Market Trends
Next two quarters will be tough for the markets, B. Gopkumar, Axis MF
We've also seen significant sector rotation over the past few weeks, making it difficult for fund managers to stay positioned across every segment, says B. Gopkumar, MD & CEO of Axis Mutual Fund.
 "Next two quarters will be tough for the markets, B. Gopkumar, Axis MF")
ICICI Bank hits 11-month high, soars 19% from June low; nears record high
Share price of ICICI Bank hit a 11-month high, gaining 2.2% at ₹1,450 on the BSE in Friday's intra-day deals ahead of its Q1FY27 earnings on Saturday.
 "ICICI Bank hits 11-month high, soars 19% from June low; nears record high")
Nifty Midcap 100, Smallcap 100 indices down nearly 1% in firm market
At 01:59 PM on Friday, the Nifty Midcap 100 and Nifty Smallcap 100 indices were down 0.6 per cent each, as against 0.7 per cent rise in the Nifty 50 index.
 "Nifty Midcap 100, Smallcap 100 indices down nearly 1% in firm market")
Nifty IT index up 12% in July; HCL Tech, TechM gain 20% from 52-week lows
However, despite recovery from lows, the Nifty IT index underperformed the market by falling 22 per cent, as against a 7.2 per cent decline in the Nifty 50 thus far in CY2026.
 "Nifty IT index up 12% in July; HCL Tech, TechM gain 20% from 52-week lows")
Polycab India extends fall, down 5% in two days post Q1 results
Polycab India traded with a loss of 4% on Friday despite reported upbeat Q1 earnings. Analysts at JM Financial maintain a 'Buy', while Equirus assign an 'Add' rating on the stock.
 "Polycab India extends fall, down 5% in two days post Q1 results")
Reliance gains 2% ahead of Q1 results; should you buy, hold or sell?
Thus far in the calendar year 2026, RIL underperformed the market by falling 16 per cent, as compared to 8.7 per cent decline in the BSE Sensex.
 "Reliance gains 2% ahead of Q1 results; should you buy, hold or sell?")
Tyre stocks skid; Ceat crashes over 9% as Q1 profit sinks 96%
Ceat stock plunged to a low of ₹3,471 on the NSE after the company's consolidated net profit dropped by 96.4 per cent to ₹4 crore owing to forex losses.
 "Tyre stocks skid; Ceat crashes over 9% as Q1 profit sinks 96%")
BHEL hits all-time high; zooms 86% from April low on FPI buying, strong Q1
Analysts at ICICI Securities have a 'Buy' rating on BHEL stock with a fair value of ₹575 as they expect revenue and PAT to grow at a CAGR of 30.5 per cent and 90 per cent over FY26-FY28E.
 "BHEL hits all-time high; zooms 86% from April low on FPI buying, strong Q1")
Nifty Capital Market index slips over 2%; HDFC AMC, Groww down up to 5%
UTI AMC, Nuvama Wealth Management, 360 ONE WAM, KFin Technologies, Angel One and MCX dropped 3 per cent each in intra-day trade on Thursday.
 "Nifty Capital Market index slips over 2%; HDFC AMC, Groww down up to 5%")
Unimech Aerospace up 9%, hits 52-week high; Motilal Oswal initiates 'Buy'
Unimech Aerospace stock hit a 52-week high at ₹1,308, and has bounced back 88 per cent from its 52-week low of ₹695.05 hit on March 30, 2026.
 "Unimech Aerospace up 9%, hits 52-week high; Motilal Oswal initiates 'Buy'")
ABB India soars 10%, hits 52-week high on strong earnings by parent company
Thus far in the calendar year 2026, ABB India has outperformed the market by surging 53 per cent, as compared to 9 per cent decline in the BSE Sensex.
 "ABB India soars 10%, hits 52-week high on strong earnings by parent company")
Biocon gains 3%, stock nears record high; should you buy, hold or sell?
Biocon received approval from the European Medicines Agency (EMA) for a new drug product fill finish line for Semglee (insulin glargine) at its insulin manufacturing facility in Malaysia.
 "Biocon gains 3%, stock nears record high; should you buy, hold or sell?")
Emmvee Photovoltaic zooms 110% from March low; what's driving stock?
Share price of Emmvee Photovoltaic Power hit a new high of ₹371.45, surging 10% in Thursday's intra-day deals after reporting over 100% growth in Q1 net profit.
 "Emmvee Photovoltaic zooms 110% from March low; what's driving stock?")
EMS stocks in demand; Dixon, Kaynes, Cyient DLM rally up to 7%; here's why
The Union Cabinet granted approvals to two key schemes: the Mobile Phone Manufacturing Scheme with an outlay of ₹62,500 crore, and ISM 2.0 with a budgeted outlay of ₹1.3 trillion.
 "EMS stocks in demand; Dixon, Kaynes, Cyient DLM rally up to 7%; here's why")
Mukul Agrawal portfolio stock Hind Rectifiers zooms 19%, hits new high
According to the shareholding data, ace investor Mukul Agrawal held 1.45 equity stake in Hind Rectifiers as of March 2026.
Cement sector stocks log solid gains; Nuvoco Vistas up 26% in 2 days
Looking beyond the Q1, analysts expect domestic cement demand to grow at a healthy 6-8 per cent CAGR over FY27-FY29, driven by sustained public infra investments and housing demand.
 "Cement sector stocks log solid gains; Nuvoco Vistas up 26% in 2 days")
Patanjali Foods tanks 15% on huge volumes; stock hits 6-year low
A combined 26.5 million equity shares representing 2.43 per cent of total equity of Patanjali Foods changed hands on the NSE and BSE till 11:12 AM on Wednesday.
 "Patanjali Foods tanks 15% on huge volumes; stock hits 6-year low")
Ather Energy surges 9%, market-cap crosses ₹50,000 crore; here's why
Hero MotoCorp's board at its meeting held on July 14, 2026 approved an additional investment of up to ₹1,000 crore in Ather Energy.
 "Ather Energy surges 9%, market-cap crosses ₹50,000 crore; here's why")
Landmark Cars zooms 35% in 2 days; what's driving auto dealer stock?
The average trading volumes at the Landmark Cars counter jumped over 10-fold, with a combined 5.6 million equity shares changing hands on the NSE and BSE till 09:29 AM on Wednesday.
 "Landmark Cars zooms 35% in 2 days; what's driving auto dealer stock?")
Will Nifty test 23,800 or jump back to 24,500? Tech analysts decode charts
Technical analysts believe that the Nifty is showing mixed signals on the short-term chart amid the renewed US-Iran war worries and high oil prices. Here are the key levels to watch out for.
 "Will Nifty test 23,800 or jump back to 24,500? Tech analysts decode charts")