Opening bell:  Sensex, Nifty to open in green; HCLTech, Reliance Infra, BEL, JK Cement, Federal Bank, auto shares in focus

The Indian equity benchmark indices, the BSE Sensex and the NSE Nifty, are poised to open higher on Tuesday, following firm cues from the Asian markets and a positive closing on Wall Street overnight. With U.S. President Donald Trump’s 90-day pause on tariffs nearing its end, investor anxiety over potential trade tensions is expected to impact global equity markets.

At 8:05 AM, the GIFT Nifty futures were trading 31.5 points higher at 25,632.5, indicating a flat-to-higher start for the benchmark indices the Sensex and the Nifty.

In overnight trade, U.S. stocks continued their upmove, with the benchmark indices the S&P 500 and the Nasdaq Composite hitting fresh record high levels. The sentiment was lifted following Canada rescinding its digital service to ease trade tensions with the U.S. This comes days after Trump said that the U.S. was “terminating ALL discussions on Trade with Canada.”

Tracking positive cues from Wall Street, Asian market traded mostly higher, led by Taiwan Weighted index, which rallied over 2%. Japan’s Nikkei 225 index fell over 1% amid profit booking after a recent rally. Meanwhile, China’s Shanghai Composite, Hong Kong’s Hang Seng, and  South Korea’s Kospi were trading marginally higher.

Back home, the Indian share market ended on a weak note on Monday, snapping a four-session-long gaining streak. The BSE Sensex lost 452.44 points, or 0.54%, to settle at 83,606.46, while the Nifty50 dropped 120.75 points, or 0.47%, to close at 25,517. In the broader market, the Nifty Midcap100 and Nifty Smallcap100 indices rose 0.68% and 0.52%, respectively.

Stocks to watch today

Auto stocks: Shares of auto companies will be in focus as they will release their monthly sales volume data for the month of June.

HCLTech : The IT major has signed a multi-year strategic partnership with OpenAI, the US-based artificial intelligence research and deployment company.

Reliance Infrastructure : Reliance Defence has entered into a partnership with the U.S.-based Coastal Mechanics to tap into India’s ₹20,000 crore defence maintenance, repair & overhaul (MRO) and upgrade market.

Bharat Electronics : The defence PSU has bagged fresh orders worth ₹528 crore since its last disclosure on June 20, 2025.

JK Cement : The cement manufacturer has declared a final dividend of ₹15 per equity share for 2024-25.

Bank of India : The public sector lender has slashed its marginal cost of funds-based lending rate (MCLR) across all tenors by 5 basis points, effective July 1, 2025.

Astec LifeSciences: The healthcare firm has got its board‘a approval for a rights issue of equity shares worth ₹249.35 crore.

NCC : The company, engaged in construction activities in the infrastructure sector, has secured new orders worth ₹1,690.51 crore (excluding GST) in June 2025.

Federal Bank : The private sector lender has received its board‘s approval for fundraising worth ₹6,000 crore through both equity and debt routes, subject to requisite approvals.

Aavas Financiers: Aquilo House Pte. Limited has become the new promoter of the housing finance company after the acquisition of a 48.96% stake through a combination of an open offer and multiple share purchase agreements.

Hindustan Copper : The company has signed a memorandum of understanding (MoU) with Coal India to jointly explore opportunities in the copper and critical minerals sectors.

Apollo Hospitals Enterprises:  The company has announced the spin-off of its digital health, pharmacy distribution, and telehealth businesses into a new entity, NewCo.

YES Bank : Shweta Jalan has resigned as non-executive director of the bank and as nominee of Verventa Holdings.

Godrej Industries:  The company has made an additional investment of ₹285 crore in its subsidiary Godrej Capital, raising its shareholding to 90.89%.

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