Indian government bonds are predicted to decline, potentially pushing yields past key levels, influenced by a weakening rupee and hawkish signals from the U.S. Federal Reserve. Concerns arise from potential tariffs threatened by President Trump, adding strain to U.S.-India relations. The Fed s stance suggests a reduced likelihood of a September rate cut, impacting investor sentiment.

Jio Financial share price: Jio Financial Services board approved raising Rs 15,825 crore via warrants to promoter group entities. The stock shows strength in long-term trends but trades below short-term averages. Q1 profit rose 4% YoY to Rs 325 crore.

Mahindra & Mahindra shares: The company reported revenue of Rs 45,436 crore for the quarter, marking a 23% increase compared to Rs 37,010 crore in Q1FY25. Sequentially, profit grew by 24% from Rs 3,295 crore in Q4FY25, while revenue rose 7% from Rs 42,586 crore.

Amidst volatile markets and global trade uncertainties, smart money is shifting beyond benchmark indices, focusing on high-potential sectors like EMS, auto ancillaries, and aerospace engineering. Despite tepid earnings expectations in some sectors, areas like cement and hotels are poised for double-digit growth.

BD Industries Rs 45.36 crore IPO opened today on the BSE SME platform, offering 42 lakh shares at Rs 102-108 each. The company, specializing in rotationally molded plastic products for various sectors, witnessed a significant financial turnaround in FY25. Despite strong revenue and profit growth, the IPO currently shows no grey market premium, with subscription closing on August 1.

U.S. stocks retreated from earlier highs after Federal Reserve Chair Jerome Powell tempered expectations of a September rate cut, despite a stronger-than-expected second-quarter GDP. While labor market data showed strength, concerns about tariffs, particularly on copper, weighed on the market. Tech giants like Microsoft and Meta saw gains after positive earnings reports, contrasting with declines in the materials sector.

Gold prices experienced a rebound, climbing 0.4% to $3,286.99 per ounce, after hitting a one-month low due to renewed trade uncertainties sparked by fresh U.S. tariff announcements. Investors bought on dips, even as expectations for a U.S. rate cut diminished following the Federal Reserve s decision to hold interest rates steady. Market participants are now awaiting the U.S.

The dollar neared a two-month high following the Federal Reserve s cautious stance on interest rate cuts, bolstered by a resilient U.S. economy and easing tariff concerns. Fed Chair Powell s remarks reinforced the dollar s strength, while the euro and sterling weakened, both on track for monthly losses. South Korea recently reached a trade agreement with the U.S.

India s stock market is facing potential losses due to newly imposed US tariffs, the highest in Asia, and concerns over energy purchases from Russia. This development exacerbates existing worries about India s economic slowdown and lagging corporate earnings, leading foreign investors to withdraw and seek more attractive markets like Hong Kong and South Korea.

Oil prices continued their upward trend for the fourth consecutive day due to concerns about potential supply shortages fueled by President Trump s efforts to resolve the Ukraine war and threats of tariffs on countries purchasing Russian oil. The U.S. is also considering tariffs on goods from India and has warned China about buying Iranian oil, further impacting supply dynamics. U.S.