Indian markets closed lower for the second straight week, dragged by weak earnings, US tariff threats, and global uncertainty. IT stocks underperformed while Glenmark Pharma led in turnover. Analysts expect volatility ahead amid weak momentum. Global markets also declined. Over 130 stocks hit 52-week highs despite a broadly bearish sentiment.

Markets closed lower for a third session, but analysts spot bullish setups in stocks like Asahi India, Solara, GEPIL, and Cummins. Strong technicals suggest swing trading opportunities despite broader weakness.

A diversified portfolio blending equity, debt, and gold can deliver higher returns with lower volatility, debunking the myth that more equity equals more risk. Strategic asset allocation and rebalancing, rather than speculation, drive long-term stability and growthbacked by real data, correlation benefits, and performance across market cycles.

Markets fell for the third straight session with the Nifty below 25,200. Glenmark shows strong bullish momentum, JP Power eyes breakout, while EID Parry signals caution due to weakening volume.

REITs are revolutionizing wealth creation in India by offering middle-class investors access to income-generating commercial real estate. With inflation protection, tax efficiency, and liquidity, REITs provide a balanced, inclusive, and modern investment avenue aligned with evolving financial aspirations amid Indias economic rise.

Mukul Agrawals portfolio saw strong gains with five key stocks surging 49109% in three months, reflecting robust momentum, rising investor interest, and significant positions across diverse sectors.

10 penny stocks surged 2577% in a month, driven by low prices and high trading volumes. While gains tempt investors, risks remain high due to volatility and limited transparency.

Three IPOsAnthem Biosciences, Spunweb Nonwoven, and Monika Alcobevaim to raise over Rs 3,600 crore in the week starting July 14. With strong retail interest and sectoral momentum, investor focus remains high. Upcoming listings and grey market trends will guide sentiment amid keen interest in pharma, textiles, and liquor distribution.

Natural gas remains crucial in 2025 amid global energy transitions, tight supply, and geopolitical tensions. Demand is driven by Europe and the US, while China diversifies. Prices stay high due to low storage and LNG competition. Russias declining exports push Europe toward LNG-led diversification and infrastructure upgrades.

Nifty shows bearish signals with a breakdown below key averages and weakness in IT, despite signs of a short-term rebound. FMCG momentum fades after a failed breakout, while BSE nears support. Stocks like Bharti Hexacom and Aster DM show technical buying potential amid a volatile market outlook.

Business Cycle Funds adapt to shifting economic conditions by rotating sector exposures like a cricket captain adjusts players based on the pitch. These funds use research-driven strategies to spot inflection points, pick strong companies, and manage risks. Ideal for patient investors seeking tax-efficient, professionally managed exposure to evolving macro trends.

HCL Technologies is set to announce Q1FY26 results with analysts projecting flattish sequential growth due to seasonal softness. While revenue may rise 78% YoY, margin pressures persist. PAT forecasts diverge across brokerages. Deal wins and guidance retention are expected to support sentiment amid global macro uncertainty.

Three mutual fund NFOstwo ETFs and one flexi capare opening this week. Investors should evaluate based on risk appetite, goals, and time horizon before subscribing to these new offerings.

Indian markets fell 1.2% amid global jitters and profit booking. July 10 marked a trend reversal as forecasted, with key support and resistance levels holding accurately. The upcoming July 15 is flagged as a High Alert Day. Traders are advised to follow time zones and price pivots closely.

Motilal Oswal has released its top stock picks across large, mid, and small-cap segments amidst a volatile economic environment in early 2025. The brokerage favors Banking & Financial Services, Industrials, and Healthcare, while remaining cautious on Oil & Gas, Cement, and Metals. ICICI Bank and Dixon Tech are among the preferred choices.

The combined market valuation of eight of the top 10 valued firms eroded by Rs 2.07 lakh crore (Rs 2,07,501.58 crore) last week, with Tata Consultancy Services and Bharti Airtel emerging as the worst hit.

Indias options market faces increased scrutiny as unusual pricing patterns in Nifty 50 straddles spark manipulation concerns. Traders report straddles defying expected decay, pointing to large-scale bets. Following SEBIs action against Jane Street, market activity has dipped, and volatility indicators hit new lows on recent expiry days.

Indian markets experienced a downturn due to global tariff uncertainties and a lackluster earnings season start. The Nifty slipped below its 20-day EMA, entering a consolidation phase. Investors will closely monitor Q1 earnings from major companies, domestic inflation data, global events, IPO activity, FII flows, technical indicators, and rupee movement for market direction.

Foreign Portfolio Investors have exhibited a selling trend in Indian equities, with outflows of Rs 555 crore in July, marking a reversal after three months of positive inflows. This shift is attributed to high valuations following a market recovery and the attractiveness of cheaper markets elsewhere.

India's unlisted equity market faces a sharp correction. Shares of NSE, NSDL, and Tata Capital decline from recent peaks. HDB Financial's discounted IPO and regulatory actions against Jane Street impact market sentiment. Tata Capital's rights issue adds to valuation concerns. Analysts suggest a broader valuation reset is underway. Investors are advised to be cautious of valuations and growth potential.

Nvidia CEO Jensen Huang has sold $36.4 million worth of his company's shares, adding to previous sales under a prearranged trading plan. This move comes as Huang's wealth approaches Warren Buffett's due to Nvidia's success in the AI hardware market. Despite the sales, Huang still holds a significant number of Nvidia shares.

Indian benchmark indices faced profit booking, with Nifty declining by 1.22% and Sensex shedding 925 points. FMCG outperformed, while Defence and IT sectors declined. Analyst Sudeep Shah suggests a cautious, stock-specific approach amid global tariff uncertainty and Q1 earnings. Nifty's fall below key levels signals weakness, while Bank Nifty remains range-bound. Tourism, CPSE, and PSE sectors show relative strength.

Reliance Infrastructure aims to bolster its financial standing. The company will raise long-term capital through various financial instruments. A board meeting is scheduled for July 16, 2025, to discuss the capital raising strategy. This includes equity shares, equity-linked securities, and Non-Convertible Debentures. The company is targeting institutional investors. This announcement precedes the Q1 FY2026 financial results.

The third week of July 2025 brings a host of corporate actions, including final dividends, interim payouts, bonus issues, and a rights offering.

Samhi Hotels shares witness a significant surge, reaching an all-time high. The stock appreciated nearly 98.4% since April. Ace investor Madhuri Madhusudan Kela backs the company. She holds a 1.69% equity stake. Samhi Hotels shares closed higher on Friday. The stock shows strong gains over the past three months. Technically, the stock is performing well above its moving averages.

Warren Buffett, known for his traditional investments, is indirectly venturing into quantum computing through Berkshire Hathaway's subsidiary, New England Asset Management (NEAM). NEAM's portfolio includes significant holdings in Alphabet and Microsoft, both heavily invested in quantum technology. Alphabet's Willow chip and Microsoft's Azure Quantum platform represent substantial bets on the future of computing.

12 stocks from the BSE Smallcap segment registered gains in each of the five sessions.

Q2 2025 was marked by market volatility triggered by President Trump's tariff announcement and geopolitical uncertainty, which caused a brief market panic

Amidst global economic uncertainties and tariff-related volatility, Indian markets face corporate results that don't justify current valuations. Sudip Bandyopadhyay suggests volatility will persist, recommending a selective approach. He favors sectors like cement, construction, and BFSI, while advising caution in IT due to order inflow uncertainties, suggesting gradual accumulation for long-term investors.

India's capital goods sector is thriving, fueled by strong macro factors and sector-specific growth drivers. Defence, power, renewables, and infrastructure are witnessing robust order books, supported by government policies and easing commodity prices. Defence procurement and infrastructure projects are boosting order momentum.

Lets explore the top SME IPO success stories of CY25.

Three Adani group names, Adani Energy Solutions, Adani Ports, and AWL, feature prominently, alongside midcaps like Belrise and Sagility. Here's the full list of Jefferies curated value bets

Indian stock market sees a surge in retail investors since 2020. Millions of new demat accounts opened, democratizing wealth creation. Investors should be financially aware and seek advice. Innovation in financial services grows, but beware of frauds. Diversify portfolios and avoid leverage. Long-term wealth creation is emphasized. Watch valuations and consider ETFs. Navigate market volatility with a long-term perspective.

Indian markets showed optimism in June but now face uncertainty. Despite positive macro factors, earnings growth is weak. Private investment and consumption are struggling. The market is likely to remain range-bound. Multiple breakout attempts are expected but may fail. This favors bottom-up stock picking strategies. A long wait is ahead for momentum days.

Indian jewellery stocks like PC Jeweller and Kalyan Jewellers are performing well in FY26. These companies are experiencing growth due to factors like Akshaya Tritiya sales and showroom expansions. PC Jeweller focuses on debt reduction. Kalyan Jewellers expands through multiple channels. Senco Gold leverages festive demand. Titan Company sees growth in its domestic and international businesses.

Sumit Gupta emphasizes mental fitness for entrepreneurs. He integrates meditation, exercise, and family time into his routine. CoinDCX promotes well-being through fitness and travel channels. Gupta values humor and integrity. He uses breathing techniques and task management for productivity. Gupta expresses curiosity about Satoshi Nakamoto's vision for Bitcoin. He believes in 'Do the Right Thing' as a core value.

Top potential gainers include Easy Trip Planners, GMM Pfaudler, Mahindra Lifespace, and HG Infra Engineering, with upside ranging from 50% to over 140%

Rajesh Palviya of Axis Securities provides a market overview. Nifty faces resistance at 25,300, with potential downside to 25,000. Bank Nifty's key support is 56,600. Dabur and Piramal Enterprises are promising buys. HUL shows upside potential if it sustains above 2,480. Glenmark Pharma's rally may continue, with a target of 2,400. FMCG sector looks strong overall.

Global markets brace for a week dominated by inflation data from the U.S. and UK, alongside crucial growth figures from China, all while navigating the uncertainties of Trump's trade policies. Earnings season commences on both sides of the Atlantic, with expectations of weaker growth, particularly in Europe.

U.S. stocks, having surged 26% since April, face a crucial test with the onset of corporate earnings season and a key inflation report. Investors are keen to assess the economic impact of tariffs, with S&P 500 companies anticipating a 5.8% profit increase, down from earlier estimates.

Austan Goolsbee of the Chicago Federal Reserve notes challenges in assessing the economy. Donald Trump's tariff announcements create complications. Business contacts express concerns about potential inflation. Goolsbee awaits a period of stability before confirming a soft economic landing. Frequent supply shock concerns contribute to economic uncertainty. The situation demands careful monitoring.

Investors are on edge as potential U.S.-EU tariffs loom, reigniting global trade war concerns. President Trump's new tariffs on goods from allies like Japan, South Korea, and Canada have heightened uncertainty. Despite initial hopes for a comprehensive trade deal, the EU awaits a possible letter outlining further U.S. duties.

Crypto market anticipates policy changes next week. These changes may attract new investments. Bitcoin hits a new high. US Congress will debate crypto bills. Donald Trump supports the revamp of crypto rules. The House is set to pass bills, including the Genius Act. The sector's total market value has swelled. Skeptics warn of potential volatility.

Wall Street shows resilience despite inflation, tariffs, and geopolitical tensions. Investors brush aside trade war fears, favoring bullish bets. Bitcoin surges, bonds stabilize, and stocks remain near records. Experts debate whether this is resilience or complacency. Some see opportunities, betting on the administration backing down from tariffs. Others warn of stretched valuations and unresolved trade issues.

As Asia's oldest stock exchange, BSE, approached its 150th anniversary, regulatory scrutiny and market volatility cast a shadow. Concerns over retail investor losses in equity derivatives and a ban on Jane Street Group have fueled uncertainty. BSE faces challenges to innovate and adapt amid potential stricter oversight and increasing competition from the National Stock Exchange.

GTPL Hathway reported a 27% decline in net profit, reaching Rs 10.5 crore for the quarter ended June, while revenue increased by 7% to Rs 909.1 crore. The cable TV business saw a slight revenue dip, but the subscriber base remained stable at 9.6 million. Broadband ARPU rose, and data consumption surged, with network expansion continuing.

The S&P 500 eased from a record high the day before, with caution prevailing after Trump on Thursday imposed 50% tariffs on Brazil and as the European Union braced for a possible letter from Trump with details on fresh tariffs.

Housing finance companies (HFCs) are anticipated to reveal modest earnings for the June quarter, supported by an 8% year-on-year rise in loan disbursals. However, margins are expected to face pressure from bank competition and rate cuts. Provisioning costs might increase due to slower recoveries, potentially leading to flat profit growth after tax.

Glenmark Pharmaceuticals shares surged following a significant licensing agreement. Ichnos Glenmark Innovation partnered with AbbVie for a drug targeting oncology and autoimmune diseases. Glenmark will receive $700 million upfront. Potential milestone payments could reach $1.2 billion. Future sales will also generate revenue for Glenmark. Analysts predict a positive re-rating of the stock due to this deal.

The RBI's seven-day VRRR auction was undersubscribed as banks favored lending in the overnight market due to higher rates. Lower participation was also linked to CRR reporting on Friday. The auction aimed to manage liquidity and keep overnight rates within the LAF corridor, signaling the RBI's discomfort with a large liquidity surplus, currently at 3.15 lakh crore.