Ahluwalia Contracts shares surged 7.5% following a substantial contract win from Godrej Properties for their Riverine project in Noida. Valued at Rs 396.5 crore (excluding GST), the project involves core and shell construction across multiple towers and associated facilities, slated for completion within 25 months.

Indian markets are set to open higher on Tuesday , buoyed by strong global cues and a 2.08% jump in Nifty futures. India VIX dropped over 6%, reflecting lower volatility. Analysts see the Nifty trading between 22,200–23,300. Technical charts hint at bullish momentum, with expert stock picks including Reliance, Bajaj Finance, NTPC, Titan, and Laurus Labs.

Dr. Reddy’s Laboratories shares: In a regulatory filing, the pharmaceutical giant addressed a Business Standard article dated April 13, which alleged that Dr. Reddy’s had cut its workforce costs by 25% due to margin pressures related to Revlimid.

Indian benchmark indices Sensex and Nifty50 witnessed a significant surge on Tuesday morning, fueled by widespread buying across various sectors. This rally was triggered by U.S. President Donald Trump s decision to exempt electronics from proposed tariffs, providing relief to global equities. The Sensex jumped 2.06%, while the Nifty50 climbed 2.09%.

ICICI Securities suggests buying Navin Fluorine International shares. The target price is Rs 4,490. Navin Fluorine s Q4FY25E revenue is expected to grow. The HPP segment will likely see increased revenue. Specialty chemicals and CDMO revenues are also projected to rise. EBITDA margin may improve. Promoters hold 28.44% stake, while FIIs own 18.55% and DIIs 16.81%.

The rupee surged 39 paise to 85.71 against the US dollar, fueled by strong domestic equity markets and low crude oil prices. The US administration s decision to suspend additional tariffs on India until July 9 also boosted the rupee. Despite foreign capital outflows, a weak dollar index further strengthened the local currency.

Rajeev Agrawal of DoorDarshi India Fund suggests navigating market volatility stemming from President Trump s tariff policies. He believes tariffs impact on India s GDP is minimal, advising investors to focus on domestic sectors with comfortable valuations. Lending and capital markets are highlighted as promising sectors despite market fluctuations, offering opportunities for those who understand business fundamentals.

HDFC Bank shares: The rate cut is expected to lower the bank s cost of funds, which could help sustain margins amid a declining interest rate environment. However, the decision might raise concerns among depositors, particularly given the competitive nature of the banking sector.

In March 2025, select Alternative Investment Funds (AIFs) significantly outperformed traditional benchmarks, with some delivering returns exceeding twice the Nifty50 s gain. Samvitti Capital s Alpha Fund led Category III long-only strategies with a 15.22% return.

JM Financial recommends a Buy for Tata Consultancy Services (TCS), setting a target price of Rs 4060, citing strong TCV wins of $12.2bn and improved revenue visibility. Despite a margin miss in the latest quarter, management is confident of higher growth in FY26. The brokerage has cut EPS estimates but believes valuations have limited downside, maintaining a positive outlook.