How BRICS Rio 2025 Could Redraw the World’s Economic Map

Welcome Back Investor!

India’s top market watchdog, SEBI, just announced a state-of-the-art surveillance upgrade to sniff out shady trades in its fast-growing derivatives market, which now handles trillions in daily volumes. With new AI-backed tools, the regulator aims to outsmart manipulative players trying to bend the rules under the radar.

Let’s dive in!

But before we start!

If you find the contents of this email useful, subscribe now & share with your friends.

Today’s Market Menu

▪️ Impact News

▪️ Markets

▪️ Everything else you need to know today

▪️ Special

▪️ Mindset

▪️ Stock Screener to up your game

IMPACT NEWS

🌍 BRICS Flexes New Muscle: Why Founders Should Watch Rio Closely

A new power play is unfolding in Rio.

BRICS, once a loose club of emerging economies, just leveled up adding heavyweights like Saudi Arabia, Iran, and Egypt to its roster. As leaders gather in Rio de Janeiro, this isn’t just another summit it’s a clear signal that the global economic map is tilting Eastward.

Big bets on fintech integration, potential AI research alliances, and even a cross-border digital currency that could challenge the dollar’s dominance.

Why does this matter for founders and investors?

• New digital payment rails could unlock fresh fintech experiments but also new rules to watch.

• AI research collaborations may open up funding and shared infrastructure across member nations.

• Energy, minerals, and smart grids will see new deals and startups that build for these supply chains could ride a new capital wave.

This isn’t just diplomatic theater it’s a bold bid to redraw the economic playbook.

MARKETS

The market mood stayed flat today with Sensex inching up just 9 points to hold steady near 83,442 while Nifty 50 barely moved. However, the buzz was on the downside as Nifty Bank and Midcap 100 slipped into the red, hinting at profit booking and cautious sentiment. Traders may brace for sideways action ahead.
_{Closing figures as on 07.07.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ HUL: Gained +3.04% strongly as investors bet on FMCG consumption revival consumption trends are picking up ahead of monsoon-driven rural demand.
✅ Nestle: Rose +1.22% on defensive buying and positive sentiment towards staples; analysts expect steady margins amid market volatility.
✅ Tata Consumer Products: Up +1.12% on optimism about higher beverage segment demand and potential new product launches boosting topline growth.
✅ Jio Financial: Added gains +0.95% driven by high trading volume and steady optimism about upcoming expansion in digital lending and payments segments.

Top Losers

🔻 Bharat Electronics (BEL): Dropped -2.44% as the Sensex rejig triggered passive outflows; BEL replaced Nestle in the index, but profit booking hit BEL post recent rally.
🔻 Tech Mahindra: Declined -1.89% due to weak sentiment in IT sector; investors cautious amid global tech spending slowdown fears.
🔻 ONGC: Fell -1.52% as crude oil prices cooled off slightly today, dampening sentiment for upstream oil producers.
🔻 UltraTech Cement: Slipped -1.29% despite sector optimism mild profit booking seen after strong recent uptrend; UltraTech also refuted cartel allegations, which kept some investors cautious.

INDIA FRONTIER

Everything else you need to know today

🚧 Flyover Fix: Prestige Group plans a 1.5-km private flyover in Bengaluru to bust the city’s brutal traffic jams linking key IT parks with Outer Ring Road and saving founders and engineers precious time on the road to their next unicorn.

💰 Jio BlackRock Blitz!: Jio BlackRock, the joint venture between India’s telecom giant and the US investment titan, just smashed expectations by raising over ₹17,800 crore in its debut mutual fund offering.

🔍 Quant Crackdown: India’s market regulator, SEBI, is reportedly investigating Jane Street, the US trading powerhouse, for allegedly breaching index position limits in India’s fast-paced futures & options (F&O) segment.

🌐 Tariff Tussle: China hit back at Trump’s 10% tariff threat on BRICS goods, warning trade wars help no one just as the bloc forges deeper global ties that could shake up supply chains and tech deals worldwide.

SPECIAL

🤝 Deal Deadline: India–US Trade Pact Could Turbocharge Startups & Tech

The clock’s ticking and the stakes are sky-high.

As the July 9 deadline nears, India and the US are deep in last-mile talks to seal a sweeping trade deal that could reset how goods, services, and tech flow between the world’s two largest democracies.

What’s on the table?

• Fixing messy tariff disputes.

• Unlocking smoother market access for agri goods, semiconductor parts, and digital services.

• Drafting modern digital trade rules that could supercharge India’s booming startup scene.

If both sides land this, expect ripple effects across:
✅ Joint investments in advanced tech think semiconductors, AI, clean energy.
✅ Better supply chain predictability critical for founders scaling cross-border.
✅ Faster compliance clearances fewer bureaucratic choke points for exporters and SaaS players.

India’s export-focused startups, digital-first founders, and global VCs could see bigger markets and fewer barriers. For the US, it tightens friend-shoring and supply chain resilience a quiet counterweight to rival blocs like BRICS.

THE HANOOMAAN INSTITUTE

📖 5 Books That Flip Wealth on Its Head: Frugal = Freedom

Most people link wealth to spending big. These 5 books show that real wealth is about choices, not just cash flow.

🌟 Buy What You Love Without Going Broke Forget guilt budgeting. This one’s about spending joyfully, with clear priorities and zero regret.

🛠️ The Ultimate Guide to Frugal Living by Daisy Luther A survival kit for modern chaos. Job loss, inflation, surprise bills? This guide is equal parts mindset shift and practical plan.

🧵 The Complete Cheapskate Cuts through the noise. Practical, blunt, and trusted by thousands who built real security without spreadsheets ruling their life.

📘 Frugal Living For Dummies The friendliest starter playbook out there. Everyday savings tricks plus the big picture, in snackable, family-friendly style.

📚 The Complete Tightwad Gazette by Amy Dacyczyn A legend in frugal circles. Timeless hacks to stretch every rupee and still enjoy life fully.

💡 These books aren’t penny-pinching manuals they’re about designing life on your terms. Because frugal doesn’t mean less it means freedom.

🗣️ Your Turn: What’s your go-to book that taught you frugal power?

SUPERCHARGE YOUR INVESTING SKILLS

STOCK SCREENER TO UP YOUR GAME

FCF yield
by Jindal Naveen

Market Capitalization > 100 AND
Sales growth 3Years > 20 AND
Profit growth 3Years > 20 AND
Price to Free Cash Flow <5 AND
Price to Free Cash Flow > 0 AND
Price to Earning < ( Sales growth 3Years - 5)

Thanks for reading.

Until tomorrow!

Hanoomaan India Business team

Content, news, research, tools, and securities symbols are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in any particular investment strategy. More details click here