In the July 2025 monthly finance wrap, we discussed various markets, issues and updates such as -
ЁЯМП Global Highlights:
- Trump signs new trade deals with Indonesia, Japan & EU, no deal with India, but extension to China & Mexico
- US markets cheer earnings season: 90% beat expectations
- Southeast Asian stock markets surge
- Tariff volatility drops, but some markets like Pakistan and the UK fall
ЁЯЗоЁЯЗ│ India Update:
- Weak Q1 earnings expected: CRISIL projects 4тАУ6% growth
- TCS lays off 2% workforce, citing skill mismatch
- IT, Real Estate & Telecom drag markets down
- 25% US tariff hits India last minute, but market rebounds quickly
ЁЯУИ Bonds & Banks:
- RBIтАЩs 100 bps cut leads to lower 2Y yields
- Transmission working, but credit growth cooling off
- Festive season could revive credit demand
ЁЯЫвя╕П Commodities Watch:
- Crude oil surges: EU sanctions, Iraq drone strikes, China stockpiling
- Lithium jumps after China crackdown on illegal mining
- Iron ore rises on ChinaтАЩs massive Brahmaputra hydropower project
Don't miss this rich mix of markets, policy, and geopolitics in one tight wrap.
ЁЯФФ Subscribe for more insights on IndiaтАЩs economy, policy, markets & global linkages.
#Markets #IndiaEconomy #Tariffs #CrudeOil #TCSLayoffs #Trump #July2025 #GlobalEconomy #BondYields #Commodities #StockMarket #ITSector #Lithium #IronOre #Hydropower #Brahmaputra #economics #stockmarkets #finance #investing #tradepolicy #trumptariffs
-----------------------------------------------------------------------------------
тП▒я╕П Time Stamps
00:09 - Global Stock Markets - Trade deals, and earnings season
01:44 - Indian Stock Markets - Earnings season, IT sector, and India-US Trade Deal
06:06 - Bonds and Banking - India GSec Yields, Monetary Transmission & Bank Credit Growth
08:40 - Commodities - Oil Prices - EU Sanctions, Shadow Fleet & Chinese Demand
12:53 - Commodities - Lithium Prices - Chinese Ban
13:17 - Commodities - Iron Ore - Chinese Policy Stimulus - Brahmaputra Dam Project in China
-----------------------------------------------------------------------------------
ЁЯСЙЁЯП╝ Follow Me on -
LinkedIn - https://www.linkedin.com/in/swapkar
Twitter - https://twitter.com/Swap_Kar
Instagram - https://www.instagram.com/swap_kar/
Blog - https://econgullyblog.wordpress.com/