The Indian equity market faced its fourth consecutive week of losses, with the Nifty50 index declining by 0.5% due to persistent FPI selling. A potential reversal is expected around July 29, which could signal a short-term top or bottom. Time-based analytics continue to play a crucial role in identifying key intraday and positional trading opportunities.

We have collated a list of recommendations from top brokerage firms from ETNow and other sources for the next 12 months.

The Indian rupee is anticipated to open with minimal change, buoyed by improved risk sentiment following a U.S.-EU trade agreement. However, persistent foreign portfolio outflows are expected to limit any significant gains. Traders predict the rupee will fluctuate between 86.20 and 86.80-86.90, with a slight depreciation bias due to ongoing outflows from Indian equities.

VA Tech Wabag shares: In a regulatory filing, the company announced that it has secured a Design, Build, and Operate (DBO) contract for the engineering, construction, and commissioning of advanced Wastewater Treatment Plants (WWTPs).

India s corporate bond market is attracting retail investors due to SEBI s reforms like reduced ticket sizes and enhanced transparency. As traditional instruments become less appealing, investors are exploring corporate bonds for better yields and diversification. Anticipated rate cuts are expected to further boost corporate bond issuance, particularly in short-term bonds, driven by rate cut anticipation and liquidity infusion.

India s primary market anticipates a $50 billion IPO surge in the next 12-18 months, driven by private equity exits and corporate fundraising. While this signals economic confidence, concerns arise regarding valuation sustainability and market absorption capacity. Investor selectivity and robust earnings delivery will be crucial for navigating this influx of new offerings.

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.