The proposed airport is expected to come up near Kore Beach in Palghar district. It is designed to handle around 90 million passengers annually. Read full report here

Samsung India brought its flagship innovation and education programme, Samsung Solve for Tomorrow 2026, to Jammu & Kashmir, engaging 452 students through Design Thinking Workshops that explored how artificial intelligence and human-centred innovation can be used to address real-world challenges facing their communities.

The Design Thinking Workshops introduced participants to Samsung's human-centred innovation framework, equipping them with practical tools to identify everyday challenges, understand user needs and develop technology-led solutions with meaningful social impact.

The growing formalisation of India's rental market is also changing how taxpayers approach rent payments. Read full report here

The Warburg Pincus-backed affordable housing finance company formerly known as Shriram Housing Finance, is entering the capital markets with a story built around scale, speed and a sharply defined customer segment.

The company recently filed for a Rs 3,000 crore initial public offering, comprising a fresh issue of Rs 1,500 crore and an offer for sale of Rs 1,500 crore by promoter selling shareholder Mango Crest Investment Limited. It has received the regulators final observation too.

At the heart of the IPO story is a rapidly expanding loan book. As of December 31, 2025, Truhome Finance had assets under management of Rs 21,124.33 crore, making it the third-largest affordable housing finance company in India by AUM among its identified peer set which includes include Aadhar Housing Finance, Aavas Financiers, Home First Housing Finance, Aptus Value Housing Finance, India Shelter Finance, Grihum Housing Finance, and Vastu Housing Finance. More significantly, the company has been the fastest-growing affordable housing finance company in India in terms of AUM CAGR over FY23, FY24 and FY25, at 48.58%.

DashLoc has launched DashORM, an AI-powered Online Reputation Management solution, to help businesses strengthen their online reputation and build customer trust across digital platforms, including search engines, review sites, maps, and social media channels, as part of its vision to create a unified MarTech platform that enhances customer acquisition, engagement, and retention through AI driven solutions.

DashORM has been introduced as part of DashLoc's growing enterprise software suite, which includes solutions for hyperlocal discovery, customer engagement, voice automation, and digital growth management. The new platform aims to help businesses gain greater control over how their brand is perceived online while enabling faster response to customer feedback and reviews.

Shravan Shetty, Managing Director, Primus Partners

The markets have a negative bias today primarily due to geopolitical tension again rising in Middle East which is expected to put upward pressure on crude prices.

In addition with triple expiry on June 30th there is reduced participation in markets as seen in the volumes so far.

We expect nifty and Sensex to close lower today and the trend would be negative unless we see positive news flow.

Vikram Subburaj, CEO, Giottus.com

Bitcoin remained under pressure on Monday and traded below the key $60,000 level. At the time of writing, it was trading around $59,500-60,000. The cryptocurrency has now extended its sharp decline from above $73,000 at the start of June. The fall was mainly driven by continued selling through U.S. spot Bitcoin ETFs. Investors also remained cautious as expectations grew that the U.S. Federal Reserve could keep interest rates higher for longer due to persistent inflation. This reduced appetite for riskier assets like cryptocurrencies.

From a technical perspective, Bitcoin continues to trade within a vulnerable range. Immediate support is seen around $58,500-59,000, while a break below this zone could expose the next key support near $55,000. On the upside, $61,500-62,000 remains the first resistance, followed by the stronger $64,000 level that bulls need to reclaim to signal a meaningful recovery.

On-chain data paints a more balanced picture than price action suggests. Despite the correction, long-term holders continue to accumulate coins while exchange balances remain relatively stable. This indicates that the bulk of selling pressure is still coming from institutional fund flows rather than widespread retail capitulation. Order-book data also points to sizeable liquidity clusters around the $60,000-61,000 region, making it an important near-term battleground.

Institutional sentiment remains the key factor to watch. U.S. spot Bitcoin ETFs have seen continued net outflows throughout June. However, the official net flow data for June 28 and 29 could not be independently verified. As a result, those figures are not included here. Broadly, however, ETF demand continues to remain weak, reinforcing the cautious tone across digital assets.

The weakness has extended across the broader crypto market. Ethereum was trading near $1,570, BNB around $550, XRP near $1.05, and Solana around $72, with most large-cap altcoins broadly mirroring Bitcoin's direction as investors continue reducing exposure across the sector.

Our advice: From an investment perspective, macroeconomic developments remain the dominant driver. Expectations around future Federal Reserve policy, inflation data, and any reversal in ETF flows are likely to dictate near-term price action. Until institutional demand stabilises and Bitcoin decisively reclaims the $62,000-64,000 zone, the market is likely to remain range-bound with a cautious bias.

Ashish Singhal, Co-founder and CEO, CoinSwitch 

"What we're seeing right now is more of a pause than a shift in the long-term Bitcoin story. Markets are waiting for more clarity on the Fed, geopolitical developments and the broader macro environment, so investors are naturally being cautious. The bigger change this cycle is that institutions are driving a lot more of Bitcoin's price action, which is why ETF flows and macro signals matter more than short-term sentiment.

While the broader market has seen selling pressure, on-chain data tells a more nuanced story. Large investors appear to be using the correction to accumulate, with a rise in transactions above $100,000 and $1 million after Bitcoin briefly fell below $60,000.

At the same time, a stronger U.S. dollar has weighed not just on Bitcoin, but also on gold and silver, as investors pull back from assets that had benefited from the currency debasement narrative. Bitcoin's next direction will likely hinge on upcoming Fed decisions and regulatory developments such as progress on the U.S. CLARITY Act"

Omaxe, one of India's leading real estate developers, has announced its dedicated hospitality business vertical with plans to develop 19 hotels spread over nearly 5 million sq. ft. across five states in the next 4-5 years. The company proposes to invest approximately Rs. 6,200 crore over the next 4-5 years, subject to project-specific, regulatory, and other necessary approvals, as well as market conditions, to develop hospitality assets across high-growth urban centres, pilgrimage destinations, and transit corridors. The hospitality developments will be integrated with Omaxe's existing ecosystem of townships, mixed-use developments, commercial destinations and urban infrastructure projects. Of the 19 hotels, 12 will be developed in Uttar Pradesh, including two in Ayodhya, three in Lucknow, one each in Prayagraj, Ghaziabad and Gorakhpur, two in Kaushambi and two in Vrindavan. Omaxe will also develop one hotel each in New Delhi, Faridabad and Ujjain, along with four hotels across Chandigarh, Amritsar and Ludhiana, including two properties in Chandigarh. In total, Omaxe will have a presence across 13 cities in five states over the next 4-5 years. 

Among the key projects is a 158-key Gateway Hotel by IHCL at The Omaxe State, the company's 50.4-acre integrated destination in Dwarka, New Delhi, which is being developed under a Public-Private Partnership (PPP) model with the Delhi Development Authority (DDA). Omaxe will also develop transit-oriented hospitality infrastructure in Uttar Pradesh through its PPP projects with the Uttar Pradesh State Road Transport Corporation (UPSRTC). This expansion will strengthen Omaxe's recurring revenue portfolio by creating hospitality destinations that complement its existing developments. 

Over the past six months, lakhs of individuals have used Redcliffe's Face Scan, a non-invasive digital health assessment tool designed to identify physiological indicators of overall well-being. The findings reveal a concerning trend. Nearly 62% of overall face scan users showed signs of blood pressure variability, 48% recorded elevated stress levels, while 36% exhibited breathing-rate irregularities.

The findings became particularly significant when users acted on these early signals. A substantial proportion of Face Scan users proceeded with the recommended laboratory investigations after completing the assessment, and nearly 9 out of 10 were found to have abnormalities in the corresponding diagnostic health parameters. The findings indicate a strong correlation between the physiological indicators identified by Face Scan and the underlying health concerns detected by laboratory investigations. 

Sarvam Properties, a leading real estate advisory and sales organisation, has been appointed as the Strategic Sales Partner for 9 Anemone Heights, a premium residential development by Anemone Homes LLP located at Odion Signal, 90 Ft Road, Ghatkopar East, Mumbai.

With this mandate, Sarvam Properties will lead the project's sales strategy, marketing initiatives, brand positioning, and customer outreach efforts, supporting the successful market launch and sales acceleration of Anemone Homes' first luxury residential project in Ghatkopar.

Not every business begins with abundance. Many begin with uncertainty, limited resources and one strong belief that something meaningful can be built. That is the story of countless MSMEs across India. On MSME Day, we celebrate that spirit of building against the odds. MSMEs represent grit in its purest form. They adapt quickly, solve real problems and continue creating value even in challenging environments. Their strength lies not just in scale, but in intent, resilience and the ability to keep moving forward. At Smarten Power Systems, we believe this mindset is central to India's growth story. A stronger future will be built by enterprises that are agile, determined and willing to innovate continuously. MSMEs embody exactly that. Their journey is a reminder that some of the most powerful transformations begin small, but carry the potential to create lasting impact.

Rahul Jain, Managing Director at Matrix Geo Solutions

We want to acknowledge the people behind the businesses who keep showing up every day with courage, discipline and a belief that small beginnings can create lasting change. MSMEs are the backbone of India's economy, but more than that, they are the places where idea take shape, jobs are created and local communities move forward. What makes this sector special is not just its size, but its spirit. MSMEs solve problems quickly, adapt when things change and keep going even when the road is not easy. That resilience is something we deeply respect. As a country, if we want stronger growth and more inclusive progress, we must continue to support MSMEs with the right opportunities, access and trust they deserve. When MSMEs grow, India grows, and that is a responsibility we all share.

Kummarraju Rudrraju, Managing Director at UltraLED Displays

India's growth story is not built only in large factories and boardrooms, but in the everyday determination of millions of small enterprises that keep commerce moving, create livelihoods and bring new ideas to market with remarkable speed. MSMEs are often the first to sense change and the first to respond to it, which is why their role in shaping a more innovative and competitive India is so vital. At UltraLED Displays, we believe digital display technologies can play a meaningful role in that journey by helping small businesses present themselves more clearly, engage customers more effectively and build stronger visibility in a crowded market. When MSMEs gain better tools to communicate, showcase and differentiate, they do not just grow their own businesses, they strengthen the wider economy. Their progress is India's progress, and supporting them means investing in the country's long term resilience and innovation.

Policymakers are not encouraging premature withdrawals. Read full report here

Saurav Ghosh, Co-founder of Jiraaf

"Indian bond markets ended the week on a firmer footing, with the 10-year g-sec yield easing as investors priced in de-escalating geopolitical tensions in West Asia and a decline in crude oil prices. Lower crude prices reduce the risk of imported inflation for India, offering some relief to bond markets after weeks of elevated yields. However, the fall in yields has been gradual rather than sharp. One key factor preventing a steeper decline is the erratic monsoon, which continues to pose an upside risk to food inflation. Markets will closely track rainfall patterns over the coming weeks, as any sustained weather-related inflation could limit the RBI's room for further policy easing. For now, the bond market appears to be balancing improving global conditions against domestic inflation risks, with yields likely to remain range-bound until there is greater clarity on both fronts."

The Thesis

Domestic consumption is the asymmetric bet: Brent near $74 and India VIX at 13 have compressed India's import burden, unlocking margin confidence across staples, discretionary, and credit at once. Fading energy inflation keeps the RBI accommodative and the credit cycle deepening. Iran's Hormuz posturing is the qualifier - as long as tankers keep moving, this India-first spending thesis holds.

Where We're Concentrated

Concentration spans four domestic demand themes: FMCG cost recovery, premium discretionary, NBFC credit deepening, and structural growth in rural auto and pharma services outsourcing. All five names share one tailwind: softer crude improving India's import bill and margins in a low-VIX regime. The thesis breaks on a Brent spike above $80 via Hormuz closure or an RBI hawkish surprise on rupee defence.

Conviction Picks

Highest Conviction

Hindustan Unilever Ltd.

Falling crude eases input costs while stable VIX near 13 signals institutional confidence returning to staples.

Titan Company Ltd.

Consumer confidence is recovering; premium discretionary spending accelerates in a lower-volatility, easing-crude environment.

Bajaj Finance Ltd.

Rate-accommodative environment and a deepening credit cycle position India's top NBFC for the next upcycle in consumer lending.

Mahindra & Mahindra Ltd.

Rural demand and SUV super-cycle strength remain intact; lower crude costs lift margin visibility across M&M's vehicle portfolio.

Syngene International Ltd.

Global pharma R&D outsourcing to India is accelerating; Syngene is a quality CRO capturing durable demand beyond market cycles.

One Thing to Watch

Brent back above $80 Iran asserted sole Hormuz control over the weekend even as truce talks continue - any tanker disruption reprices India's inflation path sharply and unwinds the rate-accommodative conditions anchoring today's entire thesis. Watch Monday morning Brent prints before the open.

Avinash Shekhar, Co-Founder & CEO, Pi42

"Bitcoin is trading around $59,500 today after briefly reclaiming the $60,000 level, as markets continue to react to persistent ETF outflows, macroeconomic uncertainty and cautious investor sentiment ahead of key US economic data. While the recent rebound suggests buyers are defending important support levels, near-term volatility is likely to persist.

For investors, this is a good time to focus on diversification instead of concentrating exposure in a single asset class. Maintaining a balanced portfolio across established digital assets, global equities and fixed income opportunities can help create greater stability through changing market cycles. Those looking at crypto should prioritise fundamentally strong assets and invest gradually through a systematic approach instead of making large one-time allocations based on short-term price movements.

Long-term wealth creation is driven by discipline and asset quality, not by trying to predict every market swing. Investors who stay focused on their financial goals and maintain a diversified investment strategy are likely to be better positioned as market sentiment improves."

For many salaried employees, however, withdrawing pension savings too early could prove costly. Read full report here

BTC consolidated between $59K and $61K over the weekend. The recent escalation between the US and Iran hasn't helped sentiment, which the market had been hoping would improve, though both sides have now agreed to halt strikes and meet later this week, which may ease some of the caution. Even so, the episode added another layer of uncertainty. Downside protection, meanwhile, is concentrated near $59K-$60K, right where BTC is trading now. That's the floor traders are watching, and the level they are paying to defend. In this headline-driven market, investors may be better served avoiding leverage for now and keeping the focus on risk management.

Piyush Walke, Derivatives Research Analyst, Delta Exchange

Bitcoin is down nearly 7% the week, with altcoins taking an even bigger hit. Both bitcoin and ether are on track to finish the second quarter in the red, marking back-to-back losing quarters to start the year, something that's pretty unusual given their typical seasonal strength.

For bitcoin, this is only the third time it's started the year with two straight losing quarters. That's notable because Q2 has historically been one of BTC's strongest periods, making this year's performance a clear break from the usual trend.

Bitcoin is trading just above $59,000 and remains under pressure, with key moving averages overhead acting as resistance. A sustained move below $59,000 could open the door for a deeper correction toward the $52,000 region. On the upside, a break above the $61,200-$62,500 resistance zone could spark a recovery toward $64,000-$66,000. Until then, the technical outlook remains cautious

Ethereum is still holding above the key $1,500 support level. A break below it could trigger a deeper decline toward $1,440. On the upside, the $1,680-$1,700 zone remains the key resistance area that bulls need to reclaim to regain momentum.

"Global markets are entering the week on a cautious note as investors weigh geopolitical uncertainty against long-term growth. Asia-Pacific markets traded mixed early Monday as investors assessed escalating geopolitical tensions in the Middle East. Japan's Nikkei 225 slipped 0.35%, while the broader Topix gained 0.43%. Meanwhile, U.S. equities ended Friday modestly lower. The Dow, S&P 500, and Nasdaq all closed slightly in negative territory.

Bitcoin has come under pressure, slipping to around $59,500 as institutional ETF outflows, expectations of tighter monetary policy, and broader macro uncertainty weigh on investor sentiment. Bitcoin is currently trading near a key technical range, with support around $58,000 and resistance near $60,000. These are levels many traders will be watching for signs of shifting momentum.

Another trend worth watching is the continued concentration of capital in AI-related equities. Investors remain optimistic about the long-term AI opportunity, although concerns are growing around stretched valuations and the concentration of gains in a handful of companies

For crypto investors, ETF flows, geopolitical headlines, and expectations around interest rates will continue to shape sentiment.

As Bitcoin trades within a defined range, support and resistance levels remain key areas to monitor. Futures traders could use these zones to identify potential breakout setups, allowing them to adapt to changing market conditions while maintaining risk management."

Harish Vatnani, Head of Trade, ZebPay

"Bitcoin slipped below $60,000 over the weekend, trading around $59,940 on Sunday, down nearly 7% for the week. The decline was driven by continued outflows from U.S. spot Bitcoin ETFs, a stronger U.S. dollar, and hawkish signals from the Federal Reserve. Investors have also shifted capital toward AI-driven semiconductor stocks, while the broader tech selloff added further pressure on crypto markets. 

Looking ahead, markets will be watching whether ETF flows stabilise and demand improves in the third quarter, or if the weakness seen in the first half of the year continues.  

At the time of writing, BTC was trading at $59,500. BTC, on a daily time frame, gave a relief rally from $60,000 to $82,850 (with declining volumes). The bulls however failed to manage the grip on the asset  as the price resisted the 200 ema and witnessed a sharp fall. BTC plunged almost by 28% making the recent low of $59,115. The asset has given a weekly closing just below the crucial support of $60,000 and is consolidating around it. If it sustains above the support then we can expect some relief rally whereas if it fails to do that then the price may further fall and test the $52k levels."

Rajesh Palviya, Head of Research, Axis Direct

The Nifty 50 closed the holiday-shortened week at 24,056, gaining 34 points (0.14%) and marking its third consecutive weekly advance. The rally was underpinned by easing crude oil prices and improving prospects of US-Iran peace talks, which significantly reduced geopolitical risk premiums. The sharp decline in India VIX to 13.05 reflects improving market sentiment. Banking and auto stocks remained the key drivers, while IT and metals underperformed.

Global cues were largely neutral overnight. US markets ended mixed as continued selling in technology stocks, driven by concerns over AI infrastructure spending, weighed on the Nasdaq, while the S&P 500 and Dow Jones finished almost unchanged. The Federal Reserve's hawkish stance continues to support the US dollar and keeps global investors cautious.

Asian markets are trading with a negative bias this morning, led by weakness in Japanese equities as the technology sell-off persists. However, the continued decline in Brent crude towards $72 per barrel is a positive for India, easing concerns around inflation and the current account. GIFT Nifty indicates a flat to mildly positive opening.

From a technical perspective, the broader trend remains positive as long as the Nifty sustains above the 24,000 mark. Immediate resistance is placed at 24,200, and a decisive breakout above this level could trigger fresh momentum towards 24,400. On the downside, 23,800 remains a crucial support; a breach could lead to a corrective move towards 23,600. While global cues remain mixed, softer crude prices and resilient domestic sentiment are likely to keep the buy-on-dips strategy intact.

Akshat Siddhant, Lead quant analyst, Mudrex

Bitcoin continues to trade in a tight $58,000-$61,000 range as investors weigh renewed geopolitical tensions in the Middle East against weakening institutional demand. BTC is on track to end June down nearly 19%, marking its weakest monthly performance since mid-2022. Spot Bitcoin ETFs have also recorded more than $4 billion in net outflows this month, the largest monthly withdrawal since their launch. Despite the weakness, July has historically been a strong month for Bitcoin, delivering average returns of 7.6% to 10.3%. From a technical standpoint, a large cluster of short positions sits above the current price, making $60,000 a crucial breakout level. A sustained move higher could trigger a short squeeze and push Bitcoin toward $64,000, while $58,300 remains the key support.

One of the biggest risks is losing eligibility for lifelong pension benefits that could provide stable monthly income after retirement. Read full report here

At the close on Friday, the total market cap of all BSE Sensex companies stood at Rs 4,75,16,372.