INVESTOR BULLETIN
WEEK AHEAD
3 – 7 August 2026
Markets Last Week: A Quick Recap
• Nifty 50 rose 2.50% week-on-week (27–31 July), led by a rebound in IT and gains in Bajaj Finance, Jio Financial Services and Infosys.
• Bharat Electronics, ONGC and Adani Ports were among the week's notable laggards.
• FIIs turned net buyers, with inflows of ~₹2,982 crore on 29 July — the strongest single-day inflow since early July — while DIIs bought alongside them the same day.
• USD/INR held near 95.65, seen as constructive for continued FII participation.
Key Triggers This Week
• RBI policy stance continues to be watched as the next catalyst for rate-sensitive sectors such as Auto and Financials.
• US FOMC minutes (4–5 Aug) in focus after three members dissented in favour of a rate hike at the last meeting.
• Bank of England policy decision due 7 August.
• BoJ minutes (5 Aug) and India's July Manufacturing & Services PMI prints round out the data calendar.
IPO Watch
Issue | Segment | Issue Size | Status |
Juniper Green Energy | Mainboard | ₹1,800 crore | Closes 3 Aug |
Dhaval Packaging | SME | ₹36.36 crore | Closes 3 Aug |
Manipal Hospitals | Mainboard | ₹9,273.64 crore | Listing ahead |
H.R. Hygiene Products | SME | ₹53.95 crore | Listing ahead |
Earnings to Watch
• Q1 FY27 results season is in full swing, with Ashok Leyland among key names reporting this week after a record FY26 and MHCV market share above 30%.
• Stock-specific action is expected to stay elevated as more companies across Auto, Financials and IT round out their quarterly numbers.
