Indian government bonds saw a slight increase in early trading on Tuesday, recovering from a two-day selloff, though trading volume remained low. Investors are awaiting state debt supply details and the U.S. Federal Reserve s rate decision. The focus is also on RBI policy decisions and U.S. Fed Chair Jerome Powell s commentary for cues on the domestic policy easing cycle.

IME Capital s CEO, Ashi Anand, sees strong growth in Indian defence stocks due to indigenization efforts, despite Bharat Electronics slightly below-expected revenue. However, Coal India faces investor hesitation due to the long-term shift from coal to renewables, questioning the sustainability of its earnings and dividend yield amidst rising costs and uncertain future.

Go Digit shares: The new-age insurance startup reported a net profit of ₹138 crore for the quarter ended June 30, up from ₹101 crore a year ago. Total income rose 5% year-on-year to ₹2,179 crore, compared to ₹2,076 crore in the same period last year.

Deepak Shenoy of Capitalmind MF suggests recent market volatility stems from factors like lacking US trade deals and financial sector anxieties. Despite these concerns and potential job losses from new technologies, Shenoy believes the underlying economy remains robust. He anticipates a market recovery as temporary issues subside and government spending resumes, ultimately reflecting the economy s strength.

A 5-year swing high represents the highest price a stock has reached within a five-year timeframe. This level acts as a significant resistance point where the price has historically struggled to go beyond.

Ashish Chauhan highlights India s growing global influence due to its economic and technological advancements. He notes a shift from multilateralism to bilateralism, benefiting India s recognition on the world stage. Despite short-term market fluctuations, India s long-term prospects remain strong, driven by favorable demographics and technological prowess, positioning it for significant growth.

Emkay Investment Managers Sachin Shah anticipates a strong economic upswing in India during the latter half of the fiscal year, fueled by regulatory stimulus, supportive global inflation, and a favorable festival season. He highlights positive earnings results across sectors, particularly in pharma CDMO/CRAMS and auto components, driven by strong value propositions and established customer relationships.

Brokerages remain cautious on IndusInd Bank amid weak earnings and muted growth. Nuvama reiterated a ‘Reduce’ rating with a Rs 600 target, citing falling fee income, rising NPAs, and subdued RoA outlook. Motilal Oswal stayed ‘Neutral’ but raised the target to Rs 830, noting recovery signs, though business growth and asset quality remain concerns.

TCS shares: TCS posted a net profit of ₹12,760 crore for Q1FY26, marking a 6% year-on-year increase and surpassing market expectations. Revenue grew by 1.3% YoY to ₹63,437 crore; however, revenue in constant currency terms fell by 3.1%, primarily due to a significant scale-down of the BSNL contract.