Click here to download the report.
This edition explores the defining developments of July 2026, from renewed US-Iran tensions and rising crude prices to sharp shifts across global markets, currencies, and commodities. We examine how higher oil prices, Treasury yields, and changing rate expectations pressured gold, the rupee, and investor sentiment, while tungsten emerged as a strategic rare-metal story. The report also tracks India’s market resilience through strong domestic institutional support, Nifty IT’s sharp rebound, and weakness in banking amid foreign selling and tighter liquidity. Beyond markets, this edition highlights India’s growing data-centre and data-sovereignty opportunity, Emergent’s rise as a no-code unicorn, Aukera’s lab-grown diamond expansion, and Recykal’s circular-economy model. From energy security and AI disruption to data infrastructure and domestic capital flows, July was defined by geopolitical volatility, structural transformation, and resilience.
Co – Contributors: Kushagra Khetan | Ishan Jain | Vedika Bihani
