The National Stock Exchange witnesses a surge in retail investors. Over one lakh new investors acquire NSE shares in three months. This increase follows regulatory changes that ease share transfers. SEBI indicates no obstacles to the NSE IPO. The exchange s strong financial performance and market dominance attract investors.

Analysts are optimistic about several BSE large-cap stocks across various sectors. Trendlyne data reveals that ten stocks, including Axis Bank, Bajaj Finance, and ITC, have received strong analyst ratings. These stocks are projected to deliver potential returns of up to 28%, making them attractive investment options according to brokerages.

Star investor Ashish Kacholia strategically adjusted his portfolio in the June 2025 quarter, reducing stakes in seven companies, including Yasho Industries and Jyoti Structures. Despite this, the value of his holdings rose to approximately Rs 2,774 crore across 81 listed firms. Kacholia added Gujarat Apollo Industries and marginally increased investments in Agarwal Industrial Corporation, Tanfac Industries, and Aeroflex Industries.

The Indian rupee is anticipated to weaken due to a stronger dollar index following a euro decline, influenced by the US-EU trade deal. Rising oil prices and continuous foreign portfolio outflows add pressure. The rupee is expected to open around 86.75-86.77 against the dollar.

The Indian Rupee weakened against the US dollar in early trading. This decline occurred due to month-end dollar demand and continuous foreign fund outflows. Importers demand for dollars kept the American currency strong. Domestic equities showed a muted trend. Foreign fund outflows further impacted investor sentiment. Brent crude oil prices saw a slight increase.

​​State spending-driven flows are revolving in nature and add to liquidity surplus. However, the surplus drains out once the monthly GST and other tax payments start in the middle of the month.

Aditya Infotech, a security products manufacturer, is planning an IPO. The company aims to raise funds through fresh equity and an offer for sale. New regulations are expected to benefit Indian manufacturers. Aditya s financials show revenue growth. A recent acquisition boosted net profit. The company s valuation and market position suggest it is suitable for long-term investors.

Sri Lotus Developers plans to raise ₹792 crore through an IPO to fund projects. The Mumbai-based developer boasts a high 53% Ebitda margin, exceeding peers, and operates primarily in the luxury segment. Despite geographic concentration, strong financial growth and a lower debt-equity ratio make the IPO potentially attractive for high-risk investors.

Kotak Mahindra Bank s shares plunged over 7% following disappointing Q1 results, marking the largest single-day drop in 15 months. Analysts see potential upside despite concerns over credit costs and asset quality. While brokerages maintain neutral ratings, some suggest a buy-on-dips strategy, anticipating improved performance from Q3 onwards with the lifting of restrictions on the Kotak 811 platform.

Asian stocks are expected to open lower following Wall Street s pause, as investors await key economic data and earnings reports. Trade deal optimism fades, while the dollar strengthens and Treasuries decline. The Fed s upcoming rate decision and a flurry of economic reports will be crucial for market direction amid political pressure and evolving trade policies.