📊 Market Overview

Indian equities rallied sharply today with Sensex jumping 540+ points and Nifty 50 crossing 25,200, fueled by strong global cues and optimism around corporate earnings.

This bullish momentum followed a breakthrough US-Japan trade pact, which lifted sentiments across Asian markets. The GIFT Nifty indicated strength ahead of opening, hinting at a positive session.

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🔎 Key Highlights

• Sensex closed near 82,730, up ~567 points.
• Nifty 50 reclaimed 25,227, gaining over 170 points.
• US-Japan trade deal triggered global optimism.
• Strong Q1 FY26 earnings reports boosted domestic confidence.
• Over ₹2.6 lakh crore IPOs expected in H2 FY26.
• FIIs cautious, while DIIs continue to support the market.

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🏦 Top Gainers & Trending Stocks

• Surya Roshni soared 4% after a ₹175 Cr pipeline order.
• Paradeep Phosphates gained 8%, hitting a fresh high (up 115% in 4 months).
• Aaron Industries spiked 7% after bonus share and dividend announcement.
• Infosys, Dixon, Paytm, Dr. Reddy’s, and Tata Consumer saw heavy trading ahead of earnings.

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📈 Expert Stock Picks Today

Vaishali Parekh (Prabhudas Lilladher) recommends:

• ABFRL
• Exide Industries
• Nykaa

Sumeet Bagadia flags:

• Mid-cap breakout stocks post-Tuesday correction.
• Bullish signals spotted in Swiggy, India Cements.

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🚀 IPO Buzz: A Record Year Ahead?

India’s IPO market is heating up with expected fundraising of ₹2.6 lakh crore in H2 FY26. Key listings to watch:

• Tata Capital
• Groww
• LG Electronics

Meanwhile, Monika Alcobev debuted today on BSE SME. GMP ahead of listing showed strong investor interest.

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🔁 FII & DII Trend

• FIIs net sold ₹1,446 crore mid-July, building bearish derivative positions at a 5-month high.
• DIIs have been providing strong market support amid volatility.

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📅 What to Watch Ahead

• Earnings from Infosys, Tata Elxsi, and ICICI Lombard.
• Global trade and inflation data.
• Investor action around IPO launches and listing.

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🧠 Conclusion

India’s stock market showed resilience today, aided by global recovery signs and domestic earnings strength. Investors should remain selective, focus on fundamentally strong companies, and watch global trends closely.

💡 Not a SEBI-registered advisor. All tips shared are for educational purposes only.