Angel One shares: As of June 2025, the client base reached 32.47 million, marking a 31.3% increase year-on-year and a 1.6% rise from the previous month. Gross client additions for the month were 0.55 million, up 9.3% compared to the previous month but down 41.5% year-on-year.
Bosch shares surged nearly 3.5% following a regulatory disclosure regarding a customs order. The company faces a duty demand and penalty totaling Rs 96 crore related to import duty benefits and incorrect classification of automotive components. Despite this financial impact, strong investor interest propelled the stock, with technical indicators suggesting it may be overbought.
Paras Defence and Space Technologies shares rose over 8% on Friday. This followed a 1:2 stock split. The company's market capitalisation is now Rs 7,442.64 crore. The stock split became effective on July 4. It aimed to boost liquidity and attract more retail investors. The stock's RSI indicates neutral momentum.
BSE shares: In a 105-page interim order, SEBI alleged that Jane Street and its affiliates employed high-frequency trading strategies to manipulate key benchmark indices such as the Nifty 50 and Bank Nifty. The regulator claimed these actions misled retail investors and enabled the firm to earn substantial profits in India's rapidly expanding options market.
Ashi Anand of IME Capital suggests consumer durables are a safe haven amid global uncertainties and banking pressures. Falling interest rates are freeing up household income for discretionary spending. While optimistic about financialization of savings, particularly in wealth and asset management, she advises caution on brokerages due to regulatory changes impacting speculative trading.
Arun Patel suggests long-term investors maintain their positions amidst stable market conditions and strong Indian economic fundamentals. Domestic consumption is expected to drive growth in the second half of 2025, supported by falling inflation and accommodative RBI policies. Pharma, fintech, and quick commerce are highlighted as emerging sectors with significant potential for investors.
India anticipates a crucial tariff deadline on July 9th. This deadline could affect the rupee and external finances. A trade deal with the US is expected. This deal is beneficial for both countries. Market outlook is positive with double-digit growth expected in FY26. PSU banks are fundamentally strong. Discretionary consumption is attractive. Retail sector is positive.
Suzuki surpassed Mercedes-Benz as Japan's leading car importer in June, driven by the popularity of the Jimny Nomad and Fronx, both assembled in India. The Jimny Nomad's success led to a temporary halt in orders due to overwhelming demand. Honda also experienced significant import growth with its India-produced WR-V, highlighting a shift in consumer preference towards affordable, compact SUVs.
