L&T Technology Services Ltd. signed a $60 million multi-year agreement with a US wireless telecommunications provider. LTTS will deliver network software development and application engineering solutions, including R&D lab integration and functionality testing. A US delivery center will be established to support project delivery and leverage LTTS' capabilities in Smart World Connectivity.

NLC India Ltd, led by CMD Prasanna Kumar Motupalli, is exploring overseas rare earth element sources and initial talks for African lithium, Congolese copper, and cobalt mines. The move addresses China's recent export curbs on rare earth elements. NLC India aims to produce one million metric tonnes of critical minerals in the next 5 years from domestic and overseas sources.

Lodha Developers reported a 42% increase in consolidated net profit to Rs 675 crore, with pre-sales rising 10% to Rs 4,450 crore during the quarter. Revenue increased to Rs 3,624 crore, with projects launched worth Rs 8,300 crore. The company is expected to maintain its FY26 pre-sales growth guidance of 20%.

Ukrainian President Volodymyr Zelenskyy plans to ask European allies for funding to improve soldiers' salaries amid recruitment shortages. Ukraine's state budget faces a 20% deficit due to massive military spending, and Zelenskyy seeks $25 billion annually for defense. He's holding talks with global leaders, including US officials, to secure contracts worth $10-$30 billion for drone production.

Bajaj Finance shares dropped 4.7% on Friday due to analyst concerns over MSME asset quality pressures. JP Morgan said that negative earnings revisions and MSME stress buildup are possible. The stock has a 6-18% upside according to most analysts' price targets, however UBS predicts an 18% downside for the stock.

Investors remain optimistic as President Donald Trump's August 1 trade deal deadline approaches. Stocks are near record highs, with Japan and the U.S. already reaching a deal. The Federal Reserve is expected to keep interest rates steady, and the European Union sees a potential 30% tariff-free deal with Washington.

Investors hope a potential US-EU trade deal will bring market certainty ahead of a June 30 tariffs deadline. A framework deal is expected, with officials suggesting a 15% baseline tariff and a 50% tariff on European steel and aluminum. The deal, if reached, could ease trade tensions and encourage market participation, analysts say.

President Donald Trump met with Federal Reserve Chair Jerome Powell and expressed a positive impression that Powell might lower interest rates. Trump previously clashed with Powell over interest rates and the cost of renovating the Federal Reserve's historic buildings, but stated he didn't intend to fire Powell, despite earlier suggestions.

The BSE Sensex index fell 0.36% to 81,463.09 and Nifty50 declined 0.52% to 24,837. Foreign Institutional Investors (FIIs) remained net sellers, selling equities worth Rs 13,552.91 crore, while Domestic Institutional Investors (DII) bought equities worth Rs 17,932.45 crore. Market is expected to remain in consolidation mode amid uncertainty around India-US trade deal and mixed Q1FY26 earnings.

LVMH reported a 4% year-on-year drop in second-quarter sales to 19.5 billion euros, slightly below forecasts for a 3% decline. However, investors were encouraged by a sequential improvement in sales expected from third-quarter onwards and a connection to weaker tourism, with luxury stocks rising as a result.

Ursula von der Leyen travels to Scotland to meet Donald Trump on an agreement deadline for a trade deal between the European Union and the US. The deal, which was previously set to conclude with 30% tariffs, now faces uncertainty as Trump's position on key sectors such as pharmaceuticals remains unclear.

Jain Irrigation Systems Ltd reported its first quarter results for June 30, 2025. Net profit rose 3% to ₹14 crore, revenue increased 4.6% to ₹1,546 crore, and EBITDA rose 12.8% to ₹202 crore with an improved 13.07% margin. Demand growth in some segments offset impacts from lower mango prices, early monsoon, and Maharashtra's Jal Jeevan Mission.

AbbVie, Dominion Energy, and Realty Income are top dividend stocks. AbbVie has a 53-year dividend increase streak, a 3.44% forward yield, and good growth prospects. Dominion Energy offers a 4.58% forward yield with a stable business and strong growth prospects. Realty Income has a 5.58% forward yield with 30 consecutive years of dividend increases.

Deductions for home loan repayment can significantly reduce taxable income. Key deductions include: - Principal repayment u/s 80C up to ₹1.5 lakh - Interest under Section 24(b) up to ₹2 lakh or ₹2 lakh for rental properties with a loss limit of ₹2 lakh carry forward for 8 years - ₹50,000 extra interest for ₹35 lakh or below loans under Section 80EE

Piyush Goyal stated India will respond if London levies Carbon Border Adjustment Tax (CBAM) on Indian exports, citing no explicit provision in the trade agreement. UK to implement CBAM by 2027, affecting Indian steel and iron exports. Goyal added that EU's industry is more concerned about CBAM, which could increase Europe's export costs.

Nifty ended the week with a minor loss of 131.40 points or (-0.53%). It oscillated within a narrow range of 25246–24806 and faces strong overhead resistance. The index continues to trade cautiously, with the 25150–25200 zone being a critical resistance area and 24600–24450 an important support range. The weekly RSI stands at 54.98, and the MACD remains in a buy mode.

L&T Technology Services Ltd. signed a $60 million multi-year agreement with a US wireless telecommunications provider. LTTS will deliver network software development and application engineering solutions, including R&D lab integration and functionality testing. A US delivery center will be established to support project delivery and leverage LTTS' capabilities in Smart World Connectivity.

NLC India Ltd, led by CMD Prasanna Kumar Motupalli, is exploring overseas rare earth element sources and initial talks for African lithium, Congolese copper, and cobalt mines. The move addresses China's recent export curbs on rare earth elements. NLC India aims to produce one million metric tonnes of critical minerals in the next 5 years from domestic and overseas sources.

Lodha Developers reported a 42% increase in consolidated net profit to Rs 675 crore, with pre-sales rising 10% to Rs 4,450 crore during the quarter. Revenue increased to Rs 3,624 crore, with projects launched worth Rs 8,300 crore. The company is expected to maintain its FY26 pre-sales growth guidance of 20%.

Ukrainian President Volodymyr Zelenskyy plans to ask European allies for funding to improve soldiers' salaries amid recruitment shortages. Ukraine's state budget faces a 20% deficit due to massive military spending, and Zelenskyy seeks $25 billion annually for defense. He's holding talks with global leaders, including US officials, to secure contracts worth $10-$30 billion for drone production.

Bajaj Finance shares dropped 4.7% on Friday due to analyst concerns over MSME asset quality pressures. JP Morgan said that negative earnings revisions and MSME stress buildup are possible. The stock has a 6-18% upside according to most analysts' price targets, however UBS predicts an 18% downside for the stock.

Investors remain optimistic as President Donald Trump's August 1 trade deal deadline approaches. Stocks are near record highs, with Japan and the U.S. already reaching a deal. The Federal Reserve is expected to keep interest rates steady, and the European Union sees a potential 30% tariff-free deal with Washington.

Investors hope a potential US-EU trade deal will bring market certainty ahead of a June 30 tariffs deadline. A framework deal is expected, with officials suggesting a 15% baseline tariff and a 50% tariff on European steel and aluminum. The deal, if reached, could ease trade tensions and encourage market participation, analysts say.

President Donald Trump met with Federal Reserve Chair Jerome Powell and expressed a positive impression that Powell might lower interest rates. Trump previously clashed with Powell over interest rates and the cost of renovating the Federal Reserve's historic buildings, but stated he didn't intend to fire Powell, despite earlier suggestions.

The BSE Sensex index fell 0.36% to 81,463.09 and Nifty50 declined 0.52% to 24,837. Foreign Institutional Investors (FIIs) remained net sellers, selling equities worth Rs 13,552.91 crore, while Domestic Institutional Investors (DII) bought equities worth Rs 17,932.45 crore. Market is expected to remain in consolidation mode amid uncertainty around India-US trade deal and mixed Q1FY26 earnings.

LVMH reported a 4% year-on-year drop in second-quarter sales to 19.5 billion euros, slightly below forecasts for a 3% decline. However, investors were encouraged by a sequential improvement in sales expected from third-quarter onwards and a connection to weaker tourism, with luxury stocks rising as a result.

Ursula von der Leyen travels to Scotland to meet Donald Trump on an agreement deadline for a trade deal between the European Union and the US. The deal, which was previously set to conclude with 30% tariffs, now faces uncertainty as Trump's position on key sectors such as pharmaceuticals remains unclear.

Jain Irrigation Systems Ltd reported its first quarter results for June 30, 2025. Net profit rose 3% to ₹14 crore, revenue increased 4.6% to ₹1,546 crore, and EBITDA rose 12.8% to ₹202 crore with an improved 13.07% margin. Demand growth in some segments offset impacts from lower mango prices, early monsoon, and Maharashtra's Jal Jeevan Mission.

AbbVie, Dominion Energy, and Realty Income are top dividend stocks. AbbVie has a 53-year dividend increase streak, a 3.44% forward yield, and good growth prospects. Dominion Energy offers a 4.58% forward yield with a stable business and strong growth prospects. Realty Income has a 5.58% forward yield with 30 consecutive years of dividend increases.

Deductions for home loan repayment can significantly reduce taxable income. Key deductions include: - Principal repayment u/s 80C up to ₹1.5 lakh - Interest under Section 24(b) up to ₹2 lakh or ₹2 lakh for rental properties with a loss limit of ₹2 lakh carry forward for 8 years - ₹50,000 extra interest for ₹35 lakh or below loans under Section 80EE

Piyush Goyal stated India will respond if London levies Carbon Border Adjustment Tax (CBAM) on Indian exports, citing no explicit provision in the trade agreement. UK to implement CBAM by 2027, affecting Indian steel and iron exports. Goyal added that EU's industry is more concerned about CBAM, which could increase Europe's export costs.

Nifty ended the week with a minor loss of 131.40 points or (-0.53%). It oscillated within a narrow range of 25246–24806 and faces strong overhead resistance. The index continues to trade cautiously, with the 25150–25200 zone being a critical resistance area and 24600–24450 an important support range. The weekly RSI stands at 54.98, and the MACD remains in a buy mode.

The S&P 500 has notched five record highs in as many trading days, a 28% rally since April 8, forming a V-shaped recovery, the second-fastest rebound from a 19% drawdown in 75 years. Earnings expectations have rebounded with the market, with companies revising forecasts 6.4% higher in Q2 and 13.9% for 2026, according to FactSet and Morgan Stanley's Mike Wilson.

Rajoo Engineers Ltd signed a non-binding indicative offer to acquire a company with a three-decade legacy. The acquisition aims to strengthen Rajoo's position through end-to-end solutions, enhance product offerings, and expand its footprint in India and global markets. The target company's strong brand reputation and established presence were cited as key attractions.

Xiaomi's CEO Lei Jun, who co-founded the Chinese tech giant in 2010, set a Guinness World Record in the past for selling 2.1 million smartphones in 24 hours. He recently achieved significant success with Xiaomi's YU7 electric SUV, selling over 200,000 units within three minutes of its release, demonstrating his continued salesmanship skills.

Navneet Munot, MD & CEO of HDFC Mutual Fund, predicts strong growth in the Indian stock market and mutual fund industry due to factors including under-penetration, transparency, technology, and trust. He notes the Indian market is advanced in terms of technology and mutual fund products are highly transparent. Penetration improvement and trust are key areas for growth.

Trump announced a 15% tariff on Japanese imports after previously threatening a 20% or higher rate. Markets reacted positively due to the lower-than-expected tax, but this will raise taxes on Americans by 13.4 percentage points. The cumulative effect of Trump's tariffs has raised the average import tax from 2.5% to about 20%.

FM Nirmala Sitharaman stated that India's economic growth remains the top priority, directly linked to job creation and inclusive development. She emphasized sustained public capital expenditure as a key driver and committed to continued capital spending. Key priorities include maintaining growth, defining the Global South's voice, and creating an economic ecosystem for aspiring sections.

The margin for Whirlpool of India increased from ₹8.5% in the same period last year to ₹8.7% in the first quarter. On Saturday, July 26, Whirlpool of India Ltd. released its first-quarter financial results. In the June quarter, the company's net profit climbed by a slight 0.7% to ₹146 crore from ₹145 crore in the same period last year.

IDFC First Bank reported a 32.07% dip in net profit to Rs 462.6 crore for Q1 FY26, down from Rs 681 crore a year ago, with a 5% decline in net interest income and worsening asset quality, indicated by a rise in gross non-performing assets to 1.97%. Net NPA increased to 0.55% and net interest margin slipped to 5.71%. The stock fell 3.1% to Rs 70.63.

Q1FY26 Results: On Saturday, July 26, Balkrishna Industries Ltd. released its first quarter financial results. From ₹490 crore in the previous fiscal year to ₹288.3 crore in the June quarter, its net profit fell 41.2%. From the same quarter last year, the company's revenue climbed 1.7% to ₹2,760 crore from ₹2,714 crore.

Goldman Sachs notes clients are increasingly comfortable betting against unprofitable tech companies, after recent meme stock manias sent shares of smaller names surging. The bank's speculative trading indicator jumped to a high level and bullish call options reached 61% of all volumes since 2021. Clients are seeking hedges against potential US stock losses due to earnings and a tariff deadline.

American Airlines Group Inc. has taken possession of its first Airbus A321XLR in Hamburg, Germany, but the plane will remain in Europe due to a seat supply chain shortage. Initially set for US transcontinental routes, the aircraft will stay put until the issue is resolved. This is the second airline to face this issue, following Delta Air Lines.

A SEBI report found 91% of retail traders in India incur losses when trading equity derivatives, with net losses doubling to ₹1.06 lakh crore in four years. Retail traders prefer index options due to cash settlement and lower costs. To reduce losses, SEBI could revisit stock derivative settlement, adjust margin requirements, and narrow the STT cost gap between options and futures.

Alembic Pharmaceuticals Ltd. received final USFDA approval for Carbamazepine extended release tablets in 100mg, 200mg, and 400mg strengths, equivalent to Novartis' Tegretol-XR product. The tablets are indicated for convulsant use and trigeminal neuralgia. This is Alembic Pharma's 202nd final USFDA ANDA approval, with an estimated market size of $71 million.

L&T Technology Services Ltd. signed a $60 million multi-year agreement with a US wireless telecommunications provider. LTTS will deliver network software development and application engineering solutions, including R&D lab integration and functionality testing. A US delivery center will be established to support project delivery and leverage LTTS' capabilities in Smart World Connectivity.

NLC India Ltd, led by CMD Prasanna Kumar Motupalli, is exploring overseas rare earth element sources and initial talks for African lithium, Congolese copper, and cobalt mines. The move addresses China's recent export curbs on rare earth elements. NLC India aims to produce one million metric tonnes of critical minerals in the next 5 years from domestic and overseas sources.

Lodha Developers reported a 42% increase in consolidated net profit to Rs 675 crore, with pre-sales rising 10% to Rs 4,450 crore during the quarter. Revenue increased to Rs 3,624 crore, with projects launched worth Rs 8,300 crore. The company is expected to maintain its FY26 pre-sales growth guidance of 20%.

Ukrainian President Volodymyr Zelenskyy plans to ask European allies for funding to improve soldiers' salaries amid recruitment shortages. Ukraine's state budget faces a 20% deficit due to massive military spending, and Zelenskyy seeks $25 billion annually for defense. He's holding talks with global leaders, including US officials, to secure contracts worth $10-$30 billion for drone production.

Bajaj Finance shares dropped 4.7% on Friday due to analyst concerns over MSME asset quality pressures. JP Morgan said that negative earnings revisions and MSME stress buildup are possible. The stock has a 6-18% upside according to most analysts' price targets, however UBS predicts an 18% downside for the stock.

Investors remain optimistic as President Donald Trump's August 1 trade deal deadline approaches. Stocks are near record highs, with Japan and the U.S. already reaching a deal. The Federal Reserve is expected to keep interest rates steady, and the European Union sees a potential 30% tariff-free deal with Washington.

Investors hope a potential US-EU trade deal will bring market certainty ahead of a June 30 tariffs deadline. A framework deal is expected, with officials suggesting a 15% baseline tariff and a 50% tariff on European steel and aluminum. The deal, if reached, could ease trade tensions and encourage market participation, analysts say.

President Donald Trump met with Federal Reserve Chair Jerome Powell and expressed a positive impression that Powell might lower interest rates. Trump previously clashed with Powell over interest rates and the cost of renovating the Federal Reserve's historic buildings, but stated he didn't intend to fire Powell, despite earlier suggestions.

The BSE Sensex index fell 0.36% to 81,463.09 and Nifty50 declined 0.52% to 24,837. Foreign Institutional Investors (FIIs) remained net sellers, selling equities worth Rs 13,552.91 crore, while Domestic Institutional Investors (DII) bought equities worth Rs 17,932.45 crore. Market is expected to remain in consolidation mode amid uncertainty around India-US trade deal and mixed Q1FY26 earnings.

LVMH reported a 4% year-on-year drop in second-quarter sales to 19.5 billion euros, slightly below forecasts for a 3% decline. However, investors were encouraged by a sequential improvement in sales expected from third-quarter onwards and a connection to weaker tourism, with luxury stocks rising as a result.

Ursula von der Leyen travels to Scotland to meet Donald Trump on an agreement deadline for a trade deal between the European Union and the US. The deal, which was previously set to conclude with 30% tariffs, now faces uncertainty as Trump's position on key sectors such as pharmaceuticals remains unclear.

Jain Irrigation Systems Ltd reported its first quarter results for June 30, 2025. Net profit rose 3% to ₹14 crore, revenue increased 4.6% to ₹1,546 crore, and EBITDA rose 12.8% to ₹202 crore with an improved 13.07% margin. Demand growth in some segments offset impacts from lower mango prices, early monsoon, and Maharashtra's Jal Jeevan Mission.

AbbVie, Dominion Energy, and Realty Income are top dividend stocks. AbbVie has a 53-year dividend increase streak, a 3.44% forward yield, and good growth prospects. Dominion Energy offers a 4.58% forward yield with a stable business and strong growth prospects. Realty Income has a 5.58% forward yield with 30 consecutive years of dividend increases.

Deductions for home loan repayment can significantly reduce taxable income. Key deductions include: - Principal repayment u/s 80C up to ₹1.5 lakh - Interest under Section 24(b) up to ₹2 lakh or ₹2 lakh for rental properties with a loss limit of ₹2 lakh carry forward for 8 years - ₹50,000 extra interest for ₹35 lakh or below loans under Section 80EE

Piyush Goyal stated India will respond if London levies Carbon Border Adjustment Tax (CBAM) on Indian exports, citing no explicit provision in the trade agreement. UK to implement CBAM by 2027, affecting Indian steel and iron exports. Goyal added that EU's industry is more concerned about CBAM, which could increase Europe's export costs.

Nifty ended the week with a minor loss of 131.40 points or (-0.53%). It oscillated within a narrow range of 25246–24806 and faces strong overhead resistance. The index continues to trade cautiously, with the 25150–25200 zone being a critical resistance area and 24600–24450 an important support range. The weekly RSI stands at 54.98, and the MACD remains in a buy mode.

The S&P 500 has notched five record highs in as many trading days, a 28% rally since April 8, forming a V-shaped recovery, the second-fastest rebound from a 19% drawdown in 75 years. Earnings expectations have rebounded with the market, with companies revising forecasts 6.4% higher in Q2 and 13.9% for 2026, according to FactSet and Morgan Stanley's Mike Wilson.

Rajoo Engineers Ltd signed a non-binding indicative offer to acquire a company with a three-decade legacy. The acquisition aims to strengthen Rajoo's position through end-to-end solutions, enhance product offerings, and expand its footprint in India and global markets. The target company's strong brand reputation and established presence were cited as key attractions.

Xiaomi's CEO Lei Jun, who co-founded the Chinese tech giant in 2010, set a Guinness World Record in the past for selling 2.1 million smartphones in 24 hours. He recently achieved significant success with Xiaomi's YU7 electric SUV, selling over 200,000 units within three minutes of its release, demonstrating his continued salesmanship skills.

Navneet Munot, MD & CEO of HDFC Mutual Fund, predicts strong growth in the Indian stock market and mutual fund industry due to factors including under-penetration, transparency, technology, and trust. He notes the Indian market is advanced in terms of technology and mutual fund products are highly transparent. Penetration improvement and trust are key areas for growth.

Trump announced a 15% tariff on Japanese imports after previously threatening a 20% or higher rate. Markets reacted positively due to the lower-than-expected tax, but this will raise taxes on Americans by 13.4 percentage points. The cumulative effect of Trump's tariffs has raised the average import tax from 2.5% to about 20%.

FM Nirmala Sitharaman stated that India's economic growth remains the top priority, directly linked to job creation and inclusive development. She emphasized sustained public capital expenditure as a key driver and committed to continued capital spending. Key priorities include maintaining growth, defining the Global South's voice, and creating an economic ecosystem for aspiring sections.

The margin for Whirlpool of India increased from ₹8.5% in the same period last year to ₹8.7% in the first quarter. On Saturday, July 26, Whirlpool of India Ltd. released its first-quarter financial results. In the June quarter, the company's net profit climbed by a slight 0.7% to ₹146 crore from ₹145 crore in the same period last year.

IDFC First Bank reported a 32.07% dip in net profit to Rs 462.6 crore for Q1 FY26, down from Rs 681 crore a year ago, with a 5% decline in net interest income and worsening asset quality, indicated by a rise in gross non-performing assets to 1.97%. Net NPA increased to 0.55% and net interest margin slipped to 5.71%. The stock fell 3.1% to Rs 70.63.

Q1FY26 Results: On Saturday, July 26, Balkrishna Industries Ltd. released its first quarter financial results. From ₹490 crore in the previous fiscal year to ₹288.3 crore in the June quarter, its net profit fell 41.2%. From the same quarter last year, the company's revenue climbed 1.7% to ₹2,760 crore from ₹2,714 crore.

Goldman Sachs notes clients are increasingly comfortable betting against unprofitable tech companies, after recent meme stock manias sent shares of smaller names surging. The bank's speculative trading indicator jumped to a high level and bullish call options reached 61% of all volumes since 2021. Clients are seeking hedges against potential US stock losses due to earnings and a tariff deadline.

American Airlines Group Inc. has taken possession of its first Airbus A321XLR in Hamburg, Germany, but the plane will remain in Europe due to a seat supply chain shortage. Initially set for US transcontinental routes, the aircraft will stay put until the issue is resolved. This is the second airline to face this issue, following Delta Air Lines.

A SEBI report found 91% of retail traders in India incur losses when trading equity derivatives, with net losses doubling to ₹1.06 lakh crore in four years. Retail traders prefer index options due to cash settlement and lower costs. To reduce losses, SEBI could revisit stock derivative settlement, adjust margin requirements, and narrow the STT cost gap between options and futures.

Alembic Pharmaceuticals Ltd. received final USFDA approval for Carbamazepine extended release tablets in 100mg, 200mg, and 400mg strengths, equivalent to Novartis' Tegretol-XR product. The tablets are indicated for convulsant use and trigeminal neuralgia. This is Alembic Pharma's 202nd final USFDA ANDA approval, with an estimated market size of $71 million.