Stocks Watch

• Investors are monitoring several stocks today, including Meesho, Poonawalla Fincorp, and Sudeep Pharma, as the market recovers from a Tuesday decline. • Meesho is in focus after 27 investors, including Goldman Sachs, Fidelity, and Morgan Stanley, purchased shares previously held by Elevation Capital and Peak XV Partners. • Other notable buyers in the Meesho deal include Axis Mutual Fund, HSBC Mutual Fund, and the Abu Dhabi Investment Authority (ADIA).

• Asian markets opened higher today, with Japan's Nikkei 225 surging 3.34% and South Korea's Kospi adding 4.2%, following record highs in US stocks driven by strong tech earnings. • Investors are focusing on key Indian companies including Manipal Health, Airtel, ONGC, Nykaa, BSE, and LIC. • Several major firms, including Power Grid, Aurobindo Pharma, PB Fintech, Biocon, and Cummins, are scheduled to release their Q1 financial results today.

• Hongkong Land’s Singapore Central Private Real Estate Fund is acquiring Wheelock Place from Wharf Real Estate Investment Company. • The transaction for the commercial property is valued at S$1.1 billion. • This significant acquisition is expected to impact the trading of securities for several companies, including Hongkong Land, on Friday, July 31.

• Market analysts have identified a watchlist of 20 top stocks to monitor today, featuring key companies such as HDFC AMC, Bharti Airtel, and Eicher Motors. • These stocks are expected to be in focus due to upcoming earnings reports, management commentary, and potential business expansions across sectors like telecom, banking, and energy. • Tracking these specific assets allows investors to anticipate institutional activity and gauge broader market trends before the trading day begins.

• The Government of Singapore completely exited its stakes in six companies, including Ashok Leyland Ltd, Eicher Motors Ltd, and Triveni Turbine Ltd, during Q1 FY27. • This total divestment across these holdings signals a significant portfolio reshuffling by the sovereign investor. • The move is critical for market watchers as large-scale exits by government entities can influence stock volatility and investor sentiment.

• Investors are monitoring key stocks including Infosys, IndiGo, NTPC, SAIL, Swiggy, IEX, and Meesho following recent corporate announcements. • Caliber Mining & Logistics is expected to be a primary focus as its shares officially list on the exchanges today. • A significant number of companies, including Bank of Baroda, Bank of India, Hindustan Zinc, and Jindal Steel, are scheduled to release their earnings reports.

• Investors are focusing on key stocks including NTPC, Shriram Finance, Bank of Baroda, Bank of India, and CG Power, which are all scheduled to release their Q1 results today. • Market sentiment in Asia is currently negative, with Japan’s Nikkei 225 and South Korea’s Kospi trading lower by 2.8% and 2.9%, respectively. • Rising oil prices are creating new economic headwinds globally after a brief period of decline at the end of June.