Top stocks to buy today: Stock recommendations for June 29, 2026 week - check list - The Times of India

• U.S. stock futures are rising following a mixed week on Wall Street marked by a rotation of investments away from technology stocks. • Diplomatic talks between Washington and Tehran have been temporarily paused, according to a Pakistani source.

• A new economic calendar and set of trading strategies have been released for the week of June 29 – July 3, 2026. • The guidance focuses on high-impact events, specifically Nonfarm Payrolls (NFP) scenarios, inflation data, and Federal Reserve rate hike probabilities.

• FactSet Research (FDS) shares surged 10.97% in a single session, reaching a price of $231.74. • The jump followed the release of analyst data showing the S&P 500 valuation premium is currently above its 5-year average of 24.5 and 10-year average of 23.4.

• Markets are preparing for a critical week from June 29 to July 3, 2026, highlighted by the release of US June nonfarm payrolls, unemployment rates, and average hourly earnings on Thursday at 8:30 AM ET. • Key international data includes Eurozone flash CPI on Wednesday—the first since the ECB hike—and a monetary policy decision from Colombia on Tuesday.

• The market valuation of six top firms rose by Rs 88,678.1 crore during a recent holiday-shortened week, driven by escalating tensions between the US and Iran. • These geopolitical developments are encouraging Foreign Institutional Investors (FIIs) to reconsider India as an investment destination, despite relatively weak corporate earnings.

• The BSE Sensex and Nifty50 opened in the green on Monday, with the Nifty50 trading above the 24,050 level. • Market sentiment remains cautious due to ongoing uncertainties surrounding the US-Iran conflict and a slight increase in crude oil prices.

• India has reclaimed the top position in Mint's Emerging Markets Tracker, driven by robust factory activity and stronger export growth. • The tracker, launched in September 2019, evaluates 12 emerging economies based on seven high-frequency indicators, including GDP growth and manufacturing PMI.

• Oil prices increased on Monday following renewed military exchanges between the United States and Iran. • The escalation has sparked significant concerns regarding the stability of global energy supplies and potential disruptions to shipping in the Strait of Hormuz.

• Asian tech stocks declined sharply, with South Korea's KOSPI tumbling 3% and Japan's Nikkei 225 pulling back following a recent record-high rally. • Major companies including Samsung Electronics, SK Hynix, and SoftBank saw losses, driven by profit-taking and SoftBank's decline linked to a delayed OpenAI listing.

• The KOSPI index has surged by 95%, while the KOSDAQ plummeted 10%, highlighting a stark divergence in performance between South Korea's major and venture markets. • The KOSDAQ's decline is attributed to a 30-year systemic failure characterized by the prevalence of "zombie firms," corporate fraud, and inadequate regulatory oversight.

• Global markets are exhibiting cautious optimism as the US and Iran reportedly move to avoid further conflict escalation, with diplomatic talks scheduled in Qatar. • Market reactions are mixed, with Asian shares slipping while US equity futures climbed amid hopes for regional stability and strong quarterly tech sector performance.