Mcap of eight of top-10 firms erodes by Rs 2.07 lakh cr; TCS, Airtel biggest laggards
The combined market valuation of eight of the top 10 valued firms eroded by Rs 2.07 lakh crore (Rs 2,07,501.58 crore) last week, with Tata Consultancy Services and Bharti Airtel emerging as the worst hit....

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Motilal Oswal sees 15&20% upside in L-T and BEL amid strong sector tailwinds
India's capital goods sector is thriving, fueled by strong macro factors and sector-specific growth drivers. Defence, power, renewables, and infrastructure are witnessing robust order books, supported by government policies and easing commodity prices. Defence procurement and infrastructure projects are boosting order momentum....

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Investors anxiously await next steps on trade between US and EU
Investors are on edge as potential U.S.-EU tariffs loom, reigniting global trade war concerns. President Trump's new tariffs on goods from allies like Japan, South Korea, and Canada have heightened uncertainty. Despite initial hopes for a comprehensive trade deal, the EU awaits a possible letter outlining further U.S. duties....

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Jane St impact: Are mysterious price moves in Nifty 50 options sign of market manipulation?
India&s options market faces increased scrutiny as unusual pricing patterns in Nifty 50 straddles spark manipulation concerns. Traders report straddles defying expected decay, pointing to large-scale bets. Following SEBI&s action against Jane Street, market activity has dipped, and volatility indicators hit new lows on recent expiry...

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Battle-hardened Wall Street bulls are proving very hard to scare
Wall Street shows resilience despite inflation, tariffs, and geopolitical tensions. Investors brush aside trade war fears, favoring bullish bets. Bitcoin surges, bonds stabilize, and stocks remain near records. Experts debate whether this is resilience or complacency. Some see opportunities, betting on the administration backing down from tariffs....

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Q1 earnings, FII activity among 7 factors that may impact D-Street action this week
Indian markets experienced a downturn due to global tariff uncertainties and a lackluster earnings season start. The Nifty slipped below its 20-day EMA, entering a consolidation phase. Investors will closely monitor Q1 earnings from major companies, domestic inflation data, global events, IPO activity, FII flows, technical indicators, and rupee...

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Hunting for value stocks? Jefferies has 11 stock ideas. Check full list - Value Bets
Three Adani group names, Adani Energy Solutions, Adani Ports, and AWL, feature prominently, alongside midcaps like Belrise and Sagility. Here's the full list of Jefferies& curated value bets...

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Jane Street: Jane Street India ban threatens 900% rally for Asia&s oldest stock exchange
As Asia's oldest stock exchange, BSE, approached its 150th anniversary, regulatory scrutiny and market volatility cast a shadow. Concerns over retail investor losses in equity derivatives and a ban on Jane Street Group have fueled uncertainty. BSE faces challenges to innovate and adapt amid potential stricter oversight and increasing competition...

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Foreign Portfolio Investors: FPI outflows at Rs 1 lakh crore in 2025 so far; Rs 555 crore pulled out in July alone
Foreign Portfolio Investors have exhibited a selling trend in Indian equities, with outflows of Rs 555 crore in July, marking a reversal after three months of positive inflows. This shift is attributed to high valuations following a market recovery and the attractiveness of cheaper markets elsewhere....

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Copy of Copy of Business

Behind every smart move, there’s a golden rule. And now, a whole series of them. Welcome to The Golden Thumbrule, where wisdom meets action. Each week, Kshitij Anand sits down with one sharp mind shaping how we build wealth today, bringing you insights, stories, and lessons you won’t find anywhere else. From real estate to markets, personal fin...

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GTPL Hathway: GTPL Hathway Q1 net profit drops 27% to 10.5 crore
GTPL Hathway reported a 27% decline in net profit, reaching Rs 10.5 crore for the quarter ended June, while revenue increased by 7% to Rs 909.1 crore. The cable TV business saw a slight revenue dip, but the subscriber base remained stable at 9.6 million. Broadband ARPU rose, and data consumption surged, with network expansion continuing....

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Nvidia CEO Jensen Huang sells shares worth $36 million, net worth nears Buffett
Nvidia CEO Jensen Huang has sold $36.4 million worth of his company's shares, adding to previous sales under a prearranged trading plan. This move comes as Huang's wealth approaches Warren Buffett's due to Nvidia's success in the AI hardware market. Despite the sales, Huang still holds a significant number of Nvidia shares....

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Small Steps, Big Returns: How Retail Investors Can Build Wealth in Today&s Market
Indian stock market sees a surge in retail investors since 2020. Millions of new demat accounts opened, democratizing wealth creation. Investors should be financially aware and seek advice. Innovation in financial services grows, but beware of frauds. Diversify portfolios and avoid leverage. Long-term wealth creation is emphasized. Watch...

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US Stocks: S-P 500 ends down as tariffs sour sentiment
The S-P 500 eased from a record high the day before, with caution prevailing after Trump on Thursday imposed 50% tariffs on Brazil and as the European Union braced for a possible letter from Trump with details on fresh tariffs....

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Reliance Infrastructure plans fundraising initiative through equity, debt instruments
Reliance Infrastructure aims to bolster its financial standing. The company will raise long-term capital through various financial instruments. A board meeting is scheduled for July 16, 2025, to discuss the capital raising strategy. This includes equity shares, equity-linked securities, and Non-Convertible Debentures. The company is targeting...

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The two-engine problem: How valuation and earnings are pulling markets apart
Indian markets showed optimism in June but now face uncertainty. Despite positive macro factors, earnings growth is weak. Private investment and consumption are struggling. The market is likely to remain range-bound. Multiple breakout attempts are expected but may fail. This favors bottom-up stock picking strategies. A long wait is ahead for...

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Housing finance companies: HFCs may log modest Q1 growth, but rate cut to weigh on margins
Housing finance companies (HFCs) are anticipated to reveal modest earnings for the June quarter, supported by an 8% year-on-year rise in loan disbursals. However, margins are expected to face pressure from bank competition and rate cuts. Provisioning costs might increase due to slower recoveries, potentially leading to flat profit growth after tax....

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TCS, Bharti Airtel, among 78 stocks approaching record dates for dividends, bonus issue, stock splits - Key corporate actions
The third week of July 2025 brings a host of corporate actions, including final dividends, interim payouts, bonus issues, and a rights offering....

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These 12 Nifty microcap stocks can rally 50-140% in the next 12 months - Top Performers
Top potential gainers include Easy Trip Planners, GMM Pfaudler, Mahindra Lifespace, and HG Infra Engineering, with upside ranging from 50% to over 140%...

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Glenmark Pharmaceuticals stocks: Glenmark surges 20% after major drug licensing deal with AbbVie
Glenmark Pharmaceuticals shares surged following a significant licensing agreement. Ichnos Glenmark Innovation partnered with AbbVie for a drug targeting oncology and autoimmune diseases. Glenmark will receive $700 million upfront. Potential milestone payments could reach $1.2 billion. Future sales will also generate revenue for Glenmark. Analysts...

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Warren Buffett&s hidden quantum play: Berkshire Hathaway&s bet on Alphabet and Microsoft&s next big frontier
Warren Buffett, known for his traditional investments, is indirectly venturing into quantum computing through Berkshire Hathaway's subsidiary, New England Asset Management (NEAM). NEAM's portfolio includes significant holdings in Alphabet and Microsoft, both heavily invested in quantum technology. Alphabet's Willow chip and Microsoft's Azure...

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5 world market themes for the week ahead
Global markets brace for a week dominated by inflation data from the U.S. and UK, alongside crucial growth figures from China, all while navigating the uncertainties of Trump's trade policies. Earnings season commences on both sides of the Atlantic, with expectations of weaker growth, particularly in Europe....

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RBI: RBI's 7-day VRRR auction undersubscribed as banks favor lending in overnight market
The RBI's seven-day VRRR auction was undersubscribed as banks favored lending in the overnight market due to higher rates. Lower participation was also linked to CRR reporting on Friday. The auction aimed to manage liquidity and keep overnight rates within the LAF corridor, signaling the RBI's discomfort with a large liquidity surplus, currently...

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Wall Street Week Ahead: Earnings, inflation data confront resilient US stocks rally
U.S. stocks, having surged 26% since April, face a crucial test with the onset of corporate earnings season and a key inflation report. Investors are keen to assess the economic impact of tariffs, with S-P 500 companies anticipating a 5.8% profit increase, down from earlier estimates....

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Hindustan Unilever: Analysts pin HUL's revival hopes on CEO Priya Nair
Priya Nair's appointment as HUL's first woman MD - CEO has boosted investor confidence, with the stock rising by 5%. Nair is expected to revitalize the company amidst slowing growth and competition from D2C brands. Analysts are optimistic about her track record of improving profit margins and driving growth through premiumization and strategic...

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Indian investors show resilience amid volatility; Nvidia, Tesla emerge as top stock picks - Conviction over noise
Q2 2025 was marked by market volatility triggered by President Trump's tariff announcement and geopolitical uncertainty, which caused a brief market panic...

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Fed's Goolsbee: Need to wait until anxiety recedes to feel comfortable about outlook
Austan Goolsbee of the Chicago Federal Reserve notes challenges in assessing the economy. Donald Trump's tariff announcements create complications. Business contacts express concerns about potential inflation. Goolsbee awaits a period of stability before confirming a soft economic landing. Frequent supply shock concerns contribute to economic...

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Religare Enterprises: Religare to raise Rs 1,500 crore from Burman Family and select investors
Religare Enterprises is set to raise ₹1,500 crore through preferential allotment of warrants, with the Burman family of Dabur contributing ₹750 crore. Other investors include Hindustan Times group, Ashish Dhawan and JM Financial. The capital will fuel business growth, strategic initiatives, and new opportunities across Religare's...

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