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Swiggy s shares jumped 5.5% following optimistic forecasts for its food delivery and quick commerce sectors. DAM Capital projects a 28% revenue CAGR and profitability by FY28, driven by Instamart s growth. Market share recovery and inclusion in the MSCI Global Standard Index further boosted investor confidence in Swiggy s potential.

Pankaj Pandey suggests a promising second half for Indian markets, anticipating Nifty levels around 27,000. Cement and auto sectors are poised for growth, fueled by GST benefits. While cautious on insurance due to margin pressures, AMCs like HDFC AMC and Nippon appear attractive. Real estate sees potential in tier-II players and home-building products, favoring DLF and Max Estates.

A surge in derivatives trading, which has also been driven by retail investors, has prompted the Securities and Exchange Board of India to limit the number of contract expiries and increase lot sizes to make such trades more expensive.

Mahendra Jajoo highlighted that robust GST collections, a higher-than-budgeted RBI dividend, and strong PSU dividends are cushioning the gap.

A well-distributed monsoon, festive demand, and GST cuts are expected to give consumption and investor confidence a meaningful boost.

Japanese government bond prices experienced a downturn on Thursday, marked by volatile trading. The 10-year yield surged to 1.61%, a level unseen since October 2008, influenced by a tepid liquidity-enhancing auction. Simultaneously, the 20-year JGB yield climbed to 2.655%, reaching its highest point since November 1999.

Prime Minister Modi s upcoming visit to China after seven years signals a potential strategic shift, fostering a new economic partnership with China and Russia. This triad, boasting a significant portion of global GDP, exports, and reserves, aims to reshape trade routes and challenge the dollar s dominance.

Rekha Jhunjhunwala strategically divested her entire stake in Nazara Technologies in June 2025, ahead of the government s online gaming ban that subsequently caused the stock to plummet. This move contrasts with other investors like Madhusudan Kela and Nikhil Kamath, who maintained their positions. The exit shielded her portfolio from the market s negative reaction to gaming companies.

Nomura’s analysis of EM holdings shows that in July, investors cut their relative exposure to India, while boosting allocations to Hong Kong/China and Korea.