Dalal Street Investment Journal

📢 Market Weekly Wrap & Key Events Ahead | 13–17 July 2026 📊 📉 Markets End Week Lower Amid Global Uncertainty Indian markets ended the week on a cautious note as geopolitical tensions, crude oil volatility and global growth concerns weighed on sentiment. 🔻 Nifty 50: Down 0.26% (ended 4-week winning streak) 🔻 Sensex: Down 0.25% 🔼 Bank Nifty: Up 0.19% 🚀 Nifty Midcap 100: Up 1.36% (Fresh all-time high) 📈 Nifty Smallcap 100: Up 1.26% (5th consecutive weekly gain) 🌍 Global & Macro Highlights • US Fed minutes indicated some policymakers favoured rate hikes amid inflation risks. • IMF cut global growth forecast for 2026 to 3.0% from 3.1%. • OPEC approved another crude oil output hike of 188,000 bpd for August. •  US jobless claims declined to 215,000, showing labour market resilience. •  Japan wholesale inflation accelerated to 7.1% YoY in June. ⚠️ Key Market Triggers • 🪖 Renewed US-Iran tensions increased volatility concerns. • 🛢️ Crude oil movements and currency trends remain key factors. • 📊 Investors await inflation data from India and the US along with China GDP numbers. 📌 Sector & Stock Highlights 🛡️ Defence stocks gained after DAC approved procurement proposals worth ₹52,000 crore. 💻 IT sector earnings season begins with focus on TCS, HCL Tech and Wipro. 🏦 Banks reported strong Q1FY27 business updates, supporting financial stocks. ⚡ Electronics manufacturing stocks gained after customs duty exemptions on key components. 📅 Major Earnings Next Week 🔹 13 July: HCL Technologies, ICICI Prudential AMC 🔹 14 July: LT Technology Services, Tata Elxsi, Jindal Saw 🔹 15 July: HDFC Life, HDFC AMC, ICICI Lombard, ICICI Prudential Life, HDB Financial Services, Angel One & others 🔹 16 July: Wipro, Tech Mahindra, Polycab India, ITC Hotels, Ceat 🔹 17 July: JSW Steel, Havells India, Tata Technologies, RBL Bank & others 📊 Key Data Points to Watch 🔹  India CPI & WPI Inflation 🔹 US CPI & Retail Sales 🔹 China GDP Growth 🔹 US Crude Oil Inventories 🔹 India Forex Reserves 📌 Stay updated with market trends, earnings & key economic developments! 🚀📈 Market Weekly Wrap | Indian Stock Market | Nifty 50 | Sensex | Bank Nifty | Stock Market Outlook | DSIJ | Dalal Street Investment Journal | Q1FY27 Earnings | Economic Calendar