Sanjay Kumar of PNB MetLife remains optimistic about India s growth in H2 2025, citing macroeconomic resilience and earnings visibility despite FII outflows. He highlights the IPO market s strength and evolving retail investor behavior. Kumar favors domestic-focused sectors like consumer discretionary, capital goods, and healthcare, anticipating them to outperform amid global uncertainties.

Bonds are gaining traction among retail investors in India. Vineet Agarwal of Jiraaf highlights the shift towards fixed income. He suggests young professionals use bonds for emergency funds. Single-income families can generate secondary income through bonds. Agarwal advises against mixing insurance with investment. Bond laddering is a simple yet powerful investment strategy.

Vineet Agarwal argues that fixed income investments are beneficial for all investors, not just retirees. He suggests that these investments help young earners build a financial base, support mid-career professionals with short-term goals, and provide retirees with stability. Agarwal also highlights the importance of understanding one s risk appetite and the differences between FDs, debt mutual funds, and corporate bonds.

Waaree Energies reported an 89% YoY surge in Q1 FY26 net profit to Rs 745 crore, driven by strong performance in its solar PV and EPC segments. Revenue rose 30% to Rs 4,426 crore. Despite solid growth and a 49% six-month stock return, analysts remain cautious, with a consensus ‘Sell’ rating and a target price implying 16% downside.Caption: Strong Q1 for Waaree, but analysts stay cautious.

Oil prices rallied on the back of upbeat geopolitical cues, driven by a fresh trade deal between the US and the EU, coupled with escalating tensions involving Russia.

PNC Infratech shares: The project encompasses overburden removal, coal extraction through surface miners, and the loading and transportation of coal to multiple locations as part of the Gevra OCP Expansion Project. The total quoted contract value is ₹2,956.66 crore, excluding GST. Financial bids were opened on July 28, 2025, and the contract is set to span five years.

Trent’s sharp growth slowdown has prompted analyst downgrades. Nuvama cut the stock to ‘Hold’ and slashed its FY26/27 estimates and target price. HSBC trimmed its target too, citing a weaker-than-expected Q1. With both Trent and TCS under pressure, the Tata Group is facing rare underperformance, highlighting how even blue-chip names are vulnerable to shifting market dynamics.

Indian equity benchmarks experienced a decline for the fourth consecutive session, influenced by uncertainties surrounding a delayed interim trade agreement with the U.S. and continuous foreign fund outflows. Weak corporate earnings further contributed to the downward pressure. Investor sentiment remains fragile amidst geopolitical and economic concerns, with specific stocks like Bharat Electronics and Infosys facing losses.

RailTel shares: Revenue from operations rose 33% year-on-year to ₹744 crore, up from ₹558 crore in Q1 FY25. The profit after tax (PAT) is attributable to the company’s shareholders.