China-US Trade Deal Unveiled: Could This Reset Global Markets?

Welcome Back Investor!

India and Russia are quietly turbocharging their defense ties, discussing fresh supplies of cutting-edge missile systems and fighter jet upgrades in New Delhi this week. This move signals a bold push to modernize India’s air power as regional tensions simmer.

Let’s dive in!

But before we start!

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Today’s Market Menu

▪️ Impact News

▪️ Markets

▪️ Everything else you need to know today

▪️ Special

▪️ Mindset

▪️ Stock Screener to up your game

IMPACT NEWS

🤝 China Seals Trade Pact with the US, Easing Global Tensions

China has officially confirmed it’s reached a fresh trade deal with the United States a rare diplomatic handshake at a time when cross-Pacific trust feels like a scarce commodity. The agreement promises to roll back tariffs and boost the flow of goods from soybeans to semiconductors, giving strained supply chains a long-overdue breather.

This deal could be a shot of adrenaline for global trade, with ripple effects from Wall Street to Shanghai’s ports. For companies, it means new export windows; for investors, it hints at calmer waters at least for now. But here’s the million-dollar question: Will this fragile thaw hold, or is it just a Band-Aid over deeper trade tensions?

For founders, traders, and global strategists, the message is clear: stay nimble today’s truce could be tomorrow’s fresh round of tariffs if old frictions resurface. Think of it as a fragile ceasefire in an economic tug-of-war that’s far from over.

MARKETS

Markets stayed strong today! India’s top indices ended in the green, the Sensex rose by 303 points to 84,058.90, the Nifty 50 gained 88.80 points to hit 25,637.80, the Nifty Bank added 237.20 points, and the Nifty Midcap 100 moved up by 157.75 points. Overall, positive sentiment and steady buying kept the bulls in charge, signaling confidence across sectors.
_{Closing figures as on 27.06.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers
✅ Jio Financial (+3.50%) Positive momentum could be driven by buzz around new product launches, digital lending expansion, or fresh investments investors are betting on the growth story and NBFC plans.
✅ Asian Paints (+3.01%) Gains likely on falling crude oil prices, which help margins, plus hopes of strong monsoon season boosting rural paint demand.
✅ Apollo Hospitals (+2.91%) Likely driven by optimism around healthcare spending, possible new hospital chain expansion, or upbeat Q1 outlook commentary.
✅ IndusInd Bank (+2.58%) Banking stocks are rising on expectations of steady credit growth and healthy quarterly updates; block deals or FII buying can also be a trigger.

Top Losers

🔻 TATA Consumer Products (-1.84%) Stock may be facing profit booking after recent highs; some analysts hint at margin pressure from rising input costs.
🔻 Dr Reddys Labs (-1.55%) Pharma stocks often swing on USFDA news possible inspection pdates or margin caution could have dragged it lower today.
🔻 Trent (-1.43%) Retail players may see slight dips due to muted consumer spending outlook or profit booking after a big rally.
🔻 Wipro (-1.29%) IT remains weak amid cautious global demand outlook and tight client budgets likely weighing on Wipro.

INDIA FRONTIER

Everything else you need to know today

🔥 Spotlight: Gold is losing its shine for a second week straight as investors hold their breath for new US inflation data. With rate-cut hopes on the line, bullion traders are eyeing every CPI hint for clues.

🎨 Shakeup: In a bold splash of M&A, Akzo Nobel India is handing over control to JSW Paints for a cool ₹9,400 crore. The deal redraws India’s paints market, pitting JSW against industry titans like Asian Paints.

💼 Leadership: Word is Rajiv Anand, currently with Axis Bank, is all but set to take the CEO chair at IndusInd Bank as the RBI’s nomination clock ticks down. If the bet pays off, Anand will steer IndusInd through a landscape of fierce digital rivals and changing customer expectations.

💸 Big Move: State Bank of India is gearing up to tap markets for ₹5,000 crore via Tier-II bonds by August, insider sources say. This hefty capital injection will help the banking giant meet swelling loan demand and bolster its balance sheet.

SPECIAL

📈 Zerodha’s Nithin Kamath Sounds Alarm on Unlisted Stocks

Zerodha CEO Nithin Kamath is urging investors to tread carefully before snapping up hot unlisted shares think big names like NSE, CSK, or HDB Financial Services. While these pre-IPO gems often look like easy money, Kamath warns they can quietly lock up your capital for years, testing your patience and your portfolio’s liquidity.

His reminder comes just as the buzz around unlisted stocks is hitting fever pitch, with many retail investors dreaming of listing-day windfalls. But here’s the twist: unlike regular stocks, these off-market bets can be notoriously illiquid, with limited exit options if sentiment sours.

So, what’s the big takeaway? If you’re eyeing that ‘exclusive’ pre-IPO slice, it might pay to ask: Can you really afford to have your money parked out of reach for a lot longer than you planned? Sometimes, the promise of getting in early hides the cost of being stuck waiting.

THE HANOOMAAN INSTITUTE

Are You Following Financial Advice That’s Quietly Keeping You Middle Class?

What if the very advice you were taught to follow work hard, save diligently, retire at 65 isn’t actually designed to make you wealthy, but to keep you financially average? A bold critique sheds light on five common money beliefs that may feel safe but quietly limit wealth-building:

The job trap: Climbing the corporate ladder builds someone else’s dream. Ownership not employment is where true wealth grows.

Work till 65? Not anymore. The financially free focus on early independence through passive income not delayed retirement.

High salary ≠ wealth: Big paychecks can lead to lifestyle creep and higher taxes. Real wealth comes from cash-flowing assets.

Mutual fund myth: High fees and underperformance make many mutual funds a wealth drag. Index funds and tax-smart strategies win.

All debt is bad? Not true. Smart leverage (e.g., real estate or business loans) can accelerate asset growth.

Bottom line? These traditional ideas offer comfort but not freedom. The wealthy operate on ownership, leverage, and strategic investing. If your financial plan still relies on outdated advice, you may be playing it too safe to ever break out. Time to rewrite the rulebook.

SUPERCHARGE YOUR INVESTING SKILLS

STOCK SCREENER TO UP YOUR GAME

Debt free fast growers with high promoter stake
by Dhrubojyoti Sinha

debt =0 AND
YOY Quarterly profit growth > 15 AND
YOY Quarterly sales growth >15 AND
Equity capital <6 AND
Promoter holding >70

Thanks for reading.

Until Sunday with our Startup Special!

Hanoomaan India Business team

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