Stock Market Update: Nifty up by 0.14% and Sensex by 0.18%

Indian markets are likely to be uncertain today amid strong cues from global markets, foreign investors continuing to stay net sellers, a decline in precious metal prices, and rising crude oil prices. The previous session ended the day with negative sentiment amid renewed hostilities and military actions in the Middle East, specifically around the Strait of Hormuz.

Global cues

• Both Asian markets and U.S markets traded higher after renewed optimism around artificial intelligence-linked stocks, and as U.S President Donald Trump withdrew his proposal to levy a 20% protection fee on cargo passing through the Strait of Hormuz under U.S. military escort, followed by opposition from the shipping industry.

Gift Nifty

• On July 15, 2026, the GIFT Nifty traded in the green, signalling a positive start for the day amid positive cues from the Asian markets.

Asian Markets

• Asian markets traded in the green after weaker-than-expected U.S inflation data strengthened expectations that the Federal Reserve can keep interest rates unchanged.

US & European Markets

• The U.S markets traded in the green after a series of second-quarter reports from JPMorgan, Bank of America, Wells Fargo, Citigroup, and Goldman Sachs showed robust quarterly earnings.

• The United Kingdom’s FTSE traded in the green amid gains in banking stocks, with Barclays and HSBC both up by 1.9%.
• The French index, CAC, traded higher, led by gains in Finance and Energy stocks, with BNP Paribas up 1.4%, Credit Agricole up 1.6%, and TotalEnergies up 1.1%.
• The German index, the DAX, closed trading in the green amid gains in Brenntag, which rose by 2.40%, Siemens Energy by 2.28%, and Zalando by 1.95%.

Commodities

• Crude oil prices traded in the green after U.S President Donald Trump threatened that the U.S could target Iranian power plants and bridges next week unless Tehran returns to the negotiating table.
• Precious metals, such as gold and silver, traded in the red amid rising crude oil prices.
• Natural gas continued to trade lower amid rising output, the prospect of softer demand, and reduced LNG export flows.

Currency Movements

• The dollar index traded lower after softer-than-expected US inflation data.
• The rupee continued to decline against other currencies amid persistent FII selling from the Indian markets.

Sectors to watch

• Banking Sector: The Reserve Bank of India has amended new guidelines for bank board conventions, which are set to take effect on October 1. These changes are made to facilitate smoother operations for the banks, while maintaining stringent oversight on key aspects, including compliance and risk assessment.
• Renewable Energy and Automobile Sector: Ather Energy is set to reveal its first electric scooter designed for the mass market, constructed on next-generation EL vehicle architecture on August 29.
• Oil & Gas Sector: Vedanta plans to expand its roadmap across its metals, mining and energy businesses by outlining plans to sharply increase its production capacities in the next few years while committing a $5 billion investment in its oil and gas business.
• Power Sector: India is exploring the option of privatizing its thorium sector to enhance critical mineral supply chains and advance its nuclear energy initiatives, and there will be a focus on increasing research to effectively transform thorium into uranium-233 to increase domestic production.

Stocks to watch

• Hero MotoCorp: Hero MotoCorp’s board approved an additional investment of up to ₹1,000 crore in Ather Energy.
• PDS: PDS’s manufacturing business partnered with Busana Apparel Group, one of Indonesia's leading apparel manufacturing companies, marking a significant step in strengthening PDS' global manufacturing ecosystem.
• Easy Trip Planners: Easy Trip Planners signed an MoU with the Department of Tourism, Government of Jharkhand, for promoting the state's diverse tourism offerings through digital initiatives and enhancing its visibility among travellers across the country.
• Delhivery: Delhivery received RBI approval for the grant of a Certificate of Registration (CoR) as a Type II NBFC-ND to Delhivery Financial Services, a wholly owned subsidiary of the company.
• Kirloskar Brothers: Kirloskar Brothers subsidiary, SPP Pumps UK, has secured an order from Saipem Offshore Construction SPA for supplying vertical pumps and spares. The order is worth GBP 11.7 million (₹149.59 crore).

FII and DII Inflows - 14th July 2026

(The above numbers are in ₹ Cr)

• On 14th July, net fund inflows were at ₹2,188.02 crore, with domestic institutional investors as net buyers, strongly supporting markets, and foreign institutional investors as net sellers, continued to book profits from Indian markets.

Global Events & Updates

• On July 15, India will release the unemployment data for June 2026.
• The United States will release the PPI data for June 2026 today.
• The Eurozone will release the monthly and yearly industrial production data for May 2026 today.

Things to look out for

• India’s wholesale prices rose 9.87% YoY in June 2026, up from 9.68% in May 2026 and surpassing expectations of 9.15%.
• The United States NFIB Small Business Optimism Index rose to 97.4 in June 2026, the highest in four months, compared to 95.3 in the previous month and forecasts of 95.8.