Stock Market Soars as Investors Ride the Bullish Wave

The stock market is witnessing a strong upward trend as investors gain confidence amid positive economic indicators and corporate earnings.

Tech Stocks Lead Market Rally as Investors Bet on Innovation

The stock market is witnessing a surge, led by tech giants as investors pour money into AI, semiconductors, and fintech stocks. Optimism around innovation and strong earnings reports fuel the bullish momentum.

Stock Market Hits Record Highs as Investors Eye Fed Policy and Earnings

The stock market is soaring to record highs, driven by strong corporate earnings and investor optimism over Federal Reserve policies. Tech and energy sectors lead the charge, while analysts remain cautious about future rate hikes.

Tech Stocks Lead Market Rally as AI Boom Continues to Drive Investor Optimism

Tech stocks are fueling a market rally as artificial intelligence (AI) innovations continue to drive investor enthusiasm. With major companies reporting strong earnings, analysts predict sustained momentum in the stock market.

Stock Market Hits Record Highs as Big Tech and AI Stocks Surge

The stock market is reaching record highs, driven by strong gains in Big Tech and AI-related stocks. Investors remain optimistic as corporate earnings continue to impress.

How Blue-Chip Stocks Provide Stability in Volatile Markets

In times of market uncertainty, blue-chip stocks serve as a safe haven for investors. These financially strong and well-established companies offer stability, consistent dividends, and long-term growth potential.

Markets Nosedive Amid Geopolitical Tensions; Sensex Sheds Over 1000 Points

Mumbai – Indian equity markets witnessed a sharp sell-off on Thursday as escalating geopolitical tensions between India and Pakistan rattled investor sentiment, dragging benchmark indices deep into the red.

Q4 Results 2025 : Hero MotoCorp Profit Jumps 24.21%, GAIL Posts ₹2,491.76 Cr

By Financial Dailies| Updated: May 13, 2025, 15:05 IST | 
The Q4 FY25 earnings season is in full swing with several key companies announcing their fourth-quarter results today. Among the early highlights, Hero MotoCorp reported a strong profit growth of 24.21%, while GAIL (India) Ltd posted a marginal rise in profit at ₹2,491.76 crore.

Other major companies scheduled to release their Q4 results today include Tata Motors, Bharti Airtel, Siemens, VIP Industries, Cipla, GlaxoSmithKline Pharmaceuticals, Metropolis Healthcare, Taj GVK Hotels & Resorts, NIIT, Shemaroo Entertainment, Max Financial Services, Jubilant Ingrevia, Aditya Birla Capital, and Honeywell Automation, among others.

Smallcap and Midcap Stocks Tumble, Breaking Market’s 7-Day Winning Streak

The shares of several smallcap and midcap companies dropped sharply on July 1, pushing the broader market indices into the red to snap a seven-day gaining streak. The smallcap and midcap indices are currently underperforming the benchmarks, after several consecutive sessions of outperforming them.

The Nifty Smallcap and Nifty Midcap indices dropped around 0.3 percent each to hover around 19,009 and 59,544 respectively in the afternoon. Notably, the broader market indices had seen significant surge in the recent days, with the market capitalization of the BSE Midcap index and BSE Smallcap index surging by a whopping Rs 2.45 lakh crore and Rs 3.41 lakh crore respectively in just seven sessions.

The sharp fall may come as investors resort to profit booking at elevated levels.

Pimpri-Chinchwad Cyber Cell Busts ₹1.11 Crore Share Market Crypto Fraud, Arrests Five

In a significant breakthrough, the cyber cell of Pimpri-Chinchwad police has unearthed a ₹1.11 crore share market fraud linked to cryptocurrency laundering. Five individuals — Sharad Dilip Saraf, Suraj Tatyaram Saykar, Sanket Sandeep Nahwale, Nagesh Narsinhrao Ganage, and Yogiraj Kisan Jadhav — were arrested for orchestrating an elaborate investment scam. Originally operating a software firm, Saraf and Saykar resorted to fraud following a business slump.

The gang impersonated representatives of a fake “Ali Express trading” platform and convinced an IT professional to invest with promises of 15% returns. Gaining the victim's trust through initial profits, they eventually siphoned off ₹1.11 crore. The funds were routed through mule bank accounts and converted into USDT (a stablecoin cryptocurrency), then moved abroad.

During the probe, police tracked ₹2 lakh of fraudulent withdrawals in Nagpur, leading to Saraf’s arrest and the subsequent capture of the co-conspirators. According to officials, Nahwale handled mule accounts, coordinated withdrawals, and, along with Ganage, facilitated USDT purchases.

This case highlights the increasing use of digital assets in laundering fraud money and underscores the need for robust cyber surveillance and public awareness.

SBI Declares Reliance Communications’ Loan Account as Fraud; Anil Ambani Named

The State Bank of India (SBI) has officially declared the loan account of Reliance Communications Ltd. (RCom) as ‘fraud’, citing irregularities dating back to August 2016. In an exchange filing, SBI also announced that it will report the name of Anil Dhirajlal Ambani — former director of RCom and head of the Reliance Group — to the Reserve Bank of India (RBI), in accordance with regulatory norms that require naming key personnel involved in fraudulent accounts.

RCom, once a major player in India's telecom sector, is currently undergoing corporate insolvency proceedings under the Insolvency and Bankruptcy Code (IBC). The company stated that a resolution plan has already been approved by its creditors and is awaiting final approval from the National Company Law Tribunal (NCLT).

As per RBI guidelines, banks must notify the RBI within seven days of classifying an account as fraud and file a complaint with the Central Bureau of Investigation (CBI) within 30 days if the amount involved exceeds ₹1 crore. This development could lead to further regulatory scrutiny and potential investigations.

RCom highlighted that all management responsibilities currently lie with the court-appointed resolution professional, as its board remains suspended during the insolvency process. No official response has yet been issued by either SBI or Anil Ambani.

Tata Capital Unlisted Shares Drop Ahead of IPO; Rights Issue Set at ₹343 per Share

Mumbai: Unlisted shares of Tata Capital have seen a notable correction in the pre-IPO market following the announcement of its upcoming ₹1,751.85 crore rights issue and comparisons with the recent HDB Financial Services IPO. Once trading at ₹1,000–₹1,050, Tata Capital's shares have now slipped to the ₹875–₹900 range, according to unlisted market dealers. The drop comes amid tempered sentiment after HDB's price band was revealed, leading to recalibrated expectations for Tata Capital's valuation.

On June 26, Tata Capital's board approved a rights issue of 5.1 crore shares at ₹343 each, in a 1:78 ratio, open from July 4 to July 13. Experts believe this issue price may influence the upcoming IPO pricing. Despite the correction, Tata Capital continues to command a premium, thanks to its strong Tata Group lineage and robust fundamentals.

Industry observers, including Sandip Ginodia (Altius Investech) and Hitesh Dharawat (Dharawat Securities), anticipate the IPO could be launched within 40–60 days, possibly at a price around ₹500. Tata Capital aims to raise around ₹17,200 crore (~$2 billion) through its public offering in compliance with RBI's September 2025 listing mandate for upper-layer NBFCs. Its DRHP was cleared by SEBI in June 2025.

Skoda Auto India Records Highest-Ever Half-Yearly Sales with 36,194 Units Sold in H1 2025

Škoda Auto India has achieved a historic milestone by recording its highest-ever half-yearly sales in the country, selling 36,194 units between January and June 2025. This represents an impressive 134% growth over the same period in 2024 and cements Škoda’s position among the top seven car manufacturers in India, climbing four spots in national rankings.

The strong sales performance is attributed to Škoda’s expanding product portfolio, particularly the launch of the Kylaq, a sub-4m SUV targeting wider customer segments, and the all-new second-generation Kodiaq luxury 4x4. Alongside the popular Kushaq SUV and Slavia sedan, the brand now caters to a broader spectrum of Indian consumers across both urban and semi-urban markets.

As part of its 25th anniversary in India and 130th year globally, Škoda Auto India has also expanded its reach with over 295 touchpoints, aiming for 350 by year-end. The company continues to focus on customer satisfaction by offering industry-leading warranties, extended service packages, and the complimentary Škoda Supercare maintenance plan.

According to Brand Director Ashish Gupta, these achievements reflect growing customer trust and Škoda’s commitment to delivering value through innovation, accessibility, and exceptional service.

Gabriel India Hits 20% Upper Circuit; Elara Ups Target Price to ₹1,115 Amid Business Transformation

Gabriel India shares surged 20% to ₹1,011.45, marking an 88% rally over the last seven trading sessions. This momentum follows Elara Securities' revised target price of ₹1,115—up 67% from its previous estimate—driven by the company’s transition into a multi-product auto ancillary player. The upward revision stems from a composite scheme of arrangement involving Gabriel India, Asia Investments Pvt Ltd (AIPL), and Anchemco India Pvt Ltd. The scheme will see the vesting of AIPL’s automotive business, including Anchemco’s operations and strategic investments in Dana Anand India, Henkel ANAND India, and ANAND CY Myutec Automotive, into Gabriel India.

Brokerages view the move as EPS-accretive, with Elara projecting a 41% EPS boost for FY25 and estimating FY27E and FY28E EPS at ₹31 and ₹35.30 respectively—up from ₹22.80 and ₹26.60. The forecast assumes an 8–10% CAGR in profits from the acquired businesses. Elara values the stock at a 35x forward P/E, matching peer Endurance Technologies, and expects a 45% EPS CAGR through FY27. Citing product diversification and inorganic expansion, Elara named Gabriel India a top pick, forecasting a 32% upside from Tuesday’s close.

GST revamp may slash daily-use goods tax from 12% to 5%, major relief likely this month

The central government is considering a major restructuring of Goods and Services Tax (GST) rates that could significantly ease the financial burden on middle- and lower-income households. At the heart of the discussion is the possible elimination of the 12% GST slab, which currently applies to many daily-use goods. These products may either be moved to the 5% tax bracket or benefit from a reworked rate structure, according to sources familiar with the matter.

A senior official indicated that shifting these goods to the 5% category would provide tangible relief to average Indian families grappling with inflation and high living costs. The proposal is likely to be taken up in the upcoming 56th meeting of the GST Council, expected later this month. The required 15-day notice for the meeting is already in motion, suggesting that discussions are at an advanced stage.

This move would not only simplify India’s GST architecture but also send a strong message about the government’s commitment to tackling inflation. Long-term plans may involve compressing the current multi-slab system into a three-tier structure with rates like 8%, 16%, and 24%, or 9%, 18%, and 27%. While final approval will depend on GST Council consensus, the Centre appears poised to act decisively.

Nestlé India Shares in Focus Ahead of Dividend Record Date

Shares of Nestlé India Ltd. are expected to draw investor attention on Thursday, July 3, as it marks the last trading session to qualify for the company’s final dividend of ₹10 per share. The record date, set for July 4, will determine eligible shareholders for the dividend payout, which was approved by the company’s board following its Q4FY25 results.

Due to India’s T+1 settlement system, investors must own Nestlé shares by July 3 to receive the dividend. Purchases made on the record date itself will not be eligible, as the shares will go ex-dividend on July 4.

Nestlé had earlier announced a final dividend of ₹10 per share, despite reporting a 5% year-on-year decline in Q4 net profit to ₹885.4 crore, primarily due to higher input costs. Revenue rose 4.5% to ₹5,503.8 crore, in line with market expectations. Ebitda increased by 3% to ₹1,388.9 crore, but margins slightly contracted to 25.2%.

Domestic sales grew 4.3%, while exports declined 8.7%. The company continues to face pressure from elevated raw material prices, particularly palm oil and coffee, which may impact margins going forward.

Nykaa Shares Fall 4% After Block Deal; Banga Family Offloads 2% Stake

Shares of FSN E-Commerce Ventures, the parent company of beauty and fashion retailer Nykaa, fell 4% in early trading on Thursday, July 3, following a significant block deal involving the sale of approximately 6 crore shares—representing around 2.3% of the company’s total equity. At 9:20 a.m., the stock was trading at ₹203.15 on the NSE.

Sources reveal that the block deal was led by the Banga family, including shipping magnate Harindarpal Singh Banga, who sold nearly 2% of their stake in Nykaa. The family, once early backers of the startup, has now reduced its holding from around 5% to between 2–2.5%.

The Banga family first invested in Nykaa in 2014, when the company was valued at just $20 million. Today, Nykaa is valued at approximately $700 million, making their early investment significantly profitable. In 2024 alone, the family sold shares worth ₹809 crore at an average price of ₹198 per share.

Despite the block deal, Nykaa continues to report strong business performance. In Q4 FY25, the company posted ₹2,062 crore in consolidated revenue (up 23.6% YoY) and a profit of ₹20.28 crore. By 1:35 p.m., the stock was down 3.93% from the previous close.

India’s Electronics Manufacturing Trade Falters Amid Shrinking Margins and Waning Investor Confidence

India’s once-celebrated electronics manufacturing sector — a cornerstone of the "Make in India" initiative — is witnessing a sharp pullback, as shrinking margins, lofty valuations, and slowing demand test investor patience. Stocks of key players like Dixon Technologies and Kaynes Technology have plunged over 15% year-to-date, significantly underperforming the broader market.

The correction marks a shift from years of euphoria, where India was seen as a potential manufacturing rival to China. Firms involved in making consumer electronics, mobile phones, and air conditioners had attracted immense investor interest due to robust topline growth, government subsidies, and geopolitical shifts. However, elevated valuations — some over 50x one-year forward earnings — now appear unsustainable, especially as demand growth begins to lag behind investment expansion.

Government incentive schemes such as PLI (Production Linked Incentive) have driven much of the sector's momentum, but with expiry dates nearing — especially for mobile manufacturers in FY26 — questions over long-term sustainability are surfacing. Additionally, upstream expansion efforts and rising capex commitments by firms like Kaynes and Amber Enterprises are adding to investor caution.

While India’s manufacturing ambitions remain intact, analysts warn that the sector’s next leg of growth must come from competitive edge and capital discipline

InCred Equities Unveils Top Stock Picks for July 2025 Amid Mixed Macroeconomic Trends

Amid a challenging macroeconomic backdrop marked by sluggish industrial production and investment activity, InCred Equities has released its high-conviction stock recommendations for July 2025. The firm has updated its model portfolio by introducing NTPC as a new largecap "add" and removing Petronet LNG, Birla Corporation, and Ultratech Cement from its recommendations.

InCred notes that India's macro data shows a weakening trend in industrial output, with IIP growth slowing to 1.2% in May 2025—its lowest in nine months. Q1FY26 also witnessed a sharp 70% quarter-on-quarter dip in new investment proposals. However, a silver lining has emerged in the form of above-normal monsoon rainfall in June 2025, with cumulative precipitation exceeding the long-period average by 8.9%. Early and widespread monsoon coverage has boosted kharif crop sowing by 11% YoY.

For July, InCred recommends largecaps like HDFC Bank, TCS, Maruti Suzuki, NTPC, and Lupin. Midcap preferences include UPL, Concor, and Ajanta Pharma, while smallcaps such as Deepak Fertilisers, Thyrocare, and Globus Spirits are also on the radar. These picks reflect a cautious yet opportunistic investment strategy amid ongoing valuation concerns and policy uncertainties.

SEBI Bans Jane Street, Seizes $566 Million Over Nifty Index Manipulation on Expiry Days

In a landmark crackdown, the Securities and Exchange Board of India (SEBI) has banned U.S.-based proprietary trading giant Jane Street Capital and its affiliates from the Indian securities market for allegedly manipulating the Nifty index on expiry days. The market regulator has also impounded $566.3 million (₹4,843 crore) in alleged illegal gains.

SEBI's detailed 105-page interim order outlines how Jane Street, through four of its entities, engaged in aggressive trades in Bank Nifty underlying stocks and futures to influence index prices, allowing them to profit from massive positions in index options. On expiry days, they executed trades worth tens of thousands of crores to shift the index in their favor.

Between January 2023 and May 2025, the group reportedly earned ₹36,671 crore in net profits, with ₹44,358 crore in gains from options trading alone. The manipulation continued even after SEBI issued an advisory in February 2025, prompting regulatory action.

SEBI has frozen Jane Street’s Indian accounts and barred JS Investment India, JSI2, Jane Street Singapore, and Jane Street Asia Trading. Shares of Nuvama Wealth, Jane Street’s local partner, fell 6% after the announcement.

The order underscores SEBI’s commitment to curbing manipulative practices in India’s booming derivatives markets.

Maruti Suzuki Raises Alarm: CAFE Norms Threaten the Future of Small Cars in India

The rise of SUVs in India has sparked concern at Maruti Suzuki, the country’s largest automaker, which warns that Corporate Average Fuel Efficiency (CAFE) norms are accelerating the decline of small cars, once considered the backbone of the Indian automobile market. According to a CNBC-TV18 report, 10 out of 17 models sold by Maruti Suzuki are small cars — a segment now under pressure due to regulatory shifts and changing consumer demand.

CAFE norms are aimed at improving fuel efficiency and reducing emissions. However, Maruti argues that the current framework unintentionally favors larger vehicles, such as SUVs, by allowing them more lenient emission targets, while imposing stricter penalties on smaller, fuel-efficient cars. In contrast, global markets often implement parallel guidelines to protect entry-level segments, recognizing the affordability constraints of low-income populations.

While Maruti highlights regulatory imbalance, other automakers suggest the shift is purely driven by consumer preference for larger, feature-rich vehicles. The debate has reached the corridors of power, with Union Minister Nitin Gadkari reportedly involved in high-level discussions. A possible resolution under consideration is to introduce lighter regulations for vehicles under 1,000 kg.

This regulatory crossroads could determine the fate of affordable mobility in India — a market where one-size-fits-all solutions rarely work.

Adani Group front runner to buy Jaiprakash Associates; stock falls 50% in six months

Shares of Jaiprakash Associates (JP Associates) hit the lower circuit on Friday, even as reports suggest that the Adani Group has emerged as the frontrunner to acquire the debt-laden infrastructure firm undergoing insolvency proceedings. According to sources cited by Business Standard, Gautam Adani-led conglomerate has placed a ₹12,500 crore bid, with an upfront payment offer exceeding ₹8,000 crore — without any preconditions.

JP Associates, once a major infrastructure player, has seen its market value erode sharply. The stock dropped 5% to ₹3.07, locking in at its lower circuit and marking a 71% decline from its 52-week high. Over the last six months, the stock has plummeted more than 50%.

The Committee of Creditors (CoC), led by National Asset Reconstruction Company Ltd (NARCL), is set to initiate talks with bidders next week. Other suitors include Dalmia Bharat Group, PNC Infra, Vedanta, and Jindal Steel & Power. However, Dalmia’s bid hinges on a legal issue related to JAL’s Sports City project, currently pending in the Supreme Court.

Meanwhile, the Allahabad High Court recently upheld the cancellation of a 1,000-hectare land allotment for the Sports City by the Yamuna Expressway Authority, further complicating JAL’s prospects.

Reliance Industries Surges 25% in 2025: Is the Rally Sustainable or Just a Technical Bounce?

After a tepid performance in 2024, Reliance Industries Ltd (RIL) has made a powerful comeback in 2025, with shares rallying 25% year-to-date. This resurgence has reignited investor interest and prompted analysts to debate whether this is a sustainable uptrend or merely a technical bounce.

Analysts believe the rally has legs. According to Hardik Matalia of Choice Broking, the stock recently broke out from a consolidation zone, reaffirming its long-term bullish structure. Currently trading at ₹1,517.80, RIL faces resistance around ₹1,530–1,535 — the September 2024 high. However, Matalia and others view pullbacks as buying opportunities, recommending entries in the ₹1,500–1,510 range with upside targets of ₹1,575–1,600.

Drumil Vithlani of Bonanza Portfolio noted a higher high, higher low pattern, suggesting continued short-term strength, despite recent sessions showing minor selling pressure at higher levels. Amit Trivedi from YES SECURITIES also supports a buy-on-dips approach, targeting a potential move towards ₹1,640.

Fueling the rally is a major corporate restructuring: RIL is spinning off its FMCG business into New Reliance Consumer Products Ltd (New RCPL), ahead of a possible mega retail IPO. The business generated ₹11,500 crore in FY25 revenue and aims to enhance strategic focus and investor clarity.

Indian Stock Market May Hit Record High This Festive Season; Pharma Emerges as Strong Contra Bet

As India gears up for the upcoming festive season, analysts believe the stock market may hit record highs, driven by improving macroeconomic conditions, robust corporate earnings, and festive-driven consumption demand. The Nifty 50 and Sensex are already trading near all-time highs and may gain further ground with strong Q2 results and pre-election optimism on the horizon.

While large-cap sectors like banking, auto, and FMCG are expected to ride the consumption wave, pharma stocks are quietly emerging as a contrarian play. After underperforming over the last year, the pharmaceutical sector is showing signs of a turnaround, backed by improved USFDA clearance trends, stabilizing pricing pressures in the US generics market, and strong domestic demand.

Market experts suggest that investors looking to diversify should consider selective exposure to mid-cap and large-cap pharma names. Stocks with export exposure, especially in the API and formulation segments, could see strong earnings traction.

As festive spending boosts broader market sentiment, the combination of cyclical tailwinds and defensive positioning makes pharma a compelling contra bet — a sector poised to benefit from both global recovery and domestic resilience.

Sindhu Trade Links Hits 52-Week High; Stock Soars Over 50% in a Month Despite Weak Q4

Sindhu Trade Links, a small-cap stock under ₹50, surged up to 14% on Friday, July 4, hitting a 52-week high of ₹34.36 on the BSE. The stock opened at ₹30.22, compared to its previous close of ₹29.95, and has gained over 31% in the past five sessions and more than 54% in the last month. Despite this rally, the company reported subdued financial performance for the March 2025 quarter, posting a 7.61% YoY decline in net sales to ₹134.22 crore and a net loss of ₹7.31 crore, compared to a profit of ₹18.03 crore a year earlier. EBITDA also fell sharply by 93.61% to ₹1.89 crore.

The surge in the stock coincides with upbeat market sentiment. On the same day, benchmark indices Sensex and Nifty opened higher, with key gainers including Bajaj Finance, HUL, and HDFC Bank. Market experts suggest that despite muted earnings growth expectations, strong DII inflows and global cues from the U.S. markets are keeping investor sentiment buoyant. However, market movements remain stock-specific, with selective companies likely to outperform their respective sectors during the upcoming earnings season.

IT Sector Tops Salary Charts; Hyderabad, Chennai, and Ahmedabad Emerge as New Pay Hotspots

The IT and IT-enabled services (ITeS) sector continues to dominate India’s salary landscape across all experience levels, according to Indeed's latest PayMap survey. Fresh graduates in tech roles earn up to ₹28,600 per month, while mid-career professionals with 5–7 years of experience take home approximately ₹68,900. The demand for digital and AI-driven roles is driving this sustained salary growth.

Beyond IT, the manufacturing and telecom sectors are also showing strong upward trends. Entry-level professionals in these sectors earn between ₹28,100 and ₹28,300, while those with 5–8 years of experience earn ₹67,700–₹68,200. Product and project management roles stand out across industries, offering the highest mid-level salaries of up to ₹85,500 per month.

Notably, UI/UX design roles are now closing the gap with traditional tech positions, with senior designers earning up to ₹65,000 monthly. City-wise, Hyderabad, Chennai, and Ahmedabad are outpacing major metros like Delhi and Mumbai in salary growth, reflecting a broader geographic shift in job opportunities.

Despite rising salaries, 69% of employees feel their earnings aren’t keeping up with the cost of living, especially in high-cost cities like Delhi, Mumbai, and Bengaluru. Meanwhile, Tier-2 cities offer a better balance between compensation and affordability.

HDB Financial Shares See Strong Action in Listing Week: Is It Still a Stock to Buy?

HDB Financial Services made a robust debut on the stock markets, rewarding IPO investors with over 14% gains in just three trading sessions. The HDFC Bank subsidiary listed at ₹835 per share, a 12.8% premium over its IPO price of ₹740, and closed its first week with continued momentum. Leading brokerage Emkay Global initiated coverage with a ‘Buy’ rating and a target price of ₹900 by June 2026, projecting a further 7% upside.

Experts believe the rally has long-term legs, backed by strong fundamentals. HDB Financial is India’s fourth-largest retail NBFC with a solid customer base of 1.9 crore. Its loan book has posted a two-year CAGR of 23.5%, with 73% of loans secured — significantly higher than Bajaj Finance’s 60%. The company also benefits from HDFC Bank’s low-cost funding, extensive network, and trusted brand value.

Strategic factors like focus on direct sourcing (82% of disbursements), rural penetration (70% branches in tier-4 towns and beyond), and a favourable interest rate environment make HDBFS an appealing long-term pick. While some experts suggest holding at current levels, its valuation at 3.2x FY25 P/B offers room compared to peers.

Indian Stock Market Strategy Revealed as 90-Day Pause in Trump-Era Tariff Deadline Nears

As the 90-day pause in Trump-era US tariffs nears its end, the Indian stock market has entered a phase of cautious consolidation. Investors are closely tracking the evolving India-US trade negotiations and their implications on global supply chains. Despite the uncertainty, the Nifty 50 recently broke out above the 25,350 resistance level, signaling bullish momentum.

On Friday, the Sensex gained 193 points to close at 83,432.89, while the Nifty advanced 56 points to settle at 25,461. Market analysts say the rebound was supported by domestic institutional investor (DII) inflows, even as foreign institutional investors (FIIs) adopted a risk-off stance.

Vinod Nair of Geojit Financial Services notes that global trade headwinds and mixed cues are keeping markets in a holding pattern. Nitin Jain of Bonanza recommends a defensive strategy, focusing on domestic-driven sectors like banking and FMCG, while cautioning against export-heavy sectors such as IT, metals, and specialty chemicals, which may face pressure if tariffs are reinstated.

Technically, the Nifty remains strong and is on track to hit 26,500–26,600 in 2025, says Bonanza’s Kunal Kamble. He suggests viewing short-term dips as buying opportunities amid an overall bullish trend.

The great Bitcoin power shift has large holders dumping 5,00,000 coins

Bitcoin is undergoing a fundamental transformation as the dynamics of ownership and market behavior shift dramatically. Once known for wild price swings and retail-driven rallies, the world’s largest cryptocurrency is now experiencing an unprecedented transition. Over the past year, long-time Bitcoin whales — including miners, early investors, and anonymous holders — have sold over 500,000 BTC, while institutional players like ETFs, corporates, and asset managers have absorbed nearly 900,000 coins.

Despite a flurry of bullish news — from President Trump’s crypto support to treasury adoption — Bitcoin remains stuck around $110,000. Market volatility has declined to its lowest in two years, with experts warning that Bitcoin may increasingly resemble a low-yield retirement asset rather than a high-growth vehicle.

This transfer of power from anonymous whales to institutions is recasting Bitcoin’s role in the investment landscape. Institutions now hold about 25% of the total supply, bringing stability and legitimacy but also fueling concerns about exit liquidity. Critics argue that institutions may be unknowingly providing whales the perfect off-ramp.

While Bitcoin could soon regain volatility if a new catalyst emerges, analysts expect future gains to be more modest — in the 10–20% range annually — marking the dawn of a more mature, institutionalized crypto era.

SEBI planning campaign to discourage people who don’t understand F&O: Pandey

The Securities and Exchange Board of India (SEBI) is gearing up for a large-scale investor awareness campaign across all segments of the capital market, with a focus on responsible investing, cyber fraud prevention, and market risk education. SEBI Chairman Tuhin Kanta Pandey, speaking at the Bombay Society of Chartered Accountants (BCAS) event on July 5, 2025, emphasized the need for nuanced, investor-centric regulation.

“We’re launching a massive campaign to tackle issues like cyber fraud and promote responsible investing,” Pandey stated. He warned against inexperienced investors entering the Futures and Options (F&O) segment without adequate understanding, urging the need for balanced, diversified portfolios based on individual risk profiles.

In a significant move towards fintech security, SEBI announced that from October 1, new features—Validated UPI and SEBI Check—will be introduced. These tools will allow investors to verify the authenticity of UPI handles and bank accounts, aiming to curb fraudulent activity in financial transactions.

Highlighting regulatory innovation, Pandey proposed a light-touch approach for sophisticated investors and confirmed that SEBI and the RBI are jointly finalizing mechanisms for direct retail investment in G-secs through brokers—mirroring equity market participation.

Gold Prices Steady in Lucknow Amid Global Uncertainty; Weekly Gain of Over ₹1,100

Gold prices in Lucknow remained stable on Sunday, aligning with trends across major Indian cities and reflecting investor caution ahead of key global developments. As per Goodreturns, 22-carat gold in Lucknow is priced at ₹9,075 per gram, while 24-carat gold (999 purity) stands at ₹9,898 per gram.

The steadiness comes after a week of strong gains in the precious metals market. Data from the India Bullion and Jewellers Association (IBJA) shows that 24-carat gold rose by ₹1,135 per 10 grams, climbing from ₹95,576 on June 30 to ₹97,021 on July 4. Similarly, 22-carat gold gained ₹1,131, closing the week at ₹96,633 per 10 grams. This surge brings gold's year-to-date return to 26% for 2025.

Silver also witnessed a sharp rise, gaining ₹2,070 per kilogram to settle at ₹107,580. The white metal remains volatile due to supply constraints and speculative momentum, especially after hitting a record high of ₹109,550 per kg in mid-June.

Across Indian metros including Delhi, Mumbai, Bengaluru, and Chennai, gold prices closely mirrored those in Lucknow. With global financial instability and anticipation surrounding the July 9 US tariff deal, gold and silver continue to shine as preferred safe-haven investments.

Multibagger railway stock has slowed down in a year; here's what analysts say

Shares of Rail Vikas Nigam Limited (RVNL), once hailed as a multibagger railway PSU, have faced headwinds in recent months. The stock has declined 21% over the past year, 9.20% in the last month, and is down 7% over the last six months. However, long-term investors still sit on hefty gains, with RVNL delivering 220% returns in two years and a massive 1194% surge over three years.

Currently trading flat at ₹389.35 with a market capitalization of ₹81,221 crore, RVNL is 40% off its record high of ₹647 hit on July 15, 2024. Technical analysts note a consolidation phase between ₹405–₹380, signaling indecision. According to Drumil Vithlani of Bonanza Portfolio, a breakout above ₹405 on strong volumes may trigger an upside towards ₹440. However, A R Ramachandran, SEBI-registered analyst, flags ₹384 as a key support; a breach below could push the stock towards ₹357.

Fundamentally, the company’s Q4 FY25 results were muted, with a 4% YoY dip in net profit to ₹459 crore and a 4.3% decline in revenue to ₹6,426.9 crore. As the construction arm of Indian Railways, RVNL continues to play a critical role in national infrastructure development, though near-term sentiment remains cautious.

Nykaa shares rise 2% after Q1 business update; should you buy, sell or hold?

Shares of FSN E-Commerce Ventures Ltd., the parent company of Nykaa, rose over 2% to ₹202.4 on Monday, July 7, following a Q1 business update that indicates stable growth momentum despite external challenges. The company projects consolidated revenue growth at the lower end of the mid-20% range, while Gross Merchandise Value (GMV) is expected to outpace revenue growth across key segments.

Nykaa’s beauty business, its largest segment, is estimated to post GMV growth in the higher mid-20s, despite consumer sentiment being dampened by geopolitical tensions during a flagship sales event. The fashion segment is also showing signs of recovery, with GMV expected to grow in the mid-20s and revenue in the mid-teens, improving on a sequential basis.

Across online, offline, eB2B, and its House of Nykaa portfolio, the company continues to report strong performance, positioning itself as a resilient player in the retail and beauty space.

Brokerage outlooks remain mixed:

• Nomura retains a Neutral rating with a ₹216 target, citing slightly softer-than-expected revenue trends.

• CLSA maintains an Outperform call with a ₹229 target, appreciating the stronger GMV growth, particularly in fashion.

Nykaa shares have gained 21% year-to-date.

Suzlon Energy Receives Regulatory Nod for Merger with Suzlon Global Services Ltd

Suzlon Energy shares were in focus on Monday, July 7, after the company received 'no adverse observations' from the NSE and BSE regarding its proposed merger with its wholly owned subsidiary, Suzlon Global Services Ltd (SGSL). The observation letters, dated July 3, 2025, were issued under Regulation 37 of SEBI’s Listing Regulations and pave the way for the next steps in the merger process.

Suzlon Global Services, engaged in operations and maintenance services (OMS) for wind turbine generators (WTG), is expected to be integrated into the parent company to form a more agile and competitive renewable energy player. The merger aims to unlock synergies, enhance operational efficiency, and meet regulatory and customer preferences for single-entity contracts—especially critical for PSU customers where tender conditions require bundled WTG and OMS services from one provider.

Originally incorporated in 2004 as Suzlon Structures Pvt Ltd, the subsidiary has gone through several structural changes before being renamed SGSL in 2017. The Scheme of Arrangement was first approved by Suzlon’s board in October 2024 and is now pending SEBI, NCLT, shareholder, and creditor approvals.

This consolidation is poised to strengthen Suzlon’s position in India’s growing renewable energy market and streamline its business structure.

Vedanta Resources Releases Encumbrance on 56.38% Stake in Vedanta Ltd After USD 200 Million Debt Repayment

Vedanta Resources Limited (VRL), the promoter of Vedanta Ltd (VEDL), has announced the release of encumbrance on 220.5 crore equity shares, representing 56.38% of the total share capital of Vedanta Ltd. This follows the full repayment of a USD 200 million facility agreement, for which a no-objection certificate (NOC) was issued by Canara Bank, London Branch on July 3, 2025.

The released encumbrance was related to a June 28, 2022, facility agreement with Twin Star Holdings Ltd. as borrower and VRL and Welter Trading Ltd. as guarantors. Though no direct pledge was created on Vedanta Ltd shares, the structure of the loan arrangement necessitated reporting under SEBI Takeover Regulations (Regulation 31).

This disclosure, made on July 5, 2025, to the BSE and NSE, fulfills SEBI's regulatory requirement and signals improved financial stability for VRL. While the total promoter encumbrance remains unchanged due to other facility agreements, this release indicates better financial flexibility, a reduction in risk, and stronger promoter commitment — all of which may be viewed positively by investors.

3 Midcap Stock Picks to Watch: Inox Wind, HG Infra, and Tube Investments Recommended by Market Experts

Inox Wind Ltd., HG Infra Engineering Ltd., and Tube Investments of India Ltd. have emerged as top midcap picks by leading market analysts Brijesh Ail (IDBI Capital) and Saurabh Jain (SMC Global Securities).

Brijesh Ail recommends Inox Wind as a strong short-term opportunity. Currently trading around ₹177.76, he sees an upside potential towards ₹197–200, with a possible further rally to ₹220. This view aligns with Motilal Oswal, which recently initiated coverage with a ‘Buy’ rating and a ₹210 target, citing the company’s vertical integration and India's ambitious wind capacity expansion goals.

Saurabh Jain's top midcap pick is Tube Investments of India, a Murugappa Group company known for its engineering excellence in steel tubes, automotive parts, and bicycles. He believes recent corrections have created a solid entry opportunity for long-term investors, recommending it as a hold for at least two years based on strong financials.

Jain also favors HG Infra Engineering, recommending a buy at its current level of ₹1,061.20. The company’s credentials in road and highway infrastructure are reinforced by a recent ₹1,123.1 crore contract from NHAI, awarded to its wholly owned subsidiary in April 2025.

These picks reflect strong sectoral tailwinds and sound fundamentals.