CNBC TV18

Strong export numbers and festive season domestic momentum kept buyers interested despite the macro headwinds.

On the flip side, Apollo hospitals dropped 3.15%, part of a broader healthcare sell-off that CNBC TV18 reported was linked to concerns around proposed drug price caps potentially hitting hospital EBITDA margins.

Looking at what's ahead, this week is heavy with earnings.

HDFC Bank, HCL Technologies, Axis Bank and ICICI Bank are all reporting Q2 results.

Okay.

According to CNBC TV 18, the government has stepped in at the last minute to halt a planned 33% cut to international operations at Mumbai's Terminal 2.

Yeah, I imagine the collective sigh of relief from international carriers is just palpable.

Oh, yeah.

Axis Bank's Q2 gross advances rose 23% year-on-year to Rs 13.8 lakh crore, adding fuel to the same fire.

The RBI rate decision is looming, with the CNBC TV18 poll pointing to a 25 basis point hike to 5.5%, and banks with strong loan growth are best positioned to pass that cost on.

That banking strength is showing up sharply in individual names.

A few stocks are making serious noise today.

The stock actually fell 2.24% today, despite the appointment of Anup Bakshi as the new CEO.

CNBC TV18 reported exclusively that the new leadership plans to focus on a three-pronged strategy.

The market's verdict? Cautious optimism at best.

Motilal Oswal has a buy call with a Rs 925 target, but the stock's down nearly 26% in 2026, so rebuilding confidence will take more than a leadership announcement.

So they sent one of their best students to be an intern and, uh, study the mobile hospital.

In fact, recently it got the award, the CNN, uh, CNBC TV18 award for innovation in healthcare.

I think you must have improved to some doctoral study of all the projects put together.

And maybe some Cambridge or Oxford University or somebody can study it.

Our next piece, Defense Secretary calls for narrower DRDO focus.

So CNBC TV18 has a report that outlines this massive structural redesign of how India builds its military hardware.

Okay.

What's the blueprint?