GIFT Nifty
The GIFT Nifty, an early indicator for the benchmark Nifty 50, was up 0.11% at 24,123 as of 6:11 a.m. Global cues remained positive, with US S&P 500 futures rising 0.35% and European Euro Stoxx 50 futures gaining 0.06%.
India Market Recap
Indian equity benchmarks extended their winning streak for a third consecutive week, marking the longest such run in nearly seven months. During the week, the NSE Nifty 50 gained 0.1%, while the BSE Sensex advanced 0.4%, supported by improving global sentiment, easing crude oil prices and sustained domestic institutional buying. On Thursday, the Nifty 50 rose 34.35 points, or 0.14%, to close at 24,056, while the Sensex gained 109.25 points, or 0.14%, to settle at 77,100.47. Market participants remained cautious ahead of the extended weekend, with domestic markets remaining closed on Friday on account of Muharram. On the technical front, Nifty support is placed in the 23,900–24,000 range, while resistance is seen between 24,200 and 24,300.
US Market Recap
Wall Street traded higher on Thursday as technology stocks rebounded after the previous session's weakness, supported by strong corporate earnings. Gains in semiconductor stocks lifted broader markets after Micron Technology reported better-than-expected results, reinforcing optimism around artificial intelligence-driven demand. The S&P 500 opened 0.62% higher at 7,403.65, while the technology-heavy Nasdaq Composite gained 0.59% at the open to 25,627.43. The Dow Jones Industrial Average also advanced nearly 350 points, opening 0.68% higher at 52,207.15.
Asian Market Update:
Asian markets traded on a mixed note amid lingering uncertainties surrounding developments in the Middle East. Japan's Nikkei 225 declined 0.35%, although the broader Topix index gained 0.43%. South Korea's Kospi slipped 2.29%, while the small-cap Kosdaq advanced 0.97%. Investor sentiment remained cautious as market participants continued to monitor geopolitical developments and their potential impact on global growth and energy markets.
Commodity Check
Crude oil prices moved higher after reports suggested that the US and Iran had agreed to halt direct hostilities following recent tensions near the Strait of Hormuz. Brent crude rose as much as 1.9% to $73.39 per barrel before trimming some gains, while US benchmark West Texas Intermediate (WTI) traded around $70 per barrel. Despite the recent uptick, oil prices remain significantly below the highs witnessed during the peak of geopolitical tensions, providing some relief to inflation concerns globally.
Stocks In News
- Torrent Power & L&T: Torrent Power has completed the acquisition of the equity stake and convertible instruments of Nabha Power Limited (NPL) from L&T Power Development at a total consideration of Rs. 3632.35 crore
- RPSG Ventures: Acquired Clarionix Healthcare and approved a scheme of arrangement between Woodlands Multispeciality Hospital and the company. Under the approved scheme, the company's Hospital & Nursing Undertaking will be transferred to Clarionix Healthcare on a slump sale basis for a consideration of Rs. 400 crore.
- HCLTech: Completed the acquisition of a 10.46% stake in Axonwise (Sarvam AI).
- Hexaware Technologies: Formally became an Anthropic Authorized Reseller for Amazon Bedrock, granting the company the mandate to sell and integrate Claude models for enterprise clients.
- Tata Communications: Announced that most customer data affected by the recent fire in Delhi has been successfully recovered. Management noted that only limited cases require validation and rebuilding, and while some customers may face temporary disruption, the overall business impact has not been material.
- Magellanic Cloud: The board approved the merger of IVIS International with the company and okayed a Rs 150 crore corporate guarantee across 3 of its arms. It also approved a preferential issue of equity shares and warrants, moving to allot 3.74 crore shares to non-promoters and issue 12.67 crore warrants to investors. Separately, the investment cap for NRIs and OCIs was raised to 24% from 10%.
- Hindustan Zinc: Successfully deployed a 250 MT Electric Crane at its manufacturing unit located in Rajasthan.
- RITES: The total order value for its Memorandum of Understanding (MoU) with NUPPL has been enhanced to Rs 149 crore from the previous Rs 120 crore. The underlying contract is for the hiring of locomotives on a wet-lease basis.
- Paramount Communications: Received in-principle approvals from the stock exchanges for the issuance of 2.2 crore equity shares at an issue price of Rs 42 per share, alongside the issuance of 72 lakh unlisted convertible warrants.
- Tanfac Industries: Approved the formal closure of its QIP issue, allocating 12.6 lakh equity shares to investors at an issue price of Rs 1,985.83 per share.
- Bandhan Bank: Approved the appointment of Debasish Panda as the Non-Executive Chairman of the bank for a three-year tenure starting July 5. The board also approved his appointment as an Additional Director (Independent) and Independent Director.
- Home First Finance: Announced that Nutan Gaba Patwari has resigned from the position of Chief Financial Officer, with her cessation taking effect from August 31.
- Aster DM Healthcare: Fixed July 9 as the record date for QCIL investors to receive company shares under an approved arrangement. The applicable shareholder swap ratio has been established at 977:1000.
- Isgec Heavy Engineering: Completed the sale of a 25% equity stake in its joint venture to Sumitomo SHI. Following the transaction, Isgec's shareholding in the JV reduced to 26% from 51%, resulting in the JV ceasing to be its subsidiary and becoming an associate company.
- TGV SRAAC: Added 2.5 MWp of solar power capacity, bringing the company's cumulative total solar power generating capacity to 60.4 MWp.
- Godrej Industries: Injected a fresh capital investment of Rs 370 crore into its subsidiary, Godrej Investment. GIVL is an Unregistered Core Investment Company which holds Equity Shares of Godrej Capital Limited and Godrej Wealth & Asset Management Limited.
- Astral: Its subsidiary has acquired a 60% partnership interest in Differentiated and Sustainable Solutions for a total consideration of Rs 39 crore. DSS is engaged in the business of developing technologies for Specialty Chemicals & Materials used in electronics, aerospace, renewable energies and infrastructure. It had a turnover of Rs. 3.2 crore in FY26 with annual capacity of 5.2 MT.
- Nephrocare Health Services: Executed fresh corporate guarantee facilities for its overseas arms, deploying a guarantee of Rs 52.5 crore to its Philippines arm and Rs 31.3 crore to its Singapore arm.
- Suryoday Small Finance Bank: Announced it will seek formal shareholder approval to raise fresh capital up to Rs 500 crore.
- Ravindra Energy: Approved a rights issue of 1.98 crore equity shares at an issue price of Rs 101 per share, which includes a premium of Rs 91 per share.
- GMR Airports: Its subsidiary, GMR Nagpur International Airport, has officially commenced commercial operations.
- Medplus Health: Disclosed that an underlying subsidiary received a single drug license suspension order for one pharmacy store operating in Karnataka.
- Triveni Engineering: Received an in-principle exchange approval for the formal listing of 14.65 lakh equity shares.
- Adani Power: Its subsidiary, Adani Atomic Energy, has incorporated a new step-down arm named PUAEL.
- Thermax: Its Singapore subsidiary, Thermax Engineering, has formally incorporated a new entity named Thermax Integrated Middle East.
- Hind Rectifiers: Expanded its corporate structure by incorporating a new subsidiary named Hirect Global Holdings in the UAE.
- Divgi TorqTransfer: Formally incorporated a new international subsidiary in the United States on June 4.
- LMW: Completed an additional equity acquisition in its UAE-based subsidiary, LMW Holding. Consequent upon completion of the aforesaid transaction, the Company will continue to retain 100% of the ownership of LMW Holding Limited.
- Transport Corporation of India: Set July 17 as the official record date to determine shareholder eligibility for its FY26 final dividend.
- SPARC: Formally terminated its existing pact with CMS Bridging DMCC on June 25. The purpose of the License Agreement was to develop and commercialize multiple products i.e XelprosTM, ElepsiaTM, TaclantisTM, PDP-716, SDN-037 in Mainland China, Hong Kong, Macao and Taiwan.
- Accelya Solutions: Announced the strike-off of its UK arm, Accelya Solutions, with the process scheduled to be completed by Sept. 30.
- Smartworks Coworking: Announced the acquisition of Singapore-based coworking and flex-space operator WorkStudio Spaces with an operational footprint of 26,000 sq. ft. & healthy committed occupancy levels. Upon completion, Smartworks' Singapore portfolio is expected to expand to four centres, with its footprint increasing to 76,000 sq. ft. and total seating capacity exceeding 1,500.
- Godawari Power and Ispat: Announced the formal inclusion of the company in the 2025 Burgundy Private Hurun India 500 List.
- Rishabh Instruments: Disclosed that its subsidiary, Lumel SA, has been presented with the Forbes Diamonds 2026 Award.
- Astral: Approved a major corporate restructuring involving the demerger of its Chemicals Business into Astral Chemie and the merger of Al-Aziz Plastics into Astral. The scheme remains subject to regulatory and shareholder approvals.
- Religare Enterprises: Its step-down subsidiary, Religare Housing Development Finance Corporation (RHDFCL), has formally approved the appointment of Pavan Kumar Gupta as its new Managing Director and Chief Executive Officer (MD & CEO).
- Tata Motors (Passenger Vehicles): The company issued a clarification regarding media reports of a partnership with Stellantis. Management noted that it has a two-decade history of partnership with Stellantis and entered into a non-binding MoU with them in February; however, no definitive agreement has been reached yet.
- ONGC: The state-run energy major has announced the formal appointment of Anupam Agarwal as its new Chief Financial Officer (CFO).
- R Systems International: The board has approved the appointment of Shailesh Kekre as the company's new Chairperson, with the executive role taking effect from June 29.