Northern Arc Investments highlights the consistent double-digit returns delivered by credit AIFs, emphasizing strong underwriting and data-driven risk management. Their flagship fund has shown significant growth since 2017, with no capital erosion. As India s bond market expands amid falling interest rates, the firm advocates for investors to consider this resilient asset class, noting increased corporate bond issuances.

Kotak Mahindra share price: Kotak Mahindra Bank s shares experienced a dip after announcing its Q1 FY26 results. The bank reported a decrease in net profit, despite an increase in net interest income. The profit adjustment was due to a one-time gain from the sale of its general insurance business. While lending and deposit bases grew, margins faced pressure.

Indian equities face their worst July since 2019, dragged down by disappointing Q1 earnings, especially in the IT sector, and delays in the India-US trade deal. Despite FII outflows, domestic support and technical levels suggest a potential August recovery. Analysts eye trade deal progress and improved earnings guidance as key catalysts for a rebound.

Bank of Baroda shares: Net interest income (NII) fell by 1.4% year-on-year to Rs 11,435 crore, down from Rs 11,600 crore. The bank mentioned that this figure reflects the impact of reclassifying interest earned on income tax refunds.

Tata Chemicals shares will be in focus after the company reported a 68% YoY jump in Q1 FY26 consolidated net profit to Rs 252 crore, aided by lower costs. EBITDA rose 13% to Rs 649 crore, while operating margin improved to 17.5%. However, revenue from operations dipped 1.8% YoY to Rs 3,719 crore, though it rose sequentially by 6%.

A close above the VWAP indicates that the stock s closing price was higher than its volume-weighted average price for the day.

Indian equity markets began the week on a negative note due to concerns surrounding trade negotiations with the U.S. and disappointing financial results from Kotak Mahindra Bank. The Sensex and Nifty50 both experienced declines in early trading, with Kotak Mahindra Bank shares particularly affected by lower-than-expected profits and increased provisions for potential loan losses.

TCS shares: Tata Consultancy Services shares faced a dip. This followed the announcement of a workforce reduction. The company plans to lay off approximately 2% of its global employees. This decision comes amid economic uncertainty. It also reflects disruptions from artificial intelligence. The IT sector shows signs of a slowdown. TCS reaffirms its commitment to strategic initiatives.

Despite a recent market dip, experts suggest potential gains in specific stocks this week. Eternal, after a 21% surge, shows further upside, while Paytm aims for Rs 1,180. SBI Life anticipates a 4% rise, and Bandhan Bank signals an uptrend. AGI Infra is highlighted for substantial growth potential due to its strong market position.

Tata Sons anticipates an extension from the RBI regarding its mandatory listing deadline, buoyed by ongoing regulatory reviews. The holding company believes regulators will grant more time for its initial share sale.