The Q1 earning season is largely disappointing. Only a few banks performed well. Demand trends and stress on MSMEs are evident. Consumer companies are unlikely to beat estimates. Select capital goods and commodity companies show promise. Financials are underperforming, keeping markets in a narrow range. Pharma segment is doing better.

Veteran investor Dolly Khanna s portfolio delivered stellar returns in FY26 so far, rising 42% to Rs 555 crore. Mangalore Chemicals turned multibagger, while new additions like Sarla Performance Fibers and Coffee Day posted strong gains. Several existing holdings also rallied, reinforcing Khanna’s reputation for early identification of high-potential stocks.

An investment vehicle backed by Abu Dhabi s ADQ, linked to Sheikh Tahnoon bin Zayed al-Nahyan, is in advanced talks to acquire a 10-12% stake in Aadhar Housing Finance from Blackstone for $200-225 million. This follows Blackstone s near $2 billion capital commitment via a continuation vehicle. The deal highlights strong investor confidence in India s affordable housing sector and Aadhar s growth potential.

Gold prices dipped to a near two-week low following a U.S.-EU trade agreement, reducing demand for safe-haven assets. The U.S. and EU deal imposes a 15% tariff on most EU goods. Investor sentiment improved, boosting European currencies and U.S. stock futures. U.S.

GNG Electronics IPO allotment status is anticipated today, following an overwhelming 150 times oversubscription. The IPO saw significant interest across all investor categories, with a grey market premium suggesting a potential 40% listing gain. Applicants can check their allotment status via the registrar s portal or the BSE website, with listing scheduled for July 30.

Savy Infra and Logistics will list on NSE SME platform on July 28. The IPO saw massive oversubscription. HNIs led the bids. Retail and institutional investors showed strong support. The grey market premium suggests a listing around Rs 146. The company is an EPC contractor. It focuses on infrastructure groundwork and logistics. Savy Infra boasts substantial order flows.

Quantum AMC s Christy Mathai favors undervalued companies, targeting a 25% discount to intrinsic value. IT and banking sectors are attractive due to earnings below potential. While an immediate market boost is absent, medium to long-term growth hinges on earnings trends. India-UK FTA s market impact is limited, but a US trade deal could affect gems, jewelry, and pharmaceuticals.

Swastika Castal is set to launch on the Bombay Stock Exchange SME platform on Monday. The Initial Public Offering saw good subscription numbers last week. The company reported strong financial growth for fiscal year 2025. However, the stock shows no grey market premium. The IPO consisted of fresh equity shares. The company specializes in aluminum casting for various industries.

"RSI trending up" means that the Relative Strength Index (RSI) values are increasing, suggesting strengthening momentum in the price of the stock. This can indicate potential upward movement and may be used by traders to identify buying opportunities.