Stocks to Watch: Paytm, Nykaa, NSDL, ONGC, Cochin Shipyard - A Finance Expert's Analysis

Indian stocks are expected to open positively after retail inflation dropped to an eight-year low of 1.55% in July. Investors will react to Q1 earnings and US tariff talks. Key stocks to watch include One97 Communications (Paytm), FSN E-Commerce Ventures (Nykaa), Oil and Natural Gas Corporation (ONGC), National Mineral Development Corporation (NMDC), and Oil India.

Indian stocks are poised to open positively on Tuesday, August 12, following the release of the July Consumer Price Index-based inflation data. The government is expected to report that retail inflation fell to 1.4%, according to a Bloomberg survey, compared to 2.1% in June [1]. This drop, which is the lowest in eight years, is likely to buoy investor sentiment and drive market optimism.

The Indian equity benchmarks, including the NSE Nifty 50 and the BSE Sensex, closed in the green on Monday, with shares of HDFC Bank Ltd., Reliance Industries Ltd., and State Bank of India leading the gains. The NSE Nifty 50 ended 221.75 points or 0.91% higher at 24,585.05, while the BSE Sensex ended 746.29 points or 0.93% up at 86,604.08 [1]. The positive trend is expected to continue as investors react to the latest inflation data and await the release of Q1 earnings reports from key companies.

Investors will be closely monitoring the earnings reports of several companies, including One97 Communications (Paytm), FSN E-Commerce Ventures (Nykaa), Oil and Natural Gas Corporation (ONGC), National Mineral Development Corporation (NMDC), and Oil India. These companies are expected to report their financial performance for the first quarter of the fiscal year 2026, which could significantly impact market sentiment.

Additionally, the ongoing US-China tariff talks are expected to influence market dynamics. The temporary pause in US tariffs on China, as announced by President Donald Trump, has provided relief to markets and could further boost investor confidence [1]. However, the long-term impact of these tariffs on the global economy remains a key factor to watch.

In summary, Indian stocks are expected to open positively on Tuesday, August 12, following the release of the July Consumer Price Index-based inflation data and the anticipation of Q1 earnings reports. Investors will also be closely monitoring the US-China tariff talks and their potential impact on market dynamics.

References:
[1] https://www.ndtvprofit.com/amp/markets/stock-market-today-all-you-need-to-know-going-into-trade-on-aug-12-