will succeed Rohit Jawa, who steps down on July 31, 2025, after leading HUL for over two years. Brokerage firms like Nomura and Macquarie expect her appointment to strengthen HUL’s focus on growth, particularly in the Beauty segment.
WORLD
'We Are Grieving With You': Trump Meets Families Of Flood Victims In Texas | N18G
On July 11, President Donald Trump visited Texas to survey the devastation caused by deadly flash floods that struck on July 4. The disaster, centered in Kerr County along the Guadalupe River, claimed at least 120 lives, including 36 children—many from Camp Mystic, a historic summer retreat. More than 160 people remain unaccounted for. Trump, accompanied by First Lady Melania Trump and Texas Governor Greg Abbott, toured the flood-affected areas, met with grieving families, and received briefings from local officials and first responders. He praised the emergency response and pledged “historic action” to prevent similar disasters. Melania Trump offered comfort to victims’ families, promising to return and continue supporting recovery efforts. The floods, which struck in the early hours of Independence Day, swept through a region known as “flash flood alley.” No new survivors have been found since the initial rescue operations, as search teams continue combing through the debris.
