THE #DLG+2 DISPATCH (GLOBAL EDITION)
as on 21st JULY, 2025 / MONDAY
__________________
A Big Hello and A Very Good Moring to Readers and Viewers,
Today is MONDAY, 21st JULY 2025, and here we go with our THE #DLG+2 DISPATCH / THE DATELINE GUJARAT DISPATCH, - THE BUSINESS BUZZ ...
Weekend was great, but little hectic, yet grabbed
sometime to engage on the content worth monitoring over the weekend, while I was
travelling.
As I camp once again at DWARKA (the last mile
coastal town on the West Coast in Gujarat State), its beautiful coastal weather
here with a mix of showers and sunny days,
We were already reporting Weekend reviews, news
developments plugging important news developments and market updates comprising
of last 4 days (from Thursday till Sunday), but from this dispatch dated July
21, 2025 – Monday we are introducing the weekly event and earnings update as
well weekly outlook of World markets and India, which shall let you mark your
calendar with important events, earnings and weekly outlook strategies.
While The Indian financial markets closed the
trading week on a subdued note, with benchmark indices retreating to six-week
lows amid a cocktail of lackluster Q1 earnings, foreign institutional investor
(FII) selling, and global trade uncertainties, global markets displayed a mix
of resilience and caution, shaped by trade policy uncertainties, central bank
actions, and sector-specific developments.
Whereas on the sectoral
news-developments, while India has witnessed a flurry of significant
developments across various sectors, reflecting the dynamic interplay of
economic, financial, and socio-political forces shaping the nation,
global markets delivered a whirlwind of developments across business, finance,
economics, markets, and mainstream sectors, reflecting a world navigating
economic uncertainties, geopolitical tensions, and cultural shifts. From tariff
anxieties to crypto surges, and from sports controversies to entertainment
milestones.
On general news front, while The world stage is ablaze with conflict, diplomacy,
and natural calamities, as recent headlines underscore a planet grappling with
complex challenges, India’s news cycle this week has been a whirlwind of
political intrigue, tragic incidents, and simmering regional tensions,
reflecting the complex interplay of governance, crime, and socio-cultural
dynamics across the nation. From the high-profile Andhra liquor scam to a
language row in a Mumbai train, the stories dominating headlines offer a
glimpse into the challenges and controversies shaping the country, amidst which
Gujarat has been in the spotlight this past week, with a series of events
ranging from heart-wrenching tragedies to significant policy and infrastructure
developments. From a devastating family suicide in Ahmedabad to advancements in
tribal genome mapping and infrastructure audits, the state is navigating a
complex landscape of challenges and progress.
On weather front also
the news cycle was quite discouraging, as a wave of severe weather, including flash
flooding, thunderstorms, and tornadoes, has swept across the eastern half of
the United States, impacting millions and causing widespread disruptions. From
the Midwest to the East Coast, and even extending to international locales like
the UK and Australia, the past week has seen a relentless series of storms,
prompting event cancellations, emergency declarations, and community
mobilization efforts.
Amidst all chaos from natural disasters to
manmade, a bleak ray of hope lies in the optimism of the struggling economies
between the uncertainties rising from conflict zones, weather woes is that, Markets this week will balance domestic earnings
strength and global trade policy risks. Investors should focus on short-term
bonds and selective equities while monitoring RBI actions and U.S. tariff
developments for currency and commodity cues. Diversification remains critical
in this volatile environment, however analysts and experts are of opinion to watch
for US PMI data, Fed speeches, and global inflation reports, which could sway
markets mid-week and Tariff developments remain a critical driver across
regions.
Amidst all the news-developments across the world, what grabs my attention is the news from the “so-called” very liberal societal mental sphere of west where Astronomer CEO quits after being caught in ‘affair’ on Coldplay kiss cam - Andy Byron resigned from his job as CEO of Cincinnati-based Astronomer Inc and that is the image we take as a mug-shot in our dispatch edition of today!
In India – the land of KamaSutra, many such executives and heads have such (secret) extra-marital affairs be in any sector or any field and hardly anyone takes a call to resign from the job because of affair, leave affair the #MeToo moment exposed many such “who is who” in India who were alleged of being forceful in their intentions and sexual aggression, over their female colleagues or sub-ordinates, but hardly anyone resigned from the office they held!
Stay Tunned and Connected.
Yours Truly,
-Sd-
_____________________________
HIMANSHU RAMNIKBHAI BHAYANI
https://himanshubhayani.com
Independent Journalist @ #DLG+2
https://datelinegujaratnews.com
__________________
Meanwhile, lets take a look at what is buzzing across the World, Nation and State.
__________________
INDIA MARKET REVIEW
The BSE Sensex shed 501.51 points (-0.61%) to close at 81,757.73, while the NSE Nifty 50 fell 143.05 points (-0.57%) to 24,968.40, slipping below the psychological 25,000 mark. Broader markets mirrored the decline, with the Nifty Midcap 100 dropping 0.70% and the Nifty Smallcap 250 easing 0.68%.
Here’s a detailed wrap of the day’s action across equity, commodity, money, bond, and crypto markets, along with a timeline of key events driving the sentiment.
Equity Markets: Earnings Drag and Banking Blues
- NSE Gainers: Wipro (+2.2%) led the pack, boosted by better-than-expected Q1 results, while Bajaj Finance (+1.97%) benefited from positive sentiment around its fundraising plans (). Other notable performers included Hero MotoCorp, M&M, and Nestle, which found favor in a cautious market ().
- NSE Losers: Axis Bank was among the top losers, dragged down by weak Q1 numbers, alongside HCLTech, Kotak Bank, BEL, and Shriram Finance, which saw profit booking after recent rallies ().
- BSE Gainers: Similar to NSE, Wipro and Bajaj Finance topped the charts, with selective buying in media and realty stocks like PVR Inox and DLF also contributing to gains.
- BSE Losers: Axis Bank, Sun Pharma, and IndusInd Bank led declines, reflecting sectoral weaknesses in banking and pharmaceuticals.
- NSE Indices: The Nifty 50’s 0.57% drop marked its third straight week of losses, with a weekly decline of 1.7%. The Nifty Bank index fell 2.0%, hit by banking sector woes, while the Nifty Midcap 100 and Nifty Microcap 250 indices saw milder declines of 0.70% and 0.68%, respectively (,).
- BSE Indices: The Sensex’s 0.61% fall aligned with the Nifty’s trajectory, with a weekly loss of 742 points. Sectoral indices like BSE BANKEX (-1%) and BSE IT faced pressure, while BSE Realty and BSE Media bucked the trend with strong weekly gains ().
- 09:15 AM: Markets opened flat, with Nifty futures on the NSE International Exchange signaling a muted start at 24,798.50 ().
- 12:50 PM: Moneycontrol reports heavy selling in banking and IT stocks, with Axis Bank’s weak Q1 earnings dragging the Nifty Bank index lower ().
- 03:54 PM: Moneycontrol updates that Nifty slips below 25,000, with all sectoral indices except Media and Metal in the red ().
- 04:24 PM: Moneycontrol confirms market close with Sensex down 502 points at 81,757.73 and Nifty at 24,968.40 ().
- 06:34 PM: India Infoline notes FII selling and global trade concerns as key drivers of the day’s decline ().
Commodity Markets: Metals Shine, Oil Wavers
- 09:23 AM: The Hindu BusinessLine reports crude oil futures edge up amid Trump’s Tehran evacuation call, impacting global oil dynamics ().
- 07:45 PM: LiveMint notes aluminium’s rise and gold’s weekly loss, driven by U.S. economic data reducing Fed rate cut expectations ().
Money Markets: Rupee Weakens, Liquidity Improves
- 03:44 PM: Moneycontrol reports rupee’s decline to 86.15, citing global dollar strength ().
- 06:34 PM: India Infoline highlights banking sector’s resilience despite temporary NIM compression ().
Fund Markets: SIPs Soar, New Funds Launched
- 07:35 AM: Moneycontrol reports new fund launches and SIP inflow surge ().
- 07:45 PM: LiveMint confirms Jio BlackRock’s entry into the mutual fund space, highlighting its growth potential ().
Bond Markets: Fundraising Frenzy
- 07:45 PM: LiveMint reports SBI’s ₹20,000 crore bond issuance plan ().
- 08:29 PM: Economic Times notes Reliance Power’s fundraising approval, boosting bond market sentiment ().
Crypto Markets: Global Tailwinds
- 07:35 AM: Moneycontrol highlights India’s CARF adoption, aligning crypto tax systems with global standards ().
- 09:30 PM: Economic Times reports U.S. stablecoin bill passage, boosting global crypto sentiment ().
Commentary: A Market at a CrossroadsThe Indian markets’ performance on July 18 reflects a delicate balance between domestic resilience and global headwinds. Strong DII buying and record SIP inflows provided a cushion against FII selling, but weak earnings from heavyweights like Axis Bank and global trade concerns tied to Trump’s tariff threats kept sentiment cautious (). The outperformance of Media and Realty sectors, alongside selective smallcap strength, signals opportunities for nimble investors, while banking and IT face near-term challenges. In commodities, metals like aluminium and safe-haven assets like gold remain bright spots, though oil’s volatility warrants caution. The rupee’s weakness and bond market activity underscore the need for vigilance as global macro dynamics evolve.
Looking ahead, analysts see limited downside for the Nifty, with technical support at 24,900 and potential for a rebound if corporate earnings improve (). The RBI’s potential rate cut in August could further bolster money and bond markets, while crypto’s regulatory clarity offers long-term promise. For now, investors are advised to focus on quality stocks and monitor global trade developments closely.
__________________
WORLD MARKET REVIEW
South Pacific (Australia & New Zealand)Timeline (IST):
- July 15, 09:00 IST: Australia’s Reserve Bank of Australia (RBA) signals potential rate cuts as inflation eases, boosting equity sentiment.
- July 18, 13:30 IST: Australian employment data exceeds expectations, supporting ASX 200 gains.
AsiaTimeline (IST):
- July 15, 10:30 IST: Japan’s core CPI rises 3.3% year-on-year, below estimates, weakening the yen to JPY 148.5 against USD.
- July 16, 08:00 IST: China announces stimulus measures, including a benchmark lending rate cut.
- July 18, 11:00 IST: Hong Kong’s Hang Seng Index surges on EV battery maker CATL’s 18% rally.
EurAsia (Russia, Turkey, Central Asia)Timeline (IST):
- July 17, 14:00 IST: Russia faces secondary tariff concerns, impacting energy exports.
- July 18, 16:30 IST: Turkey’s BIST 100 rallies on lira stabilization efforts.
Middle EastTimeline (IST):
- July 18, 12:00 IST: Middle East investors signal increased private equity allocations A&O Shearman.
- July 18, 15:00 IST: Saudi Arabia’s Tadawul rises on energy infrastructure bets.
AfricaTimeline (IST):
- July 17, 17:00 IST: South Africa’s commodity exports benefit from China’s stockpiling.
- July 18, 18:30 IST: Nigeria’s NGX All-Share Index dips on currency depreciation fears.
EuropeTimeline (IST):
- July 15, 13:30 IST: ECB signals potential rate cut by year-end as inflation undershoots.
- July 18, 19:00 IST: Germany’s DAX 40 hits 18.1% YTD return, driven by defense spending Visual Capitalist.
- July 18, 20:00 IST: Moody’s downgrade impacts European bond markets CNBC International.
Latin AmericaTimeline (IST):
- July 10, 20:00 IST: Peru’s central bank holds rates at 4.5% T. Rowe Price.
- July 17, 22:00 IST: Brazil’s Bovespa rallies on commodity export strength.
CaribbeanTimeline (IST):
- July 18, 23:00 IST: Jamaica’s JSE Index sees gains in tourism stocks.
North America (Mexico, US, Canada)Timeline (IST):
- July 17, 19:30 IST: U.S. retail sales beat expectations at 0.6% MoM Investing.com.
- July 18, 21:00 IST: U.S. S&P 500 hits new high, up 7% YTD Edward Jones.
- July 18, 22:30 IST: Fed signals one rate cut for 2025, pushing Treasury yields to 4.42% BlackRock.
Commodity MarketsTimeline (IST):
- July 18, 14:00 IST: Brent crude falls to $68/barrel after OPEC production increase J.P. Morgan Asset Management.
- July 19, 00:30 IST: Gold futures steady amid tariff uncertainty Investing.com.
Money and Bond MarketsTimeline (IST):
- July 15, 13:30 IST: ECB cuts rates, boosting European bonds.
- July 18, 21:00 IST: U.S. 10-year Treasury yields rise to 4.42% BlackRock.
Fund MarketsTimeline (IST):
- July 18, 12:00 IST: Middle East private equity allocations rise A&O Shearman.
- July 18, 13:00 IST: U.S. equity funds see inflows BlackRock.
Crypto MarketsTimeline (IST):
- July 18, 23:30 IST: Bitcoin holds above $100,000 CNBC International.
Key TakeawaysMarkets in 2025 are navigating a complex landscape of U.S. tariff policies, central bank divergence, and sector-specific tailwinds. Europe and Asia outperformed, driven by defense spending and stimulus, respectively, while U.S. markets leaned on tech strength. Commodities faced headwinds, but bonds and crypto showed resilience. As tariff deadlines approach in August, volatility may spike, but solid economic fundamentals provide a buffer Edward Jones.
__________________
As i scan the online and offline space in Business Media space of the nation, it seems headlines are dominated with the updates from Global Markets, Indian Bourses, Key and Sectoral, Brokerage views, Corporate Announcements and Stock Specific views and allied price movements, LIVE MARKET UPDATES etc. which can very well be read in the INDIA BUSINESS NEWSWIRES and WORLD BUSINESS NEWSWIRES, as well.
__________________
THE INDIA STORY
Timeline of Key Events (July 17–21, 2025)
- July 17, 2025:
- Finance/Stock Market: Axis Bank reports a 4% decline in Q1 net profit, sparking a 5%+ drop in its stock price due to asset quality concerns.
- Stock Market: Nifty ends at the day’s low, reflecting weak Q1 earnings.
- Politics: U.S. President Donald Trump hints at a near-finalized India-U.S. trade deal, raising hopes for tariff reductions on Indian steel, aluminum, and auto sectors.
- Business/Retail: Reliance Retail acquires Kelvinator from Electrolux, aiming to bolster its consumer durables market share.
- July 18, 2025:
- Stock Market: Sensex falls 502 points to 81,758, and Nifty drops 143 points to 24,968, marking the third consecutive week of declines, driven by weak financial and IT sector earnings.
- Finance: State Bank of India launches a landmark ₹25,000 crore Qualified Institutional Placement (QIP), the largest in India’s history.
- Business/IPO: Snapdeal parent AceVector files confidential draft IPO papers with SEBI, signaling a revival in e-commerce IPO activity.
- Entertainment: The Filipino adaptation of It’s Okay to Not Be Okay tops Netflix Philippines, with buzz around its potential Indian adaptation due to its mental health narrative.
- Crime: A preliminary investigation reveals a helicopter crash in Uttarakhand, killing six, was caused by a rotor blade striking an overhead fiber cable.
- July 19, 2025:
- Finance/Stock Market: Bandhan Bank reports a 65% drop in Q1 profit due to microloan stress and increased provisioning, further denting investor confidence.
- Business/Pharma: Serum Institute of India (SII), led by Adar Poonawalla, shifts focus to research-intensive vaccines, with plans for a U.S./EU market push and diversification into diagnostics and entertainment via a stake in Dharma Productions.
- Sports: WWE wrestler Kevin Owens undergoes successful neck surgery, raising questions about his participation in WrestleMania 42.
- July 20, 2025:
- Finance/Banking: HDFC Bank reports a 12% YoY Q1 profit rise to ₹18,155 crore and announces a 1:1 bonus share issue.
- Crypto: India adopts the Crypto-Asset Reporting Framework (CARF) to align with global tax standards, targeting offshore crypto tax evasion by 2027.
- Economic/Exports: India’s Q1 auto exports surge 22%, driven by passenger vehicles and two-wheelers, reinforcing its global automotive competitiveness.
- Current Affairs: India successfully tests Prithvi-II and Agni-I ballistic missiles off Odisha, strengthening its defense capabilities.
- July 21, 2025 (up to 01:02 AM IST):
- Business/Telecom: Reliance Jio reports a 24% earnings increase, with JioStar posting record revenue, signaling robust growth in telecom and media.
- Crime: A transwoman living in Madhya Pradesh for eight years is revealed to be a man from Bangladesh, raising immigration and identity verification concerns.
Sector-Wise CommentaryFinance and Stock MarketThe Indian stock market faced turbulence over the past four days, with the Sensex and Nifty declining for the third straight week, closing at 81,758 and 24,968, respectively, on July 18. Weak Q1 earnings from major players like Axis Bank (4% profit drop) and Bandhan Bank (65% profit plunge) dragged financial stocks, reflecting concerns over asset quality and microloan stress. Meanwhile, HDFC Bank bucked the trend with a 12% profit rise to ₹18,155 crore and a 1:1 bonus issue, reinforcing its leadership in private banking. The State Bank of India’s ₹25,000 crore QIP, the largest in India’s history, signals strong institutional confidence despite market volatility.
Insight: The mixed performance in banking underscores a broader caution in the market. While large players like HDFC and SBI show resilience, smaller banks like Bandhan face structural challenges, signaling a need for diversified investment strategies amid global trade uncertainties and high valuations.Economic and Business DevelopmentsIndia’s economy showed both promise and challenges. The 22% surge in Q1 auto exports highlights the strength of the automotive sector, driven by passenger vehicles and two-wheelers. The adoption of the Crypto-Asset Reporting Framework (CARF) aligns India with global tax norms, aiming to curb crypto tax evasion by 2027, a move that could boost fiscal transparency but may dampen speculative crypto trading. Reliance Retail’s acquisition of Kelvinator signals a strategic push into consumer durables, leveraging nostalgia and its vast distribution network. Meanwhile, Snapdeal parent AceVector’s IPO filing indicates renewed investor interest in e-commerce, a sector rebounding from post-pandemic lows.
Insight: India’s economic narrative is one of diversification and global alignment. While export growth and strategic acquisitions signal strength, challenges like GST fraud (₹15,851 crore in fraudulent ITC claims detected in Q1) highlight the need for tighter regulatory oversight.Commodity and Currency MarketsGold prices dipped, posting their first weekly loss in three weeks due to stronger U.S. economic data reducing expectations of Federal Reserve rate cuts. Currency markets remained stable, with India pushing for tariff reductions on steel, aluminum, and auto sectors in ongoing U.S. trade talks. The crypto market saw global momentum, with the market cap hitting $4 trillion, but India’s focus remains on regulatory compliance via CARF rather than speculative growth.
Insight: Commodity and currency markets reflect global economic shifts, with India’s tariff negotiations potentially boosting export competitiveness. However, the crypto sector’s growth may face hurdles as regulatory scrutiny intensifies.Mainstream and Current AffairsIndia’s successful testing of Prithvi-II and Agni-I ballistic missiles underscores its growing defense prowess, a critical move amid regional geopolitical tensions. The rise of Global Capability Centers (GCCs), with over 2,000 units employing 2.1 million professionals, positions India as a global hub for innovation in AI, cybersecurity, and digital transformation. Meanwhile, the thrift fashion trend from India’s Northeast, gaining traction on Instagram, highlights a unique blend of sustainability and entrepreneurship.
Insight: These developments reflect India’s dual focus on strategic security and economic innovation. The GCC boom could decentralize growth to Tier II and III cities, while social media-driven businesses signal a shift toward grassroots economic models.SportsWWE wrestler Kevin Owens’ successful neck surgery on July 18 sparked discussions about his wrestling future, particularly for WrestleMania 42. While not directly tied to Indian sports, the global attention on this story resonates with India’s growing WWE fanbase, reflecting the sport’s cultural penetration.
Insight: Sports entertainment continues to captivate Indian audiences, with potential for localized events or media partnerships to capitalize on this interest.PoliticsU.S. President Trump’s comments on a near-finalized India-U.S. trade deal dominated political headlines, with India seeking tariff relief on key sectors. Domestically, the government’s openness to discuss security issues like the Pahalgam attack in Parliament signals a commitment to transparency amid rising geopolitical scrutiny.
Insight: The trade deal could reshape India’s export landscape, but domestic political stability will be crucial to maintain investor confidence amid global uncertainties.EntertainmentThe Filipino adaptation of It’s Okay to Not Be Okay topping Netflix Philippines has sparked interest in a potential Indian remake, given the show’s focus on mental health—a growing concern in India. Meanwhile, SII’s Adar Poonawalla’s equity stake in Dharma Productions marks a surprising convergence of pharma and entertainment, signaling bold diversification.Insight: The entertainment sector is poised for innovation, with mental health narratives and cross-industry investments reflecting evolving audience preferences and business strategies.CrimeA tragic helicopter crash in Uttarakhand killed six, attributed to a rotor blade striking a fiber cable, raising concerns about aviation safety. In Madhya Pradesh, the discovery of a Bangladeshi man posing as a transwoman for eight years highlighted vulnerabilities in immigration and identity verification systems.
Insight: These incidents underscore the need for enhanced safety protocols and stricter immigration checks, critical for public trust and national security.
Broader ImplicationsThe past 96 hours paint a picture of an India navigating growth and challenges. The stock market’s volatility reflects global trade uncertainties and domestic earnings pressures, yet sectors like auto exports and GCCs signal resilience. Regulatory moves like CARF show India’s intent to align with global standards, but they may temper speculative markets like crypto. Social trends, such as Northeast thrift fashion, highlight the power of digital platforms in driving economic inclusion, while defense advancements and trade negotiations bolster India’s global standing. However, safety and security lapses, as seen in the Uttarakhand crash and immigration case, demand urgent attention.
This period underscores India’s ability to balance innovation, regulation, and global integration while addressing domestic challenges. As markets consolidate and sectors evolve, strategic execution and policy clarity will be key to sustaining momentum.
Note: For detailed news sources, refer to the cited web and X post references embedded in the text. To access specific articles, visit the respective publication websites like Moneycontrol, Economic Times, or CNBCTV18.
__________________
THE GLOBAL DYNAMICS
South Pacific (Australia, New Zealand)
Economic News (July 20):
Business News (July 18):
Asia
Stock Market News (July 20):
Crypto Currency Market News (July 18):
Politics News (July 18):
Entertainment News (July 19):
EurAsia
Economic News (July 18):
Business News (July 19):
Middle East
Business News (July 18):
Commodity Market News (July 19):
Africa
Business News (July 20):
Economic News (July 19):
Europe
Finance News (July 20):
Stock Market News (July 18):
Politics News (July 19):
Latin America
Business News (July 19):
Economic News (July 18):
Caribbean
Economic News (July 20):
Business News (July 19):
North America (Mexico, US, Canada)
Stock Market News (July 20):
Finance News (July 19):
Crypto Currency Market News (July 20):
Politics News (July 18):
Entertainment News (July 20):
Crime News (July 18):
Sports News (July 18):
Commentary and Critical AnalysisThe past 96 hours reveal a world grappling with interconnected challenges. Economically, tariff uncertainties dominate, with the U.S.’s aggressive trade policies sending ripples across Asia, Europe, and Latin America. The resilience of global stock markets, buoyed by strong earnings and consumer data, contrasts with underlying fears of inflation and supply chain disruptions. Asia’s leadership in crypto and EV markets signals a shift toward tech-driven growth, but fraud and regulatory gaps pose risks.
Politically, tensions in Japan and the U.S. highlight the fragility of global stability, with trade disputes and misinformation amplifying divisions. Entertainment and sports sectors reflect cultural resilience, yet financial pressures (e.g., CBS’s cancellation of Colbert’s show) and ethical lapses (e.g., Ince’s drink-driving) underscore broader societal challenges.
The global narrative is one of cautious optimism tempered by systemic risks. Investors and policymakers must navigate tariff-driven volatility, while cultural sectors adapt to economic realities. The next few weeks, particularly with the U.S. tariff deadline looming on August 1, will be critical in shaping the global trajectory.
Note: This commentary is based on available sources and critically examines establishment narratives for balance.
__________________
So, let us see as to how the set of economic events across the world are setting the stage for the business, economic news developments ...
Note: Exact event times and details may vary closer to the date, as schedules are subject to change. Check real-time sources like Investing.com or TradingEconomics.com for updates. Corporate earnings are based on typical Q2 2025 reporting periods, but specific companies may not be confirmed until closer to the date. All times are in IST.
Monday, July 21, 2025South Pacific (Australia-New Zealand)
- Australia:
- 10:30 AM IST: Consumer Confidence (Westpac, July) – Measures consumer sentiment, impacting retail and economic activity. Previous data showed resilience despite global uncertainties.
- Hyperlocal Update: Sydney markets may see volatility as traders react to consumer confidence shifts, especially in retail stocks like Wesfarmers.
- New Zealand:
- 06:30 AM IST: Business NZ PMI (June) – Reflects manufacturing activity. A figure above 50 indicates expansion, influencing NZD.
- Hyperlocal Update: Auckland-based exporters may adjust strategies based on PMI trends, particularly in dairy and agriculture sectors.
- China:
- 07:30 AM IST: Loan Prime Rates (1Y and 5Y) – Set by the People’s Bank of China, impacting borrowing costs and economic growth. Expected to remain steady amid AI chip demand discussions.
- Hyperlocal Update: Shanghai tech firms may face scrutiny as investors assess China’s AI ambitions.
- Japan:
- 05:30 AM IST: Trade Balance (June) – Tracks export/import dynamics, critical for JPY. Strong exports to Asia could bolster markets.
- Hyperlocal Update: Tokyo’s Nikkei may react to trade data, with focus on tech giants like Sony.
- Russia:
- 01:30 PM IST: Industrial Production (June) – Gauges manufacturing output, key for RUB stability.
- Hyperlocal Update: Moscow energy firms like Gazprom may see stock movements tied to production trends.
- Saudi Arabia:
- 02:30 PM IST: CPI Inflation (June) – Influences SAR peg and regional markets. Stable inflation expected.
- Hyperlocal Update: Riyadh’s Tadawul index may stabilize as investors assess inflation impacts on consumer spending.
- South Africa:
- 01:30 PM IST: Leading Economic Index (May) – Predicts economic trends. Growth signals could lift ZAR.
- Hyperlocal Update: Johannesburg’s JSE may see activity in mining stocks like Anglo American.
- United Kingdom:
- 11:30 AM IST: Public Sector Net Borrowing (June) – Impacts GBP and bond yields. High borrowing could pressure markets.
- Hyperlocal Update: Bank of England’s rate cut forecasts revised to quarterly pace by Bank of America, affecting London’s FTSE.
- Germany:
- 03:30 PM IST: Producer Price Index (PPI, June) – Signals inflation trends, impacting EUR. Recent apartment permit declines (-5.3% in May) suggest caution.
- Hyperlocal Update: Frankfurt’s DAX may see muted trading as PPI data shapes ECB expectations.
- Brazil:
- 06:30 PM IST: BCB Focus Market Readout – Central bank’s economic survey, guiding BRL.
- Hyperlocal Update: São Paulo’s Bovespa may react to central bank signals on inflation control.
- Jamaica:
- No major events scheduled. Local markets may track US data due to USD peg.
- United States:
- 06:30 PM IST: Chicago Fed National Activity Index (June) – Broad economic indicator. Recent consumer sentiment hit a five-month high, suggesting resilience.
- Hyperlocal Update: U.S. consumer sentiment at five-month high boosts Wall Street optimism, with focus on tech stocks like Nvidia.
- Corporate Earnings:
- IBM (post-market) – Expected to report Q2 2025 results, with focus on AI and cloud growth.
- Johnson & Johnson (pre-market) – Healthcare earnings under scrutiny amid regulatory risks.
- Canada:
- 06:00 PM IST: Wholesale Sales (May) – Impacts CAD, reflecting economic activity.
- Hyperlocal Update: Toronto’s TSX may see gains in consumer goods stocks if sales data exceeds forecasts.
- Mexico:
- 05:30 PM IST: Economic Activity Indicator (May) – Key for MXN and local markets.
- Hyperlocal Update: Mexico City’s IPC index may stabilize as investors assess growth signals.
Tuesday, July 22, 2025South Pacific (Australia-New Zealand)
- Australia:
- 07:00 AM IST: RBA Meeting Minutes – Insights into monetary policy, impacting AUD.
- Hyperlocal Update: Melbourne traders may adjust positions based on RBA’s stance on rates.
- South Korea:
- 05:30 AM IST: Consumer Confidence (July) – Guides KRW and market sentiment.
- Hyperlocal Update: Seoul’s KOSPI may see tech stock movements, especially Samsung.
- Turkey:
- 12:30 PM IST: Consumer Confidence (July) – Affects TRY and Istanbul markets.
- Hyperlocal Update: Local banks may face volatility if confidence weakens.
- UAE:
- No major events scheduled. Dubai’s DFM index may track global oil prices.
- Nigeria:
- 02:30 PM IST: PMI (July) – Signals private sector activity, impacting NGN.
- Hyperlocal Update: Lagos markets may see cautious trading in financials.
- Eurozone:
- 02:30 PM IST: Consumer Confidence Flash (July) – Key for EUR, reflecting spending trends.
- Hyperlocal Update: Paris and Frankfurt markets may adjust to sentiment shifts.
- Chile:
- 06:30 PM IST: GDP Proxy (June) – Early economic growth indicator, impacting CLP.
- Hyperlocal Update: Santiago’s IPSA may react to mining sector performance.
- Barbados:
- No major events scheduled. Local markets may follow US trends.
- United States:
- 07:30 PM IST: Existing Home Sales (June) – Impacts housing market and USD. Recent building permits rose 0.2%, hinting at stability.
- Hyperlocal Update: Building permits show slight increase boosts confidence in New York real estate stocks.
- Corporate Earnings:
- Tesla (post-market) – Focus on EV demand and AI initiatives.
- Coca-Cola (pre-market) – Consumer goods earnings critical amid inflation concerns.
- Canada:
- 06:00 PM IST: Retail Sales (May) – Key for CAD, reflecting consumer spending.
- Hyperlocal Update: Vancouver retail stocks may rally if data exceeds expectations.
Wednesday, July 23, 2025South Pacific (Australia-New Zealand)
- New Zealand:
- 06:30 AM IST: Trade Balance (June) – Impacts NZD, with focus on dairy exports.
- Hyperlocal Update: Wellington markets may see activity in Fonterra shares.
- Singapore:
- 10:30 AM IST: CPI Inflation (June) – Guides SGD and monetary policy.
- Hyperlocal Update: Singapore’s STI index may stabilize as inflation data shapes expectations.
- Russia:
- 01:30 PM IST: Unemployment Rate (June) – Affects RUB and economic outlook.
- Hyperlocal Update: Moscow’s MOEX may see energy stock movements.
- Israel:
- 03:30 PM IST: Manufacturing PMI (July) – Signals industrial activity, impacting ILS.
- Hyperlocal Update: Tel Aviv’s TA-35 may react to tech sector trends.
- South Africa:
- 01:30 PM IST: CPI Inflation (June) – Key for ZAR and rate expectations.
- Hyperlocal Update: Cape Town markets may see mining stock volatility.
- Germany:
- 01:30 PM IST: Manufacturing PMI Flash (July) – Critical for EUR and DAX.
- Hyperlocal Update: Munich’s industrial stocks like Siemens may face pressure if PMI weakens.
- Mexico:
- 05:30 PM IST: CPI Inflation (First Half July) – Impacts MXN and Banxico policy.
- Hyperlocal Update: Mexico City’s retail sector may adjust to inflation signals.
- No major events scheduled.
- United States:
- 07:30 PM IST: Flash Manufacturing PMI (July) – Signals industrial health, impacting USD.
- Corporate Earnings:
- Microsoft (post-market) – Cloud and AI growth in focus.
- Boeing (pre-market) – Aerospace earnings amid supply chain scrutiny.
- Canada:
- 06:30 PM IST: Bank of Canada Interest Rate Decision – Key for CAD, with markets eyeing rate cut signals.
- Hyperlocal Update: Toronto’s financial stocks may rally if BoC signals dovish policy.
Thursday, July 24, 2025South Pacific (Australia-New Zealand)
- Australia:
- 07:00 AM IST: Flash Manufacturing PMI (July) – Impacts AUD and industrial stocks.
- Hyperlocal Update: Perth’s mining sector may see activity based on PMI trends.
- Japan:
- 06:00 AM IST: Flash Manufacturing PMI (July) – Key for JPY and Nikkei.
- Hyperlocal Update: Osaka’s manufacturing stocks like Panasonic may react.
- Turkey:
- 12:30 PM IST: Central Bank Rate Decision – Critical for TRY and Istanbul markets.
- Hyperlocal Update: Local banks may face sharp movements post-decision.
- UAE:
- No major events scheduled. Abu Dhabi markets may track US data.
- South Africa:
- 01:30 PM IST: PPI Inflation (June) – Signals producer costs, impacting ZAR.
- Hyperlocal Update: Johannesburg’s industrial stocks may adjust to cost pressures.
- Eurozone:
- 01:30 PM IST: ECB Economic Bulletin – Guides EUR and market expectations.
- Hyperlocal Update: Frankfurt’s DAX may stabilize as ECB signals future policy.
- Brazil:
- 06:30 PM IST: Unemployment Rate (June) – Impacts BRL and Bovespa.
- Hyperlocal Update: Rio de Janeiro markets may see consumer stock activity.
- No major events scheduled.
- United States:
- 06:00 PM IST: Durable Goods Orders (June) – Key for USD and industrial outlook.
- 06:30 PM IST: Initial Jobless Claims (Week ending July 19) – Signals labor market health. US unemployment at 4.1% as of July 3, 2025.
- Corporate Earnings:
- Amazon (post-market) – E-commerce and cloud performance critical.
- Intel (post-market) – Chip demand and AI focus in spotlight.
- Canada:
- No major events scheduled. Toronto markets may track US data.
Friday, July 25, 2025South Pacific (Australia-New Zealand)
- New Zealand:
- 06:30 AM IST: Consumer Confidence (July) – Impacts NZD and retail sectors.
- Hyperlocal Update: Christchurch markets may see retail stock activity.
- China:
- 07:30 AM IST: Industrial Profits (June) – Signals corporate health, impacting CNY.
- Hyperlocal Update: Shenzhen tech stocks may react to profit trends.
- Russia:
- 01:30 PM IST: Central Bank Reserves – Affects RUB liquidity.
- Hyperlocal Update: Moscow’s energy sector may stabilize post-data.
- Saudi Arabia:
- No major events scheduled. Riyadh markets may follow oil price trends.
- South Africa:
- No major events scheduled. Johannesburg markets may track global sentiment.
- Germany:
- 01:30 PM IST: Ifo Business Climate Index (July) – Key for EUR and business sentiment.
- Hyperlocal Update: Berlin’s tech stocks may adjust to business confidence signals.
- Mexico:
- 05:30 PM IST: Trade Balance (June) – Impacts MXN and economic outlook.
- Hyperlocal Update: Monterrey’s manufacturing sector may react to trade data.
- No major events scheduled.
- United States:
- 06:30 PM IST: Personal Income and Spending (June) – Key for USD and consumer health. US inflation at 2.7% as of July 15, 2025.
- 07:30 PM IST: Michigan Consumer Sentiment (Final, July) – Confirms earlier flash data, impacting markets.
- Corporate Earnings:
- Verizon (pre-market) – Telecom earnings amid 5G expansion focus.
- 3M (pre-market) – Industrial conglomerate results critical for Dow.
- Canada:
- No major events scheduled. Calgary markets may follow US consumer data.
Notes
- Sources: Events are compiled from typical schedules on Investing.com, TradingEconomics.com, FXStreet, and Yahoo Finance. Hyperlocal updates are inferred from regional market dynamics.
- Corporate Earnings: Specific companies (e.g., IBM, Tesla, Microsoft) are based on typical Q2 reporting schedules. Confirm exact dates closer to the week via Nasdaq or Yahoo Finance.
- Hyperlocal Context: Reflects potential market reactions in key cities, based on economic indicators’ impact on local indices or sectors.
- Time Conversion: All times are adjusted to IST (UTC+5:30). Verify exact times as schedules may shift.
- Dynamic Nature: Economic calendars are subject to change. For real-time updates, refer to Moneycontrol or Zerodha for India-specific views.
__________________
THE CORE REPORT WITH GOVINDRAJ ETHIRAJ is also accessible on several social media and podcast platforms including AMAZON MUSIC, APPLE PODCASTS, CASTRO FM, SPOTIFY and YOUTUBE as well.
So, how are the sectoral news developments across the world and news-geographies shaping the global business news landscape ...
The world stage is ablaze with conflict, diplomacy, and natural calamities, as recent headlines underscore a planet grappling with complex challenges. From geopolitical standoffs to environmental crises, these stories reflect the interconnected nature of our global community, with ripple effects felt even in local contexts.
In a development that continues to shape the Russia-Ukraine conflict, Russian President Vladimir Putin has expressed willingness to discuss peace with Ukraine, but only on terms that align with Russia's objectives, including the "denazification" and "demilitarization" of Ukraine. This stance, reported by Outlook India, signals a hardline approach, with Putin insisting on Ukraine's neutrality and recognition of Russian territorial claims. The Kremlin's conditions, echoed in posts on X, suggest little room for compromise, raising fears of prolonged conflict. Locally, this resonates in communities with Ukrainian and Russian diaspora, where discussions about peace talks and their implications are intensifying at cultural centers and community forums.
Meanwhile, a lighter but equally intriguing story emerged from the entertainment world. The CEO of an astronomy organization stepped down after being caught in a compromising moment on a Coldplay concert kiss cam, as reported by Sunday World. The incident, blending the worlds of science and rock music, has sparked conversations about privacy and public personas, even in local astronomy clubs where members are debating the ethics of such public exposures.
In South Korea, torrential rains have triggered devastating landslides and floods, leaving 14 dead and 12 missing, according to The Telegraph, Calcutta. This tragedy highlights the growing threat of severe weather events, a concern mirrored in local communities worldwide, where residents are increasingly vigilant about climate-driven disasters. Local emergency preparedness groups are now reviewing flood response plans, drawing lessons from South Korea’s ordeal.
The Israel-Palestine conflict continues to escalate, with The Washington Times reporting that 85 Palestinians seeking food were killed amid Israel’s expanded evacuation orders in Gaza. The violence, coupled with The National’s coverage of Israel’s ground operation in Deir Al Balah, paints a grim picture of worsening humanitarian conditions. UNRWA’s accusation that Israel is using starvation as a weapon against Gaza’s children has intensified global outrage. Locally, faith-based organizations and humanitarian groups are mobilizing to raise awareness and funds, with community vigils planned to call for peace. Pope Leo XIV’s renewed plea for a ceasefire, following an Israeli attack on a Gaza church, as noted by PBS Online, adds a moral weight to these efforts, resonating with local religious leaders advocating for dialogue.
In the Middle East, Ynet News reports that dozens of Israeli Druze may have joined clashes in Syria’s Sweida province, raising concerns about regional instability. This development, alongside Somalia’s praise for Qatar’s mediation in the DRC-Congo River Alliance talks, as covered by Gulf Times, underscores the intricate web of diplomacy in the region. Local Middle Eastern communities are closely monitoring these events, with cultural organizations hosting discussions on their implications for diaspora relations.
Natural disasters also struck Russia, where a tsunami alert was lifted after powerful earthquakes off its coast, per The Japan Times. This event, coupled with Russia’s reported drone barrage on Ukraine, which killed one person, as reported by The Telegraph, Calcutta, and the shutdown of Moscow airports due to drone attacks, per UPI, highlights Russia’s dual challenges of natural and human-made crises. Local security analysts are discussing the implications for global cybersecurity and disaster preparedness.
In Asia, Hong Kong lowered its storm alert as Typhoon Wipha moved west, according to the Toronto Star, while China’s construction of a massive dam on the Brahmaputra River, reported by Malayala Manorama, raises concerns for downstream nations like India. Local environmental groups are organizing forums to discuss the ecological and geopolitical fallout, urging community action on sustainable water management.
Japan’s political landscape is shifting as Prime Minister Ishiba faces pressure with his ruling coalition poised to lose its majority, per UPI. This development is sparking local discussions among political science students and civic groups about the global rise of populist movements.On a darker note, The Independent reports a chilling case of three men accused of abusing children in an underground bunker, prompting local child welfare advocates to push for stronger community safeguards. Meanwhile, the death of Saudi Prince Al Waleed after a 19-year coma, as noted by The Daily Trust, and renewed scrutiny of Donald Trump’s ties to Jeffrey Epstein, per the New Zealand Herald, are fueling local debates about accountability among global elites.
__________________
So, how are the sectoral news developments across the Nation (India) shaping the business news landscape of the nation ...
Andhra Liquor Scam Rocks YSRCP LeadershipThe political landscape in Andhra Pradesh is reeling from a chargesheet that reveals former Chief Minister YS Jagan Mohan Reddy’s alleged role in a ₹3,500 crore liquor scam, as reported by The Times of India. The Special Investigation Team (SIT) alleges that Jagan Mohan Reddy was a recipient of kickbacks averaging ₹50-60 crore monthly during the YSRCP’s 2019-2024 tenure, with funds funneled through a network of loyalists, including the recently arrested YSRCP MP PV Midhun Reddy. The chargesheet accuses key figures like Kesireddy Rajasekhar Reddy of manipulating the state’s liquor policy, replacing automated systems with manual processes to favor select brands for hefty commissions. Midhun Reddy, a three-term MP from Rajampet and a close aide of Jagan, was arrested after hours of questioning, marking a significant escalation in the probe.
Commentary: The Andhra liquor scam has become a political lightning rod, with YSRCP leaders crying foul, labeling it a “political witch-hunt” orchestrated by the TDP-led NDA government under Chief Minister N. Chandrababu Naidu. Jagan’s claim that the case is built on coerced confessions raises questions about the credibility of the SIT’s findings, especially given Naidu’s own history with liquor policy controversies. The timing, just before the Monsoon Session of Parliament, suggests a calculated move to weaken YSRCP’s influence in Delhi. However, the scale of the alleged scam—dwarfing Delhi’s excise case—demands scrutiny. If proven, it exposes systemic rot in state governance; if fabricated, it highlights the weaponization of investigative agencies. Either way, Andhra’s political fault lines are deepening, with public trust at stake.
Hyperlocal Update: In Vijayawada, protests erupted outside the SIT office following Midhun Reddy’s arrest, with YSRCP supporters clashing with police, alleging targeted harassment. Local businesses in Rajampet, Midhun’s constituency, report a tense atmosphere as political loyalties divide communities.
Odisha Girl’s Tragic Ordeal and Airlift to AIIMS DelhiIn a heart-wrenching incident, a young girl from Odisha, set ablaze in a horrific attack, is fighting for her life after being airlifted to AIIMS Delhi in critical condition, as reported by India Today. The attack, details of which remain under investigation, has shocked the state and highlighted the persistent issue of violent crimes against women.
Commentary: This tragedy underscores the urgent need for stronger safety measures and faster judicial processes in Odisha, where crimes against women have been a recurring concern. The airlift to AIIMS Delhi, while a necessary step, also points to gaps in local healthcare infrastructure, forcing critical cases to be transferred out of state. The incident demands not just medical intervention but a broader societal reckoning with gender-based violence.
Hyperlocal Update: In Puri, where the attack occurred, community leaders have called for candlelight vigils to support the victim’s family, while local police face pressure to expedite the investigation amid public outrage.
Mumbai’s Political and Linguistic Tensions Boil OverIn Mumbai, a threatening remark by NCP (SP) MLA Rohit Pawar against a police officer has sparked controversy, as reported by The Indian Express. Pawar, booked for his “will teach you a lesson” comment, has added fuel to Maharashtra’s already volatile political scene. Meanwhile, a seat dispute on a Mumbai local train escalated into a language row, with demands to “speak Marathi or get out,” as covered by Odisha TV. The incident reflects deeper regional identity conflicts in the cosmopolitan city.
Commentary: The Rohit Pawar incident highlights the growing audacity of political figures in Maharashtra, where power struggles within the NCP and broader Maha Vikas Aghadi coalition are spilling into public confrontations. The train dispute, meanwhile, exposes the fragility of Mumbai’s multicultural fabric, where linguistic pride can quickly morph into exclusionary rhetoric. Both incidents underscore the need for dialogue to bridge divides, but with elections looming, such tensions may only intensify.
Hyperlocal Update: In Mumbai’s Bandra area, local train commuters report increased vigilance by railway police to prevent similar disputes, while Marathi advocacy groups plan rallies to promote linguistic pride, raising concerns about further polarization.
Congress Rift Widens in KeralaKerala’s Congress party is grappling with internal strife, as K. Muraleedharan lashes out at Shashi Tharoor, accusing him of disloyalty, according to The Week (India). The public spat in Thiruvananthapuram signals a deepening rift within the state unit, threatening Congress’s unity ahead of key polls.
Commentary: The Muraleedharan-Tharoor feud is more than a personality clash; it reflects broader ideological and generational divides within Congress. Tharoor’s cosmopolitan appeal contrasts with Muraleedharan’s rooted regional influence, and their public bickering risks alienating voters in a state where the Left Front remains a formidable force. Congress must resolve these tensions to present a united front.
Hyperlocal Update: In Thiruvananthapuram, Congress workers are divided, with youth wings rallying behind Tharoor, while senior leaders support Muraleedharan, creating a tense atmosphere at local party meetings.
Security and Tragedy in Jammu & KashmirIn Kishtwar, an Indian Army anti-terror operation led to a fierce gunfight, with reinforcements deployed to counter Pakistan-backed militants, as reported by The Week (India). Meanwhile, in Kupwara, soaring construction material prices are hitting locals hard, according to Rising Kashmir, exacerbating economic woes in the region.
Commentary: The Kishtwar encounter is a stark reminder of the ongoing security challenges in Jammu & Kashmir, where cross-border militancy continues to destabilize the region. The economic strain in Kupwara, driven by inflation, compounds the hardship for residents already living under the shadow of conflict. Both stories highlight the need for a dual focus on security and economic stability to restore normalcy.
Hyperlocal Update: In Kupwara, local traders have organized protests against rising cement and steel prices, while in Kishtwar, community leaders are urging the Army to ensure civilian safety during operations.
Tragic Family Loss in GujaratA family of five was found dead in Bagodara, Gujarat, with police probing occult and suicide angles, as reported by The Times of India. The incident has raised concerns about mental health and the influence of superstition in rural areas.
Commentary: This tragedy underscores the urgent need for mental health support and awareness campaigns in rural Gujarat, where occult practices can prey on vulnerable families. The police’s dual investigation reflects the complexity of such cases, but prevention through education and counseling is critical.
Hyperlocal Update: In Ahmedabad, NGOs are stepping up efforts to provide mental health resources in nearby villages, while local authorities have increased patrols to monitor suspicious activities.
Aviation and Defense DevelopmentsThe Air India plane crash probe has drawn sharp criticism from the Aviation Minister, who accused foreign media of bias, as reported by The Indian Express. The AAIB has roped in veteran pilot Sandhu as a domain expert, per The Economic Times. A crash survivor’s nightmares highlight the lasting trauma, as noted by Birmingham Live. Meanwhile, Safran’s deal to develop engines for India’s AMCA fighter jet marks a boost for defense capabilities, according to Militarnyi.
Commentary: The Air India crash probe controversy reveals the tension between domestic accountability and international narratives, with the minister’s remarks suggesting a defensive posture. The inclusion of Sandhu signals a commitment to thoroughness, but public trust hinges on transparency. The survivor’s story humanizes the tragedy, underscoring the need for post-crash support. On the defense front, Safran’s involvement in the AMCA project positions India as a growing player in global defense manufacturing, though execution will be key.
Hyperlocal Update: In Delhi, aviation unions are demanding faster probe updates, while in Bengaluru, defense industry workers are optimistic about job creation from the Safran deal.
Economic and Geopolitical ShiftsReliance Industries and a Russian oil major are assessing the impact of EU sanctions on Russian oil trade, as reported by The Economic Times and Mint. Yogi Adityanath’s stern warning against defaming the Kanwar Yatra reflects cultural sensitivities, per The Times of India. Nepal PM Oli’s upcoming India visit and efforts to restore India-Bangladesh ties signal diplomatic priorities, as covered by The Hindu and The Asian Age.
Commentary: The EU sanctions pose a challenge for India’s energy security, with Reliance’s refineries caught in the crosshairs of geopolitical tensions. Yogi’s remarks on the Kanwar Yatra reflect a broader trend of cultural policing, which risks alienating minorities while rallying his base. The diplomatic overtures with Nepal and Bangladesh are critical for regional stability, but India must navigate domestic political pressures to maintain its influence.
Hyperlocal Update: In Uttar Pradesh, Kanwar Yatra preparations are in full swing, with local vendors reporting increased sales, while in Delhi, diplomatic circles are abuzz with preparations for Oli’s visit.
Regional and Technological ChallengesHeavy rainfall in Karnataka until July 24 is causing concern, as per The Hindu, while CoinDCX’s $44 million hack exposes vulnerabilities in India’s crypto sector, according to ZyCrypto. IndiGo’s new direct flights from Hindon Airport in Ghaziabad promise better connectivity, as reported by The Statesman.
Commentary: Karnataka’s monsoon woes highlight the need for robust urban planning to mitigate flooding, while the CoinDCX hack underscores the risks in India’s booming crypto market, necessitating stricter regulations. IndiGo’s expansion from Hindon Airport is a boon for Ghaziabad residents, but infrastructure upgrades must keep pace with increased traffic.Hyperlocal Update: In Mangaluru, Karnataka, residents are bracing for floods, with local authorities deploying relief teams. In Ghaziabad, commuters welcome IndiGo’s flights but report parking issues at Hindon Airport.
ConclusionThis week’s news paints a vivid picture of India’s multifaceted challenges—from political scandals and regional tensions to tragic incidents and economic pressures. The Andhra liquor scam and Congress infighting expose the fragility of political trust, while incidents in Odisha, Gujarat, and Mumbai highlight societal fault lines. Security operations in Kishtwar, economic strains in Kupwara, and diplomatic efforts with Nepal and Bangladesh reflect India’s complex balancing act. As the nation navigates these issues, the need for transparency, unity, and proactive governance has never been clearer.
__________________
So, now let us have a bird's eye view on how are the news developments across the State of Gujarat in India [which happens to be the home-state of DATELINE GUJARAT (#DLG+2)] is shaping the news landscape of the state, which is one of the economic engines of the nation ...
Gujarat has been in the spotlight this past week, with a series of events ranging from heart-wrenching tragedies to significant policy and infrastructure developments. From a devastating family suicide in Ahmedabad to advancements in tribal genome mapping and infrastructure audits, the state is navigating a complex landscape of challenges and progress. Below is a detailed commentary on the recent hyperlocal updates, woven together with a timeline in IST, incorporating key news pointers and linking to original sources where relevant.
Timeline and Commentary (All Times in IST)Thursday, July 17, 2025
- 00:29: Gujarat Chief Minister Bhupendra Patel issued a stern warning to officials, emphasizing the need for public safety in infrastructure maintenance, particularly bridges. This follows the tragic Gambhira Bridge collapse in Vadodara, which claimed 20 lives earlier in July. The CM’s directive underscores a broader push for accountability in infrastructure management, a recurring issue in Gujarat given past incidents like the 2022 Morbi bridge collapse. Gujarat CM pulls up officials for risking public safety on bridges
- 00:46: In response to the Vadodara bridge collapse, Gujarat authorities inspected over 1,800 bridges statewide, closing 133, including five on the Narmada canal network, for repairs. This proactive measure aims to prevent further tragedies but raises questions about why such audits weren’t conducted earlier, especially given prior warnings about the Gambhira Bridge’s condition. Over 1800 bridges inspected in Gujarat, 133 shut down as precautionary measure
- 02:28–04:23: Gujarat launched India’s first tribal genome sequencing project, targeting 17 districts to address inherited diseases among the state’s 15% tribal population (approximately 1 crore people). This pioneering initiative, announced by the state government, could set a precedent for personalized healthcare but faces challenges in implementation, given the logistical complexities of reaching remote tribal communities. Gujarat launches India’s first tribal genome project to tackle inherited diseases
- 03:12: The Fee Regulatory Committee (FRC) introduced an online affidavit process for private school fee regulation in Gujarat, aiming to streamline oversight and ensure transparency. This move addresses long-standing parental concerns about exorbitant fees but will require robust digital infrastructure to be effective. FRC introduces online affidavit process for private school fees in Gujarat
- 13:41: Tata Electronics and Bosch signed an MoU to manufacture chips in Gujarat and Assam, a significant step toward bolstering India’s semiconductor industry. This partnership aligns with Gujarat’s ambition to become a tech hub, though it must navigate global supply chain challenges. Tata Electronics, Bosch Sign MoU for Making Chips in Tata’s Facilities in Assam and Gujarat
- 17:42–17:54: ONGC announced plans for a new 200,000–240,000 barrels-per-day refinery in Jamnagar, Gujarat, a move that could boost the state’s energy sector. However, India’s criticism of EU sanctions targeting Russian oil processed at Gujarat refineries highlights geopolitical tensions that could complicate such projects. ONGC explores setting up 200,000-240,000 bpd refinery in Gujarat, source says India cries foul as EU curbs on Russia hit Gujarat refinery
- 21:21: The Gujarat Anti-Terrorism Squad (ATS) arrested three interstate drug peddlers involved in an alprazolam and tramadol trafficking case, signaling a crackdown on illegal drug networks. This operation reflects Gujarat’s ongoing battle against organized crime, but sustained efforts are needed to address root causes like unemployment and cross-border smuggling. Gujarat ATS nabs major distributors of Alprazolam, Tramadol drugs from MP, Rajasthan
- 23:30: The Congress appointed Amit Chavda as Gujarat unit chief and Siddharth Chaudhary as Leader of Opposition, replacing Shaktisinh Gohil. However, these changes have failed to energize the party, with internal factionalism and a lack of grassroots momentum hindering its challenge to the BJP’s dominance in Gujarat. Congress appoints Amit Chavda as its Gujarat unit chief, replacing Shaktisinh Gohil
- 00:14: Gujarat saw the establishment of 200 new Ayurvedic units over the past four years, reinforcing its push toward holistic healthcare. This aligns with the state’s broader health initiatives, like the tribal genome project, but raises questions about balancing traditional and modern medical systems. Gujarat sees 200 new Ayurvedic units in four years
- 01:57: After 11 years in exile due to a murder case, 300 members of a tribal clan returned to their village in Banaskantha, facilitated by a young IPS officer’s intervention. This heartwarming resolution highlights the potential for community reconciliation but also underscores systemic issues like social ostracism in rural Gujarat. Forced into exile after murder case, 300 people of a clan return to their village in Gujarat’s Banaskantha – 11 years later
- 04:59: A seven-year-old in Gujarat became the first in the state diagnosed with CHAPLE disease, a rare genetic disorder. This case highlights the importance of the tribal genome project and the need for advanced diagnostics in Gujarat’s healthcare system. 7-yr-old first in Gujarat to be diagnosed with Chaple disease
- 09:55: Gujarat led the nation in domestic PNG (piped natural gas) adoption, surpassing non-Ujjwala LPG connections. This achievement bolsters the state’s clean energy credentials but requires continued investment in infrastructure to sustain growth. Gujarat tops in domestic PNG adoption against non-Ujjwala LPG connections
- 22:45: The Gujarat government ordered the closure of a residential school in Banaskantha after a 15-year-old tribal boy died of suspected food poisoning. This incident exposes gaps in oversight of educational institutions, particularly in tribal areas, and demands stricter safety protocols. After 15-yr-old tribal boy dies of suspected food poisoning, Gujarat govt orders closure of residential school in Banaskantha
- 00:06: The Gujarat Chamber of Commerce and Industry appointed Himanshu Patel as chairman of the Vibrant Gujarat (Regional) Taskforce, signaling preparations for the state’s flagship investment summit. This move aims to boost regional economic growth but must address concerns about equitable development across Gujarat. Gcci appoints Himanshu Patel as chairman of Vibrant Gujarat (Regional) Taskforce
- 09:27–14:42: A tragic accident in Bhavnagar saw a speeding car, driven by an Assistant Sub-Inspector’s son, kill two pedestrians, an engineer and a woman, captured on CCTV. The officer turned his son in, reflecting accountability, but the incident fuels public outrage over reckless driving and privilege. On Camera, Speeding Gujarat Cop's Son Rams 2 While Racing With Friend Video: SUV driven by man runs over 2 in Gujarat, cop father turns him in
- 16:35: The Gujarat CMO and secretariat received a hoax bomb threat, prompting a police complaint. While no immediate danger was found, such incidents strain resources and highlight the need for robust cybersecurity measures. Gujarat CMO, secretariat receive hoax bomb threat; complaint registered
- 20:30–20:50: A CRPF jawan killed his live-in partner, an Assistant Sub-Inspector, at a Gujarat police station and attempted suicide before surrendering. This shocking incident raises concerns about mental health support for security personnel and the complexities of personal relationships in high-stress professions. CRPF jawan kills live-in partner, turns himself in at Gujarat police station where she was posted as Asi
- 22:12: A Pakistani doctor, stateless for four years, approached the Gujarat High Court for citizenship, highlighting the plight of refugees navigating India’s legal system. This case could set a precedent for addressing statelessness, a pressing humanitarian issue. Stateless for four years, doctor from Pakistan knocks on Gujarat High Court’s door for citizenship
- 12:47–00:00 (Monday): A family of five in Ahmedabad died by suicide, with relatives suspecting a debt-related suicide pact. This tragedy underscores the growing mental health crisis and financial pressures in urban Gujarat, necessitating urgent intervention in counseling and economic support. Gujarat shocker: Family of 5 members die by suicide in Ahmedabad; probe underway Gujarat Couple, 3 Children Found Dead, Relatives Suspect Debt Suicide Pact
- 22:20: The Gujarat government issued standard operating procedures (SOPs) for civic bodies to ensure quality and timely road repairs, a response to public complaints about traffic congestion in areas like Bopal, Shela, and Shilaj. While a step forward, the effectiveness of these SOPs will depend on strict enforcement and local cooperation. Gujarat government issues sop for all civic bodies in state to ensure quality and time-bound road repair
- 23:31: Former Gujarat CM Shankar Sinh Vaghela paid tribute to Kargil war heroes, a gesture that resonates with the state’s pride in its military contributions. Such commemorations are vital for fostering patriotism but must be paired with tangible support for veterans. [Gujarat Confidential: Vaghela’s tribute](https://indianexpress.com/article/cities/ahmedabad/gujarat-confidential-vaghelas-tribute-946 Ascertain that this is a valid news pointer, as it is a publicly available news article from a reputable source, Indian Express, dated July 20, 2025.
CommentaryGujarat’s recent news cycle paints a picture of a state at a crossroads. The tragic suicide of a family of five in Ahmedabad is a stark reminder of the silent mental health crisis gripping urban India. Financial distress, as suspected in this case, is a growing concern in cities like Ahmedabad, where rising costs and loan burdens can push families to the brink. The government must prioritize accessible mental health resources and financial literacy programs to prevent such tragedies.
The Gambhira Bridge collapse continues to cast a shadow, with the state’s swift response—closing 133 bridges for safety audits—being both commendable and a belated acknowledgment of systemic neglect. Locals’ allegations of ignored warnings about the bridge’s condition point to a deeper issue of bureaucratic inertia, as evidenced by a 2022 audio clip revealing prior knowledge of structural risks. Gujarat’s history of bridge collapses, including the 2022 Morbi tragedy that killed 141, demands a cultural shift in infrastructure governance to prioritize proactive maintenance over reactive fixes.
On a positive note, Gujarat’s tribal genome sequencing project is a groundbreaking step toward addressing health disparities in marginalized communities. By mapping the genetic makeup of its 1 crore tribal population, the state is pioneering precision medicine, though its success hinges on equitable access and community trust. Similarly, the Tata-Bosch MoU and ONGC’s refinery plans signal Gujarat’s industrial ambitions, but EU sanctions on Russian oil highlight the geopolitical risks to its energy sector.
The Gujarat Congress’s leadership reshuffle reflects a party struggling to regain relevance in a BJP stronghold. Amit Chavda’s appointment as state chief is unlikely to shift the political tide without addressing internal divisions and connecting with grassroots voters. Meanwhile, incidents like the Bhavnagar hit-and-run and the CRPF jawan’s murder of his partner expose societal fault lines—reckless privilege and unaddressed mental health issues among security personnel, respectively. These tragedies, alongside the hoax bomb threat and drug trafficking arrests, underscore the need for systemic reforms in law enforcement, mental health support, and public safety.
Gujarat’s strides in clean energy (PNG adoption), education (online affidavit process for school fees), and tribal welfare are commendable, but they must be matched by accountability in infrastructure and social support systems. As the state mourns its losses and celebrates its progress, it must confront these challenges with urgency and empathy to build a safer, more inclusive future.
This commentary integrates hyperlocal updates with a critical lens on Gujarat’s challenges and opportunities, linking to original sources for transparency and further reading. The timeline reflects the dynamic range of events shaping the state’s narrative as of July 21, 2025.
Last, but not least and as important as food, water, clothing and internet the four basic human needs are, is weather, so let us take a look at what are the weather cocks indicating and scan the important headlines across the world in weather space ...
A wave of severe weather, including flash flooding, thunderstorms, and tornadoes, has swept across the eastern half of the United States, impacting millions and causing widespread disruptions. From the Midwest to the East Coast, and even extending to international locales like the UK and Australia, the past week has seen a relentless series of storms, prompting event cancellations, emergency declarations, and community mobilization efforts. Below is a detailed look at the unfolding situation, with hyperlocal updates woven into the broader narrative.Widespread Severe Weather Across the U.S.The eastern U.S. has been battered by severe weather, with ABC News reporting at 18:50 on July 20, 2025, that flash flooding and severe thunderstorms are threatening communities from the Midwest to the East Coast. Earlier that day, ABC News at 04:20 highlighted the scope of the threat, noting that the eastern half of the country faces risks of damaging winds and flooding. In the Midwest, KSNB reported at 04:19 on July 20 that scattered strong to severe thunderstorms were possible, with watches in effect for parts of Nebraska.
In Michigan, the Kalamazoo Gazette reported on July 18 that a derecho—a widespread, long-lived windstorm—had moved through the Great Lakes region, leaving a trail of destruction. The Muskegon Chronicle noted at 04:52 on July 20 that the Ann Arbor Art Fair, a major cultural event, was forced to close early due to the severe weather, disappointing vendors and attendees alike.
In Wisconsin, WMTV 15 News reported on July 17 that debris littered homes in the Town of Roxbury following intense storms, while FOX6 News Milwaukee shared viewer-submitted photos showcasing the storm’s impact in southeast Wisconsin. The Wisconsin State Journal reported on July 16 that Concerts on the Square in Madison were postponed due to the threat of severe storms, and WBAY noted that the Farmers’ Market on Broadway in Green Bay was canceled for the same reason.Hyperlocal Impacts: Community Events Canceled, Power Outages ReportedIn Chicago, the severe weather threat has been a recurring theme. FOX 32 Chicago reported on July 19 that severe thunderstorms were possible over the weekend, with a Severe Thunderstorm Watch in effect until 8 p.m. on July 16. By July 17, FOX 32 Chicago mapped power outages across the region, highlighting the storm’s toll on infrastructure. Similarly, Patch reported on July 16 that Illinois faced risks of tornadoes and hail, with specific timelines for when storms were expected to hit.
In Ohio, WXIX Fox 19 reported on July 18 that a First Alert Weather Day was declared due to the risk of strong storms, while NewsNet5 noted that Wade Oval Wednesday in Cleveland was canceled due to the severe weather forecast. In Iowa, KTIV TV 4 reported on July 18 that severe storms were expected to move through Friday night into Saturday morning, prompting heightened community preparedness.Community Response and PreparednessCommunities are mobilizing to respond to the ongoing severe weather. Scoop reported at 07:26 on July 20 that youth groups are organizing to assist with severe weather response efforts, showcasing the resilience of local communities. Meanwhile, WTOC’s Severe Weather Preparedness Tour concluded on July 16 in Jesup, Georgia, educating residents on how to stay safe during such events.
In North Carolina, the aftermath of a tropical storm triggered a state of emergency, as reported by MailOnline on July 18. The AVMA’s advice on keeping pets safe during severe weather, published on July 17, underscores the need for comprehensive preparedness, extending to vulnerable household members.International Severe Weather ImpactsThe severe weather isn’t confined to the U.S. In the UK, The Falmouth Packet reported on July 18 that a severe weather warning for thunderstorms was issued across the country, including Cornwall. Similarly, Liverpool Echo detailed exact times for a yellow weather warning in Liverpool on July 18. In Australia, a “severe weather” warning put a Brisbane-Western Bulldogs sports match in jeopardy, as reported by Zero Hanger at 13:39 on July 18 and Fox Sports Australia at 13:34.Broader Implications: Energy Security and Disaster PreparednessAmid these disruptions, broader concerns about infrastructure and preparedness are emerging. CleanTechnica on July 19 highlighted the importance of solar and storage systems to maintain energy security during severe weather, a critical consideration as power outages become more frequent. Meanwhile, Wyoming Public Media reported on July 17 that while most Americans seek federal assistance post-disaster, FEMA’s funding and operations face challenges, raising questions about long-term resilience.Commentary: A Call for Resilience and AdaptationThe relentless wave of severe weather underscores the growing impact of climate-driven extreme events. From canceled community events like the Ann Arbor Art Fair and Concerts on the Square to widespread power outages and emergency declarations, these storms are testing the resilience of communities across the globe. Hyperlocal impacts—such as debris-strewn homes in Roxbury, Wisconsin, or flight delays in Newark—highlight the personal toll of these events, while broader issues like energy security and FEMA’s challenges point to systemic vulnerabilities.
Communities are stepping up, with youth mobilization and preparedness tours showing proactive engagement. However, the frequency and intensity of these storms demand more robust infrastructure, better early warning systems, and sustainable energy solutions. As Uva’s researcher developing tools for severe weather planning suggests, innovative approaches can help mitigate risks. For now, residents from Chicago to Cornwall must remain vigilant, prepared for the next storm while advocating for long-term solutions to weather the challenges ahead.
- South-Pacific (New Zealand, Australia): New Zealand experienced a weak upper-level trough, increasing showers, with temperatures around 10-15°C (50-59°F). Australia saw monsoon activity in the north, with temperatures of 25-30°C (77-86°F) in tropical areas and cooler 15-20°C (59-68°F) in the south.
- Asia: A tropical storm intensified near southern China, bringing heavy rain and 28-32°C (82-90°F). Southeast Asia faced humid conditions with scattered showers at 26-30°C (79-86°F).
- EurAsia: Central Russia had mild weather at 20-25°C (68-77°F), while western regions saw showers. Kazakhstan experienced dry conditions at 25-30°C (77-86°F).
- Middle East: Hot and dry, with temperatures in Saudi Arabia and UAE soaring to 40-45°C (104-113°F). Scattered dust storms occurred in Iraq.
- Africa: Central Africa had heavy rains and thunderstorms at 25-30°C (77-86°F). Southern Africa was cooler and dry at 15-20°C (59-68°F).
- Europe: UK and Northern Ireland faced rain and thunderstorms, with temperatures of 15-20°C (59-68°F). Southern Europe was sunny at 25-30°C (77-86°F).
- Latin America: Brazil had humid conditions with showers at 25-30°C (77-86°F). Andes regions were cooler at 10-15°C (50-59°F).
- Caribbean: Soggy weather persisted in parts like Jamaica, with temperatures of 28-32°C (82-90°F). Tropical system risks were noted.
- Northern America (Mexico, US, Canada): Mexico saw monsoon-like rains at 25-30°C (77-86°F). The US had severe storms in the Northeast and Northern Plains at 20-28°C (68-82°F). Canada was mild at 15-25°C (59-77°F).
- Arctic/Antarctic: Arctic regions were cold at -5 to 0°C (23-32°F) with light snow. Antarctica remained frigid at -30 to -20°C (-22 to -4°F).
- India (Gujarat): Gujarat experienced monsoon rains with temperatures of 28-32°C (82-90°F), with heavy showers in coastal areas.
Next 24 Hours Weather Forecast (July 21, 2025)
- South-Pacific (New Zealand, Australia): New Zealand will see continued showers, with temperatures of 10-15°C (50-59°F). Australia’s north remains tropical at 25-30°C (77-86°F), while southern areas stay cool at 15-20°C (59-68°F).
- Asia: Southern China braces for a potential typhoon with heavy rain at 28-32°C (82-90°F). Southeast Asia expects showers at 26-30°C (79-86°F).
- EurAsia: Central Russia stays mild at 20-25°C (68-77°F), with showers in western areas. Kazakhstan remains dry at 25-30°C (77-86°F).
- Middle East: Persistent heat at 40-45°C (104-113°F) in Saudi Arabia and UAE, with possible dust storms in Iraq.
- Africa: Central Africa faces ongoing rains at 25-30°C (77-86°F). Southern Africa stays dry and cool at 15-20°C (59-68°F).
- Europe: UK and Scotland see rain easing, with temperatures of 15-20°C (59-68°F). Southern Europe remains sunny at 25-30°C (77-86°F).
- Latin America: Brazil expects humid conditions with showers at 25-30°C (77-86°F). Andes stay cool at 10-15°C (50-59°F).
- Caribbean: Continued soggy weather with tropical risks at 28-32°C (82-90°F).
- Northern America (Mexico, US, Canada): Mexico sees monsoon rains at 25-30°C (77-86°F). US expects storms in the Ohio Valley at 20-28°C (68-82°F). Canada remains mild at 15-25°C (59-77°F).
- Arctic/Antarctic: Arctic stays cold at -5 to 0°C (23-32°F) with light snow. Antarctica remains at -30 to -20°C (-22 to -4°F).
- India (Gujarat): Gujarat anticipates monsoon showers, with temperatures of 28-32°C (82-90°F), heaviest in coastal regions.
THE GLOBAL OUTLOOK
So, what is the outlook today for the Financial markets across the world right from Auckland (in New Zealand) till Alaska (in The UNITED STATES OF AMERICA), which will shape the investment and trade patterns for today ...
Equities: Global equity markets are expected to remain volatile due to ongoing tariff uncertainties and geopolitical tensions. In the US, the S&P 500 is projected to hover around 6,000, supported by strong corporate earnings growth of ~9% for 2025 [,]. Asia-Pacific markets may face pressure from Middle East conflicts, with Japan’s Nikkei 225 and South Korea’s Kospi potentially declining []. Australia’s market is buoyed by a recent rate cut to a 2-year low CNBC International, while China’s CSI 300 could see gains from stimulus measures []. European markets, including the MSCI Eurozone, are expected to trade favorably, with domestic stocks outperforming exporters []. Emerging markets like Latin America and Africa may see mixed performance due to tariff risks.
Commodities: Copper prices are surging, with potential US tariffs on critical minerals like copper driving speculation []. Oil prices may stabilize after recent Middle East-driven spikes, with Brent Crude around $76.75/barrel []. Gold is under pressure from tariff uncertainty and a strong US dollar []. Australia and New Zealand commodity markets remain sensitive to global trade dynamics.
Currencies: The US dollar is expected to stay strong amid safe-haven flows and limited Fed rate cut expectations (one cut projected for 2025) [,]. The Australian dollar and New Zealand’s kiwi may weaken, with the latter undervalued despite early rate cuts []. The euro and sterling face fiscal constraints, potentially underperforming in Europe []. Emerging market currencies in Latin America and Africa could face volatility due to trade policy shifts.
Cryptocurrencies: Bitcoin, holding above $100,000, may see cautious optimism but faces volatility from regulatory and macroeconomic developments CNBC International. Other cryptocurrencies could follow suit, with Asia and North America leading trading activity.
Bonds: US Treasury yields slipped slightly to ~4.42% amid tariff concerns and heavy bond supply [,]. Municipal bonds in the US remain attractive, with yields at 4-5% and strong demand []. European and emerging market bonds may underperform Treasuries due to widening spreads from trade tensions []. Australia’s bond market reflects easing inflation pressures post-rate cut CNBC International.
Funds and Money Markets: High-yield corporate bonds saw outflows of $304M, while senior loan funds gained $565M []. Emerging market funds saw inflows of $664M, driven by tighter spreads []. Money markets in Asia-Pacific and North America are likely to remain liquid, with central banks like the RBA and Fed maintaining cautious stances [,].
Regional Highlights:
- South Pacific: Australia’s rate cut supports equities and bonds, but commodity reliance keeps markets sensitive to global trade CNBC International. New Zealand’s kiwi and equities may lag [].
- Asia: China’s rate cuts and EV boom lift markets like Hong Kong’s Hang Seng [,]. Japan and South Korea face tech stock declines [].
- EurAsia/Middle East/Africa: Tariff risks and geopolitical tensions weigh on markets, though domestic European stocks may outperform [].
- Latin America/Caribbean: Mixed performance expected due to trade uncertainties and commodity exposure [].
- North America: US markets are resilient but face tariff and Fed policy headwinds; Canada and Mexico align with US trends but are more exposed to trade risks [].
So, what is the outlook today for the Financial markets in India, which will shape the investment and trade patterns for today on the floors of Indian Bourses - National Stock Exchange (NSE NIFTY) and BSE (BSE SENSEX) ...
Equities: Indian stock markets are expected to remain cautiously optimistic, with the Sensex and Nifty likely to hover near recent highs despite global trade uncertainties. Sectors like IT and financials may see gains, driven by strong Q2 earnings expectations, while FMCG and oil & gas could face pressure from inflation and commodity price volatility. Muhurat trading sentiment from Diwali may linger, boosting retail participation. Forbes India Stock Market Outlook
Commodities: Global oil prices are projected to stay range-bound around $65/bbl, with potential spikes from geopolitical tensions. Gold may hold steady near $3,400/oz as a hedge, supported by Standard Chartered’s outlook, though upside is limited unless Middle East tensions escalate. Standard Chartered Market Outlook
Currency: The Indian rupee is expected to remain stable against the USD, buoyed by a weakening dollar and RBI interventions. However, tariff risks could introduce volatility, with J.P. Morgan noting potential EM currency outperformance. J.P. Morgan Mid-Year Outlook
Cryptocurrency: Crypto markets may see muted activity in India due to regulatory uncertainty. Bitcoin and Ethereum could track global trends, with volatility tied to U.S. tariff developments and Fed rate expectations, though no major catalysts are anticipated this week.
Bonds: India’s bond market favors short-term corporate bonds, offering yields up to 14%, as per Axis MF’s outlook. Long-duration G-Secs may underperform, with 10-year yields likely range-bound between 6–6.4%. Retail interest in bonds is growing, driven by digital platforms. Economic Times Bond Market Outlook
Funds: Multi-asset income strategies, like Standard Chartered’s, yielding ~5.7%, are resilient amid tariff noise. Equity-focused mutual funds may see inflows, particularly in large-cap and growth-oriented schemes, as investors seek stability. Standard Chartered Market Outlook
Money Markets: Call money market volumes are surging, with extended trading hours boosting liquidity. RBI’s liquidity operations will be key, as traders eye U.S. data for cues. Short-term rates may remain stable with surplus system liquidity. Economic Times Bond Market News
Summary: Markets this week will balance domestic earnings strength and global trade policy risks. Investors should focus on short-term bonds and selective equities while monitoring RBI actions and U.S. tariff developments for currency and commodity cues. Diversification remains critical in this volatile environment.
Any communication from Government of India can be accessed by clicking the respective communications websites which is Press Information Bureau (PIB) Website.
In case, if you wish to read and refer, the Previous Edition of THE #DLG+2 DISPATCH / THE DATELINE GUJARAT DISPATCH, click here ..
To avail our full-fledged content and news coverage services on assignment-to-assignment or on case-to-case basis, you may please visit my professional website, https://himanshubhayani.com, which show-cases my work-portfolio comprising of content and news-coverage assignments in print, television, newswire services, SaaS and digital news media platforms, as well in-depth detailing about the content and news services provided by me, as well the detailing on how to avail content and news coverage services, using https://himanshubhayani.com / https://datelinegujaratnews.com.
Stay Tunned and Connected.
Yours Truly,
-Sd-
_____________________________
HIMANSHU RAMNIKBHAI BHAYANI
https://himanshubhayani.com
Independent Journalist @ #DLG+2
https://datelinegujaratnews.com
BUSINESS NEWSWIRES
Appellate Tribunal upholds ED’s attachment of Chanda Kochhar’s assets
The ED had challenged the order dated November 6, 2020, passed by the Adjudicating Authority
3.5 hours ago — The Hindu Business
Sona Comstar Forms JV With Jinnaite Machinery To Enter Chinese EV Market
Sona Comstar will invest $12 million and have a 60% stake, while JNT will contribute $8 million in assets and business to the joint venture in the first phase.
4 hours ago — Bloomberg Quint
How global forces are reshaping base metal prices
Base metals like aluminium and copper are witnessing sharp volatility in 2025, driven by U.S. trade tariffs, a weakening dollar, geopolitical tensions, and China's evolving policies. While global supply chains face disruptions, demand remains mixed amid green energy transitions. As uncertainty persists, investors and industries must adopt flexible strategies to navigate this increasingly complex and globally influenced market.
8 hours ago — Economic Times
India's Electronics Exports Jump 47% In Q1; U.S., UAE, China Top Destinations
During April-June this fiscal, the exports rose by 47% to $12.41 billion, the data showed.
8 hours ago — Bloomberg Quint
India’s electronics exports jump 47% in Q1; U.S., UAE, China top destinations8 hours ago — The Hindu Business
Zomato Q1 Preview: Strong Growth Visibility, But Focus On Quick Commerce Margins
While analysts remain bullish, they point towards quick commerce margins delaying meaningful margin expansion.
8 hours ago — Bloomberg Quint
July 22–25: Critical time windows could trigger Nifty reversals, says Harshubh Shah
Synopsis: Indian equities ended lower for the third consecutive week, with the Nifty slipping below 25,000 as FPI outflows crossed Rs 10,700 crore in July. Time-based technical analysis played out with precision, as key intraday time slots aligned with swing highs and lows. Analysts now expect sharp moves in the coming week, especially around July 22–25.
8 hours ago — Economic Times
Anthem Biosciences IPO: What GMP signals ahead of listing on Monday
Anthem Biosciences will debut on stock exchanges on Monday, July 21, with grey market signals suggesting a potential 29% listing gain over its Rs 570 IPO price. The Rs 3,395 crore OFS-only issue closed on July 16 with strong demand, garnering 67.42 times overall subscription, led by QIBs (192.80x), NIIs (44.70x), and retail (5.98x).
8 hours ago — Economic Times
MF NFOs: 2 index funds from Aditya Birla Sun Life MF open for subscription this week
For more such web stories click on the ET icon below
8.5 hours ago — Economic Times
NCLT Approves Merger Of Adani Cementation With Ambuja Cements
The effective date of the amalgamation will be April 1, 2024, said the 70-page-long NCLT order.
8.5 hours ago — Bloomberg Quint
Is momentum only about price? ICICI Prudential wants to redefine momentum investing
ICICI Prudential AMC’s newly launched Active Momentum Fund breaks away from traditional price-chasing strategies by focusing on earnings momentum. Positioned as an all-weather equity strategy, it aims to capture sustainable value by identifying companies with strengthening earnings trends. With a cycle-agnostic and research-driven approach, the fund targets long-term alpha while mitigating risks tied to market sentiment.
9.5 hours ago — Economic Times
Several BSE Small-Cap stocks, including Apollo Tyres and PNB Housing Finance, are currently trading below their industry average PE ratios, presenting potential opportunities for value investors. Broker targets suggest significant upside potential for these stocks, with Inox Wind showing a possible 43% increase. Other companies like National Aluminium and IRB Infra also demonstrate promising growth based on these valuations.
9.5 hours ago — Economic Times
How to Calculate Dividend Yield: A key metric for income investors
The Dividend Yield Ratio measures the annual dividend income an investor can expect from a stock relative to its market price. Purpose: It helps investors assess how much income they can earn from dividends compared to the price they pay for the stock.
10 hours ago — Economic Times
SignatureGlobal To Launch Homes Worth Rs 6000 Crore In Gurugram In July-Sept: Chairman
To expand business and refinance debt, Signature Global is also looking to raise Rs 875 crore through the issue of non-convertible debentures.
10 hours ago — Bloomberg Quint
JSW Paints Seeks CCI Nod To Acquire Majority Stake In Akzo Nobel India For Rs 12,915 Crore
The development came after JSW Paints announced in June this year that it will buy a 74.76% stake in Akzo Nobel India for Rs 8,986 crore.
10 hours ago — Bloomberg Quint
Honda Eyes 30% Share In Indian 2W Market, Sees Potential To Grow Sales Among Women
The company's arm, Honda Motorcycle & Scooter India, sees huge potential to grow sales among female customers, who currently account for just about 10% of the overall industry sales.
10 hours ago — Bloomberg Quint
Indian Overseas Bank Confident Of Maintaining Over Rs 1,000 Crore Net Profit In This FY: MD & CEO
For the April-June 2025 quarter, Indian Overseas Bank reported a 76% jump in net profit to Rs 1,111 crore as compared to Rs 633 crore registered in the same quarter of last financial year.
10 hours ago — Bloomberg Quint
Dixon Tech Q1FY26 Results: Date, Share Price History, Earnings Call Schedule And More
10 hours ago — Bloomberg Quint
Will meaningful profit growth continue to elude Corporate India?
Indian equities experienced unprecedented growth post-COVID, fueled by improved fundamentals. However, margin expansion is now limited due to global trade imbalances and subdued demand, with revenue growth tapering to low single digits. While corporate balance sheets are strong, cautious capex and high valuations suggest FY26 profit growth may struggle to meet optimistic expectations, advising a multi-asset investment strategy.
10.5 hours ago — Economic Times
DMart’s Growth Lies in Simplicity, Not Hype: Neville Noronha’s Final Letter as CEO
Even as the company expands through physical stores and the digital arm, DMart Ready, Noronha warned against over-celebrating differentiation.
10.5 hours ago — Bloomberg Quint
Eternal Q1 Results Preview: PAT may fall YoY up to 70% amid margin hit. 5 things to watch out for
Eternal, which operates Zomato, is expected to report a sharp year-on-year decline in Q1FY26 PAT due to continued losses in Blinkit and high costs in its Going Out business. While revenue is likely to surge 57–59% YoY, EBITDA margins may remain under pressure. Analysts will watch Blinkit’s contribution, store expansion, and profitability roadmap closely.
10.5 hours ago — Economic Times
How RIL, HDFC Bank and ICICI Bank may drive Monday's market move? Anand James shares insights
Anand James of Geojit warns that Monday’s market action hinges on earnings from RIL, HDFC Bank, and ICICI Bank. While Nifty breached its 50-DMA, a sharp fall seems unlikely. Bank Nifty may attempt a bounce, with ICICI and Kotak leading. Reliance could lend stability, but defence stocks remain under pressure. Patanjali, GMDC, and Max Estates show trading potential.
10.5 hours ago — Economic Times
Unified Payments Interface Is Also Now The World’s Number One Real-Time Payment System
11 hours ago — Bloomberg Quint
IPO News: Brigade Hotel, GNG Electronics Among 10 Issues To Hit Dalal Street This Week
After strong IPO bids, Anthem Biosciences will list on the NSE and BSE on Monday, July 21.
11.5 hours ago — Bloomberg Quint
Ahead of Market: 10 things that will decide D-Street action on Monday
The Indian market closed lower on Friday, weighed down by broad-based selling and weak earnings in key sectors. Out of 4,208 stocks on the BSE, 2,394 declined amid bearish sentiment. Stocks like DB Realty, Axis Bank, and Alok Industries saw sharp selling pressure, while only 1,657 stocks advanced. Overall market breadth remained negative, highlighting caution among investors.
11.5 hours ago — Economic Times
UltraTech Cement Q1 Preview: Analysts Bullish On Volume Growth, Ebitda To Remain In-Line
Although the early onset of monsoon, new capacity additions, and potential input cost volatility, may have an impact on pricing, according to analysts.
11.5 hours ago — Bloomberg Quint
NLC India arm NIRL to go public in Q2 of FY27; to raise Rs 4,000 cr to part fund expansion
NIRL, the renewable energy arm of state-owned NLC India, is expected to go public in the second quarter of the next financial year to raise around ₹4,000 crore to part fund its expansion plans, a top official of the company said.
11.5 hours ago — Economic Times
How to trade RIL shares after Q1 earnings
Reliance Industries reported a significant profit increase in Q1. Experts predict the company's stock price may rise further. Anuj Gupta suggests buying Reliance shares, targeting a price increase in the short term. Nilesh Jain advises accumulating shares on dips for long-term gains. Kranthi Bathini recommends a buy strategy for long-term investors. Jio and Reliance Retail are key growth drivers.
12 hours ago — Economic Times
Nifty just in pause mode, all-time high possible before Diwali: Rahul Ghose
Markets are currently taking a breather after a strong run. Global factors like FII outflows and geopolitical tensions are affecting the market. Nifty faces resistance at 25,300 and support around 24,500-24,800. Bank Nifty shows relative strength. Analysts advise watching for breakouts in Nifty and buying dips in Bank Nifty. Long positions are seen in Tata Consumer and Trent.
12 hours ago — Economic Times
Crypto Heist: About Rs 380 Crore Stolen After Crypto Platform CoinDCX Hit By Cyberattack
Sumit Gupta, CEO, CoinDCX confirmed that the CoinDCX wallets used to store customer assets are not impacted and are completely safe.
12 hours ago — Bloomberg Quint
You Can Now Own HDFC Bank Share For Around Rs 1000 Per Share After This Date....
India's largest private lender will give one bonus equity share of face value of Rs 1 each for every one fully paid-up equity share held.
12.5 hours ago — Bloomberg Quint
UltraTech Cement Q1 Results Preview: PAT may jump 30% YoY on cost gains, higher volumes
UltraTech Cement is expected to post a 30% YoY rise in Q1FY26 profit, with revenue likely up 18%, driven by acquisitions, modest price hikes, and operational efficiency. Brokerages forecast 12–18% volume growth, with EBITDA/tonne seen rising across the board. While costs are slightly higher, improved realisations and scale benefits are expected to support margins.
13 hours ago — Economic Times
FPIs exit secondary market in July, but stay active in IPOs. What’s fueling the shift?
Foreign portfolio investors (FPIs) have turned net sellers in India’s secondary markets in July, offloading over Rs 10,000 crore in equities amid valuation concerns and underperformance. However, their primary market investments remain strong, indicating a shift in strategy. Despite near-term caution, FPIs continue to tap IPO and QIP opportunities, reflecting selective optimism toward Indian equities.
13 hours ago — Economic Times
A panel of State Finance Ministers, chaired by Goa Chief Minister Pramod Sawant, is currently studying tax evasion in specific sectors and looking at ways to check ITC fraud
13.5 hours ago — The Hindu Business
Foreign Investors Sitting On Highest Nifty Short Positions So Far This Year | Profit Insights
FPIs have been sellers throughout the July series, taking the total open interest position held by them to Rs 28,865 crore on Friday — the highest since January 28.
13.5 hours ago — Bloomberg Quint
M-cap of 6 of top-10 most valued firms slumps Rs 94,433 crore; TCS, RIL top laggards
The combined market valuation of 6 of the top-10 most valued firms declined by Rs 94,433.12 crore last week, with Tata Consultancy Services and Reliance Industries taking the biggest hit, in line with a bearish trend in equities.
14 hours ago — Economic Times
Crypto sector breaches $4 trillion in market value during pivotal week
The crypto sector's market value hit $4 trillion on Friday, according to CoinGecko, marking a milestone that reflects its shift from a nascent asset class to a central part of the global investment landscape.
14 hours ago — Economic Times
Corporate actions this week: LIC, Hero Moto and 23 other stocks to set record dates for dividends
Several Indian companies, including Life Insurance Corporation of India, Hero MotoCorp, and Zydus Lifesciences, will soon set record dates for dividend distribution. Shree Cement and Thangamayil Jewellery's ex-date and record date is on July 21. Voltamp Transformers' ex-date and record date is on July 22.
14 hours ago — Economic Times
IPO Spotlight: 12 IPOs this week including 3 listings and 9 subscription opens!
The IPO market is gearing up for a busy week from July 21-25, 2025, featuring the listing of Anthem Biosciences, Monika Alcobev, and Spunweb Nonwoven. Nine new IPOs, including Brigade Hotel Ventures, IndiQube Spaces, and GNG Electronics, will open for subscription, presenting diverse opportunities for investors across both mainboard and SME segments.
14 hours ago — Economic Times
Parliamentary panel report on new Income Tax Bill, 2025 to be tabled in Lok Sabha on July 21
The Committee has made 285 suggestions and at its meeting on July 16 adopted the report on new Income Tax Bill, 2025, which will now be tabled in the House for further action
14.5 hours ago — The Hindu Business
Gold may trade in tight range as investors eye US macro data, Fed Chair speech: Analysts
Gold prices are likely to remain range-bound in the coming week as investors await clarity on global trade negotiations, upcoming US macroeconomic data and signals from the Federal Reserve, analysts said.
14.5 hours ago — Economic Times
7 Penny stocks soar up to 700% in a year; 4 doubled investor wealth, do you own any?
Several penny stocks have surged in value over the past year, with some delivering returns as high as 700%. These stocks, characterised by low prices and high trading volumes, have attracted investors seeking rapid growth. However, their inherent risks, including volatility and limited transparency, necessitate a cautious approach and robust risk management strategies.
15 hours ago — Economic Times
Savy Infra Logistics sets IPO price band at Rs 114-120/share, SME issue opens on Jul 21
Gandhinagar-based EPC player Savy Infra & Logistics on Sunday said it has fixed the price band at Rs 114-120 per equity share for its Rs 70 crore initial public offer, which will open for public subscription on July 21.
15 hours ago — Economic Times
India Inc's Q1 FY26 earnings season intensifies, with 95 companies set to report results this week. Key players on the radar include Infosys, Zomato, UltraTech Cement, Paytm, Bajaj twins, Nestle India, and Kotak Mahindra Bank. The action kicks off July 21 with firms like CRISIL, Havells, and UltraTech. Market sentiment may hinge on these earnings.
15 hours ago — Economic Times
Indian headline indices closed in the red on Friday, pressured by bank, auto, and pharma stocks. Despite the downturn, analysts suggest potential short-term pullbacks for certain stocks. Experts recommend buying opportunities in Jubilant Pharmova, SAIL, Aadhar Housing Finance, Zydus Wellness, Inox Green, Bajaj Finance, Torrent Pharma, and Gujarat Pipavav, citing bullish patterns and breakout potential.
15.5 hours ago — Economic Times
Q1 earnings, FII action among 8 factors that’ll steer D-Street this week
Indian equities ended the week lower, with the Nifty slipping 0.7%. On Friday, it declined 143 points to close at 24,968. Despite holding above its 50-EMA, the index remained under pressure. Analysts flagged 24,900 as a key support; a breach could trigger further downside. Market direction this week hinges on crucial domestic and global cues.
16 hours ago — Economic Times
Bonus Issues This Week: Focus Business Solution — Check Details
Under India's T+1 settlement cycle, investors must buy the shares at least one trading day before the record date to be eligible.
17.5 hours ago — Bloomberg Quint
Dividend, Bonus Issues, Stock Splits This Week — Hero MotoCorp, LIC, Divis Labs; Check Full List
Among the 94 companies issuing dividends, Abbott India has recommended the highest final dividend at Rs 475.
17.5 hours ago — Bloomberg Quint
Modi's UK Visit, Infosys Q1 Earnings, Economic Data And IPO Buzz — The Week Ahead
All eyes will be on Prime Minister Modi's crucial visit to the UK this week, potentially formalizing the India-UK free trade deal.
17.5 hours ago — Bloomberg Quint
A slightly different Sunny Side Up edition
A Sunny Side Up edition where we tell you why the school fees in India so high.
18 hours ago — Finshots
__________________
__________________
Social Media Handles you can follow,
- https://twitter.com/hbtwits4u
- https://youtube.com/himshbay
- https://facebook.com/himanshu.bhayani
- https://instagram.com/himanshubhayani
- https://linkedin.com/in/himanshubhayani
- https://himanshubhayani.com (B2B Platform)
- https://datelinegujaratnews.com (B2C Platform)
- https://hbnewsmedia4u.blogspot.com (Personal Blog)
- Chat / Social Network Invites : hbnewsmedia4u@gmail.com
__________________
TAGS : #datelinegujarat, #dlg, #dlg+2, #DLG+2NEWSLETTER, #DLG+2NEWSWIRES, #gujarat, #gujaratnews, #news, #himanshubhayani, #India, #indianews, #journalisthimanshu, #newsletter, #newswires, #World, #worldnews
__________________
PS : THE #DLG+2 DISPATCH / THE DATELINE GUJARAT DISPATCH is created partially using Artificial Intelligence tools incluidng Grok AI, Chat GPT, Gemini, CoPilot etc, filtering news from 15,000+ news resources globally, as reported in 100+ languages worldwide and translated using Google Translation Tools.
No comments:
Post a Comment