Markets may be subdued on Monday amid mixed global cues and key earnings. RIL, HDFC Bank, ICICI Bank, and Dr Reddy's are in focus after Q1 results. IDFC First Bank is also on watch after RBI cleared Warburg's 9.99% stake. UltraTech, Havells, and others will report results today. Nifty logged a third straight weekly loss. India-US tariff talks ahead of Aug 1 deadline add to uncertainty.