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Anand Rathi Wealth jumped 20% this week, marking its best week since listing and its 7th straight weekly gain, driven by strong quarterly results.

Neuland Laboratories rose 18%, its best performance since October 2024.

Cable and wire companies like RR Kabel and KEI Industries also had strong weeks, boosted by Polycab’s positive results, raising hopes for the entire industry.

Newgen Software fell 10% this week after weak April to June quarter of 2025 (Q1FY26) results and is on track for its worst week since January 2025.

Defence stocks are also sliding—Bharat Dynamics is down 9%, Cochin Shipyard 7%, and Garden Reach 6%, marking several weeks of consistent declines.

Inox Wind dropped 7% this week, facing its worst weekly loss since March 2025.

The Electronics Industry writes to the government, flags ‘informal sanctions’ by #China on rare-earth, equipment, workers. Industry claims export-linked smartphone mfg of $32 Bn in FY26, under ‘serious risk’

Electronics ind claims Beijing is issuing oral directions to target three choke points, which are, rare-earth, recall of Chinese workers & restrictions on cap equipment.

Ravi Jakhar, Director–Strategy & Group CFO of Allcargo Group, On CNBC-TV18

Defence Stocks Decline

– Bharat Dynamics set for worst week since July 2024

– Cochin Shipyard has declined in three out of the last four weeks

– Garden Reach down for fourth straight week; Down 21% during this period

Hindustan Aeronautics (HAL) received the first set of wing assemblies for the LCA Tejas Mk1A from Larsen and Toubro (L&T).

The Defence Secretary said they are confident about meeting the production targets.

L&T will supply 4 wing sets per year and plans to increase it to 12 sets annually.

Sources say the Prime Minister’s Office (PMO) is expected to hold an important meeting today with key stakeholders to discuss the rare-earth magnet crisis.

The meeting is likely to take place in the afternoon.

Five stocks in the Nifty Midcap 100 index are seeing sharp declines. As of now, Bharat Dynamics is down 2.74%, Sona BLW Precision Forgings 2.21%, Max Healthcare 2.14%, Cochin Shipyard 2.07%, and PB Fintech 1.84%.

Anand Rathi Wealth Shares Surge 

– Up 20% this week

– Seventh straight weekly advance

– Gaining after strong quarterly results

– Best weekly performance after listing

Inder Jaisinghani, CMD and Gandharv Tongia, ED & CFO of Polycab, On CNBC-TV18

Arnab Banerjee, MD & CEO, Ceat On CNBC-TV18

Reliance Retail acquires Kelvinator

Puneet Chhatwal, MD & CEO, The Indian Hotels Company On CNBC-TV18

Amit Purohit, Vice President of Elara Securities, expects rural growth to pick up with a better monsoon and outpace urban demand.

He prefers FMCG stocks like Marico, Godrej Consumer, and Tata Consumer, citing strong growth outlooks and reasonable valuations.

Amit Purohit of Elara Securities on CNBC-TV18

Shares of LTIMindtree Ltd. opened with gains of 1% on Friday, July 18, after the IT services company posted decent Q1FY26 results, broadly in line with Street estimates. However, the stock soon erased its gains, falling 3% from the opening highs to hit a day’s low of ₹5,078.05.

Mutual funds played a significant role for individual investors. Large diversified equity funds such as HDFC Flexi Cap Fund, Franklin India Flexi Cap Fund, and Aditya Birla Sun Life Flexi Cap Fund delivered annualised returns between 16% and 17% over two decades.

Workplace solutions provider IndiQube Spaces Ltd. has announced the price band for its ₹700 crore initial public offering (IPO), which will open for subscription on July 23 and close on July 25.

Market Watch: Mitessh Thakkar, Technical Analyst

Buy Manappuram Finance with a stop loss of ₹270 and a target of ₹285

Sell Max Healthcare with a stop loss of ₹1,240 and a target of ₹1,185

Shares of Clean Science and Technology fell up to 7% on Friday, July 18, after the company announced its June quarter results.

Investors also reacted to management’s comments about a possible stake sale.

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AS Lakshminarayanan, MD & CEO of Tata Communications, told CNBC-TV18 that while macro and SAARC market challenges persist, the company expects strong digital and data-led growth.

With a solid order book and rising demand in cloud and security, the focus is on reaching EBITDA neutrality by FY27–28.

AS Lakshminarayanan of Tata Communications On CNBC-TV18:

Nifty slips below 25,000 for the first time since June 24, 2025

Axis Bank, SBI life, Bharti Airtel & BEL are the top Nifty losers

Pratik Gupta, CEO & Co-Head of Kotak Institutional Equities, shared a cautious market outlook on CNBC-TV18, citing expensive valuations and weak earnings, but expressed hope for a recovery in the second half of the year.

The shares of Shoppers Stop surged after the company announced its Q1 results.

Shoppers Stop Q1 Results

Ajit Kumar, Lead-BFSI Research Analyst at JM Financial Institutional Securities, said Axis Bank‘s Q1 FY26 results were disappointing, mainly due to asset quality issues with ₹2,500 crore in additional slippages, though over 80% are secured and likely to see recovery later.

Operational metrics like loan growth and NIM were in line, and PPOP beat estimates due to treasury gains.

Despite the weak quarter, valuations are attractive, and JM Financial maintains a Buy with a ₹1,000 target, advising to buy the dip.

The shares of cable and wire company RR Kabelsurged by 3% on Friday. The marked the 5-straight session of gains for the company shares.

Wipro is hoping new deals will lead to a stronger second half of the fiscal year. Srini Pallia, the company’s newly appointed CEO, highlighted that the IT major clocked $5 billion in total bookings in quarter one, including $2.75 billion in large deals.

The shares of SP Group’s Afcons Infra rose after the company announced that it has been declared the Lowest Bidder (L1) in two different packages by Croatian Motorways Ltd for Construction of Roads – Package J324/23 and Package -J325/23 in the Republic of Croatia.

Tatva Chintan Pharma‘s shares rose by up to 12% on Friday, July 18, after it was revealed that a well-known investor had taken a stake in the company.

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