India’s benchmark Sensex and Nifty 50 are poised for a positive start on July 10 as global risk appetite improved after the latest US-Iran military strikes did not trigger a broader escalation and technical-level talks continued. US equities finished higher, with the Nasdaq up 1.3%, while Japan’s Nikkei 225 gained 1.94% and South Korea’s KOSPI rose 3.27%. GIFT Nifty futures were up about 105 points versus the previous close, and the Sensex and Nifty 50 rose 0.31% and 0.34% in the prior session.

Anand Rathi Wealth reported Q1FY27 profit after tax of Rs 116 crore, up 24% year on year, as total revenue rose 18% to Rs 336 crore. Assets under management climbed 21% to Rs 1,06,300 crore, crossing the Rs 1 lakh crore mark, while net inflows were Rs 2,743 crore. The company said the headline figures exclude fair value gains on investments, ESOP expenses and the related tax impact to allow a like-for-like comparison. The stock is up 37% in 2026 and has doubled over the past year.

Dixon Technologies has received Indian government approval under Press Note 3 for its joint venture with Vivo India, with Dixon holding 51% and Vivo 49% to manufacture Vivo smartphones as an OEM. Management expects the venture to produce about 6 million devices in FY27 and 20 million in FY28, and has guided to a potential revenue opportunity of around ₹30,000 crore. Brokerages broadly raised targets after the clearance, including JPMorgan lifting its price target to ₹16,700. The approval removes a long-standing regulatory overhang and is viewed as a meaningful earnings catalyst.

Elevra Lithium (ASX: ELV) reported FY26 June-quarter output of 54,479 tonnes, its second-highest quarterly result, but sales were 33,977 tonnes and end-period inventory rose to about 40,863 tonnes. The company said its realised lithium price averaged just US$919 per tonne, well below the current spot market, because sales were priced under legacy contracts linked to average market prices from October 2025 to March 2026. The shares fell 4.54% on the day, underperforming the broader market.

International gold and silver prices extended declines on Friday, with COMEX gold at $4,126.20 an ounce (-0.35%) and COMEX silver at $60.48 an ounce (-0.44%). Brent crude posted its strongest weekly gain since early May, adding to cross-asset volatility. Markets have been pulled by the Federal Reserve meeting minutes pointing to “higher for longer” rates and by rising oil prices linked to U.S.-Iran geopolitical tensions. A stronger Indian rupee and weak local demand also pushed domestic gold lower for a fourth straight session.

State Bank of India plans to sell a 1.42% stake in SBI Funds Management through a private placement ahead of the asset manager’s IPO. The initial public offering is set to open for bids on July fourteenth, with a targeted valuation of up to 1.17 trillion rupees. The shares are expected to list on Indian stock exchanges on July twentyfirst.

Israel has shared intelligence with the United States warning that Iran has drawn up a new plan to assassinate President Donald Trump, The Wall Street Journal reported. Trump then said the ceasefire with Iran was “over” and ordered military strikes in the Strait of Hormuz. U.S. security measures were raised, including a temporary switch from a new Qatar-gifted Air Force One jet to an older aircraft. The report said the developments signal a more public escalation in U.S.-Iran tensions, without citing attacks on specific energy facilities or any actual supply disruption.

Bravura Solutions (ASX: BVS) raised its FY26 cash EBITDA forecast to about $77 million, up from its prior $69 million to $73 million range, while keeping revenue guidance unchanged at $280 million to $285 million. The company attributed the upgrade to steady demand for project work and tighter cost control. BVS shares climbed 13.17% to $2.32, outperforming the S&P/ASX 300 Index (ASX: XKO), which was up 0.1% to 8,705 points. Bravura is due to release its full-year result on 12 August.