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What is the story about?
IT stocks drag benchmarks in volatile trade
Dalal Street ended June on a subdued note as information technology stocks weighed on benchmark indices, while investors digested a slew of updates from the Reserve Bank of India. The central bank flagged easing pressure on the rupee, cautioned over the rapid growth in gold-backed lending and said banks remain resilient even under adverse stress scenarios. The session also marked the end of the first half of 2026, with the Nifty closing 8.5% lower — its weakest January-to-June performance since 2020 — even as the broader market continued to outperform.
Explained: What pulled Sensex, Nifty lower despite gains in broader markets?
The equity benchmark indices BSE Sensex and NSE Nifty ended largely lower after a volatile trading session on Tuesday (June 30), with losses in information technology stocks weighing on the headline indices even as broader markets remained resilient.
Read More
RBI sees easing pressure on rupee, cautions over rapid rise in gold loans
The Reserve Bank of India (RBI) has said pressure on the rupee, which intensified during the recent West Asia conflict, is beginning to show signs of easing, while cautioning that the rapid expansion of gold-backed lending requires continued monitoring amid elevated price volatility.
Read More
RBI Report: Banks bad loans may rise to 4.1% in the worst-case scenario
The Reserve Bank of India (RBI) has projected that banks' gross non-performing assets (GNPAs) could rise to 4.1% by March 2028 under a severe stress scenario, although it said the banking system remains well-capitalised and capable of withstanding major macroeconomic shocks.
Read More
Nifty Down 8.5% In H1CY26; Weakest First-Half Performance Since 2020; Broader Markets Outperform
The first half of calendar year 2026 proved challenging for the Nifty, with the benchmark index declining 8.5%, marking its weakest first-half performance since 2020. Despite the weakness in the benchmark, the broader market outperformed, with 27 small-cap stocks delivering returns of more than 100% during the period. Among large-cap stocks, Infosys, ITC and HDFC Bank were the biggest laggards, while BHEL and Hitachi Energy India extended their multi-year winning streaks.
Nifty struggles to reclaim 24,000; key stocks in focus
As the calendar turns to July, traders will look to move past expiry-led volatility. The Nifty heads into Wednesday after a second straight decline, with the 24,000 mark continuing to act as a hurdle. Stock-specific action is likely to dominate, with June auto sales, Kotak Mahindra Bank, Prestige Estates and KPIT Technologies among the key triggers to watch.
Stocks to Watch for July 1: Auto stocks, Kotak Mahindra Bank, Prestige Estates, KPIT Tech and more
From KPIT Tech expecting its financial performance for the June quarter (Q1FY27) to fall short of earlier expectations to Kotak Mahindra Bank Ltd signing a business transfer agreement worth about ₹281.7 crore in cash to acquire Deutsche Bank AG’s retail banking, here are stocks to track ahead of the Wednesday trading session.
Read More
Nifty Outlook for July 1: Higher levels fail to sustain but range remains intact as new series begins
Indian equity benchmarks extended their losing streak for a second straight session on Tuesday, with the Nifty50 ending 80 points, or 0.34%, lower at 23,865 amid a volatile monthly F&O expiry session.
Read More
Also Read: Market Pulse: Key triggers to watch before the July 1 trading session
Semiconductor push, Bima Sugam roadmap and India-US defence deal in focus
Away from Dalal Street, the news flow remained equally busy. India's semiconductor ambitions gathered pace, IRDAI unveiled the next steps for Bima Sugam, a report flagged a data leak involving Apple's supplier Tata Electronics, and fresh signals from Washington suggested a major India-US defence deal could be closer than expected.
IRDAI’s Ajay Seth says Bima Sugam rollout by September; distribution reform framework soon
IRDAI Chairman Ajay Seth on Tuesday (June 30) said insurance products are expected to go live on the Bima Sugam platform by the end of September, while a consultation paper on distribution reforms is likely before the end of July.
Read More
Finance Ministry clears ₹1.25 lakh crore outlay for India Semiconductor Mission 2.0: Sources
The Expenditure Finance Committee (EFC) has approved an outlay of ₹1.25 lakh crore for the second phase of the India Semiconductor Mission (ISM 2.0), marking the next step in the government's semiconductor manufacturing push, sources told CNBC-TV18.
Read More
Apple's iPhone 18 Pro supplier data leaked after Tata Electronics data breach: Report
Apple is among the companies affected by the recent cyberattack on its Indian supplier Tata Electronics, with sensitive files linked to the upcoming iPhone 18 Pro models allegedly leaked on the dark web, Reuters reported.
Read More
India, US are close to announcing a big new defence deal involving Boeing, hints US Ambassador Sergio Gor
US Ambassador Sergio Gor said India and the United States are on the verge of announcing a major defence agreement involving Boeing, signalling another step forward in the two countries' expanding strategic partnership. He said this at the US-India Strategic Partnership Forum (USISPF) Leadership Summit in Washington.
Read More
That's all from us tonight. We'll be back tomorrow with the biggest headlines and market-moving stories from Wednesday.
Dalal Street ended June on a subdued note as information technology stocks weighed on benchmark indices, while investors digested a slew of updates from the Reserve Bank of India. The central bank flagged easing pressure on the rupee, cautioned over the rapid growth in gold-backed lending and said banks remain resilient even under adverse stress scenarios. The session also marked the end of the first half of 2026, with the Nifty closing 8.5% lower — its weakest January-to-June performance since 2020 — even as the broader market continued to outperform.
Explained: What pulled Sensex, Nifty lower despite gains in broader markets?
The equity benchmark indices BSE Sensex and NSE Nifty ended largely lower after a volatile trading session on Tuesday (June 30), with losses in information technology stocks weighing on the headline indices even as broader markets remained resilient.
Read More
RBI sees easing pressure on rupee, cautions over rapid rise in gold loans
The Reserve Bank of India (RBI) has said pressure on the rupee, which intensified during the recent West Asia conflict, is beginning to show signs of easing, while cautioning that the rapid expansion of gold-backed lending requires continued monitoring amid elevated price volatility.
Read More
RBI Report: Banks bad loans may rise to 4.1% in the worst-case scenario
The Reserve Bank of India (RBI) has projected that banks' gross non-performing assets (GNPAs) could rise to 4.1% by March 2028 under a severe stress scenario, although it said the banking system remains well-capitalised and capable of withstanding major macroeconomic shocks.
Read More
Nifty Down 8.5% In H1CY26; Weakest First-Half Performance Since 2020; Broader Markets Outperform
The first half of calendar year 2026 proved challenging for the Nifty, with the benchmark index declining 8.5%, marking its weakest first-half performance since 2020. Despite the weakness in the benchmark, the broader market outperformed, with 27 small-cap stocks delivering returns of more than 100% during the period. Among large-cap stocks, Infosys, ITC and HDFC Bank were the biggest laggards, while BHEL and Hitachi Energy India extended their multi-year winning streaks.
Nifty struggles to reclaim 24,000; key stocks in focus
As the calendar turns to July, traders will look to move past expiry-led volatility. The Nifty heads into Wednesday after a second straight decline, with the 24,000 mark continuing to act as a hurdle. Stock-specific action is likely to dominate, with June auto sales, Kotak Mahindra Bank, Prestige Estates and KPIT Technologies among the key triggers to watch.
Stocks to Watch for July 1: Auto stocks, Kotak Mahindra Bank, Prestige Estates, KPIT Tech and more
From KPIT Tech expecting its financial performance for the June quarter (Q1FY27) to fall short of earlier expectations to Kotak Mahindra Bank Ltd signing a business transfer agreement worth about ₹281.7 crore in cash to acquire Deutsche Bank AG’s retail banking, here are stocks to track ahead of the Wednesday trading session.
Read More
Nifty Outlook for July 1: Higher levels fail to sustain but range remains intact as new series begins
Indian equity benchmarks extended their losing streak for a second straight session on Tuesday, with the Nifty50 ending 80 points, or 0.34%, lower at 23,865 amid a volatile monthly F&O expiry session.
Read More
Also Read: Market Pulse: Key triggers to watch before the July 1 trading session
Semiconductor push, Bima Sugam roadmap and India-US defence deal in focus
Away from Dalal Street, the news flow remained equally busy. India's semiconductor ambitions gathered pace, IRDAI unveiled the next steps for Bima Sugam, a report flagged a data leak involving Apple's supplier Tata Electronics, and fresh signals from Washington suggested a major India-US defence deal could be closer than expected.
IRDAI’s Ajay Seth says Bima Sugam rollout by September; distribution reform framework soon
IRDAI Chairman Ajay Seth on Tuesday (June 30) said insurance products are expected to go live on the Bima Sugam platform by the end of September, while a consultation paper on distribution reforms is likely before the end of July.
Read More
Finance Ministry clears ₹1.25 lakh crore outlay for India Semiconductor Mission 2.0: Sources
The Expenditure Finance Committee (EFC) has approved an outlay of ₹1.25 lakh crore for the second phase of the India Semiconductor Mission (ISM 2.0), marking the next step in the government's semiconductor manufacturing push, sources told CNBC-TV18.
Read More
Apple's iPhone 18 Pro supplier data leaked after Tata Electronics data breach: Report
Apple is among the companies affected by the recent cyberattack on its Indian supplier Tata Electronics, with sensitive files linked to the upcoming iPhone 18 Pro models allegedly leaked on the dark web, Reuters reported.
Read More
India, US are close to announcing a big new defence deal involving Boeing, hints US Ambassador Sergio Gor
Sergio Gor. (Image Reuters)
US Ambassador Sergio Gor said India and the United States are on the verge of announcing a major defence agreement involving Boeing, signalling another step forward in the two countries' expanding strategic partnership. He said this at the US-India Strategic Partnership Forum (USISPF) Leadership Summit in Washington.
Read More
That's all from us tonight. We'll be back tomorrow with the biggest headlines and market-moving stories from Wednesday.
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