Fiis

• Five companies, including Dr Agarwal’s Health Care, RPP Infra Projects, and Tenneco Clean Air India, experienced significant ownership changes on Wednesday. • The churn was driven by large-scale bulk and block deals executed by promoters, private equity investors, and mutual funds. • These transactions are critical indicators of how institutional players and company insiders are positioning their stakes in Shankara Building Products and NDL Ventures.

• Foreign Institutional Investors (FIIs) shifted to a buying trend over three sessions, purchasing equities worth Rs 3,623 crore on July 30, Rs 2,981.87 crore on July 29, and Rs 755.33 crore on July 28. • This activity marks a potential trend reversal after FIIs had previously sold equities totaling Rs 2.64 lakh crore in 2026, according to NSE data. • VK Vijayakumar of Geojit Investments attributes this renewed interest to high volatility in other global markets, such as the U.S. and South Korea, making Indian equities more attractive.

• Foreign Institutional Investors (FIIs) invested over $1 billion in Indian equities last week, representing the largest weekly buying streak since June 2025. • Total inflows through July 9 reached $1.3 billion, supplemented by an additional $272 million in provisional purchases on Friday. • Goldman Sachs attributes this surge to a stable Indian rupee and a positive outlook for corporate earnings.

• M&M and Godrej Properties are positioned for potential breakouts following a bullish reversal in the Nifty Auto and Realty indices. • The trend is driven by strong short covering as Foreign Institutional Investors (FIIs) reduce their short positions, contrasting a broader market dip where Nifty 500 stocks fell below their 10-day SMA. • This shift is significant as it signals a recovery in specific sectors despite the general Friday plunge in the wider market.

• Indian stock markets are seeing a recovery in sentiment driven by a sharp correction in crude oil prices and the return of selective foreign institutional investor (FII) buying. • FIIs are shifting focus back to India following significant market volatility in East Asia, including a one-day 8% crash in the South Korean market that triggered a trade freeze. • This trend is significant as investors seek stability in the Indian rupee and a safer haven for profits after selling off assets in South Korea and Taiwan.

• Stock market movements this week will be primarily driven by crude oil prices, foreign institutional investor (FII) trading activity, and the outcome of US-Iran diplomatic talks. • Technical-level discussions between the US and Iran are scheduled to take place this Sunday in Burgenstock, Switzerland. • Analysts indicate that the trajectory of the domestic monsoon will also be a critical factor for market performance.