The Indian equity market ended its fifth straight week in the red, with the Nifty50 falling over 1%. July 29 marked a crucial reversal point amid sustained FPI outflows. Technical and time-based signals aligned well, offering trading cues. August 8 and 11 are key for upcoming market direction.
At the halfway mark of the earnings season, results from BSE 500 firms show a weak trend. Key sectors like banking and IT report rising stress and slowing growth. Despite robust monsoon hopes and government capex plans, economic recovery appears uneven, urging investors to shift focus to stock-specific opportunities.
The Government of Singapore (GoS) continues to be a major force among foreign investors in Indian equities. An ETMarkets analysis spotlighted 9 standout stocks from the GoS portfolio that have delivered impressive gains of 2560% in FY26 so far.
Nine mutual fund NFOs will open for subscription this week. Mutual fund houses launch new funds to complete their bouquet of offerings. Here is a detailed list (Source: ACE MF)
Shalab Bibhabs journey from Mumbai to Agra mirrors Indias growing mutual fund revolution in smaller cities. With digital access, financial education, and mindset shifts, B-30 towns are driving SIP growth. These regions now contribute over half of new SIPs, signalling rising investor confidence and Bharats evolving role in wealth creation.
The combined market valuation of seven of the 10 most valued firms eroded by Rs 1.35 lakh crore last week, with Tata Consultancy Services (TCS) taking the biggest hit.
Foreign institutional investors (FIIs) raised their holdings in several small-cap stocks during the first quarter of FY26, indicating growing confidence in select Indian companies. According to data from StockEdge, here are 10 Nifty500 firms where FIIs significantly increased their stake:
In the first four months of FY26 so far, eight penny stocks have delivered impressive returns, surging between 50% and 150%. Notably, three of them delivered returns that more than doubled investors wealth during this period. These top performers were identified using a specific screening method: each stock had a market capitalisation below Rs 1,000 crore, a share price under Rs 20, and a minimum recent trading volume of 5 lakh shares. This selective approach helps highlight low-priced, actively traded small-cap stocks showing strong price momentum. (Data Source: ACE Equity).Penny stocks often catch the eye because they are cheap and can grow very quickly. But while the gains can be big, the risks are just as high. These stocks usually dont trade much, their prices can swing wildly, and theres often little clear financial information available. So, investors need to be carefulmaking money in penny stocks takes more than luck. It needs a smart plan and careful risk control.
Asset Reconstruction Company (India) Ltd (Arcil), India's second-largest ARC, is launching an IPO with existing shareholders selling a 32.57% stake. Avenue Capital Group will significantly reduce its holding, while SBI and a GIC affiliate will also offload shares. Arcil, backed by prominent banks, reported a net profit of Rs 355.31 crore for fiscal year 2025.
India Inc's Q1 FY26 earnings season is in full swing, with 128 companies set to release their financial results this week. Key companies reporting include DLF, Adani Ports, Bharti Airtel, Lupin, and Bajaj Auto. Investors are keenly watching the performance of Trent, BSE, LIC, Sun TV Network, Titan, and Tata Motors amidst the ongoing earnings announcements.
