Bajaj Finance shares: The selloff occurred even though Bajaj Finance reported a solid 22% year-on-year rise in standalone profit after tax to ₹4,133 crore in Q1FY26, driven by a strong 24% YoY growth in AUM and the addition of 4.7 million new customers, along with 13.5 million new loans disbursed.

Embassy Office Parks REIT raised Rs 2,000 crore through India’s first 10-year NCD issuance, marking a major milestone in the REIT market. The oversubscribed issue drew strong institutional interest. Proceeds will refinance existing debt, reduce costs, and stagger liabilities, showcasing growing confidence in long-term investments in India’s commercial real estate.

Bajaj Finserv Q1 Results: The company announced a notable 30.4% year-on-year increase in consolidated net profit for Q1FY26, reaching Rs 2,789 crore. The company s revenue for the quarter rose to Rs 35,439 crore, marking a 12.6% increase compared to the previous year. While revenue experienced a slight sequential dip, net profit saw a substantial 15% rise from the previous quarter.

Jim Rogers expresses optimism about India s potential, highlighting its smart population and potential for economic success if Delhi adopts the right policies. He favors silver over gold, having recently increased his silver holdings, and anticipates a future dollar surge to sell. Rogers remains invested in China and Uzbekistan, actively seeking other undervalued markets with positive changes.

Kotak Mahindra Bank is projected to experience a 26% year-on-year drop in net profit for Q1FY26, according to brokerage estimates. Net interest income is expected to rise modestly by 7%, reflecting margin pressures. Loan growth is anticipated to be healthy at 12-13%, but margins may face headwinds.

Reliance Power shares have dropped 15% in a month amid ED raids and weakening technical momentum. While analysts highlight key support and resistance levels, the stock’s long-term outlook is supported by profitability, debt reduction, and operational efficiency. Regulatory concerns persist, though management maintains no operational impact from ongoing investigations.

Mark Matthews of Julius Baer suggests the India-UK FTA s impact on India will be limited, but hopes it spurs a US trade deal before August 6, potentially boosting the stock market. He anticipates a US tariff for India between 15% and 20%. Matthews favors the IT sector due to its recent downturn and positive management guidance.

European shares retreated on Friday, giving back gains from the previous session, as automobile stocks weighed and investors awaited updates on EU-U.S. trade talks ahead of U.S. President Donald Trump s tariff deadline next week.

Japan s Nikkei share average dropped on Friday, halting a two-day advance that brought the index to the brink of a record, as traders locked in gains spurred by a newly inked trade deal with the United States.