NEAT Everyday, the wellness and personal care brand from Mangalam Global Enterprise Limited (MGEL), has further accelerated its retail expansion with the launch of two new experience stores in Ghansoli, Navi Mumbai and Chandivali, Mumbai. With these additions, the brand has now opened five experience stores in Mumbai within a month, reinforcing its commitment to building a strong omnichannel presence and making clean-label wellness products more accessible to consumers.

The new store openings further reinforce NEAT Everyday's retail expansion strategy, following the successful launch of three experience stores in Goregaon, Borivali, and Ghatkopar earlier this month. As the brand strengthens its presence across Mumbai, Ahmedabad, and Indore, it continues to enhance consumer access to its wide range of nutraceuticals, cold-pressed oils, gummies, vegan plant-based capsules, and personal care essentials.

Global cybersecurity and digital privacy company Kaspersky has strengthened its B2B customer engagement through WebEngage's data-driven engagement platform. The collaboration has already helped Kaspersky engage more than 500,000 users during the initial phase of the partnership, as the company builds a more structured marketing automation framework across its B2B operations.

As Kaspersky's customer engagement expanded across newsletters, webinar invitations, product updates, and partner outreach, the company sought a more structured and scalable approach to centralise its marketing efforts. The objective was to move beyond fragmented campaign execution and build a system capable of supporting customer segmentation and lead generation, while also providing performance analytics at scale.

Thomas Cook (India) Limited, India's leading omnichannel foreign exchange services provider, has introduced Zero Markup Card by relaunching its One Currency Card with Zero Mark-up and Zero Cross-Currency Conversion Charge. Designed for India's rapidly growing base of digitally savvy and frequent international travellers, the card offers a smarter, more transparent and cost-efficient payment solution for overseas travel.

The company's latest offering combines the convenience of modern travel cards with the inherent advantages of a prepaid forex card, including the ability to lock in foreign exchange rates before travel. This provides customers protection against currency volatility - a key concern amid the heightened fluctuations witnessed across global currencies this year.

Ayubal Wellness Pvt. Ltd., the parent company of Ayurveda-inspired wellness brand Ashpveda, has inaugurated its new state-of-the-art manufacturing facility at the RIICO Industrial Area, Chhitroli, Bagru, Jaipur. The expansion marks a significant milestone in the company's journey to strengthen India's Ayurveda and wellness manufacturing ecosystem while meeting the growing domestic and international demand for high-quality herbal and wellness products.

Spread across approximately 8,200 sq. metres, the facility has been developed with advanced manufacturing infrastructure, automated production systems, dedicated R&D and quality control laboratories, and modern packaging capabilities. The unit will manufacture a comprehensive portfolio of Ayurvedic, herbal, skincare, personal care, haircare, wellness, and nutraceutical products for Ayubal Wellness' brands, including Ashpveda and Akayu, as well as contract manufacturing and private-label partners.

India has roughly 6.4 crore MSMEs, but only a tiny fraction exports, despite the sector contributing nearly 45 percent of the country's exports. Read full report here

Marking a significant milestone in its growth journey, Nehlia Realtors has officially been renamed as Nehlia Developers, signifying its strategic shift from a real estate consultancy firm to a full-fledged real estate development company. The initiative for this is in line with the vision of the company to develop high-end residential projects, plotted developments and luxury farmhouses as per the needs of modern buyers and investors.

Established on the pillars of trust, transparency and being customer-centric, Nehlia Developers seeks to build well-planned communities with excellent infrastructure facilities combining modern lifestyle, wellness and sustainable investment value.

Under the visionary leadership of Ashok Nehlia, Founder and CEO,Nehlia Developers says, the organization continues to maintain the values that have helped it win the trust of its customers all these years. With the guidance, Nehlia Developers is stepping into a new era, one of innovation, sustainable development, and future infrastructure.

Lumina Datamatics, a strategic partner to global publishers and eCommerce retailers, has been recognized as one of the Most Preferred Workplaces 2026-27 by Marksmen Daily for the second consecutive year. The recognition was presented at the 6th Edition of the Most Preferred Workplace Awards, held in association with India Today and Business Standard on 3rd July 2026 at Novotel Mumbai.

The award recognizes organizations that are redefining the future of work by fostering inclusive, agile, and people-centric workplaces. Other renowned companies recognized this year included Hinduja Group, NSE, Marico, Hexaware Technologies and ABB India. In an era shaped by rapid technological advancements, AI-driven transformation, and a multigenerational workforce, the recognition celebrates organizations that are building resilient, purpose-driven, and future-ready workplace cultures.

Avaada Electro Limited, the solar PV manufacturing arm of Avaada Group, has advanced its 6 GW high-efficiency N-Type TOPCon solar cell manufacturing facility at its integrated solar manufacturing factory in Butibori, Nagpur. The first 3 GW production line is now operational, while the balance capacity is under ramp-up.

The facility is equipped with advanced N-Type TOPCon technology capable of delivering cell efficiencies of up to 25.5% under standard test conditions, supported by 16-busbar and 18-busbar architecture for higher power density, reliability and energy yields.

The Nagpur line is part of Avaada's broader manufacturing roadmap. The company currently operates 8.50 GW of N-Type TOPCon glass-to-glass module capacity across Nagpur and Dadri, and is planning to add 5.10 GW to reach 13.60 GW of module capacity. It is also progressing toward adding another 6 GW of solar cell line at Greater Noida, taking total solar cell capacity to 12 GW. As a part of backward integration company is also planning 3GW of ingot and wafer capacity at Nagpur.

Adgcraft Communications, one of the most trusted PR agencies in India, announces a mentorship session for startups as part of its flagship initiative PRISM 2026 (Public Relations Impact Strategy and Media). The session marks another milestone in the agency's fifth anniversary celebrations and will focus on why public relations and strategic communication are as critical to a startup's survival as the product or service itself. The event will be held at the Constitution Club of India, New Delhi, on July 18, 2026.

Speaking on the initiative, Abhinay Kumar Singh, Founder and MD of Adgcraft Communications, said, "As Adgcraft Communications completes five years, we are proud to celebrate our journey of trust and growth. Over the years, we have grown alongside India's evolving communications industry while staying true to our vision of helping brands find their voice and create meaningful impact. Through PRISM 2026, we want founders to understand that a great product needs a great story to go with it. Startups that invest early in how they communicate build the kind of trust that outlasts their competitors. Too many founders wait until a crisis or a funding round to think about their narrative; by then, it is already too late. Our goal with this session is simple: to help startups see PR not as an expense but as an investment that compounds over time, the same way a good product does."

Maintaining a balanced credit portfolio and avoiding excessive dependence on revolving credit are key factors that preserve a healthy credit profile. Read full report here

Akshat Siddhant, Lead quant analyst, Mudrex

Gold and silver remained under pressure on Monday as renewed tensions between the US and Iran reshaped the macroeconomic outlook. Gold slipped below $4,100 per ounce, while silver fell below $59. The weakness stems from rising inflation fears rather than falling demand. Crude oil climbed more than 3% to above $73 per barrel after fresh missile strikes and uncertainty surrounding the Strait of Hormuz, raising concerns over global energy supplies. Markets now see nearly a 60% chance of a September Fed rate hike, which has weighed on non-yielding assets. Investors are closely watching this week's US inflation data and Fed Chair Kevin Warsh's first Congressional testimony for further direction.

Morgan Stanley has reiterated its Overweight (Buy) rating on Aptus Value Housing Finance with a target price of Rs 405, implying 42% upside from the current market price. More importantly, the brokerage has identified Aptus as its most preferred Affordable Housing Finance Company (AHFC) in its latest sector report.

Morgan Stanley believes the affordable housing finance sector is entering a strong upcycle, driven by accelerating disbursements, healthy asset quality, and attractive valuations. Within the space, Aptus stands out due to its consistent earnings delivery, strong return ratios, and meaningful re-rating potential.

Key highlights from the report include:

Avantel Limited (BSE: 532406 & NSE: Avantel Limited), a vertically integrated provider of wireless and satellite communication solutions, defence electronics, and radar systems, announced its unaudited financial results for the quarter ended 30th June 2026. The company reported revenue from operations of Rs 70.12 crore, a growth of 35.27% year-on-year, while EBITDA rose 68.95% to Rs 19.26 crore, reflecting strong operating leverage. Profit After Tax grew 64.94% year-on-year to Rs 7.62 crore.

Key financial highlights for Q1 FY 2026 - 2027:

Avinash Shekhar, Co-Founder & CEO, Pi42

"Bitcoin, currently trading around $63,000 to $64,000, is entering the week on firmer footing as improving ETF inflows, easing macro concerns and growing optimism around the evolving regulatory landscape are helping sentiment recover. The market has shown resilience by defending key support levels while attempting to break through important resistance. At the same time, the recent decline in corporate Bitcoin holdings reflects a phase of portfolio recalibration rather than a structural shift in institutional interest. Investors are closely watching upcoming macroeconomic data and regulatory developments, which are likely to influence the next leg of market direction.

For investors, this is a phase that calls for discipline and a long term perspective rather than reacting to short term price swings. Maintaining a staggered investment approach, focusing on quality assets and keeping an eye on macro signals and capital flows can help navigate periods of consolidation. As institutional participation continues to evolve and regulatory clarity gradually improves, investors who stay consistent with their allocation strategy are likely to be better positioned to benefit from the market's next phase of growth."

While crude oil supplies appear relatively better insulated, industries dependent on LPG remain vulnerable if disruptions worsen. Read full report here

Bybit, the world's second-largest cryptocurrency exchange by trading volume, is excited to announce the Bybit Combo Bot Hub, a centralized platform for portfolio-based automated trading strategies that supports traders in both digital assets and traditional financial markets.

The Combo Bot Hub allows users to browse, deploy, and manage multi-asset strategies from a single interface, consolidating two portfolio-level trading products:

Futures Combo automates rebalancing across diversified crypto asset portfolios

TradFi Combo provides automated portfolio exposure to CFD trading of traditional financial assets including stocks, indices, gold, and forex.

The platform includes a curated selection of pre-built strategy portfolios that can be deployed with a single click, with no manual configuration needed. Users select a strategy aligned with their investment approach, and the underlying bot manages allocation and rebalancing automatically.

Akshat Siddhant, Lead quant analyst, Mudrex

Bitcoin is holding above the $63,000 mark despite escalating tensions in the Middle East and the closure of the Strait of Hormuz, which pushed oil prices higher. Its resilience reflects steady institutional demand, with U.S. spot Bitcoin ETFs recording net positive weekly inflows of over $197 million, ending the 8-week outflows streak. While geopolitical uncertainty stands as a key influencer of the market direction, investors are now focused on Tuesday's U.S. CPI report and Fed Chair Kevin Warsh's testimony. A softer inflation print could help Bitcoin break above the $64,600-$65,500 resistance zone, while a drop below $62,000 could expose the $60,000 level.

Riya Sehgal, Research Analyst, Delta Exchange

Global markets are facing an inflation-led risk-off setup following renewed hostilities involving the United States and Iran, together with Iran's claim that the Strait of Hormuz had again been closed. Brent crude rose about 4% to $79.11, while U.S. equity futures weakened. The dollar strengthened and the two-year Treasury yield climbed to 4.2393%, indicating that investors are assigning a greater probability to further Federal Reserve tightening.

Despite the geopolitical uncertainty, spot gold slipped toward $4,076 an ounce, suggesting that higher yields and dollar strength are currently outweighing traditional safe-haven demand. XAUT perpetuals, were trading near $4,060 and remained below their major moving averages. Immediate support lies at $4,025-$4,055. A break below $4,025 could expose $4,000 and $3,960-$3,980, while a recovery would first require a move above $4,090-$4,115.

Crypto also came under selling pressure. Bitcoin traded near $62,615, Price remained below the major long-term average around $63,778. Separately, the four-hour chart identifies $63,800-$64,000 as a key reference resistance area, with support around $62,300-$62,000 and $61,200-$61,900.

Ether fell toward $1,790 after another rejection from the $1,805-$1,850 supply zone. Its broader recovery structure remains intact while price holds the $1,740-$1,770 region, although a breakdown could bring $1,710-$1,730 into focus.

Markets will now track actual shipping flows through Hormuz, Brent near $80, the July 14 U.S. CPI release and Fed Chair Kevin Warsh's congressional testimony.

BTC held near $64K despite elevated geopolitical uncertainty following U.S. strikes on Iran last week. Sentiment improved as spot Bitcoin ETFs recorded $197 million in weekly inflows, ending an eight-week run of outflows. While institutional demand is still in the early stages of recovery, continued inflows over the coming weeks could strengthen the recovery and support a move toward the $65K level.

Harish Vatnani, Head of Trade, ZebPay

"Bitcoin's (BTC) resilience remains one of the key indicators investors are closely watching. 

Macro uncertainty has returned after U.S. President Donald Trump backed away from the Iran ceasefire, weighing on overall market sentiment. The renewed geopolitical tensions pushed oil prices up more than 5%, with crude now approaching the $75 level-a price range that has historically been associated with increased volatility and corrections across risk assets, including cryptocurrencies. 

The shift in sentiment has already impacted the derivatives market, with more than $13 million in Bitcoin long positions liquidated over the past 24 hours as leveraged traders were forced to exit. On the network side, Bitcoin's mining difficulty declined 5% on July 11 to 127.17 trillion during its 14th difficulty adjustment of 2026, bringing the metric closer to its lowest level of the year. While short-term uncertainty persists, Bitcoin has continued to show resilience despite the broader macro headwinds.  

At the time of writing, BTC was trading at $63,500.

BTC, on a daily time frame,  made a low of $57,800 on 1st July. However, it failed to sustain below the key support level of $60,000 and gave a relief rally of almost 11% up to $64,700. Bitcoin is trading in a range from $60,000 to $65,000 with declining volumes. Breakouts on either side of the range with good volumes will further decide the trend for the asset."

Vikram Subburaj, CEO, Giottus.com

Bitcoin has recovered about 6% from its late-June lows to trade near $63,700, helped by a return of positive ETF inflows. Whether that recovery develops into a sustained uptrend will depend on fresh institutional demand and this week's US macroeconomic data. 

Institutional participation has improved, although it remains inconsistent. US spot Bitcoin ETFs attracted a net $197.4 million during the July 6-10 trading week after inflows of $265.7 million on July 6 and $90.4 million on July 10 offset combined outflows of about $180 million on July 8 and 9. The return of positive weekly flows is encouraging, but it does not yet represent the kind of broad-based institutional accumulation that typically accompanies a strong bull market. 

On-chain data also presents a mixed picture. Analysts' desks estimate Bitcoin's True Market Mean at about $76,600 and the short-term holder cost basis near $72,200, leaving the current market price roughly 12-17% below both levels. In simple terms, many investors who bought Bitcoin over the past few months are still sitting on unrealised losses. If Bitcoin continues to recover, some of these investors may choose to sell once prices approach their purchase levels to recover their capital. That could create additional selling pressure around the $72,000-76,000 range before the market can sustain a stronger uptrend. 

From a technical perspective, the market remains range-bound. Immediate support is located around $63,000, followed by $62,000 and the psychologically important $60,000 level. On the upside, Bitcoin needs to reclaim $65,000 before traders begin focusing on the $67,000-68,000 zone. A decisive move above those levels would improve market structure, while a break below $62,000 could expose Bitcoin to another test of recent lows. 

Ethereum was trading near $1,800, up about 0.1% over the past 24 hours, while BNB gained around 0.4% to $575. XRP underperformed, declining about 1.6% to $1.08, while Solana was broadly unchanged near $76. TRON outperformed its large-cap peers with a gain of about 0.6% to $0.33. The relatively subdued moves across the largest altcoins suggest investors are still favouring established assets over higher-beta tokens, reflecting a cautious rather than risk-on market environment. 

The coming week may prove more important than recent price action. The US Consumer Price Index on July 14, Producer Price Index on July 15, Federal Reserve Chair testimony before Congress, and the Federal Reserve meeting on July 28-29 will shape expectations for US interest rates. Crypto markets have become increasingly sensitive to macroeconomic data, with Treasury yields and monetary policy expectations now exerting as much influence as blockchain-specific developments. 

The market appears to be transitioning from panic selling towards cautious accumulation rather than entering a fresh bull phase. ETF demand has stabilised, on-chain valuation has become more attractive, and selling pressure has moderated. However, Bitcoin still needs stronger institutional participation and favourable macroeconomic signals before it can convincingly break above the $65,000 resistance zone and establish a more durable recovery.

Our advice: Investors should avoid chasing short-term rallies ahead of this week's US inflation data and Federal Reserve commentary. With Bitcoin trading between key support near $62,000 and resistance around $65,000, staggered accumulation and disciplined position sizing remain more prudent than aggressive directional bets.

Rajesh Palviya, Head of Research, Axis Direct

The Nifty 50 extended its rebound on Friday, rising 244 points or 1.02% to close at 24,206.90, supported by strength in financials and IT stocks amid improving global sentiment. Bank Nifty advanced 1.39%, while the IT index gained 1.96%. Investor confidence improved as both FIIs and DIIs remained net buyers, investing ₹2,604 crore and ₹2,020 crore respectively, while India VIX eased to 12.25, reflecting lower market volatility. Global cues were supportive, with US markets ending higher on Friday, led by technology heavyweights including Nvidia and Meta, as sustained enthusiasm around AI continued to drive investor appetite.

Asian markets are trading mixed in early trade, with Japan under pressure while Hong Kong posts modest gains. Brent crude continues to hover near $79 per barrel after a sharp weekly rise, as supply concerns linked to disruptions in the Strait of Hormuz keep the geopolitical risk premium elevated. Higher crude prices remain a key monitor for Indian equities. Meanwhile, GIFT Nifty is indicating a softer start, trading below Friday's closing level.

Technically, the near-term trend remains positive, with the Nifty holding above the crucial 24,100 level. Sustaining above this zone could trigger further upside towards 24,350 and 24,550. On the downside, immediate support is placed at 24,000, while a decisive break could lead to profit booking towards 23,800. Investors are likely to remain focused on global risk sentiment and crude oil prices for the next directional move.

Crypto gains have to be disclosed under Schedule VDA while filing ITR-2 or ITR-3, depending on the taxpayer's profile. Read full report here

The Thesis

India's market closed +1.02% as VIX collapsed 8.3% despite active US strikes on Iran - FII bought Rs 2,604 crore net, confirming the Hormuz premium is a tactical trade, not a structural threat. The portfolio concentrates in domestic demand compounders - jewelry, cement, healthcare - shielded from crude volatility and amplified by RBI's easing cycle.

Where We're Concentrated

Focus sits across gold-linked discretionary, diversified materials tied to real estate recovery, and healthcare services expanding nationally. India's domestic demand absorbs $76 Brent comfortably; any Iran de-escalation unlocks margin expansion for cement and chemicals. Break: Brent sustaining above $82 reopens input cost pressure across the industrials.

Conviction Picks

Highest Conviction

Kalyan Jewellers India Ltd.

Gold safe-haven demand surges as Iran tensions keep risk premium alive; domestic jewelry consumption remains structurally firm.

IFCI Ltd.

PSU development finance gains traction as RBI easing and government capex demand amplify industrial credit pipeline momentum.

Grasim Industries Ltd.

Cement sector rally and real estate recovery lift this diversified materials play as Brent stays contained near $76.

Aster DM Healthcare Ltd.

Healthcare services expansion accelerates across Tier-2 cities; defensive but growing as VIX stays low and domestic capex rises.

Shyam Metalics and Energy Ltd.

Ferro-alloy and steel momentum builds as domestic infrastructure spending holds; metals sector captures the broad market rotation.

One Thing to Watch

Brent above $80. Hormuz disruption pushing crude back through that level squeezes margins in cement and chemicals and tests Monday's thesis anchor.

Nischal Shetty, founder, WazirX

"Bitcoin is trading between key moving averages, where buyers are indicating short term bullishness. According to analysts, as long as Bitcoin holds above $63,150 buyers retain a modest near-term advantage. However, a failure to reclaim $63,450 could keep price action range-bound. Futures traders are watching for a high-volume breakout beyond either of these zones, as that is likely to determine the next directional move.

Ethereum has held firm around the $1,800 mark after gaining nearly 3%, supported by renewed institutional demand. Spot U.S. Ethereum ETFs recorded $84.4 million in weekly inflows, ending an eight-week streak of outflows, while continued corporate accumulation suggests long-term conviction remains intact. However, futures positioning indicates retail traders are still cautious, highlighting a divergence between institutional buying and short-term sentiment.

This week, markets will closely watch the U.S. CPI, PPI, retail sales data and the Fed Chair's testimony, as they could influence expectations around interest rates. Softer inflation would improve the outlook for risk assets, including crypto, while persistent inflation or geopolitical pressures on energy markets could keep volatility elevated."

At the close on Friday, the total market cap of all BSE Sensex companies stood at Rs 4,81,75,250.