Market Wrap – July 7, 2025
Despite global trade friction and sectoral rotation in equities, India Inc continues to post encouraging earnings in healthcare, retail, and banking—setting the tone for a resilient FY26.
Despite global trade friction and sectoral rotation in equities, India Inc continues to post encouraging earnings in healthcare, retail, and banking—setting the tone for a resilient FY26.
July 1, 2025, marked a dynamic start to H2 for Indian markets. Strong GST collections, a solid manufacturing PMI, and auto sector growth provided positive cues. Global tech stocks rallied after Canada scrapped its digital tax, while Indian indices remained stable amid mixed sectoral performance. Key corporate actions and energy price changes also shaped investor sentiment.
Markets surged on 27 June 2025 with heavy FII inflows, sectoral rotation into banking and pharma, and key corporate developments including JSW’s Akzo buy, NTPC’s upcoming thermal launch, and major project wins across steel, cement, and energy. Investors should track policy shifts and GST developments closely.
June 24 marked a pivotal trading day with encouraging global cues and strong domestic action. From Adani’s $1B airport deal to Tata’s EV launch and pharma approvals, the market sentiment remains optimistic. However, sector rotation and order book caution from tech players like KPIT hint at a selective rally. Investors must stay stock- and sector-specific.
Strong global cues on steel and strategic corporate actions shaped Tuesday’s trade. Government’s potential PSU bank divestment adds a new dimension to banking sector outlook.
India’s market on June 11, 2025, saw mixed cues with global trade concerns, corporate actions, FII buying, and sectoral profit booking influencing the day’s trade.
Stay updated with the global and Indian market sentiments of June 10, 2025 — crude price at $67.22, USD-INR at 85.56, FII inflow, tech deals, and key policy breakthroughs.
HCL Tech’s strong Q4 performance reflects its ability to secure high-value digital transformation deals while maintaining healthy margins in a competitive market.
HCL Technologies has partnered with ChargePoint to innovate EV charging software. Learn about their new R&D center in Bengaluru and how this collaboration is shaping the future of electric vehicle infrastructure.