India s corporate bond market is experiencing unprecedented growth in 2025, nearing ₹10 trillion due to lower interest rates and increased capital expenditure. While institutional investors dominate, reforms are needed to enhance retail participation and secondary market liquidity. U.S. fiscal concerns influence global bond yields, impacting India despite domestic rate cuts.

Shriram Wealth s Vikas Satija anticipates a market rebound in the second half of FY25, driven by festive demand, a strong monsoon, and positive earnings. He highlights opportunities in rural consumption, FMCG, infrastructure, and pharma, while cautioning against high valuations in defence stocks. Satija also acknowledges SEBI s efforts to protect retail investors amid derivatives losses.

Diverging inflation trends see developed markets facing rising prices due to tariffs, while emerging markets experience deflation from cost-effective US goods and stronger currencies. Geopolitical risks favor domestically linked sectors like defense and metals. Despite challenges in IT and pharma, financials and FMCG offer resilience, with small-caps presenting opportunities for aggressive investors.

Infosys shares are in focus as Q1FY26 earnings are expected later today. The IT major extended its collaboration with AGCO Corporation to transform IT and HR operations using Infosys Cobalt and Infosys Topaz. Market anticipates a stable quarter, projecting a 7-10% year-on-year net profit increase, driven by strong deal momentum and inorganic gains.

United Breweries reported a 6% YoY increase in profit after tax, reaching ₹184 crore for Q1 FY26, driven by strong volume performance and premium segment sales. Total volume grew by 11%, with premium volume surging 46%. The company remains optimistic about long-term growth, focusing on revenue management and brand-building.

JSW Infrastructure s Q1 FY26 results are out. The company saw a 31% jump in net profit year-on-year, reaching Rs 389.57 crore. Revenue also climbed 21% to Rs 1,223.85 crore. Cargo handling increased by 5%, driven by coal operations. Analysts predict a potential upside for JSW Infra shares, with a Buy rating. Third party cargo volumes also grew.

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Aditya Birla Real Estate (ABREL) shares, significantly down from their peak, are under scrutiny as investors await Q1 results and a funding plan. Technical indicators offer mixed signals, with analysts divided on the stock s potential to rebound. The company s strategic divestment of its pulp and paper division aims to bolster its real estate focus, but near-term losses weigh on sentiment.

Eternal s Q1 results wowed investors, revealing Blinkit s impressive growth. While FIIs and retail investors sold off shares, mutual funds strategically increased their stake, anticipating Blinkit s potential. Blinkit s transition to an inventory-led model and market share gains fueled optimism, leading brokerages to upgrade the stock with higher target prices, recognizing its long-term growth prospects in the food services and quick-commerce sectors.