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Two key reasons behind the volatility in the Nifty and Bank Nifty indices are the global tariff concerns and the weaker-than-expected corporate earnings this quarter.

Chakri Lokapriya of LGT Wealth suggests a cautious market outlook. Export sectors face challenges due to US tariffs. Industrials and consumer discretionary sectors show potential. ITC and Hindustan Unilever are bottoming out. Hero MotoCorp and TVS Motors appear attractive. Private capex may see a slight increase. Large-cap banks are preferable in the current environment.

Adani Ports and Special Economic Zone (APSEZ) is set to release its Q1 earnings, anticipating strong results driven by volume growth and logistics contributions. Brokerages predict revenue increases between 14% and 28% year-over-year, with profit after tax potentially rising by 7–26%.

Chakri Lokapriya of LGT Wealth suggests a cautious approach to Indian IT, favoring large names like Infosys, TCS, and HCL Technologies. He sees potential in Delhivery s tech-driven logistics but anticipates a gradual improvement in the sector. While the RBI might hold rates this quarter, the overall trend points towards future rate cuts to offset export slowdowns.

Highway Infrastructure will open its Rs 130 crore IPO on Tuesday, August 5 and August 7. The offer includes a fresh equity component of 1.39 crore shares worth approximately Rs 97.52 crore, alongside an offer for sale (OFS) of 46 lakh shares by promoter shareholders, totalling Rs 32.48 crore.

Sebi is pushing for major reforms in India s booming derivatives market after exposing alleged manipulation by U.S. firm Jane Street. With retail participation soaring and losses mounting, Sebi seeks structural changes to ensure fairness. The regulator stresses the need for transparency, better safeguards, and a more level playing field.

Major changes are anticipated in the Nifty 50 index, effective September 30, 2025. Nuvama Alternative & Quantitative Research predicts Indigo and Max Healthcare will replace Hero MotoCorp and IndusInd Bank, driving significant passive inflows and outflows, respectively. Changes are also expected in the Nifty Next 50, with several additions and exclusions.

Sebi Chair Tuhin Kanta Pandey defended the regulator’s probe into Jane Street, rejecting claims of overreach and stressing India’s capability. He highlighted the need for structural reforms in the booming derivatives market and emphasized investor protection. Sebi continues to investigate Jane Street’s alleged manipulation of Nifty and Bank Nifty indices.