WORLD
Trump Slams Brazil With 50% Tariff, Trade War Or Political Payback? Explained | N18G
U.S. President Donald Trump has announced a 50% tariff on Brazilian imports, set to begin August 1, accusing Brazil of unfair trade practices and criticizing the criminal trial of ex-President Jair Bolsonaro. In response, Brazilian President Luiz Inácio Lula da Silva warned that Brazil will invoke its new Economic Reciprocity Law if no negotiations occur. Signed in April 2025, the law empowers Brazil to impose retaliatory trade, investment, and intellectual property restrictions against nations that take harmful unilateral actions. Lula emphasized that Brazil is a sovereign nation that demands respect and will defend its economy and institutions. He condemned Trump’s online threats, calling them irresponsible and outdated. This escalating conflict signals a potential U.S.-Brazil tariff war, with broader implications for global trade and diplomacy. Both leaders remain defiant, raising concerns about how personal political agendas may shape international economic policies in the months ahead. The world now watches the countdown to August 1.
BUSINESS
Live: Nifty breaks below 25,200 on TCS Q1 miss, down 1% this week | Closing Bell
NIFTY slipped below the 25,200 mark as the Sensex tumbled over 650 points this week. The IT sector was the biggest laggard, down 4%, while Auto, Realty, Midcaps, and Smallcaps also saw losses. FMCG was the top-performing sector with a 2% gain. Key gainers included HUL, SBI Life, and Sun Pharma, while TCS, Bajaj Auto, and Apollo Hospital were among the losers. Join Lovisha Darad and Yatin Mota as they break down the week’s market action and highlight stocks to watch.
INDIA
Rift Widens In I.N.D.I.A Bloc, Omar Slams Leadership For Not Holding Meeting Since Elections
On July 10 in Kolkata, Jammu and Kashmir Chief Minister Omar Abdullah stated that strengthening the I.N.D.I.A bloc is not his or West Bengal CM Mamata Banerjee's responsibility. Instead, he said this duty lies with the largest partner in the alliance. Expressing disappointment, he noted that the bloc hasn’t held a meeting since the one at Mallikarjun Kharge’s residence after the elections. On the issue of electoral roll revision, Omar reacted to the Supreme Court’s decision allowing the Election Commission to proceed with the Special Intensive Revision (SIR) in Bihar and Jammu & Kashmir. He said the matter was with the court and now the consequences of the ruling should be observed. He advised those who had moved the court to explore other legal avenues if needed. Emphasizing democratic values, Omar reaffirmed his belief that elections must be held and that the public should have the right to choose their government.
WORLD
Protesters Clash With Authorities During Federal ICE Raids On California Farms N|18G
On July 10, federal agents conducted immigration enforcement raids on two state-licensed marijuana nurseries operated by Glass House Farms in Carpinteria and Camarillo, Southern California. The raids, led by Immigration and Customs Enforcement (ICE) and backed by National Guard troops, resulted in the reported detention of about 100 farmworkers. As footage spread on social media, migrant-rights activists quickly mobilized, confronting agents on rural roads in tense standoffs. Tear gas was reportedly used during the protests. Glass House Farms confirmed compliance with search warrants and noted previous ICE visits in June. The Department of Homeland Security confirmed the execution of a warrant but provided limited details. The raids reflect ongoing uncertainty in federal immigration policy, with the Trump administration repeatedly shifting its stance on deporting undocumented farmworkers. With an estimated half of U.S. farmworkers lacking legal status, agricultural leaders warn that continued enforcement could severely disrupt the nation’s food supply chain.
TECHNOLOGY
Are Foldables the Future or Just Fancy Toys? | Tech Up Podcast
Samsung’s Galaxy Z Fold7 is here, Vivo’s launching the X Fold X5, and OnePlus is stepping back. Are foldables finally going mainstream—or are they still a luxury niche?
BUSINESS
Live: Will Nifty extend downtrend for the third day? | TCS in focus | Opening Bell
Nifty ended lower by 120 points, slipping below the 25,400 mark, as nearly 40 of its constituent stocks closed in the red. The weakness extended to the broader markets, with midcaps continuing their downtrend for the fifth straight session. Sectorally, the selling was broad-based, with all indices ending in the red except for Metal, which managed to buck the trend. This morning, global cues were mixed. US markets were higher overnight but futures slid after US President Donald Trump announced 35% tariffs on Canada. Asian markets, meanwhile, started the day on a mixed note. Catch Lovisha Darad in conversation with Raja Venkatraman, Co-Founder, NeoTrader & Trading Influencer and Kranthi Bathini - Equity Strategist at WealthMills Securities.
WORLD
Pema Khandu Warns of ‘Water Bomb’ as China Builds World’s Largest Dam Near Arunachal Border
Arunachal Pradesh Chief Minister Pema Khandu has raised serious concerns over China’s construction of the Yarlung Tsangpo mega dam near the Indian border, calling it a “ticking water bomb” and a greater threat than military confrontation. He asserted that Arunachal shares a 1,200-km border with Tibet, not China, which forcibly occupied Tibet in 1950. The $137 billion project, approved in 2024, is set to become the world’s largest hydropower dam. Khandu criticised China for not signing the international water treaty and warned that unregulated water release could lead to flooding in Arunachal, as the river flows in from a Himalayan gorge.
WORLD
Sheikh Hasina’s Indictment and Exile: India’s Principled Stand Amid Tensions
Deposed Bangladeshi Prime Minister Sheikh Hasina faces trial in absentia for crimes against humanity following her ouster in 2024. Now in exile in India, Hasina is at the center of a heated extradition request from Bangladesh’s interim government. With over 1,000 protester deaths, sweeping arrests, and Hasina’s legacy as a regional ally, the stakes are high.
BUSINESS
Live: Nifty below 25,400 amid expiry-day jitters; all eyes on TCS Q1 | Closing Bell
Nifty Extends Fall For The Second Day. Nifty Below 25,400 On Weekly Expiry Day. Sensex Slips Nearly 300 Pts; India Vix Down 1%. Midcaps Continue Losing Streak To Fifth Day. Barring Metal, All Indices In Negative Territory. It Stocks Plunge Ahead Of TCS Q1 Results. Catch Lovisha Darad and Nandita Khemka as they break down the market action and share stocks on their radar.
EXPLAINERS
Home Loan: Should You Prepay Your Home Loan When Interest Rates Fall?
Is it wise to prepay your home loan when interest rates are dropping? This video breaks down the benefits, risks, and strategic considerations of early repayment. Learn how prepaying can reduce total interest, increase cash flow, and help you become debt-free faster. But also discover the hidden costs—like prepayment penalties and opportunity costs—and how to align your decision with long-term financial goals. Whether you're a homeowner or planning to be one, this guide will help you make smarter money moves.
BUSINESS
Live: All eyes on TCS Q1 results as Nifty seeks direction | Opening Bell
The Nifty slipped 46 points to close at 25,476 in yesterday’s session, with midcaps extending their losing streak to a fourth consecutive day. In contrast, the smallcap index managed to buck the overall weak trend and ended in the green. Among sectors, FMCG and consumer durables emerged as the top gainers, while IT stocks came under pressure ahead of TCS’s Q1 results. This morning, global cues were mixed. US markets gained overnight led by tech stocks as Nvidia rises to new record. Asian markets are mixed after the US President announced 50% tariffs on US imports from Brazil. Catch Lovisha Darad in conversation with Chandan Taparia, Senior Vice President, Head - Derivatives & Technical Research, Motilal Oswal and Manish Sonthalia, Director and CIO, Emkay Investment Managers.
BUSINESS
Good News! Steep Smartphone Discounts Incoming as Brands Race to Clear Stock!
Smartphone buyers in India can expect massive discounts as top brands scramble to clear excess inventory ahead of the festive season. A post-Diwali sales slump and early 2025 portfolio refreshes have led to elevated stock levels, triggering aggressive price cuts across flagship, mid-range, and budget segments. With Amazon Prime Day, Raksha Bandhan, and Independence Day around the corner, this could be the best time to upgrade your phone.
BUSINESS
Live: Nifty slips below 25,500 in a rangebound session, smallcaps shine | Closing Bell
Rangebound Session Continues On D-st. Nifty Slips Below 25,450 In Volatile Trade. Sensex Declines 250 Points; India Vix Down 1%. Fmcg Stocks Shine In A Subdued Session. Metal Stocks Top Drags Amid Tariff Jitters. Pharma Stocks Resilient Despite Tariff Threats. Smallcaps Outperform; Midcaps In The Red. Catch Lovisha Darad and Yatin Mota as they break down the market action and share stocks on their radar.
WORLD
Trump Won’t Say Who Paused Ukraine Aid, Approves More Arms |N18G
President Donald Trump has approved new defensive weapons for Ukraine, even as questions remain over a recent Pentagon decision to pause shipments. When asked who authorized the pause, Trump deflected, saying, “I don’t know. Why don’t you tell me?” The move comes alongside some of Trump’s sharpest public criticism of Russian President Vladimir Putin since returning to office. In this report, we examine Trump’s changing stance on Russia, the implications of his comments, the proposed bipartisan sanctions bill in Congress, and how Ukrainian President Volodymyr Zelensky is responding as Kyiv seeks urgent military support.
BUSINESS
Live: Can Nifty sustain above 25,500 amid tariff deal delay? | Opening Bell
Nifty staged a sharp rally in the last 45 minutes of trade, gaining 61 points to close above the 25,500 mark, lifted by financial heavyweights that also boosted Bank Nifty. However, the broader markets underperformed, with the Nifty Midcap and Smallcap indices ending flat to slightly in the red. Among sectors, Nifty Realty and Private Banks emerged as the top gainers, while Pharma and Consumer Durables were the major losers of the session. This morning, global cues were mixed. US markets ended flat as investors assessed a slew of tariff announcements. Asia-Pacific markets also opened mixed this morning as Trump announced 50 percent duty on copper imports and warned of pharma import tariffs to go up to 200 percent. Catch Lovisha Darad in conversation with Sudeep Shah, Head of Technical & Derivative Research, SBI Securities, Peter Cardillo, Chief Market Economist, Spartan Capital Securities LLC and Aishvarya Dadheech, Founder & CIO, Fident Asset Management.
WORLD
India-Us Trade Deal- The Red Lines For India | Political Economy
What's at stake for India and the US in the fiercely negotiated India-US trade deal. Catch Shweta Punj in conversation with Harsh Gupta Madhusudan, Author and Investor, Ionic Asset by Angel One and Ajit Ranade, Economist and Senior fellow , Pune International Centre.
BUSINESS
Live: Nifty reclaims 25,500 as US tariff deadline nears | Closing Bell
Markets See Mild Recovery In Last 30 Mins. Sensex Recovers 300 Pts From Day's Low. Nifty Off Day's Low, Reclaims 25,500-mark. Financial Stocks Rise Amid Q1 Updates. Nifty Realty Extends Gain To Third Day. Nifty Auto Extends Loss To Third Day. Nifty Pharma Down For The Second Day. Mid, Smallcap Indices Underperform. Nifty 50 Gainers: Kotak Mahindra, Eternal, Asian Paints. Nifty 50 Losers: Titan, Dr Reddy's, Bajaj Auto. Catch Lovisha Darad and Yatin Mota as they break down the market action and share stocks on their radar.
BUSINESS
Live: Can Nifty defend 25,400 ahead of trade deal announcements? | Opening Bell
Nifty ended the last session with a modest gain of just 10 points, closing above the 24,450-mark. Reliance Industries (RIL) emerged as the top contributor to the index, even as Nifty Midcap and Smallcap indices witnessed profit-booking. The overall market breadth remained negative, reflecting broad-based weakness. Among sectors, Nifty FMCG was the top gainer, buoyed by Q1 updates, while Nifty IT and Metal indices were the biggest drags on the benchmark. This morning, global cues were largely lower after the Donald Trump administration announced new tariffs on 14 trading partners. US markets ended lower while Asia-Pacific markets were also subdued. Catch Lovisha Darad in conversation with Ruchit Jain, Vice President - Technical Research, Motilal Oswal Financial Services and Trideep Bhattacharya, President and CIO- Equities, Edelweiss MF.
BUSINESS
Stolen Identity? Here's What to Do if You're a Victim of Credit Loan Fraud in India
Thousands are falling victim to credit fraud in India — fake loans, identity theft, and ruined credit scores. Learn how it happens, how to fight back, and how to protect yourself from being the next target. ?? Watch till the end for prevention tips and escalation paths to the RBI, cyber cell, and credit bureaus.
BUSINESS
Live: Choppy session continues, Nifty slips below 25,450-mark | Closing Bell
Sideways Trade Continues On D-street. Nifty Slips Below 25,450 In A Choppy Session. Broader Markets Underperform Benchmark. It, Auto Stocks Decline Amid Tariff Uncertainty. FMCG Stocks Shine Amid Healthy Q1 Updates. Nifty Realty Extends Gain To 2nd Session. Nifty 50 Leaders: HUL, Nestle, RIL. Nifty 50 Laggards: BEL, Tech Mah, ONGC. Nandita Khemka and Lovisha Darad break down the market action and share stocks on their radar.
BUSINESS
Live: Dalal Street eyes on India-US trade deal, Q1 results this week | Opening Bell
Nifty ended the last session with modest gains, staying above the 25,450 mark. The Nifty Midcap and Smallcap indices closed flat, while Nifty Realty and Pharma were the top gainers. Meanwhile, Nifty Auto and Metal indices weighed on the market. Looking ahead, US-India trade developments and Q1 earnings are expected to drive the markets this week, with two mainboard IPOs — Smartworks and Travel Food — set to open. This morning, global cues were mixed. US markets ended higher overnight but futures were down after Trump confirmed tariffs are set to be effective from August 1 instead of July 9. Asia Pacific markets were largely lower. Catch Lovisha Darad in conversation with Rajesh Palviya, Senior Vice President Research (Head Technical & Derivatives) at Axis Securities and Harish Krishnan, Co-CIO & Head Equity, Aditya Birla Sun Life AMC.
BUSINESS
Why This Couple Ditched Mumbai for Thane | The Tenant
In this episode of The Tenant, meet Subhadeep Sharma (Transformation Consultant) and Priyakshi Sarma (Product Designer) — a couple who lived across the Mumbai Metropolitan Region but ultimately settled in Thane. Why did they leave behind gated communities in Mumbai for a 1BHK on Kolshet Road? Why are they paying both ₹28,500 in rent each month? From office shifts to lifestyle choices, watch them break down the true cost and comfort of living in Thane.
INDIA
PM Modi Gets Grand Welcome In Argentina, Meets Indian Diaspora Amid Strengthening Global South Ties
Prime Minister Narendra Modi received a warm and vibrant welcome from the Indian diaspora upon his arrival in Buenos Aires, Argentina. Emphasizing that distance cannot weaken cultural connections, Modi expressed his honor at the heartfelt reception by the Indian community, who greeted him with enthusiastic chants like “Modi-Modi” and “Jai Hind.” The event featured a traditional Indian classical dance performance celebrating India’s rich heritage. Modi personally interacted with community members, even signing autographs, adding a personal touch to the visit. Upon landing at Ezeiza International Airport, he was accorded a ceremonial welcome. This two-day visit is historically significant as it marks the first bilateral trip by an Indian Prime Minister to Argentina in 57 years. Modi aims to strengthen bilateral relations during his meeting with President Javier Milei, including delegation-level talks and a luncheon. The visit is part of Modi’s broader five-nation tour focusing on deepening ties with the Global South.
WORLD
Flash Floods In Texas As Guadalupe River Swells After Heavy Rainfall, Casualties Feared | N18G
On July 4, Kerr County, Texas, experienced severe flooding caused by heavy rains and thunderstorms that dumped up to a foot of rain, especially along the Guadalupe River. Rising waters caused significant damage, including debris accumulation, damaged homes, and blocked roads. The flooding was declared catastrophic, prompting Kerrville Mayor Joe Herring Jr. to issue a disaster declaration. Authorities urged residents living within 100 yards of the river to evacuate due to life-threatening conditions. The National Weather Service issued a flash flood emergency, warning of dangerous and rapidly rising waters. Tragically, at least 24 fatalities have been confirmed in Kerr County as a result of the flash floods, with an additional fatality reported in neighboring Kendall County, though its connection to the floods remains unclear. Local authorities also reported that nearly two dozen girls from a riverfront summer camp were missing following the flooding. The situation remains critical as emergency efforts continue in this Texas Hill Country region northwest of San Antonio.
