Stocks to Watch, 3 July: Stocks like Avenue Supermarts,Hindustan Zinc, FSN E-Commerce Ventures Nykaa, Punjab National Bank, Aurobindo Pharma, Le Lavoir, Motilal Oswal Financial Services, Nestle India, Max Financial Services, and Indogulf Cropsciences will be in focus on July 3.
Gold rate today: Yellow metal's August contracts on MCX opened at Rs 97,242 per 10 grams on July 2.
The Foreign institutional investors (FIIs) extended their selling on July 1 as they sold equities worth Rs 1970 crore, while Domestic institutional investors (DIIs) continued their buying as they bought equities worth Rs 771 crore on the same day.
Sectors like capital goods, financials, and even select consumer names are likely to report decent revenue growth in Q1FY26, Anirudh Garg of Invasset PMS said.
Stocks to Watch, 2 July: Stocks like HDB Financial Services, Hero MotoCorp, Sambhv Steel Tubes, Lupin, JSW Energy, Asian Paints, RITES, Paras Defence and Space Technologies, Maruti Suzuki India, and Hyundai Motor India will be in focus on July 2
Gold rate today: Yellow metal's August contracts on MCX opened at Rs 96,471 per 10 grams on July 1.
Global stocks hit an intraday record on Monday on hopes US trade negotiations with key partners would continue to progress, while the dollar declined and was set for its worst first-half performance in more than five decades.
Corporate profit-to-GDP ratio remains at a 17-year high of 4.7 percent, indicating structural earnings strength, said Right Horizons' Anil Rego.
Stocks to watch, 1 July: Stocks like CG Power and Industrial Solutions, Kalpataru Projects International, KSB, NCC, Bharat Electronics, HCL Technologies, Hindustan Copper, Kalpataru, Globe Civil Projects, and Ellenbarrie Industrial Gases will be in focus on July 1.
The Nifty50 gained 2.09 percent last week, both the Large and Midcap indices increased by more than 2 percent each, while the Small-Cap index surged by 3.5 percent. Domestic factors, including a favourable monsoon forecast and moderating inflation, contributed to the market rally
The auto ancillary sector, which is part of the global auto manufacturers supply chain—especially the US—runs a larger risk from the tariff impact that is expected to be levied after July 9, said Ajit Banerjee of Shriram Life.
The GIFT Nifty is trading marginally lower at around 25,766, indicating a flat start for the day.
Stocks to Watch, 30 June: Stocks like Torrent Pharmaceuticals, JB Chemicals and Pharmaceuticals, Jyoti CNC Automation, BHEL, Alembic Pharma, Waaree Energies, Prestige Estates Projects, Bharti Airtel, Le Lavoir, Reliance Industries, and Hind Rectifiers will be in focus on June 30.
The trend is expected to remain positive in the coming week too starting from June 30 despite some likely consolidation, according to experts.
Final PMI readings from major global economies will be closely watched but US jobs report will be a key focus, as softer labour market data could strengthen expectations for an early rate cut.
Backed by strong technical indicators and firm sectoral participation, Nifty now looks poised to extend its northward journey in the coming weeks and is likely to test the level of 25,800, followed by 26,100 in the short term, said SBI Securities' Sudeep Shah.
The worst is definitely behind for the equity markets from a macro perspective whether it’s a depreciating INR, rising bond yield, FII selling and surging oil prices, said Piyush Mehta of Caprize Investment Managers.
On the sectoral, Nifty Metal index added nearly 4 percent, Nifty Media index rose 4.3 percent, Nifty Oil & Gas index gained 3.2 percent and Nifty PSU Bank index added 2.5 percent. However, Nifty Realty Index shed nearly 2 percent and Nifty Information Technology index shed 0.4 percent.
Ashish Kyal is expecting July series to be in positive for Bank NIfty as long as 56,600 remains protected on the downside for a move to 59,000 levels.
OmniScience's Ashwini Shami believes the operating leverage will continue to deliver strong earnings momentum for these sectors.
Gold rate today: Gold's August contracts on MCX opened at Rs 96,261 per 10 grams on June 27.
Mirae Asset's Neelesh Surana expects the market trajectory to be more stock-specific, driven by actual earnings delivery rather than indiscriminate rallies.
Stocks to watch, 27 June: Stocks like Hitachi Energy India, Mahindra Lifespace Developers,Premier Energies, Western Carriers India, Embassy Developments, Power Mech Projects, UltraTech Cement, Satin Creditcare Network, Aakaar Medical Technologies, Safe Enterprises Retail Fixtures, and Mayasheel Ventures will be in focus on June 27.
The Foreign institutional investors (FIIs) snapped three day selling and bought equities worth Rs 12,594 crore on June 26, while Domestic institutional investors (DIIs) broke three day buying, as they sold equities worth Rs 195 crore on the same day.
Gold rate today: Yellow metal's August contracts on the MCX opened at Rs 97,600 per 10 grams on June 26.