In the July 2025 monthly finance wrap, we discussed various markets, issues and updates such as -

🌏 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

🇮🇳 India Update:

- Weak Q1 earnings expected: CRISIL projects 4–6% 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

📈 Bonds & Banks:

- RBI’s 100 bps cut leads to lower 2Y yields

- Transmission working, but credit growth cooling off

- Festive season could revive credit demand

🛢️ Commodities Watch:

- Crude oil surges: EU sanctions, Iraq drone strikes, China stockpiling

- Lithium jumps after China crackdown on illegal mining

- Iron ore rises on China’s massive Brahmaputra hydropower project

Don't miss this rich mix of markets, policy, and geopolitics in one tight wrap.

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#Markets #IndiaEconomy #Tariffs #CrudeOil #TCSLayoffs #Trump #July2025 #GlobalEconomy #BondYields #Commodities #StockMarket #ITSector #Lithium #IronOre #Hydropower #Brahmaputra #economics #stockmarkets #finance #investing #tradepolicy #trumptariffs

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⏱️ 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

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