WhaleWatch

WEEK20 Jul

NIFTY 23,767 ▼ 2.33%BANK NIFTY 56,694 ▼ 3.12%NIFTY IT 28,768 ▼ 1.57%NIFTY PHARMA 25,548 ▼ 0.38%BANDHANBNK 166 ▼ 22.19%GALLANTT 521 ▼ 20.02%CIEINDIA 414 ▼ 12.66%DATAPATTNS 4,584 ▲ 12.21%ABSLAMC 1,017 ▼ 11.61%TARIL 295 ▼ 11.28%CEMPRO 1,441 ▼ 10.77%FLUOROCHEM 4,574 ▲ 10.35%M&MFIN 356 ▲ 9.96%ACUTAAS 3,260 ▼ 9.94%NIFTY 23,767 ▼ 2.33%BANK NIFTY 56,694 ▼ 3.12%NIFTY IT 28,768 ▼ 1.57%NIFTY PHARMA 25,548 ▼ 0.38%BANDHANBNK 166 ▼ 22.19%GALLANTT 521 ▼ 20.02%CIEINDIA 414 ▼ 12.66%DATAPATTNS 4,584 ▲ 12.21%ABSLAMC 1,017 ▼ 11.61%TARIL 295 ▼ 11.28%CEMPRO 1,441 ▼ 10.77%FLUOROCHEM 4,574 ▲ 10.35%M&MFIN 356 ▲ 9.96%ACUTAAS 3,260 ▼ 9.94%

Morning brief · Sunday, 26 July 2026

Investor jitters grow over Emerald Finance's delayed presentation and radio silence

Market pulse

Indian markets ended the week with a significant downturn, as benchmark indices saw a broad based selloff led by banking stocks. While the Nifty 50 shed over two percent to close at 23,767 and the Bank Nifty fell more than three percent, a few outliers like Data Patterns and Gujarat Fluorochemicals defied the trend with double digit gains.

From the investor's mind

One post worth your time, explained

@suru27 · on X

Kumar Saurabh notes that CUMI is strategically divesting from two international subsidiaries, Awuko in Germany and Foskor Zirconia in South Africa, which are projected to incur losses of around ₹75 crore and ₹58 crore respectively in FY26. This move is aimed at streamlining CUMI's global portfolio and eliminating these recurring losses that have been a drag on the company. Saurabh highlights that once these exits are finalized, the company's financial performance should no longer be negatively impacted by these underperforming assets.

Word in the street

What the wider market is buzzing about

Emerald Finance Limited

M.cap ₹201 Cr

A hushed but intense conversation is swirling around Emerald Finance, a small firm with a market cap of just over 201 crore. Investors have been voicing frustrations over what they see as a lack of timely communication, specifically questioning the delay in the release of a new investor presentation. Some have expressed deeper concerns, with one investor noting a decision to sell their stake because the company's presentations do not disclose its gross non-performing assets. In the absence of official updates, the community has taken to its own channels, with some members directly posing questions to the company and sharing the alleged responses.

Yesterday's big moves