Market View 8th July, 2025

View on market: Volatility persists, eagerly searching for growth

Global markets started the week on a cautious note. US index futures were mostly unchanged, while European futures showed slight weakness. In Asia, markets saw some positive momentum as investors responded to hopes of future negotiations despite fresh trade tensions. Indian markets ended the day flat. After some early losses, both major indices recovered by the close, showing little overall movement. In the US, stocks declined due to rising trade tensions. President Trump’s plans to impose new tariffs on Japan and South Korea weighed on market sentiment. Most sectors ended lower, with all major indices closing in the red. Asian markets performed better, supported by optimism that further talks might reduce trade risks. Japanese, Korean, and Australian markets posted small gains, while Hong Kong futures dipped slightly. Overall, investors stayed cautious, balancing trade concerns in the West with hopes for progress in Asia. The market mood remains uncertain, with attention on global trade developments.

Key Quarterly Results for Today:

5PAISA, DELTA, SERIND, UMIYA-MRO.

 

Economic Calendar:

• USD: Fed’s Balance Sheet on 08^th July 2025.
• IND: Foreign Reserves USD on 11^th July 2025.
• USD: Mortgage Market Index on 09^th July 2025.
• IND: WPI Inflation for June (YoY) on 14^th July 2025.

 

Brokerage Radar:

JEFFERIES ON ADANI POWER:

Initiate Buy with TP of Rs 690, Multiple triggers ahead, Poised for strong capacity addition on a comfortable balance sheet, See risk profile also reducing gradually as incremental capacity is being locked in with profitable PPAs.

JPMORGAN ON HINDUSTAN AERONAUTICS:

Maintain ‘overweight’ with Target Price of Rs 6,105, Steady progress continues, Strong order book provides visibility, Significant order pipeline, More clarity on future initiatives.

JEFFERIES ON SIEMENS ENERGY:

Maintains ‘buy’ with Target Price of Rs 3,500, Power Capex Play – Margin upside ahead, India’s largest power equipment player by market cap at $12 billion vs GE and Hitachi at $7-10 billion, Offers solutions for power transmission, generation and industrials from 8 factories in India.

HSBC ON DIVI’S LABS:

Upgrade buy target price: Rs 7,900 (Previous Target: Rs 5,020), See A Long Runway Of Growth Led By Tirzepatide & Other Peptides, Rev Potential Of $450 m From Peptides & $260 m From Contrast Media By 2030, Bake In FY25-28 EPS CAGR Of 23%.

International Markets:

U.S & Europe:

*As per 08^thJuly.

Asian markets:

Stocks strong on Chart:

Commodities & Currency:

FIIs & DIIs:

News Updates:

Source: Moneycontrol, Bloomberg Quint, Investing

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