July 9 — that's the date circled on every Dalal Street calendar. India's IT bellwether TCS kicks off the Q1FY27 earnings season, and the market is already pricing in optimism. The Sensex climbed 663 points (0.86%) last week, while the Nifty added 215 points (0.89%) — anticipation baked into the price before a single number drops.

Money Moves

• TCS reports on July 9 — management commentary on AI-led deal pipelines, discretionary spending...