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.

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.