GLOBAL ECONOMIC HEADWINDS
Learn With ETMarkets: Can retail SIPs replace FII flows as India’s market backbone?
Systematic Investment Plans (SIPs) reached an all-time high of ₹27,269 crore in June 2025, reinforcing retail investor confidence and providing liquidity support amid foreign outflows. Rising SIP adoption aids market resilience, boosts domestic ownership, and reduces reliance on FII capital.
Trump plans double blow to industries and countries as August 1 tariff deadline approaches
President Trump is preparing to implement industry-specific tariffs alongside country-by-country duties, starting August 1st. A 50% duty on copper is expected, followed by potential tariffs on lumber, chips, critical minerals, and pharmaceuticals. These sectoral tariffs, imposed on national security grounds, aim to reshape the US's global trading position and could cover a significant portion of imports.
Sunil Mittal sees India on a strong economic path amid global uncertainties, trade tensions
Bharti Airtel Chairman Sunil Mittal has said that India is likely to maintain steady economic growth despite rising global trade tensions and ongoing geopolitical conflicts. Writing in the company’s annual report, Mittal noted that political stability and strong policy actions in infrastructure, logistics, and supply chains are boosting investor confidence and supporting India’s aim to become a global manufacturing hub.
ETMarkets Smart Talk: Chasing easy money is the quickest way to lose it, warns Vivek Sharma of Estee Advisors
Vivek Sharma of Estee Advisors suggests discipline beats speculation for wealth. Markets are near September levels, Q1 earnings are modest. Sharma dismisses chasing quick money. Estee's Long Alpha portfolio delivered nearly 35% returns over five years. FII inflows are modest, domestic funds cushion impact. SEBI is a regulator, not a guardian, on derivatives losses. Investors must take responsibility.
Zepto co-founder Kaivalya Vohra leads Avendus-Hurun India list of Under-30 entrepreneurs
Kaivalya Vohra and Aadit Palicha of Zepto top the first Avendus Wealth Hurun India 2025 Under-30 list, featuring 79 young entrepreneurs. The list spans multiple sectors, highlights Mumbai’s dominance, and notes over $5 billion in funding raised. Only six women made the list, underscoring gender disparity.
AWL Agri Business shares surge over 6% on record Q1 revenue
AWL Agri Business reported its highest-ever Q1 revenue at Rs 17,059 crore, driven by strong edible oil performance. Despite a 24% YoY profit decline, robust top-line growth and retail expansion boosted investor sentiment in Thursday’s trade.
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ASML stock drops 6.5% despite strong Q2 earnings — why is it falling while other chip stocks are rising?
ASML shares drop after the company warned it may not grow in 2026, despite beating Q2 2025 earnings expectations. ASML reported strong net sales of €7.7 billion and net profit of €2.29 billion, driven by AI-related chip demand. But the company’s cautious outlook, especially about geopolitical risks and macro uncertainty, led to a 6.5% stock dip. ASML also trimmed its 2025 forecast and missed Q3 revenue guidance. Investors are now closely watching the future of its High NA EUV machines and continued AI chip growth. Read more to understand what’s behind this key semiconductor stock move.
Hope is brightening for India's Goldilocks scenario
India's economy is showing signs of entering a 'Goldilocks' phase, characterised by moderate growth and subdued inflation. Retail inflation in June 2025 fell to 2.1%, prompting the RBI to consider further rate cuts. GDP growth remains steady at 6.5%, supported by strong domestic demand. A potential India-US trade agreement could further boost exports.
Thailand puts tourist entry fee on hold until 2026
Thailand has postponed the implementation of its tourist entry fee, initially planned for 2025, to mid-2026 due to weaker-than-expected tourist arrivals and economic concerns. The "kha yeap pan din" fee, intended to fund tourism infrastructure and insurance, faces delay as the country prioritizes tourism recovery amid global economic pressures.
China growth pings, A US tariff playbook?
China's economy shows resilience amid trade challenges. Diversified exports and consumption policies support growth. GDP expands by 5.2% in Q2. Industrial output is surprisingly strong. Property market faces downturn. Policy support helps manage tariffs. Focus shifts to internal consumption for balanced trade with the US. Future growth depends on easing trade and boosting domestic demand.
AWL Agri Q1 results: PAT falls 24% YoY to Rs 236 crore despite highest ever revenue jumps of 21%
Adani Wilmar (AWL Agri Business) posted a 24% YoY drop in net profit to Rs 236 crore in Q1FY26 despite record revenue of Rs 17,059 crore, up 21% YoY. Volume declines and weaker rice and FMCG segments offset edible oil gains.
India's GCC hiring rebounds 8-10% in Q1 as focus shifts from volume to value
India's Global Capability Centres experienced an 8-10% rise in hiring during Q1 FY26, shifting from volume to skill-focused recruitment in AI, cybersecurity, and platform engineering. BFSI, manufacturing, automotive, energy, and technology sectors drove demand, while Tier-2 cities like Coimbatore and Kochi saw significant growth despite talent shortages in advanced digital roles.
Economy to grow at 6.5 pc in FY26 despite global tensions, trade uncertainties: EAC-PM chairman
Despite global headwinds, the Indian economy is projected to grow at 6.5% in FY26, driven by low inflation, rate cuts, and increased government capital expenditure. While international organizations have slightly lower growth forecasts, domestic tailwinds are expected to boost both rural and urban demand. Increased FDI inflows and improved corporate balance sheets further support India's growth story.
HSBC raises Ola Electric target price to Rs 49 but sticks with hold rating. What’s behind the caution?
HSBC raised Ola Electric's target price to ₹49 after a surprise gross margin beat in Q1FY26. However, the brokerage remains cautious due to long-term risks linked to PLI eligibility and battery manufacturing challenges.
China's Q2 GDP growth tops forecast even as US tariff risks mount
China's economy demonstrated resilience in the second quarter, surpassing market forecasts despite U.S. tariffs, with GDP growth at 5.2%. However, analysts caution about underlying weaknesses, including falling prices and low consumer confidence, potentially requiring further stimulus from Beijing. The property sector remains a drag, and future growth is projected to slow, highlighting challenges in achieving long-term economic goals.
IT crowned 2025's worst sector: Are TCS, HCL Tech no longer buy-and-hold stocks?
India's IT sector faces challenges. Nifty IT index is the worst performer this year. TCS shares are down. Institutional investors are selling IT stocks. The sector is impacted by weak spending and AI. Experts suggest midcap IT might offer better growth. Technical analysis indicates further decline. The buy-and-hold strategy may no longer work for IT stocks.
DMart share price target goes up to Rs 5,466. Should you buy or sell after Q1 results?
DMart shares: Analysts issued Q1 FY26 reviews for the company, setting target prices between ₹3,450 and ₹5,466, following a modest 2% year-on-year increase in net profit. However, operating margins continued to decline due to mounting costs and growing competitive pressure.
Wipro, Infosys and other IT stocks fall up to 2% as weak TCS results, macro uncertainty weigh on sentiment
Indian IT companies' shares faced a decline. This followed Tata Consultancy Services' (TCS) weak revenue report. TCS's cautious forecast also contributed to the fall. Other major IT firms like Infosys and Wipro also experienced drops. Brokerages have lowered their expectations for the sector. Analysts anticipate continued volatility in the IT market. Investors are awaiting results from other IT companies.
India's growth cycle bottoming out; interest rate, decline in crude prices & normal monsoon support growth ahead: HSBC
HSBC Mutual Fund reports India's economic growth may be bottoming out, fueled by favorable interest rates, liquidity, lower crude oil prices, and a normal monsoon forecast. While global trade uncertainties pose a risk, sustained government spending, increased private investments, and real estate recovery are expected to drive medium-term investment growth. Despite global challenges, India's GDP grew 7.4% in Q4FY25.
After the stock market storm on July 10, eyes now on July 15 — the next high alert!
Indian markets fell 1.2% amid global jitters and profit booking. July 10 marked a trend reversal as forecasted, with key support and resistance levels holding accurately. The upcoming July 15 is flagged as a High Alert Day. Traders are advised to follow time zones and price pivots closely.
Natural gas in 2025: Navigating a tightrope of supply, demand, and geopolitics
Natural gas remains crucial in 2025 amid global energy transitions, tight supply, and geopolitical tensions. Demand is driven by Europe and the US, while China diversifies. Prices stay high due to low storage and LNG competition. Russia’s declining exports push Europe toward LNG-led diversification and infrastructure upgrades.
The two-engine problem: How valuation and earnings are pulling markets apart
Indian markets showed optimism in June but now face uncertainty. Despite positive macro factors, earnings growth is weak. Private investment and consumption are struggling. The market is likely to remain range-bound. Multiple breakout attempts are expected but may fail. This favors bottom-up stock picking strategies. A long wait is ahead for momentum days.
Infosys, Wipro and other IT stocks fall up to 3% after TCS Q1 earnings disappoint on revenue quality
Indian IT stocks fell sharply on Friday, with TCS, Infosys, and Wipro leading losses, after TCS reported weak Q1 revenue growth despite beating profit estimates. A 3.1% YoY decline in constant currency revenue and muted management commentary weighed on sentiment. Analysts remain cautious amid global macro headwinds, even as TCS posted robust deal wins worth $9.4 billion.
TCS shares tumble 2% after Q1 show fails to cheer D-Street. Should you buy, sell, or hold?
TCS shares: Operating revenue increased by 1.3% to ₹63,437 crore, up from ₹62,613 crore in the corresponding quarter of the previous year. However, when measured in constant currency, revenue registered a year-on-year decline of 3.1%.
CPSEs, 4 govt entities' capex up 25% in June
Capital expenditure by major central public sector enterprises and key government bodies surged by 25% in June, reaching ₹62,425 crore, offering vital support to the Indian economy amid sluggish private investment. In the first quarter, these entities spent ₹1.67 lakh crore, a 15% increase year-on-year, with railways and NHAI leading the way.
Affluent Indians shift gears as interest rises in alternatives, gold, global investing: HSBC report
HSBC’s 2025 Affluent Investor Snapshot shows wealthy Indian investors are increasingly adopting diversified strategies, favoring alternative assets, multi-asset funds, and global exposure over traditional cash-heavy portfolios, with a significant uptick in gold allocations and reduced cash holdings.
Nifty headed to 28,000? Abhishek Banerjee on global risks, rupee, and sector bets
With easing geopolitical tensions and stable oil prices, Abhishek Banerjee of LotusDew Wealth believes India's macro outlook has strengthened, offering upside potential in equities. He sees selective opportunities across sectors and predicts Nifty 50 could touch 28,000 by year-end.
Asian stocks cautious as tariff talk sinks copper
Asian shares displayed caution as investors reacted to President Trump's firm stance on tariffs, ruling out deadline extensions. Copper futures declined following Trump's tariff threats, impacting global metal markets. Despite progress with the EU, potential tariffs on US technology firms remain a concern, leading to market indifference unless economic data weakens or inflation surges.
India negotiating trade agreements on its own terms: S Mahendra Dev, Chairman, EAC-PM
India is actively negotiating trade agreements with various countries, including the US. The focus is on national interest. Deals with the UK are expected to boost trade. Rural consumption is rising, and private investment shows signs of recovery. The government aims for 6.5% GDP growth in FY26.
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