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Kotak AMC s Harsha Upadhyaya anticipates subdued headline earnings growth this season. Cement and quick commerce sectors show strength. Industrials and defence are also promising. Telecom and aviation sectors are expected to perform well. Specialty chemicals stand out within the chemical segment. Individual stocks may offer better growth than the market average. Discretionary consumption is favored over staples.

Hero MotoCorp will trade ex-dividend from July 24, 2025. Investors must buy shares today to receive Rs 65 per share dividend. This dividend reflects the company s strong financial health. The company announced a final dividend of Rs 65 per share. Over the last 12 months, the equity dividend was Rs 140 per share.

GNG Electronics launched its IPO aiming to raise Rs 460 crore through fresh issue and offer for sale, showing strong financials and investor interest with a 44% GMP. The company will use the proceeds to repay debt and for general corporate purposes. Brokerages recommend subscribing, citing GNG s scale, growth, and strategic positioning in the refurbished electronics market.

Rakshit Ranjan highlights a slowdown in Nifty 50 s earnings growth, coupled with high valuations, creating market uncertainty. He suggests a shift towards bottom-up stock picking, emphasizing earnings surprises as key drivers. Marcellus CCP portfolio focuses on companies with competitive advantages and high reinvestment rates, particularly in healthcare and evolving retail models.

Dixon Technologies reported a robust Q1FY26, with net profit surging 100% to ₹280.02 crore and revenue climbing 95% to ₹12,835.66 crore. Motilal Oswal Financial Services reiterated a Buy rating, raising the target price to ₹22,100, anticipating sustainable volume growth and margin improvements driven by mobile segment and PLI scheme benefits. However, the company s net debt has also increased.

A 5-year swing high represents the highest price a stock has reached within a five-year timeframe. This level acts as a significant resistance point where the price has historically struggled to go beyond.​

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.