Kapil Garg, MD Mufin Green Finance

As the RBI's Monetary Policy Committee convenes, the industry will be closely watching the repo rate decision and the central bank's guidance on inflation, growth, and liquidity. With inflation showing signs of moderation, there is room for a calibrated policy approach that supports India's growth momentum while maintaining macroeconomic stability. A stable or accommodative policy stance, coupled with adequate systemic liquidity, would help improve credit flow across productive sectors, particularly MSMEs, electric mobility, and renewable energy, which are critical to India's long-term economic and sustainability goals. Equally important will be Governor Sanjay Malhotra's commentary on evolving global uncertainties and domestic liquidity conditions, as these will shape market confidence and borrowing costs in the months ahead. A balanced policy framework that prioritises both price stability and sustainable growth will be instrumental in strengthening investment sentiment and expanding access to affordable credit across the economy."

Iran-US War: Online classified platforms are seeing more listings for used clothes, work shoes, used perfume bottles and natural hair. Read full report here

Santosh Meena, Head of Research at Swastika Investmart Ltd.

On the first day of the new Closing Auction Session, Nifty surged nearly 200 points in the final minutes because large institutional buy orders concentrated on the more liquid NSE during the thin auction window, sharply lifting several heavyweight constituents. Sensex, with far lower institutional cash-market activity on BSE, stayed much closer to its 3:15 pm level-creating the unusual divergence. It was pure demand-supply imbalance under the new mechanism, not a technical glitch.

In short, the divergence was a transitional effect of concentrating end-of-day liquidity into a call auction (especially with lower awareness/participation on day 1. CAS as positive longer-term for transparency, better execution of large orders, lower tracking error for passive funds, and reduced scope for "marking the close." Volatility or divergences should moderate as participation normalises.

MARG ERP Limited, one of India's leading Inventory & Accounting Software companies, today announced renowned actor, entrepreneur, and philanthropist Suniel Shetty as its Brand Ambassador. The association marks a significant milestone in the company's journey as it continues to strengthen its leadership in Inventory & Accounting Software while accelerating innovation through Artificial Intelligence, intelligent automation and digital technologies.

Known not only for his successful film career but also for his entrepreneurial achievements, discipline and integrity, Suniel Shetty reflects the values that have guided MARG ERP for more than three decades. His association reinforces the company's commitment to trust, long-term relationships and empowering Indian businesses through technology.

Noida has recorded the fastest price appreciation among the major markets. The city has seen a steady infrastructure push. Read full report here

GE Vernova Inc. (NYSE: GEV) announced today that it has signed an agreement* with Enfinity Global to supply 43 of its 3.8 MW-154m onshore wind turbines for their Fatehgarh Wind Farm in Rajasthan, India. Deliveries for the project are expected to begin in the fourth quarter of 2026. 

The deal includes turbine supply and installation and demonstrates the commitment of both companies to contribute to India's ambitious plans to build more renewable energy. With a 4 GW renewable portfolio in India and approximately 300 MW already in operation, Enfinity Global is delivering renewable energy at scale across one of the world's fastest-growing markets, helping meet rising electricity demand through a diversified portfolio that includes solar, wind and energy storage solutions. 

Deepak Maloo, General Manager of GE Vernova's Onshore Wind business in India, said: "We are grateful for the chance to work with Enfinity Global to help meet India's ambitious wind power goals.  The 3.8 MW-154m turbine being used is designed to deliver efficiency, reliability, and strong performance for India's wind conditions. With ALMM certification and local manufacturing in Pune, we are well positioned to support Enfinity Global and other customers working to develop projects that will enable India to achieve its 500 GW renewable energy ambition."

Sunkind India Limited, an integrated renewable energy EPC and clean energy solutions provider, has secured multiple distributed open access solar EPC orders aggregating approximately 250 MWp till July 2026. The projects span commercial and industrial customers across the steel, packaging, manufacturing and independent power producer (IPP) segments in Chhattisgarh, Uttar Pradesh, Haryana, Punjab and Tamil Nadu, further strengthening the Company's order book and pan-India execution footprint.

The new order wins underscore the growing adoption of distributed open access renewable energy by commercial and industrial consumers seeking to optimise energy costs, enhance energy security and advance their sustainability objectives.

Deel, the global people platform trusted by 40,000+ businesses to hire, manage, and pay teams across 150+ countries, today announced it has acquired Clarity, an AI cybersecurity company specializing in identity verification, deepfake detection, and fraud prevention. The acquisition extends Deel's trusted identity capabilities across the workforce lifecycle - from pre-hire identity verification and background checks through post-hire device provisioning and secure workforce access - helping organizations navigate a new generation of AI-driven security threats.

The acquisition coincides with Deel announcing that it surpassed $1.5 billion in Annual Recurring Revenue (ARR) in H1'26, reflecting the company's continued profitable growth and providing the scale to accelerate strategic AI investments and disciplined acquisitions. Together, these milestones demonstrate how Deel is reinvesting profitable growth into the technologies that will define the future of global work. Deel is investing not only in AI-powered productivity, but also in the trust and security organizations need to adopt AI with confidence.

RHI Magnesita, the global leading supplier of refractory products, systems, and solutions, today announces the successful completion of its previously announced joint venture with Khemka Refractories Pvt. Ltd. The new company will operate under the brand MINPRO, marking the official launch of a dedicated refractory recycling business focused on advancing circular mineral solutions in India.

MINPRO combines RHI Magnesita's global leadership in refractory recycling with Khemka Refractories' regional expertise, operational capabilities, and established customer as well as supplier network. MINPRO will be led by Jyotirmoy Bhattacharjee as Chief Executive Officer. Bringing nearly three decades of experience in the refractory industry, Jyotirmoy has held a number of technical, marketing, and sales leadership roles during more than 20 years with RHI Magnesita, most recently serving as Head of Sales Steel India. Together with a dedicated leadership team, he will establish MINPRO as a state-of-the-art refractory recycling platform in Odisha, strategically located in the heart of India's steel-producing region, to recover, process and reuse spent refractory materials.

Rajat Bokolia, CEO, Newstone says, "In this policy review, the RBI is anticipated to maintain the repo rate at its current level, giving stability precedence over bold actions. A delay seems more likely than necessary, as inflation is still mostly within the comfort zone. In the case of real estate, this predictability would maintain stable home loan interest rates, enabling purchasers to confidently plan purchases without worrying about unexpected EMI fluctuations, particularly in the run-up to the holiday homebuying season."

Yashank Wason, Managing Director, Royal Green Realty, says, "Given the current macroeconomic indicators, it is anticipated that the RBI will maintain status quo on the repo rate rather than altering it. This expected pause would extend the favorable lending environment that has supported housing demand through the year. If our prediction plays out, it should further encourage fence-sitters and keep inventory absorption healthy across key residential markets in the near term."

Iran-US War: Online classified platforms are seeing more listings for used clothes, work shoes, used perfume bottles and natural hair. Read full report here

The National Real Estate Development Council (NAREDCO) has welcomed the advisory issued by the Ministry of Housing and Urban Affairs (MoHUA) regarding the extension of registration of real estate projects under the Force Majeure provisions of the Real Estate (Regulation and Development) Act, 2016 (RERA). The advisory comes in response to the impact of the ongoing situation in West Asia, which has disrupted global supply chains, led to shortages of construction materials and affected the timely execution of real estate projects. 

The Ministry has advised State Real Estate Regulatory Authorities (RERAs) to grant a four-month extension in the registration and corresponding completion timelines of registered real estate projects whose completion date, revised completion date or extended completion date falls on or after 28 February 2026 . The advisory also recommends that State RERAs may issue a common order to avoid separate applications from individual projects. 

Welcoming the advisory, Mr. Parveen Jain, President, NAREDCO, said, "NAREDCO sincerely welcomes the timely and pragmatic advisory issued by the Ministry of Housing and Urban Affairs. The ongoing geopolitical situation in West Asia has significantly impacted the availability and cost of construction materials, resulting in unavoidable delays in project execution. The Ministry's recognition of these extraordinary circumstances under the Force Majeure provisions of RERA is a balanced and much-needed step for the real estate sector."

Mangalam Global Enterprise Limited (MGEL), an integrated agro-processing company, announced its financial results for the quarter ended June 30, 2026.

The company reported Revenue from Operations of Rs 798.16 crore in Q1 FY27, year-on-year growth from Rs 793.41 crore in Q1 FY26. Profit After Tax (PAT) stood at Rs 7.53 crore, reflecting a 28.14% YoY increase compared to Rs 5.88 crore reported in the corresponding quarter of the previous financial year.

The company's performance during the quarter was supported by continued momentum across its agro-processing business, driven by its diversified product portfolio, focus on value-added offerings, operational efficiencies, and expanding market opportunities.

During Q1 FY27, MGEL also marked a key strategic milestone with the launch of Neat Everyday, its direct-to-consumer wellness brand. The brand offers a portfolio of clean-label products, including cold-pressed edible oils, wellness supplements, gummies, Ayurvedic formulations, and personal care products. As part of its retail expansion strategy, Neat Everyday currently operates 11 retail outlets and 1 kiosk across India, comprising five stores and one kiosk in Ahmedabad, five stores in Mumbai, and one store in Indore, strengthening the company's presence in the fast-growing consumer wellness segment.

IIRM Holdings India Ltd, the holding company of a leading insurance distribution and risk advisory group with operations across India, Singapore, Sri Lanka, the Maldives and Kenya, today announced a Rs 1,500 million strategic capital raise through a combination of Equity Shares and Fully Convertible Warrants at a price of Rs 143.28 per security, subject to shareholder and regulatory approvals. The issue is subject to the approval of the shareholders of the Company and such other statutory, regulatory and governmental approvals, permissions, consents and sanctions as may be required. The investment is being led by Carpediem Capital and Sanshi Fund - I.  

The proceeds will be used to support business expansion, strategic acquisitions, capital expenditure and working capital requirements

The flagship company in the group - India Insure Risk Management and Insurance Broking Services Private Limited, is the first Licensed Insurance Broking company in India and has been a key player in the Indian Insurance Industry since 2003.

Nehlia Developers marked a significant milestone with the grand launch of its brand and the unveiling of its flagship premium farmhouse project, Nehlia Santo Hills, spread across 75 acres amidst the scenic Aravalli Hills near Rewari, Haryana. The grand launch event was held at Orana Convention, Gurugram, and also celebrated the announcement of acclaimed actor Randeep Hooda as its brand ambassador, reflecting the company's vision of creating premium lifestyle destinations that seamlessly blend luxury, nature, and long-term value.

The grand launch witnessed the presence of leading real estate channel partners, investors, industry leaders, lifestyle influencers, media personalities, and business associates. Celebrity appearances such as Himansh Kohli, Lekka, and Parvleen Gujral added to the glamour of the evening, while live performances, interactive sessions, and exclusive networking opportunities created a memorable experience for the guests

Gaurav Garg, Head of Research, Lemonn

Gold and silver advanced in today's session as investors increased safe-haven buying after a weaker U.S. dollar and easing oil prices improved sentiment toward precious metals. Spot gold climbed to around $4,069 per ounce, while silver gained over 1%, supported by renewed investment demand. Meanwhile, WTI crude oil fell sharply to around $83.5 per barrel as optimism over renewed diplomatic efforts with Iran reduced concerns about potential supply disruptions in the Middle East. The decline in oil prices also eased inflation worries, while investors now await key U.S. economic data and the upcoming RBI policy decision for further direction in commodity and currency markets.

Adil Altaf, CEO, ANHAD Developers, said, "People mostly think about home loan buyers when repo rate news comes up, but there's another side to it, construction finance and land loans, which developers deal with constantly. A steady repo rate actually helps that side just as much. It means builders can stick to their launch and construction timelines without recalculating costs mid-project. It's not the kind of thing that makes headlines, but it keeps the whole chain, land, construction, sales, moving without disruption. At this point, the industry isn't really asking for a cut. Just consistency would do."

Pushpender Singh, Managing Director, JMS Group said, "NCR's been one of the more active markets this year, especially stretches like Dwarka Expressway, Golf Course Extension Road, New Gurugram and now Sohna's picking up too. A big part of that is loan rates staying in a comfortable zone. If RBI keeps the repo rate unchanged this week, NCR buyers don't have to rethink their budgets or delay decisions. This region tends to react quicker than most to rate news, so even a pause helps sentiment here. Builders are banking on that too, with a bunch of festive launches coming up. Right now, NCR just needs things to stay predictable, nothing more."

Manik Malik, CEO & President, BPTP "The RBI's upcoming policy decision will be closely watched by both homebuyers and the real estate sector. The housing market has remained resilient despite global uncertainties, supported by strong end-user demand, healthy absorption and sustained infrastructure investments. A stable interest rate regime would reinforce buyer sentiment, improve affordability and help maintain the sector's growth trajectory. As India's leading cities continue to witness structural demand, policy stability will remain a key enabler of long-term real estate growth."

Nuvama Professional Clients Group has initiated coverage on Aimtron Electronics with a BUY rating and a target price of Rs 2,036, implying an upside of approximately 47% from the current market price.

The brokerage believes Aimtron is well positioned for its next phase of growth, driven by its evolution from a traditional PCB assembly player into an integrated Electronics System Design & Manufacturing (ESDM) company with expanding box-build and Original Design Manufacturing (ODM) capabilities. The report also highlights the company's robust order visibility, global manufacturing expansion, and increasing participation in higher-value engineering-led manufacturing.

Every one of India's 9,100 new robots in 2024 created demand somewhere down that chain, for component makers, system integrators, and research labs. Read full report here

InvestValue Fintech has launched an Employee Stock Ownership Plan (ESOP) with a Rs 20 crore pool, extending ownership opportunities to more than 75% of its 140 employees, as the wealth-tech platform expands its technology-driven wealth management ecosystem.

The announcement comes as the company crosses Rs 2,200 crore in assets under advisory (AUA), reflecting its growth in India's fast-expanding wealth management market. InvestValue currently works with more than 1,000 distribution partners, has facilitated over 100,000 investment transactions, and reviewed more than 2,000 investment portfolios using its AI-powered Portfolio Analyzer, backed by a dedicated in-house research team.

Unlike conventional ESOP programmes that are largely reserved for senior leadership, InvestValue's plan has been designed to create broad-based employee ownership across the organisation. The company said the initiative reflects its belief that employees who contribute to building long-term enterprise value should also participate in the value they help create.

Lohia Aerospace Systems is committed to staying at the forefront of composite manufacturing technology. Today we are announcing that we have signed a Memorandum of Understanding with Massivit - the global leader in large-format additive manufacturing - establishing a Joint Manufacturing Alliance to bring their technology to India for the first time for composite tooling and critical aerospace components. This will be the first commercial installation of large-format additive manufacturing for composites anywhere in the country.

Under the alliance, Massivit's large-format 3D printing platform will be installed at Lohia's Kanpur facility, enabling molds and production tools to be manufactured in days rather than weeks - a reduction in production cycles of up to 90%. This is a step-change in speed for an industry where tooling lead times have long been a bottleneck, and it places advanced digital tooling capability on Indian soil for the first time.

Lohia will invest approximately USD 8-10 million over the next one to two years, scaling with market demand. The platform will be housed within Lohia's Kanpur operations, where an expansion of 250,000 square feet is already underway alongside the existing 80,000-square-foot facility. Each printer can produce one to two complete sets of tools per day, and Lohia plans to bring 8-10 printers online in short order - creating an estimated 60 to 100 skilled jobs, as each printer requires a dedicated team of 8 to 10 people.

DVS Advisory Group, $400 mn globally integrated professional and business services platform, today announced the signing of an exclusive strategic alliance with Whitman Advisory, the largest consulting firm of its kind serving the US CPA profession, specializing in accounting firm mergers, acquisitions, succession planning, and strategic growth. 

The alliance supports DVS Advisory Group's long-term vision of building a globally integrated professional and business services platform by pursuing the U.S. accounting firms representing more than US$250 million in aggregate revenues over the next 30 months, backed by a planned investment commitment of up to US$ 500 million over the next five years, in India and the US.

The platform is intended to strengthen the India-US professional services corridor by enabling Indian entrepreneurs and mid-market businesses to seamlessly access trusted advisory capabilities and investment opportunities in the United States, while helping American businesses expand into India through investments, joint ventures, and strategic partnerships. Over time, DVS Advisory Group aims to create a globally connected ecosystem that provides mid-market businesses with access to world-class accounting, advisory, transaction, and business services across multiple jurisdictions through a single trusted platform.

India's insurance distribution landscape is witnessing a generational shift, with younger advisors emerging as high-velocity customer acquisition engines, while experienced professionals continue to drive deeper protection conversations. According to a new study by Probus - one of India's leading Insurtech platforms, younger Point of Sales Persons (PoSPs) under the age of 30 who joined the platform for the first time excelled at market penetration, selling nearly 68% more policies per individual than their older peers. Accounting for 41% of the new advisor intake, this younger cohort highlights the growing role of tech-native youth in expanding rapid insurance access across the country.

The report also highlights a complementary trend emerging across India's insurance ecosystem. While younger advisors are accelerating customer onboarding and policy volumes through their digital-first approach, experienced advisors are securing higher financial volume per policy, driving high-value protection solutions and helping customers make informed long-term financial decisions. Together, the two cohorts are creating a balanced distribution model that is strengthening insurance penetration across diverse customer segments.

Mintoak, the payments and engagement OS for acquirers, today announced the acquisition of ICC Loyalty. The acquisition expands Mintoak's footprint across the Middle East, Africa, Eastern Europe and Asia while strengthening its ability to help banks unlock new revenue opportunities beyond payments.

Headquartered in Dubai, UAE, ICC Loyalty provides loyalty and rewards technology to over 30 leading banks. Its platform enables financial institutions to deliver personalised rewards, targeted campaigns and lifecycle engagement programmes that drive customer retention and transaction frequency. Today, ICC Loyalty serves more than 11 million customers across 10+ countries.

The acquisition marks the next phase of Mintoak's evolution, expanding its capabilities beyond merchant payments and value-added services to include customer engagement, loyalty and rewards, while enabling banks to serve both acquiring and issuing businesses through a unified platform.

Avinash Shekhar, Co-Founder & CEO, Pi42

"Bitcoin is trading around $63,500, but the bigger story is no longer just about price. Fresh inflows into spot Bitcoin ETFs signal that institutional appetite remains intact, even as retail interest in the US has slipped to one of its lowest levels in years. This divergence reflects a maturing market where long-term capital is beginning to carry more weight than short-term sentiment. At the same time, continued innovation around tokenized assets and steady momentum across leading cryptocurrencies show that the digital asset ecosystem is evolving well beyond speculative trading."

Headline sentiment changes every day, but capital allocation tells a more enduring story. Investors should focus on where institutional money is flowing and how the broader crypto ecosystem is evolving, rather than reacting to short-term shifts in participation. Maintaining a diversified portfolio, accumulating quality assets systematically, and staying aligned with long-term investment objectives will be far more rewarding than chasing every market move."

Rishabh Periwal, Sr. Vice President, Pioneer Urban Land and Infrastructure Ltd "The RBI is expected to adopt a 'wait-and-watch' stance this August, holding rates steady at 5.25% to keep inflation in check amid supply-side spikes. Homebuyers hoping for immediate relief on their home loan EMIs might have to wait a little longer. While a cut would have given first time buyers an extra push right before the festive season, stable rates are still positive news - they eliminate the fear of rising borrowing costs. The market is driven by genuine end-user demand, and as long as interest rates don't climb, serious buyers will continue closing deals without second-guessing."

Varun Garg, Director, Karyan Group, "We expect the RBI to maintain the repo rate in its upcoming policy announcement, providing much-needed stability to the housing market. A status quo on interest rates will reinforce homebuyer confidence, especially among first-time buyers and end-users who have been closely tracking borrowing costs. Stable lending rates create a predictable environment for purchase decisions, supporting sustained demand in the residential real estate sector. In a market like Ghaziabad and the wider NCR, where affordability and financing remain key purchase drivers, policy continuity is likely to encourage fence-sitters to move ahead with their homebuying plans. At Karyan Group, we believe that steady monetary policy, coupled with improving infrastructure and positive consumer sentiment, will continue to support healthy momentum in the residential market over the coming quarters."

Sudeep Bhatt, Director-Strategy, Whiteland Corporation said, "With global headwinds and domestic inflations, we anticipate the RBI MPC will maintain a status quo on the benchmark repo rate at 5.25% during the upcoming meeting. A rate pause offers crucial predictability for developers and homebuyers, allowing project timelines and capital allocation strategies to proceed without rate shock. The ongoing momentum in the luxury and premium residential sectors remains resilient. Policy stability at this juncture reinforces long-term consumer sentiment, reassuring homebuyers that borrowing costs will remain anchored for foreseeable quarters."

Sumadhura Group, one of South India's leading diversified real estate groups has signed a Joint Development Agreement (JDA) for a 17-acre land  parcel  in Whitefield-Kannamangala Corridor, East Bengaluru for the development of a premium residential community. The project is expected to generate a Gross Development Value (GDV) of approximately Rs 3,500 crore and offer over 2.5 million sq. ft. of saleable area.

The Whitefield-Kannamangala corridor has rapidly evolved into one of East Bengaluru's most sought-after residential destinations, offering an advantage of a tranquil, green environment while remaining closely connected to key employment hubs such as ITPL in Whitefield and the broader East Bengaluru technology corridor. The corridor also benefits from strong metro and rail connectivity through the Whitefield (Kadugodi) and Pattandur Agrahara Metro stations, as well as Whitefield Railway Station, ensuring seamless connectivity across the city. A key highlight of the corridor is its proximity to the expansive Atal Bihari Vajpayee Botanical Garden, which enhances the area's green quotient and provides residents access to one of Bengaluru's most prominent urban green spaces. Coupled with strong social infrastructure and a well-established ecosystem of educational institutions and healthcare facilities, the corridor continues to attract discerning homebuyers, reinforcing its appeal as a preferred residential destination with balanced living and strong long-term value appreciation potential. 

Following Mangalam Worldwide Limited's Q1 FY27 results, the company's stock surged over 11% today, making it one of the notable gainers in the market.

While earnings acted as the immediate trigger, the market's response appears to reflect growing investor confidence in MWL's long-term growth trajectory rather than just a quarterly beat.

The company reported Q1 FY27 revenue of ₹316.85 crore, up 13.4% YoY, while PAT increased 17.7% YoY to ₹11.91 crore, supported by healthy capacity utilisation and improving operational efficiencies.

Binance recently supported Cyber Centre of Excellence, Gandhinagar, Gujarat, India,   in an ongoing investigation into alleged cyber-enabled fraud and related offenses, with leads spanning India and multiple other jurisdictions. Investigators reported detecting suspicious and alleged illegal crypto transactions worth approximately ₹226.54 crore (about $23.96 million) linked to the case.

Binance supported lawful requests from investigators by assisting with transaction retracing, blockchain analysis, and taking appropriate measures in relation to relevant accounts, where warranted and in accordance with applicable laws and valid legal process.

Blockchain Transparency Makes Illicit Flows Traceable

Many public blockchains provide an auditable transaction history. Investigators can analyze on-chain activity over time to identify fund-flow patterns, clusters of related addresses, and potential touchpoints where activity may intersect with regulated services.

In publicly reported details of this case, investigators described reviewing fund movements across multiple wallets and services, alongside traditional investigative methods and inter-agency cooperation. Suspects may attempt to obscure transaction paths - but on-chain activity can still surface leads that support investigative work over time.

The increasing trend towards the abandonment of the traditional model of candidate evaluation via resumes in favor of skills-first recruitment is giving way to the growing demand for AI-powered talent assessment platforms. This helps the companies not only overcome the difficulties related to talent quality and hiring speed but also ensure workforce readiness.

Taking advantage of this industry shift, AmbitionHire, a talent intelligence and hiring platform powered by AI, has added 30+ enterprise clients across various industries, namely, IT, BFSI, consulting, GCCs, manufacturing, healthcare, and start-ups. In addition, the organization has reached the operational breakeven point within three years since its launch, which is one more step towards its development.

As hiring process moves towards becoming skills-centric, companies tend to evaluate candidates not according to their academic background and job titles but based on their validated skills, ability to solve problems, communication skills, and job readiness. The help of AI in candidate assessment can be useful in eliminating bias in hiring, improving candidate quality, and shortening the time of the recruitment process.

Bharat Varadachari, Partner and National Leader, Entity Compliance & Governance, EY India

The Corporate Laws (Amendment) Bill, 2026 is commendable and reflects a clear commitment to advancing India's corporate law reform agenda. While broadly endorsing the Government's proposals, the Committee has introduced several thoughtful refinements, including dissenting shareholder exit rights in fast-track mergers, value-based investor approval and regulatory consent requirements for trust-to-LLP conversions, investor confidentiality protections. The Committee has also sought to strengthen the CSR framework through greater transparency around implementing agencies and has endorsed the continued evolution of technology-enabled shareholder participation through virtual meeting and digital governance mechanisms. Taken together, these recommendations reinforce governance and investor protection while preserving the Bill's ease-of-doing-business objectives

Investor behaviour, not market performance, will determine whether India's mutual fund boom translates into long-term wealth creation. Read full report here

Vikram Subburaj, CEO, Giottus.com

Bitcoin traded near $63,700 on Tuesday, gaining about 0.9% over 24 hours, as improving global risk sentiment and lower oil prices provided some support. However, weak spot demand and cautious derivatives positioning continue to restrict the recovery. Immediate support lies around $63,000, followed by the recent intraday low near $62,200. Resistance is visible at $64,000-$64,100, with the stronger $65,000-$66,000 zone remaining the next major hurdle.

On-chain conditions remain mixed. Daily active addresses and transfer volumes have increased, indicating stronger network activity. Long-term-holder conviction also remains resilient, with the ratio of short-term to long-term supply near historical lows. However, spot turnover is subdued, net selling pressure persists and options markets continue to show demand for downside protection. The improvement in network activity has therefore not yet translated into broad accumulation.

Institutional flows are showing tentative improvement. US spot Bitcoin ETFs ended the week through July 31 with a net outflow of approximately $61.5 million. A $265.4 million withdrawal on July 31 erased much of the previous day's inflow. Funds recorded at least $58.7 million of inflows on August 3, although BlackRock's IBIT figure was unavailable when checked.

Large-cap altcoins were mixed. Ethereum declined 0.25% to $1,863, while BNB gained 1.2% to $591. XRP rose 0.27% to $1.08, Solana advanced about 0.9% to $73.62 and TRON added 0.9% to $0.329. The uneven moves indicate selective participation rather than a broad altcoin rally.

Markets assign a 65% probability of a quarter-point Federal Reserve increase in September. Tuesday's US job-openings report and Friday's employment data will be important for that outlook. Brent crude near $84 and the 10-year Treasury yield around 4.68% remain key external variables.

Our advice: Investors should avoid chasing short-term gains. Staggered accumulation, limited leverage and disciplined position sizing remain preferable until Bitcoin sustains a move above $64,100 with stronger ETF and spot demand.

Kaapi Machines, India's first and leading coffee equipment and services provider, has secured an equity infusion of Rs 50 crore from Sedna HoReCa ("Sedna"), a PE-backed comprehensive B2B HoReCa solutions provider, while also entering into a strategic partnership.

The partnership will help expand Kaapi Machines' product portfolio, strengthen its manufacturing capabilities and improve its technology stack, warehousing and service infrastructure. In addition, Kaapi Machines will pursue select new opportunities in adjacent product categories for its core customer base, also leveraging Sedna's capabilities.

Kaapi Machines was founded in 2007 and is led by Abhinav Mathur (MD & CEO), an XLRI alumnus with a career spanning brands like Philips, Wipro Consumer Care and Stanley Black & Decker; in partnership with Mr. Nils Erichsen (Director), a veteran of the global coffee industry who started Hemro Group (global leader in professional coffee grinders) and was a founding director of Specialty Coffee Association, world's leading body for coffee competence. Kaapi Machines aims to cross 150 cr in revenue this FY and will pursue broader business expansion over the next 2-3 years.

As artificial intelligence reshapes the future of business, enterprises are entering a new phase of transformation where competitive advantage will increasingly be defined by how intelligence is embedded across operations, decision-making and enterprise systems. Addressing this shift, GFF AI PTE. LTD. today announced its official launch from Singapore, introducing Enterprise Intelligence Engineering, a new enterprise model designed to help organisations transition from digital enterprises to AI-native enterprises.

Founded by Dr. Ashish Chandra, former AI Partner at KPMG, GFF AI  PTE. LTD. is introducing Enterprise Intelligence Engineering as a new discipline for enterprise transformation. Unlike traditional AI consulting firms, system integrators, hyperscalers or AI startups that address individual aspects of AI adoption, GFF AI brings together enterprise strategy, intelligent systems, sovereign AI infrastructure and responsible AI governance into a unified engineering model. This integrated approach enables organisations to build Enterprise Operating Intelligence, embedding intelligence into the core of business operations to create secure, scalable and future-ready enterprises.

The Thesis

An Iran-US diplomatic turn sliced Brent by 4.68% to near $83.5, breaking the crude premium that had taxed Indian manufacturing margins for months. With the RBI holding at 5.25% and FIIs turning net buyers, the Nifty 500's +1.42% close reflects a reset in macro risk premium - broad and sustained, not just a gap-up. The deflationary shift eases the import bill and gives the RBI room to stay patient.

Where We're Concentrated

The basket clusters around crude-deflation beneficiaries - steel mills with cheaper conversion costs, auto-component suppliers with restored pricing room, and financial conglomerates revaluing insurance and credit margins upward. Pharma anchors the defensive leg: USD revenue plus INR stability plus easing input costs. The thesis breaks if Brent reclaims $86, resurrecting the inflation-rate anxiety that overhung equities through mid-2026.

Conviction Picks

Highest Conviction

Bajaj Finserv

Rate hold and crude-led inflation ease expand margin visibility across insurance and lending verticals.

Bosch

Energy cost deflation cuts embedded manufacturing inputs; auto-sector sentiment revival adds demand-side push.

Aurobindo Pharma

US generics pipeline locks in USD revenue while easing input costs and a stable rupee widen margins.

Tata Steel

Lower energy costs cut conversion spend directly; China infrastructure demand underpins the volume floor.

Bank of Maharashtra

RBI stability channels into PSU credit growth; energy-sector asset quality strengthens as crude retreats.

One Thing to Watch

Brent below $86 Iran deal credibility hinges on the Strait of Hormuz reopening timeline - a reversal above $86 within 48 hours would resurrect the crude-inflation pressure that weighed on equities through mid-2026

A sweep-in FD doesn't offer a higher interest rate than a regular FD. Its attraction is access to money without having to disrupt the entire deposit. Read full report here

Artificial Intelligence is transforming industries and creating unprecedented career opportunities. Yet for many young women, particularly those from smaller cities, the biggest barrier to entering the technology workforce is not ambition-it is access to practical skills, industry exposure and the confidence to turn learning into a career.

Across Uttar Pradesh, Samsung Innovation Campus (SIC) is helping bridge that gap.

Samsung's flagship future-tech skilling programme has trained more than 26,500 young people across the country, including over 8,000 students in Uttar Pradesh, making the state one of the programme's leading centres for future-tech skilling. Of these, 2,406 are women, reflecting Samsung's commitment to encouraging more young women to pursue careers in technology.

Akshat Siddhant, Lead quant analyst, Mudrex

Crude oil is stabilising near $80 a barrel after Monday's nearly 5% decline, its sharpest single-day fall in weeks, as markets assess easing geopolitical tensions. Precious metals have remained resilient, with gold trading in a narrow $4,030-$4,050 an ounce range and silver recovering to around $58 after briefly slipping below $57. A weaker US dollar, now at its lowest level since mid-June, has supported both metals, while progress in US-Iran talks over reopening the Strait of Hormuz has improved market sentiment. With markets still pricing a roughly 65% probability of a September Federal Reserve rate hike, investors will closely watch whether oil holds above $80.

Nischal Shetty, founder, WazirX

"Crypto markets moved higher, with Bitcoin gaining 0.47% to around $63,602 and Ethereum rising 0.34% to $1,857. Bitcoin held near its short-term Moving Averages as institutional activity remained in focus. American Bitcoin reported record quarterly production of 932 BTC and expanded its reserve beyond 8,000 BTC, highlighting corporate participation.

Institutional interest in Ethereum remained visible, with US spot Ether ETFs recording $365.2 million in July inflows. Ethereum's Glamsterdam upgrade, scheduled for the second half of 2026, will focus on parallel processing, higher block capacity and network sustainability.

Institutional blockchain infrastructure expanded as Ripple invested in Zilo and Licuido to support tokenized asset issuance,  and collateral-mobility use on the XRP Ledger.

In Latin America, Brazil's crypto purchases reached $14.68 billion during the first half of 2026, led by stablecoins, while Argentine banking groups developed peso-backed programmable money. Solana raised its per-block compute ceiling by 66.7%, creating more capacity for unrelated transactions.

Bitcoin Futures traders could watch the $63,750-$64,300 recovery area, with $63,000 as the nearest level to hold. Ethereum could find support around $1,850-$1,860 and resistance near $1,875-$1,890."

Riya Sehgal, Research Analyst, Delta Exchange

Global markets started Tuesday higher after easing US-Iran tensions pushed crude oil lower and lifted equities. The Dow closed at a record high, while the S&P 500 gained 1.48% and the Nasdaq rose 2.13%, led by technology stocks. Brent crude fell to around $84, easing inflation concerns and pulling Treasury yields lower.

Crypto markets are trading in a narrow range even as global equities move higher. Bitcoin is holding between $63,500 and $64,000, while Ether remains near $1,860, indicating limited risk appetite. Lower oil prices have reduced short-term inflation pressure, but stronger US manufacturing data has strengthened the case for the Federal Reserve to keep policy tight for longer. This may continue to restrict liquidity flows into digital assets.

Technically, Bitcoin needs to break and hold above $64,000-$64,250 to improve momentum. Immediate support is near $62,300. ETH is defending the $1,820-$1,845 zone, but a move above $1,880 is needed to open further upside.

Institutional demand also remains weak, with recent ETF outflows and softer derivatives activity weighing on sentiment. Gold is consolidating near $4,050. Lower Treasury yields are supportive, while weaker safe-haven demand is limiting gains. Immediate resistance is at $4,060, with support at $4,025.

The macro backdrop remains balanced. The US ISM Manufacturing PMI rose to 55.6 in July, pointing to resilient economic activity while reducing expectations of near-term Fed rate cuts. Markets now await US labour data, corporate earnings, and further developments in the Middle East for direction.

Vaishali Patel, Senior Manager - Research- Technical Department at Jainam

The Nifty 50 opened with an upward gap, gaining 390 points (1.60%) and close at 24,774.30 supported by broad-based buying across IT and Banking stocks. US markets closed at a fresh record high, while the S&P 500 and Nasdaq rallied sharply supported by easing geopolitical tensions, lower oil prices, and strong corporate earnings.

Asian markets traded mixed in early trade as investors assessed the strong Wall Street rally alongside expectations of further Fed tightening. Crude oil prices traded lower, investors monitored developments in U.S.-Iran relations, though prices remained near three-week lows. GIFT Nifty indicated a flat to negative start for Indian equities

Technically, the strong bullish candle on the daily chart suggests the index is attempting to resume its intermediate uptrend after several months of consolidation. Nifty's immediate support is placed at the 24,500-24,300 psychological level, which is expected to provide a cushion against near-term declines. On the upside, a decisive close above 24,775 would confirm a fresh bullish breakout and strengthen the prevailing uptrend. Such a move could accelerate buying momentum, paving the way for the index to test the key 25,000 level. After four straight gains, profit-booking and stock-specific volatility cannot be ruled out, one should follow buy on deep strategy for the coming session.

Rajesh Palviya, Head of Research, Axis Direct

The Nifty 50 extended its rally for a fourth consecutive session on Monday, surging 390.70 points or 1.60% to close at 24,774.30, supported by broad-based buying across sectors. Technology stocks led the advance, with the Nifty IT index rising over 3%, while the Bank Nifty gained 1.72% to scale a fresh record high. Market breadth remained healthy, with 2,705 stocks advancing against 1,496 declines, reflecting improving risk appetite. Global sentiment also remained supportive after the Dow Jones and S&P 500 closed at record highs, while the Nasdaq outperformed on renewed strength in technology stocks following easing geopolitical concerns and the resumption of diplomatic talks between the US and Iran.

Asian markets are trading mixed this morning, while Brent crude has eased nearly 5% to around $83 per barrel, providing a meaningful positive for India through lower inflationary pressures, an improved current account outlook and support for the rupee. However, GIFT Nifty indicates a slightly softer start, trading around 24,618.

From a technical perspective, the market structure continues to remain positive as long as the Nifty holds above the 24,500 support zone. Immediate resistance is placed near 24,900, and a decisive close above this level could pave the way towards 25,150. After four successive sessions of strong gains, some consolidation or profit booking at higher levels would be healthy, though the broader trend remains constructive. Investors should continue to monitor crude oil prices and geopolitical developments in the Middle East, which remain the key external risks for global and domestic markets.

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"BTC approached $64K after the ISM Manufacturing PMI rose to 55.6, its highest level since 2022. ISM is a leading indicator because purchasing managers often see shifts in demand before they appear in GDP or corporate earnings. A reading above 50 signals economic expansion, while stronger levels typically point to improving business activity and healthier risk appetite. Historically, sustained ISM readings above 55 have coincided with strong altcoin performance. If broader liquidity conditions improve alongside this trend, an altcoin season could begin to develop. Near term, $64K is resistance, while $63K remains key support."

Akshat Siddhant, Lead quant analyst, Mudrex

Bitcoin is trading in the $63,000-$64,000 range as investors remain cautious amid growing macroeconomic uncertainty. A stronger Japanese yen, supported by an estimated $59 billion in currency intervention, has accelerated the unwinding of yen carry trades, reducing liquidity for risk assets. Notably, two of Bitcoin's three major corrections this year have occurred during similar periods of yen strength, highlighting the growing influence of global macro trends. Selling pressure has also increased after Strategy sold 1,638 BTC, its second-largest Bitcoin sale this year, signalling reduced institutional exposure. Bitcoin needs to reclaim $65,000 to improve near-term sentiment, while $60,000 acts as a major support level ahead of Friday's US jobs report.

At the close on Monday, the total market cap of all BSE Sensex companies stood at Rs 4,90,55,098.