How Trump & China Shake the Market? July 2025 Finance Wrap

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. 🔔 Subscribe for more insights on India’s 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 ----------------------------------------------------------------------------------- ⏱️ 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 ----------------------------------------------------------------------------------- 👉🏼 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/