Market Wrap – July 8

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Market Wrap – July 8, 2025: Tariff Tensions, Institutional Buys, and Stock Highlights

Indian markets closed the day on a positive note on July 8, 2025, in the wake of a bout of global economic activity, institutional buying, and sector data that dominated the investor sentiments. While the world trade scenario tightens with tariff announcements and domestic firms post important operational numbers, here is a full analysis of the day’s major financial events, market activity, and industry highlights.

Global Economic Overview: Crude, Currency & Commodities


  • Crude: Crude trading at US $69.28 a barrel with moderate bullishness as investors priced in supply risks and tensions geopolitically.

  • USD/INR: The currency remained at Rs 85.73 against the US dollar, witness to relative stability in the currency market amidst foreign turmoil.

  • The US Dollar Index: Stable at 96.99, the USD index reflected the strength of the greenback.

  • US 10-Year Bond Yield: Yields reached 4.39%, reflecting investor nervousness on inflation as well as rate hike expectations.

  • India VIX: Volatility Index stood at 12.28, emphasizing domestic market moderate risk perception.

Precious & Base Metals:


  • Gold: Domestic gold prices increased to Rs 97,100 for 10 grams, and

  • Silver: Increased to Rs 1,08,400 per kg, causing concern over consumer affordability, particularly in the jewellery space.

  • Base Metals: Copper and Zinc were up with robust demand indications, courtesy of industrial segments.

Market Wrap – July 8, 2025

World Trade War Escalation: USA & Indonesia Increase Tariffs

Among the most notable global top stories was the USA imposing 25% to 49% tariffs on the imports from 14 countries, followed by formal notifications to Japan and South Korea. This protectionist move rocked global supply chains, especially for the automotive and electronics sectors. More fuel to the fire was provided in the shape of Indonesia imposing a 32% duty on Bangladesh and a 35% duty on India, casting bilateral trade sentiments in a poor light.

Tesla Stock Drops

market wrap july 8

Tesla stock dropped 7.4% on account mostly of the impact of likely tariff-induced slowdowns and doubt in Asian demand.

Institutional Investors’ Trends: FIIs and DIIs Remain Bullish


  • FIIs (Foreign Institutional Investors) purchased Rs 322 crore, reflecting faith in Indian stocks despite international trade tensions.

  • DIIs (Domestic Institutional Investors) reflected greater buying enthusiasm with purchases amounting to Rs 1,740 crore, reflecting overall market positivity.

Market Wrap – July 8

Indian Market Indices: Bullish Close

Market Wrap – July 8


  • Sensex: Closed at 83,712, rising consistently during the day.

  • Nifty 50: Closed at 25,522, with banking, IT, and oil & gas stocks backing.

  • Bank Nifty: Closed at 57,256, reflecting good performance in the banking space.

Sectoral Highlights

Gainers:


  • Realty, PSEs, Banks, IT, Oil & Gas shares experienced consistent buying interest.

Losers:


  • Pharma, Auto, FMCG witnessed profit booking, mainly because of valuation concerns and increasing input costs.

Company Specific Updates

Kotak Mahindra Bank


  • Advances increased by 14% to Rs 4.45 lakh crore, and

  • Deposits increased by 14.6% to Rs 5.13 lakh crore,

  • demonstrating robust operational growth.

Eicher Motors


  • Will consider dividend payout on August 1.

New Fluorine Flour


  • Will do a QIP of Rs 750 crore.

  • Market price is Rs 4,798.28 per share.

Market Wrap – July 8

Phoenix Mills

Market Wrap – July 8


  • Retail sales improved 12%, with leasing of 4.07 lakh sq. ft. in Mumbai, Pune, Bengaluru, and Chennai.

  • Operational efficiency in major metros was at 69%.

JSW Infra

Acquired LOA for mechanization of berths 7 & 8 of Shyama Prasad Mukherjee Port, Kolkata — a strategic victory boosting port automation and logistics efficiency.

Macrotech Developers (Lodha)


  • Presales improved 10% to Rs 4,450 crore, while

  • Collections improved 7% to Rs 2,880 crore.

  • 5 new launches in Pune, Mumbai, and Bangalore with GMV of Rs 22,700 crore.

Market Wrap – July 8

Mahindra & Mahindra (M&M)

Market Wrap – July 8


  • 20% rise in profit, production of 83,435 units.

  • Sales rose 14% at 76,335 units with

  • Exports 1% higher at 2,634 units.

Tata Motors – JLR


  • Wholesale volumes at JLR dipped 10.7% at 87,286 units.

  • Retail volumes of 94,420 units.

  • Aging Jaguar model phase-out as planned and US tariff headwinds resulted in subdued performance.

Market Wrap – July 8

SPML Infra

Availed a credit facility of Rs 205 crore from a public sector bank to finance implementation of the project.

Titan Company

Market Wrap – July 8


  • Jewellery segment increased 18% but

  • Tanishq and CaratLane registered flat growth.

  • Customers are moving to light jewellery as gold prices remain high.

PN Gadgil Jewellers


  • Sales increased by 2.8% to Rs 1,714 crore.

  • Retail segment increased by 19.4%, accounting for 70% of revenue.

  • Total revenue up 30.4%, excluding refinery segment.

Market Wrap – July 8

Vaibhav Global

Relieved as tax claims of Rs 91.8 crore (2001) and Rs 58.8 crore (2022) were withdrawn by the Appellate Authority.

CAMS (Computer Age Management Services)

Announced a dividend of Rs 19 per share, in the interest of long-term investors.

Concor (Container Corporation of India)

13


  • Total volumes rose by 11.3%.

  • Domestic volumes rose by 9%, and

  • Exim volumes rose by 12%, indicating high trade activity.

Railtel

Booked an order worth Rs 96 crore from Central Warehousing Corporation, expanding its infra-tech order book.

Expert Take: What To Watch


  • Tariff Trends: The current tariff war globally might have an effect on export-driven sectors such as automobiles, electronics, and steel. Watch policy developments.

  • Gold & Jewellery: Soaring gold prices are altering jewelry buying habits — watch volume effects on jewelry stocks.

  • Realty & Infra Stocks: Trends in upward sales and leasing by Macrotech and Phoenix Mills signal sustained urban demand.

  • Banking Resilience: Kotak Bank’s performance suggests underlying banking strength, particularly in loan and deposit expansion.

Market Wrap – July 8

Conclusion

Indian markets were strong on July 8, 2025, despite international uncertainties such as tariff on trade and commodity price volatility. Institutional investors were positive, while firm-specific working details brought a largely upbeat scenario for the nation’s economy. With the earnings season still ongoing and macro dangers overseas still unfolding, investors should be diversified in their approach, hedging between growth and defensive industries.

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