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Markets likely to make cautious start amid mixed global cues
Jul-15-2025

Indian equity markets are likely to make cautious start on Tuesday, tracking mixed global cues amid renewed tariff threats from U.S. President Donald Trump. Investor’s sentiments may remain subdued due to continued foreign fund outflows. However, some support could emerge from domestic data, as India’s consumer price inflation eased further in June to its lowest level in over six years.

Some of the key factors to be watched:

Retail inflation eases to over 6-year low of 2.1% in June: Retail inflation declined to over six-year low of 2.1 per cent in June, nearing the RBI's comfort zone, on account of subdued prices of food items, including vegetables, driven by widespread monsoon.

India, U.S. talks for proposed trade pact going on at a very fast pace: Commerce and Industry Minister Piyush Goyal said that the negotiations between India and the U.S. for a proposed trade agreement are going at a fast pace.

Commerce Minister to soon issue new guidelines to promote exports in new market: Commerce and Industry Minister Piyush Goyal said that the government will soon issue new guidelines to promote the country's shipments in new markets and support first-time exporters. He said that the ministry will partner with districts to promote one district one product (ODOP) goods.

India should pursue services-focused trade deal with US: NITI Aayog suggested that India should follow the model of the India-UK agreement to pursue a services-oriented trade deal with the U.S., with special focus on information technology, financial services, professional services, and education.

GCCs' contribution to Indian economy to rise to $200 billion by 2030: Finance Minister Nirmala Sitharaman said that Global Capability Centres (GCC) could contribute up to $200 billion to the Indian economy and create additional jobs by 2030.

On the global front: The U.S. markets ended in green on Monday, despite President Donald Trump's threats to impose 30 percent tariffs on imports from the European Union and Mexico beginning August 1, 2025. Asian markets are trading mostly in green on Tuesday, as investors shrugged off the uncertainty surrounding U.S. President Donald Trump’s shifting stance on tariffs and turned their focus to a busy economic data calendar from China.

Back home, Indian equity benchmarks extended the losing run to the fourth straight day on Monday amid selling in IT and TECK shares. A subdued start to the earnings season, foreign fund outflows and delay in any breakthrough in the India-US trade deal further pressured the markets. Finally, the BSE Sensex fell 247.01 points or 0.30% to 82,253.46 and the CNX Nifty was down by 67.55 points or 0.27% to 25,082.30. 

Some of the important factors in trade:

Wholesale price inflation turns negative in June: The government data showed Wholesale price inflation (WPI) declined to (-) 0.13 per cent in June as prices of food articles and fuel saw deflation, along with easing in manufactured product costs. 

Electronics, pharma sectors corner 70% of PLI disbursements in FY25: The government data has showed that large-scale electronics manufacturing and pharmaceuticals cornered about 70 per cent of the total fiscal incentive disbursements in 2024-25 under the production-linked incentive (PLI) schemes. 

Switzerland completes ratification process for India-EFTA trade pact: Deepening the bilateral relationship with India, the Switzerland has completed the ratification process for a landmark trade deal between India and the European Free Trade Association (EFTA) which would reduce trade barriers and significantly open up the Indian market to Swiss exports. 
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