The Indian stock market weekly update July 2025 shows cautious momentum as Nifty and Sensex posted a 0.7% dip amid global trade tensions and mixed domestic data. However, broader indices BSE Midcap and Small cap managed gains of 0.6% and 1.1% respectively.
Weekly Recap – Indian Stock Market Weekly Update July 2025
The major trigger this week was SEBI’s ban on Jane Street, a U.S.-based quant firm, over suspected manipulation in Bank Nifty derivatives. Stocks like BSE, Angel One, and Nuvama saw steep intraday losses.
Meanwhile, tension in India–US trade relations intensified. Talks stalled with the possibility of a 26% reciprocal tariff. Adding to pressure, the U.S. signed a trade pact with Vietnam, shifting export dynamics.
Global Economic Impact
- US Non-Farm Payrolls (June 2025): Beat estimates, causing a rise in 10-year U.S. Treasury yields to 4.36%
- ADP Private Employment Data: Reported a loss of 33,000 jobs, mainly in services
- Global inflation and recession fears affected emerging markets, including India
Institutional Activity
- FIIs (Foreign Institutional Investors): ₹752 crore net buyers
- DIIs (Domestic Institutional Investors): ₹7,609 crore net inflows
This indicates strong local confidence, despite global nervousness.
Key Economic Indicators
- GST Collection (June 2025): ₹1.85 lakh crore, +6.2% YoY, but −8.2% MoM
- Credit Growth: Dropped to 8.8% in May 2025, from 20.8% in May 2024
- Agriculture: 7.5%
- Industry: 4.8%
- NBFC: 8.6%
- Retail: Steady at 9.0%
- IIP (Industrial Production): Slowest in 9 months at 1.2%, dragged by weak electricity output (−5.8%)
External Source: NSE India – Live Market Data
Sector Highlights – Indian Stock Market Weekly Update July 2025
Pharma
- Torrent Pharma acquires JB Chemicals
- Lupin gets USFDA nod
- Aurobindo’s CuraTeQ earns EU marketing approval
Energy
- Amber Enterprises acquires Power-One Micro Systems
- NHPC commissions 53.57 MW solar capacity
- ONGC partners with Mitsui on large ethane tankers
Defense
- DAC approves ₹1.05 lakh crore for 10 capital acquisitions
Logistics
- Aegis Logistics launches LPG cryogenic terminal at Pipavav
Healthcare
- Rainbow Children’s Medicare acquires 76% stake in Prushanthi Medicare
Upcoming Events to Track
- TCS and Tata Elxsi: Q1 FY26 earnings
- Fed Meeting Minutes (June 2025)
- US Jobless Claims (weekly)
Expect volatility based on earnings surprises and macro data.
Also read: Nifty 50 Forecast July 2025 – Weekly Outlook & Index Reshuffle for detailed analysis of index levels, trends, and reshuffle insights.
Final Thoughts
The Indian stock market weekly update July 2025 reflects a cautious but stable tone. While large caps faced headwinds, midcaps and smallcaps showed strength. Domestic inflows remain healthy, and sector momentum (pharma, energy, defense) presents long-term growth signals.
Traders should monitor Fed commentary, corporate earnings, and trade developments to gauge near-term market direction.