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This happened because some of these companies issued special one-time dividends or increased their regular dividend payments beyond their usual levels, according to ET reports.

Bharat Electronics Ltd (BEL) reported a strong first quarter for fiscal year 2026, showcasing a 25% year-on-year increase in profit after tax, reaching Rs 969.13 crore. Revenue from operations also saw a rise of 5.2%, amounting to Rs 4,416.83 crore.

Larsen & Toubro is expected to report double-digit YoY growth in Q1 profit and revenue, driven by core infra execution. However, margin compression, seasonal weakness, and muted order inflows could temper overall sentiment.

Robert Kiyosaki warns investors to reconsider traditional assets as Warren Buffett and Jim Rogers sell off stocks and bonds. He stresses holding physical gold, silver, and Bitcoin amid fears of economic collapse and excessive U.S. debt.

Europe signs uneven pact amid US trade pressure

Updated at : 2025-07-28 15:50:01

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The EU lacked the leverage to negotiate on its own terms, facing a stark reality about its global economic clout.

The focus of the U.S.-China meeting in Stockholm is on extending the three-month tariff truce, aiming to prevent another damaging escalation in the trade war between the world’s two largest economies.

Amnish Aggarwal of Prabhudas Lilladher suggests a stock-specific approach in the auto sector, highlighting Eicher Motors and M&M as strong domestic performers. He notes that oil marketing companies have performed well due to benign crude prices. While positive on defence stocks long-term, Aggarwal anticipates sideways movement in the near term after a rally post Operation Sindoor.

Macquarie remains bullish on Reliance despite a 7.5% yearly decline, assigning a Rs 1,580 target. Growth is expected across retail, Jio, and new energy segments. Revised earnings estimates reflect cautious optimism. Key risks include weak earnings delivery and muted Jio gains, but long-term prospects stay strong.

Six Nifty500 mid- and small-cap stocks hit 52-week highs despite market weakness led by Kotak s earnings. Gains range from 19% to 45% YTD, showing sector-specific resilience.

Devina Mehra from First Global suggests diversifying investments globally, being underweight on the US, and overweight on Europe, China, and slightly on India. She emphasizes that market leadership changes over time, cautioning against a buy and forget approach. Mehra advises investors to stay invested, as missing key market days can significantly impact returns, despite current uncertainties.

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