Indian infrastructure and capital goods sectors show promise. Tariff-related disruptions are creating uncertainty worldwide. Government spending benefits infrastructure and capital goods. Larsen & Toubro is a top pick. Diagnostics face margin pressure. Hospitals are consolidating with global investments. Sun Pharma and Mankind Pharma are appealing. These sectors are poised for growth. Investors should consider these factors.

Market expert Ajay Bagga anticipates trade deals, like those between the UK and Japan, to boost markets. Several Asian countries are pursuing similar agreements, while Korea has engaged with the US. Bagga notes that India might receive an extension on a Russian oil decision, potentially leading to a trade deal with the US.

The Rs 4,000 crore IPO of NSDL will open on July 30 and close on August 1, featuring an offer for sale by key shareholders including NSE and IDBI Bank. The company is targeting a Rs 16,000 crore valuation and has strong financials ahead of listing.

Despite muted returns in broader markets, India’s IPO space has outperformed in 2025, with 27 of 30 listings trading above issue price and delivering average gains of 25%. Strong retail demand, sectoral variety, and attractive valuations are driving momentum in the primary market.

Eternal shares surged nearly 20% this week, driven by strong Q1 revenue growth despite a sharp profit decline. Analysts remain split—some see further upside if the stock sustains above key resistance, while others advise booking profits and waiting for a clear breakout.

Coforge shares: The Noida-based company reported a consolidated net profit of ₹317 crore for Q1 FY26, marking a 21.5% increase from the previous quarter and a 138.4% rise compared to the same period last year. Revenue grew 8.2% quarter-on-quarter to ₹3,689 crore.

Natco’s proposed all-cash deal to acquire nearly 36% of AIHL from minority shareholders is aimed at expanding its presence in South Africa, marking a strategic move to diversify beyond its core markets.

The ECB is likely to pause rate cuts after seven reductions, as inflation nears its 2% target.

Shares of Indian Energy Exchange (IEX) slumped 15% to hit the lower circuit at Rs 159.7 after the CERC approved market coupling for power exchanges. The move, aimed at centralised price discovery, raised concerns over IEX’s dominance and earnings impact. The timing of the announcement, just ahead of Q1FY26 results, further unsettled investor sentiment.

Brigade Hotel Ventures plans to raise ₹759.6 crore through an IPO to reduce debt and acquire land, potentially decreasing promoter stake to 74.1%. A significant portion of its revenue is concentrated in Bengaluru, particularly from the Sheraton Grand Bangalore. While revenue and occupancy have increased, investors are advised to monitor performance post-listing due to high valuation compared to peers.