Japanese stocks declined by over 1% and bond yields rose in anticipation of the Bank of Japan's interest rate decision. Meanwhile, tech stocks experienced a downturn, and Nvidia's market value plummeted. Oil prices increased following a report on US crude stockpile drawdowns. Market watchers also looked ahead to potential Fed rate cuts predicted by Goldman Sachs for later this year.

Japanese stocks declined by over 1% and bond yields rose in anticipation of the Bank of Japan's interest rate decision. Meanwhile, tech stocks experienced a downturn, and Nvidia's market value plummeted. Oil prices increased following a report on US crude stockpile drawdowns. Market watchers also looked ahead to potential Fed rate cuts predicted by Goldman Sachs for later this year.

Sensex and Nifty achieved new record highs amid volatile trading, continuing their three-day winning streak. Stocks like Maruti, M&M, and Tata Consumer were highlighted due to earnings and news. Significant profit reports came from GAIL and Indus Towers. Additionally, Vedanta received creditor approval for its demerger scheme filing.

While structural transformation in the auto sector into EV is much talked about and given credit by the street, the fact is that the energy sector as a whole has been quietly going under a transformation. In terms of real impact on the economy it would be much bigger. Many would have not realized that large companies which are in the energy space have been forming joint ventures or subsidiaries to get into new energy areas. Even when elections were going on, a PSU company kicked its hydrogen initiatives and because it was a quiet period for the government as the model code of conduct was going on, not much was talked about it. Energy as a business requires tons of capital and also patience to make the business not only profitable but also the stocks sustainable wealth creator, but once a solution reaches a scale then there is no looking back as it is not easy to enter the sector.

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Real estate stocks have surged over the past year, with the S&P BSE Realty index soaring 90%. DLF stock climbed over 60%, reaching a record high of Rs 967 in April 2024. However, since then, it has fluctuated within a range, finding support above 800 but struggling to stay above the 50-day moving average (50-DMA). After a brief dip in June following a 50-DMA test, the stock rebounded upon retesting the 200-DMA. Though it drifted lower that month, it regained momentum in July.

Indian markets remained volatile throughout the trading session on Tuesday, but bulls pushed the index higher towards the close of the trade.The S&P BSE Sensex rose 100 points while the Nifty50 closed 21 points higher at 24,857 on Tuesday

​The company has also been increasing promotions and offering discounts, resulting in lower prices for some of its products and taking a toll on organic or self-generated sales at its largest division, fabric and home care

On Tuesday, India's equity benchmark index Sensex rose nearly 100 points to close at 81,455. During this uptick, 11 stocks from the BSE commodities index hit their highest prices in the past year. Reaching a 52-week high is important as it represents the highest value a stock has achieved over the last year, providing a key indicator for traders and investors. This measure helps assess a stock's current value and predict potential future price trends.

Long unwinding refers to the selling of positions or stocks owned for a longer period either to book profit or to exit it in anticipation of impending bearishness. In Tuesday's trading session, five stocks witnessed a long unwinding. Here's the list:

As per the additional disclosure framework for FPIs issued in August 2023, certain FPIs with assets under management (AUM) exceeding Rs 25,000 crore are required to provide granular details of all their investors or stakeholders on a look-through basis to ascertain whether the FPI is effectively domiciled in a land bordering country (LBC) or not.

The Indian stock market closed marginally higher on Tuesday, led by gains in auto and energy stocks. The S&P BSE Sensex closed 0.12% higher at 81,455, while the NSE Nifty50 index ended above the 24,850 level."The short-term trend of Nifty continues to be choppy, but the near-term uptrend status remains intact. Immediate support is at 24600 levels. However, a decisive move above 25100 is expected to bring bulls back into action," said Nagaraj Shetti of HDFC Securities.Here are 5 stock recommendations for Wednesday:

A Sebi study had earlier pointed to 90 per cent of the trades resulting in losses. The capital markets regulator also came up with a consultation paper on Tuesday proposing ways to limit the activity.

The Zerodha co-founder and CEO pointed out that futures traders generally have a higher success rate than option buyers. Futures traders tend to be profitable around half the time, while option traders are profitable only about 10% of the time, he said, attributing this difference to the higher leverage available in options trading compared to the capped leverage in futures trading.

In an exchange filing, the company stated that the issue price would be determined in consultation with the bankers. SBI Capital Markets, Jefferies India Private, and ICICI Securities have been appointed as the book-running lead managers for the issue, it added.

Sebi chairperson Madhabi Puri Buch pointed out that every market participant will have to adhere to the highest standards of KYC to ensure bad apples are kept out of formal financial services.

Vedanta received approval from 75% of its secured creditors for its demerger scheme. The plan will create six sector-focused entities, simplifying the corporate structure and providing direct investment opportunities.

The Dow Jones Industrial Average rose 82.2 points, or 0.20%, at the open to 40,622.13.

Sebi on Tuesday barred real estate firm Omaxe, its chairman Rohtas Goel, managing director Mohit Goel and three others from the securities market for two years for irregularities in the company's financial statements. The others restrained from the securities markets are -- Sudhangshu S. Biswal, Arun Kumar Pandey and Vimal Gupta.

Adani Energy Solution commenced a qualified institutional placement, targeting to raise up to $1 billion. The floor price has been set at Rs 1027.1 per share. This fundraising comes after the group's stock prices rebounded from a significant drop after allegations of fraud last year.

Markets regulator Sebi hasn't received any specific inputs on allegations of stock market manipulations through exit polls in the recently-concluded general election, the Rajya Sabha was informed on Tuesday.

Markets regulator proposes seven steps, including increasing the minimum contract size for F&O to Rs 20 lakh and limiting weekly options contracts.

The short-term trend of Nifty continues to be choppy, but the near-term uptrend status remains intact. The overall chart pattern is signaling some more consolidation or minor dip in the next 1-2 sessions before bouncing back from the lows.

Capital markets regulator Sebi has spent a little over Rs 62 crore in the last five years for investors' education activities, including for awareness of risks and volatility in the Futures & Options (F&O) segment, Parliament was informed on Tuesday.

Tracking the activities of major institutional investors can be helpful because they do a lot of research. An ETMarkets study shows that mutual funds (MFs) have steadily increased their stakes in 90 stocks over last year (from September 2023 to June 2024). We considered stocks worth over Rs 10,000 crore and picked those that have grown over 100% in the past year. As a result, we ended up with 12 stocks. (Data Source: ACE Equity).

Consumer durables and auto sectors led the market rally, closing 1.12% and 0.6% higher, respectively. However, FMCG, IT, Pharma, PSU Bank, and Healthcare sectors faced declines. Despite this, the total market capitalization on BSE saw a significant increase of Rs 1.06 lakh crore, reaching Rs 460.98 lakh crore. Overall market sentiment remained positive with 2,297 stocks advancing against 1,605 declining, indicating a bullish trend.

Short covering refers to the buying of shares to close an existing short position, signaling a shift from extreme bearishness to bullishness. In Tuesday's trading session, five stocks saw short covering. Here's the list:

Some sectors have a company which though may not be called as bellwether but it is good enough to give an indication of what it might be in that sector and that is why its results of that company probably are indicative of what is happening in the sector. Sumitomo chemicals announced its Q1 results and what is interesting is that it gave the following statement in its investor’s presentation. “The favorable market sentiments and stable input costs has been the primary growth driver for our business in Q1FY25. The company has demonstrated strong recovery in the domestic market, leading to our optimism for FY25, considering FY23-24 challenges are largely behind us especially in the domestic market. The price volatility observed last year has stabilized to a great extent. Also, the sentiment among our channel partners and farmers is turning positive. Our outlook remains cautiously optimistic, contingent on rainfall patterns in the coming months of August and September.” Now this is good enough reason to bring them on the watch list and look out for further confirmation from other companies to see if their bad times are over.

In its letter to Suzlon, NSE observed that a disclosure of an analyst's call of the company held on November 6, 2023, was submitted to the exchange on the same day. The disclosure seems to be at shorter notice as required under the Sebi's LODR (listing obligations and disclosure requirements) rule, the letter dated July 29 said.

Kitchen appliance and cookware manufacturer TTK Prestige on Tuesday announced that its board will consider a buyback of shares in its upcoming board meeting on August 2, following which the shares of the company surged 4% to Rs 939.55 on BSE.

NLCIL has ambitious capacity expansion plans. It earns a fixed return on equity of 14% on its captive mining segment and 15.5% on its power generation segment. The power plants have long-term PPAs with a regulated two-part tariff structure. This takes care of the recovery of all fixed expenses, including debt obligation.

Just do a small test. What would have been your reaction if nifty would have touched the 25,000 mark? Would you have felt more bullish or would have felt that because the nifty has moved so high, how far it can go and postpone your buying decision. The problem with looking at an index and feeling bullish or bearish is the fact that the index is a collection, so if you felt scared then probably when nifty touched 20,000 the same feeling might have gripped you and missed an opportunity. If you felt over bullish and invested in an FMCG stock probably your returns are suboptimal in the journey of Nifty from 20,000 to 25,000. The reason to be bullish has to be growth of the economy and the reason for selecting a stock has to be good business, management and growth of the company. Don't be afraid to be bullish but do a bit of simple work and enjoy the growth of the Indian economy.

The results show the progress Nomura has made in shifting toward a fees-based profit model in order to secure more consistent revenue that is less subject to market swings

Varun Beverages, PepsiCo's franchise partner, declared a stock split in the ratio of 2:5 and announced an interim dividend of Rs 1.25 per share. The company's June quarter results showed a 26% year-over-year increase in profit, amounting to Rs 1,261.83 crore, with revenue growing by 28%.

Several brokerages are bullish on a number of stocks from different sectors, such as banking and Iron & Steel. Trendlyne data shows that 5 BSE200 stocks, including Bajaj Finance, IndusInd Bank and Delhivery have high analyst ratings and can deliver up to 32%. Here's a list of these stocks:

NTPC's stock surged 5% to an all-time high after Jefferies reiterated its Buy rating and raised the target price to Rs 485. The brokerage cited NTPC's substantial progress in renewable and thermal power projects.

Suzlon Energy's shares hit a new high following a 23% rally spurred by impressive Q1 results, including a 200% year-on-year profit gain and a 50% revenue increase. Brokerage firms have raised target prices, highlighting the company's strong order book and improved financial health.

Rail Vikas Nigam's shares rose 3.3% on BSE after the company won the bid for developing distribution infrastructure in Himachal Pradesh. The project, valued at Rs 739.07 crore, will take 24 months to complete. RVNL's board will also review quarterly financial results on August 8, adding to the company's recent growth momentum.

Colgate Share Price: Colgate Palmolive's shares surged nearly 4% to a record high of Rs 3,348.95 on the BSE after reporting a 33% YoY net profit increase to Rs 364 crore, driven by price hikes and steady demand. Rural demand outpaced urban growth for the second consecutive quarter.

The second fund will invest in nearly 30 early-stage platform-first businesses across three focus sectors – fintech, consumer tech and B2B platforms with first cheque of Rs 5 crores and 30% reserve ratio for making follow-on investments.

Adani Enterprises had decided not to proceed with a debut retail bond offering of up to 10 billion rupees last year after U.S.-based short-seller Hindenburg Research accused the group of improper use of offshore tax havens and stock manipulation. Adani Group denied Hindenburg's allegations, but shares of its group companies lost more than $100 billion in value before recovering in late 2023.

PNB Housing Finance experienced a 13.1% equity change in a block deal with Carlyle reportedly selling at Rs 755 per share. The stock dropped 1.5% on BSE after the transaction. ICICI Securities continued to recommend buying the stock, noting its growing retail mortgage business and strong quarterly financial performance.

Colgate Share Price: Colgate Palmolive's shares surged nearly 4% to a record high of Rs 3,348.95 on the BSE after reporting a 33% YoY net profit increase to Rs 364 crore, driven by price hikes and steady demand. Rural demand outpaced urban growth for the second consecutive quarter.

After a gap of almost three months, PSU banks witnessed an across the board up move. If one looks deeper, even in the last three months of correction or rather consolidation, the cut in PSU stocks was not very high. They moved in a sideways range. This is very different if one takes into account how the stock used to lead the correction earlier. The re-rating of PSU banks has to be divided into three parts, the first part which was about clean up of the banking system which was full of NPA brushed under the carpets and they got cleaned up and their balance sheets became more reliable. Second part was mergers which meant improvement in the operational efficiency. Now it is the third part, which is more important, growth and that too profitable growth. Is now the street getting ready to re-rate them because of loan book growth, which is showing green shoots due to the capex cycle starting back

Dr Lal PathLabs Ltd experienced a breakout from an inverse Head & Shoulder pattern, indicating a potential trend reversal. Experts recommend short-to-medium term traders to buy on dips, targeting above Rs 3,700. The stock has rebounded multiple times, most recently climbing above Rs 3,000 in July 2024, suggesting stronger support and potential upward momentum.

VVIP Infratech shares listed at a 90% premium on the BSE SME platform, trading at Rs 176.7 compared to the issue price of Rs 93. The IPO saw a subscription rate over 200 times, raising funds for working capital and corporate expenses. The company focuses on infrastructure projects and reported Rs 216 crore in revenues for March 2024.

Ahead of the two-day US Fed meeting starting tonight, the domestic stock market began Tuesday's session on a flat note, with the Nifty index struggling to surpass the 25,000 mark.

Colgate Palmolive's shares surged nearly 4% to a record high of Rs 3,348.95 on the BSE after reporting a 33% YoY net profit increase to Rs 364 crore, driven by price hikes and steady demand. Rural demand outpaced urban growth for the second consecutive quarter.

Ahead of the two-day US Fed meeting starting tonight, the domestic stock market began Tuesday's session on a flat note, with the Nifty index struggling to surpass the 25,000 mark.

Recent tax changes in the Union Budget have increased capital gains tax rates, complicating the task for PMS fund managers to generate higher post-tax returns compared to mutual funds. Despite a historical trend of outperforming mutual funds, PMS schemes now require higher annual returns to stay competitive. Long-term strategies are less impacted, while short-term focused approaches suffer.