Overview

• Over 500 companies including SBI, Bharti Airtel, Tata Motors, LIC and Bajaj Auto start reporting Q1 FY26 earnings from August 4, making it one of the busiest quarters on record.
• The Reserve Bank of India’s Monetary Policy Committee meets on August 6 to set repo and reverse repo rates as inflation cools and liquidity needs evolve.
• President Trump’s surprise announcement of a 25% tariff on Indian exports and penalties on Russian oil imports has heightened trade uncertainty and market swings.
• Foreign portfolio investors withdrew ₹17,741 crore from Indian equities in July, reversing a three-month inflow streak and adding downward pressure.
• Benchmark indices recorded a fifth consecutive weekly decline as investors weighed the combined impact of policy decisions, corporate earnings and geopolitical shocks.