Foreign investors are showing renewed interest in Indian government bonds, driven by expectations of an upcoming rate cut by the Reserve Bank of India as early as August. Subdued inflation and persistent growth concerns are fueling these expectations. Over the past month, foreign investors have net purchased 129 billion rupees in Indian bonds.

Indian textile stocks jumped up to 6% after the India-UK Free Trade Agreement scrapped 10–12% tariffs on Indian exports to the UK, narrowing the gap with regional rivals. Trident rose 6%, while SP Apparels, Redtape, and TCNS Clothing gained around 2% each. Investors are betting on a potential doubling of exports to the UK over the next few years.

Chinese government bond futures face a big weekly drop. This implies bond yields are rising. Equity and commodity markets attract investors. Thirty-year treasury futures are down nearly two percent. Ten-year futures also see a decrease. Leaders plan to regulate aggressive price cuts. Commodity price surge raises inflation concerns. Bond funds experience redemption pressure.

Indian government bonds may remain stable on Friday. Traders are anticipating New Delhi s debt sale. The sale could trigger short covering later. Benchmark 10-year bond yield is expected to fluctuate. New Delhi plans to sell bonds worth 360 billion rupees. Strong demand is expected at the debt sale. Traders are cautious due to rising oil prices.

M&B Engineering Limited is launching its initial public offering. The IPO of Rupees six hundred fifty crore will open on July 30. The price band is set between Rupees three hundred sixty-six and Rupees three hundred eighty-five. The IPO will close on August 1. The company will list on the stock exchanges on August 6.

Shares of Reliance Infrastructure and Reliance Power plummeted after Enforcement Directorate (ED) raided Anil Ambani s premises concerning a Rs 3,000 crore Yes Bank loan fraud. The ED s investigation revealed irregularities in loan approvals and potential bribery. Both Reliance Infrastructure and Reliance Power deny involvement, stating the probe relates to separate entities with no impact on their operations.

Analysts are optimistic about select Nifty Microcap 250 stocks, predicting substantial growth potential across various sectors. Trendlyne data reveals ten stocks with strong analyst ratings, poised to deliver returns of up to 55%. HG Infra Engineering shows the highest potential, while DCB Bank, CIE Automotive, and others also present notable upside opportunities.

The Reserve Bank of India (RBI) is widely expected to keep the key repo rate unchanged at 5.50% in its upcoming policy meeting on August 6.

Motilal Oswal Group is experiencing record performance, fueled by unprecedented capital market expansion. The company s operating revenue and bottom line have grown significantly, driven by strong performances in its AMC, PWM, and capital market segments. A bumper profit of Rs 1,430 crores was achieved this quarter, boosted by treasury gains, despite anticipating muted brokerage income due to regulatory changes.

BOJ insiders emphasize that the timing will depend on whether the economy can absorb the lingering impact of U.S. tariffs and sustain stable growth in the months ahead.