Market View 27th July, 2026

View on market: Volatility persists, eagerly searching for growth:

Asian stock markets opened higher as improving sentiment followed easing concerns over tensions between the United States and Iran. A sharp fall in crude oil prices also supported investor confidence, with buying seen across key regional markets ahead of an important week for major central bank decisions. U.S. markets traded on a mixed note as investors remained cautious after the previous session’s sharp technology-led decline. While some buying emerged in blue-chip stocks, weakness in technology shares continued. Investors also kept a close watch on geopolitical developments and inflation trends, which remained key factors influencing market direction. Indian equity markets ended lower as renewed geopolitical concerns and the earlier rise in crude oil prices weighed on sentiment. Selling pressure was broad-based across sectors, leading to declines in both the Sensex and Nifty. Overall, global markets reflected cautious optimism, with investors balancing easing geopolitical risks against inflation concerns and expectations surrounding upcoming central bank policy decisions.

Key Quarterly Results

AEROFLEX, ANTELOPUS, AURIONPRO BALAMINES, BEL, BHAGYANGR, CANBK, CCL, CGCL, COALINDIA, DIGITIDE, EMKAY, EPIGRAL, EVERESTIND, GALLANTT, GODFRYPHLP, GRAVITA, HAPPSTMNDS, HMT, HOMEFIRST, HUDCO, INDUSTOWER, JKPAPER, MOLDTKPAC, NELCAST, NESCO, NORTHARC, PNGJL, RRKABEL, SAGCEM, SENORES, SPLPETRO, SUMICHEM, TATACHEM, TATAPOWER, TEJASNET, TI, TMB, USHAMART.

Economic Calendar:

• USD: ADP Employment Change, Wholesale Inventories and House Price Index Data on 28^th July 2026.
• IND: Industrial Production Data on 28^th July 2026.
• USD: Monetary Policy on 29^th July 2026.
• IND: Monetary Policy on 05^th August 2026.

BROKERAGE RADAR:

CITI ON MARUTI SUZUKI:

Target ₹18500 Recommendation Accumulate, New Brezza Launched – 1L Turbo Engine Option Could Be a Big Customer Pull, Aggressively priced turbo engine variant could drive higher volumes, Key feature upgrades position it competitively.

CITI ON AU SFB:

Target ₹1225 Recommendation Accumulate, Demonstrates resilience in seasonally weak quarter, NIMs sequential dip seasonal and better than anticipated, Credit costs contained in seasonally weak quarter, AUM growth – broad based momentum, secured book leads.

MORGAN STANLEY ON DR LAL PΑΤΗ:

Target ₹1960 Earlier Target ₹1819 Recommendation Overweight, Q1 saw highest revenue growth in four years, Volume growth was a key driver, Management increased guidance to mid-teens FY27 revenue growth vs. lowto mid-teens previously, A sustained revenue pickup could rerate the stock.

MORGAN STANLEY ON IDFC FIRST:

Target ₹75 Earlier Target ₹65 Recommendation Equal-weight, Both NIM and credit costs beat estimates, Company guided for improvement, and guided to FY27 ROA of 1.0%, Rate of change is positive like at other mid-sized private banks, Valuation at 1.3x FY28 P/B is well ahead of ROE, even three years hence.

International Markets:

U.S & Europe:

*As per 27^th July.

Asian markets:

Stocks strong on Chart:

Commodities & Currency:

FIIs & DIIs:

View on market: Volatility persists, eagerly searching for growth

News Updates:

Source: Moneycontrol, Bloomberg Quint, Investing

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