Markets await US CPI for tariff impact clues amid Trump’s trade threats: Peter Cardillo

Peter Cardillo of Spartan Capital Securities anticipates a deal will be worked out regarding tariffs. He believes President Trump’s high tariff threats are negotiating tactics. Cardillo suggests a Russia-Ukraine truce is possible within 50 days due to economic pressures on Russia. He expects a resolution with Mexico and other nations before August 1st.

JP Power shares slip 5%, halting 3-day rally that added 22%

JP Power shares: The drop comes after a strong three-day rally driven by high trading volumes and renewed investor interest. On Monday, JP Power gained 4.7% to reach ₹24.75, continuing its surge after hitting a new 52-week high of ₹24.86 on Friday.

Stocks to buy or sell today: Biocon, Voltas among 7 trading ideas

Indian market is expected to consolidate, mirroring mixed global signals, with Nifty futures closing negatively. Option data indicates a trading range between 24,600 and 25,600. Experts recommend buying Biocon, LIC Housing Finance, Marico, Prestige Estates, Ambuja Cements, and Voltas, while suggesting selling Tata Motors for short-term gains.

ETMarkets Smart Talk: Fixed income attractive with rate cuts ahead; 20–40% allocation advisable for risk hedge, says Tanvi Kanchan

Amidst market volatility, Anand Rathi’s Tanvi Kanchan suggests a 20%-40% fixed income allocation for portfolio stability. She anticipates a stock-specific market in FY26, driven by earnings and domestic demand, with sectors like banking and infrastructure poised for growth. While small and midcaps show improved profitability, careful stock selection remains crucial for investors.

HNIs pumps Rs 74,000 crore into Indian real estate via AIFs in FY25; Warehousing leads: Ramandeep Sassi of Welspun One

India’s wealthy investors are increasingly favoring Alternative Investment Funds (AIFs) over direct property ownership, channeling over ₹74,000 crore into real estate via this route by FY2025. Warehousing infrastructure, driven by e-commerce and other sectors, has emerged as a key focus. AIFs offer stronger governance, transparency, and professional management, transforming real estate investing into a passive, […]

Ashok Leyland 1:1 bonus issue record date tomorrow. Do you own?

Investors eyeing Ashok Leyland’s 1:1 bonus issue should note July 15 as the last day to buy shares for eligibility. The company has set July 16, 2025, as the record date. Angel One has given a ‘buy’ rating with a target price of Rs 295, anticipating growth in the commercial vehicle sector.

Smartworks Coworking Spaces IPO allotment. Check status, GMP and other details

Smartworks Coworking Spaces’ IPO allotment status will be finalized today, following a strong subscription of 13.92 times. Investors can check their allotment on Link Intime or the BSE website. The IPO, priced at ₹387-₹407, saw significant institutional and HNI interest. Grey market premium suggests a modest 4% listing gain.