Daily Voice | Global macro uncertainties, India–US trade deal delay weigh more on market than Q1FY26 earnings, says Right Horizons' Anil Rego
The lack of clarity on the India–US trade agreement and fears of potential tariff imposition under a possible second Trump presidency have heightened concerns for export-dependent sectors like chemicals, metals, and pharma, said Anil Rego of Right Horizons.
Stocks to Watch Today: Indiqube Spaces, GNG Electronics, Dilip Buildcon, GMR Airports, Ask Automotive, GE Vernova, IGI India, L&T in focus on 30 July
Stocks to Watch, 30 July: Stocks like Indiqube Spaces, GNG Electronics, Dilip Buildcon, GMR Airports, Ask Automotive, GE Vernova T&D India, International Gemmological Institute India, Bank of India, and Larsen & Toubro will be in focus on July 30.
Gold rate today: Yellow metal's prices dip; check the latest rates in your city on July 29
Gold rate today: Yellow metal's August contracts on the MCX opened at Rs 97,627 per 10 grams today.
First Tick: Here are the top global cues for today’s trade
Gold held a decline after the dollar rose the most since May following a tariff deal between the US and the European Union, with investors now focusing on prospects for an extension of a trade truce between Washington and Beijing.
Daily Voice: RBI may hold rates, maintain inflation and growth outlook in August policy, says Bank of India MF CIO
The earnings profile of the midcap companies has been better in the recent past. And Alok Singh of Bank of India MF expects that trend to continue and the midcaps to outperform the large caps in this current fiscal year.
Stocks to Watch Today: IndusInd Bank, Waaree Energies, NTPC Green, KEC, Torrent Pharma, PNC Infra, RPSG Ventures, Monarch Surveyors in focus on 29 July
Stocks to Watch, 29 July: Stocks like IndusInd Bank, Waaree Energies, NTPC Green Energy, KEC International, Torrent Pharma, PNC Infratech, RPSG Ventures, Monarch Surveyors, Paradeep Phosphates, and Mazagon Dock Shipbuilders will be in focus on July 29.
Moneycontrol Pro Market Outlook | Poor corporate earnings can add pressure on markets
Indian markets declined amid global gains, hit by weak earnings and FII sell-off. Nifty fell 0.53%, with sharper drops in midcaps, smallcaps while banking and pharma outperformed
First Tick: Here are the top global cues for today’s trade
Gold steadied after the US and European Union announced they had reached a tariff agreement, staving off some concerns about a potentially painful trade war between the economies.
Chartist Talks: Bank Nifty faces fatigue, Nifty may test 24,400–24,600, says Sameet Chavan of Angel One
Trend wise, with a long to medium-term horizon, the market is in a strong uptrend but with the last three weeks' price action, the short-term trend has slightly tilted downwards, said Sameet Chavan of Angel One.
Daily Voice: This CEO expects corporate earnings to improve sharply in next 3 quarters of FY26
Kotak's Pratik Gupta believes the Nifty earnings growth for FY26 could be 12% but is unlikely to reach 15%.
Stocks to Watch Today: Kotak Bank, CDSL, Balkrishna Ind, Orient Cement, Tata Chemicals, Poonawalla Fincorp, VA Tech Wabag, RITES in focus on 28 July
Stocks to Watch Today, 28 July: Stocks like Kotak Mahindra Bank, Central Depository Services, Balkrishna Industries, Orient Cement, Tata Chemicals, Poonawalla Fincorp, VA Tech Wabag, RITES, Sigachi Industries, and Ola Electric Mobility will be in focus on July 28.
Dalal Street This Week: Q1 earnings, Fed meet, trade deal update, US jobs data, auto sales among 10 key factors to watch
In the week starting July 28, the consolidation is expected to continue with focus on quarterly earnings, FOMC meeting, US trade deals update, auto sales, and several important economic data points from the United States, according to experts.
Reinventing the Rupee: How India’s digital currency revolution is taking shape
The CBDC isn’t a feature. It’s a new logic embedded in money. And when logic changes at the base layer, everything upstream — including value chains — changes with it.
Daily Voice: Q1 EBITDA, PAT growth so far in line with expectations, but EPS estimates may see downgrades, says this CIO
Urban consumption should gradually recover with rural consumption improving further (on account of timely monsoons and a robust kharif sowing season). Thus, earnings could witness a revival from September quarter onwards, said Poonam Tandon of IndiaFirst Life.
Chartist talk: SBI Securities' Sudeep Shah sees rally continuing in these 5 stocks next week
The 100-day EMA zone of 24,600-24,550 will act as immediate support for the Nifty 50. Any sustainable move below the level of 24,550 will lead to further correction upto the 24,200 level. However, on the upside, the 20-day EMA zone of 25,100-25,150 will be the crucial hurdle for the index, said Sudeep Shah of SBI Securities.
26 small caps gain 10-40% despite underperformance by broader indices
For the week, the BSE Sensex index fell 294.64 points or 0.36 percent to finish at 81463.09, and Nifty50 declined 131.4 points or 0.52 percent to close at 24837. However, in this month till now Sensex and Nifty shed 2.5 percent each.
Market extends fall in fourth week; first time since October 2024
The Indian rupee continued the fall in the third week as the local unit declined 37 paise at 86.52 per dollar on July 25 against the July 18 closing of 86.15. During the week the rupee touched a low of 86.62 and high of 86.20.
Daily Voice: RBI likely to cut FY26 inflation outlook, keep rates unchanged in August, says JM Financial’s Ankur Jhaveri
US tariffs has been a major overhang on the global trade as well as the financial markets since the start of 2025. However, the frequent postponement of the tariff deadlines has allowed markets time to digest their likely impact, said JM Financial’s Ankur Jhaveri.
First Tick: Here are the top global cues for today’s trade
Oil prices rose on Friday, buoyed by optimism over a potential trade deal between the U.S. and the European Union and reports of Russian plans to restrict gasoline exports to most countries.
Daily Voice: Platform stocks risky; hospitals more promising, says this fund manager
Invasset PMS' Anirudh Garg believes cement companies are likely to see strong earnings growth in H2 FY26, driven by a stable volume trajectory and infrastructure growth.
Stocks to Watch Today: Sun Pharma, eClerx, IEX, Anant Raj, REC, Aether Industries, L&T, Enviro Infra, GR Infraprojects, Adani Enterprises in focus on 25 July
Stocks to Watch, 25 July: Stocks like Sun Pharma, eClerx Services, Indian Energy Exchange, Anant Raj, REC, Aether Industries, Larsen & Toubro, Torrent Power, Enviro Infra Engineers, GR Infraprojects, and Adani Enterprises will be in focus on July 25.
First Tick: Here are the top global cues for today’s trade
The Foreign institutional investors (FIIs) remained net sellers on the third consecutive session on July 23 as they sold equities worth Rs 4,209 crore. However, Domestic institutional investors (DIIs) continued their buying on 13th day as they bought equities worth Rs 4,358 crore on the same day.
Daily Voice: Earnings growth to pick up from Q2FY26; large-cap IT likely to stay in low-growth phase
Varun Lohchab of HDFC Securities expects FMCG companies to deliver only mid- to high-single-digit earnings growth this fiscal year, while these stocks are trading at rich valuations.
Stocks to Watch Today: Infosys, Dr Reddys Labs, Tata Consumer, Cigniti, Force Motors, Natco Pharma, IndusInd Bank, BEML, Tilaknagar Ind in focus on 24 July
Stocks to Watch, 24 July: Stccks like Infosys, Dr Reddys Laboratories, Tata Consumer Products, Cigniti Technologies, Force Motors, Natco Pharma, IndusInd Bank, BEML, and Tilaknagar Industries will be in focus on July 24.
