India Freezes Russian Oil Orders Under U.S. Eye

Welcome Back Investor!

Veteran economist and former RBI Governor D. Subbarao sounded a note of cautious optimism India can weather a 40–50‑basis‑point hit to growth for a year, with GDP potentially dipping from 6.5% to around 6.0–6.1% and still holding firm. But he sounds a clear warning: sacrificing that much each year isn’t sustainable if India aims for its bold $30‑trillion goal by 2047 such a trend could derail long-term development.

Let’s dive in!

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▪️ Impact News

▪️ Markets

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IMPACT NEWS

🇮🇳⛽ India Hits Pause on Russian Oil Buys - What It Means

India’s state refiners have reportedly paused fresh purchases of Russian oil. Why? Mounting pressure from the U.S. government following tightened sanctions on Russian shipping and payment networks.

🔍 What’s Happening:

• India had become one of the biggest buyers of discounted Russian crude after 2022.

• Now, fresh deals are on hold as banks, insurers, and shipping partners become cautious.

• Existing cargoes will still arrive, but new contracts? In limbo.

💥 Why It Matters:
This isn’t just about oil. It’s a geopolitical tightrope India balancing energy security with global diplomatic pressure.

🛢️ Short-Term Impact:

• Refiners may turn to Middle Eastern and African suppliers, likely at higher costs.

• Margins could get squeezed.

• INR volatility may rise due to dollar-linked oil trades.

🔮 Long-Term Outlook:
India may accelerate energy diversification more domestic production, green energy, and alternate suppliers. Companies like ONGC, Reliance, and IOCL could see strategic pivots.

MARKETS

India’s markets ended slightly higher today with a green close across major indices. The Sensex inched up by 79 points to close at 80,623, while the Nifty 50 settled at 24,596, gaining nearly 22 points. The standout performer was the Nifty Midcap 100, surging 188 points (+0.33%), showing strong investor interest in broader markets. Banking stocks also held steady with the Nifty Bank climbing 110 points. Overall, it's a stable yet cautious trading session, hinting that the bulls still have a grip—though momentum remains modest.
_{Closing figures as on 07.08.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Hero MotoCorp Shares jumped over 4% after Q1 profits beat expectations. Stable margins and upbeat guidance added to the rally.

✅ Tech Mahindra Stock gained ~1.6% on continued bullishness in the IT space, backed by digital deal momentum and sector resilience.

✅ JSW Steel Up over 1% as steel demand stays firm and the company eyes higher met-coke allocations to support production.

✅ Wipro Rose nearly 1% amid optimism over tech earnings and improving margin outlooks in the IT sector.

Top Losers

🔻 Adani Enterprises Dropped ~2.2% amid investor jitters linked to leadership changes and ongoing scrutiny over group governance.

🔻 Adani Ports Fell ~1.6% following news of Gautam Adani stepping back from key executive roles, raising concerns over strategy clarity.

🔻 Trent Slight dip (~1%) possibly driven by retail sector fatigue and profit booking after a recent surge.

🔻 Tata Motors Declined ~1% as weak July auto sales and tariff-related worries weighed on investor sentiment.

Q4 RESULTS

^{Click on company name for result pdf} 

INDIA FRONTIER

Everything else you need to know today

🛡 Shield: Despite the shock of a 50% tariff imposed by Trump, India's stock market isn’t spiraling instead, it's leaning on the hope of a negotiated deal and underlying confidence in robust domestic demand and corporate fundamentals to buffer the blow.

🌱 Bloom: Agriculture trade between India and the U.S. is blooming, even under the shadow of sweeping trade tariffs. In the first half of 2025, India's imports of U.S. farm goods surged nearly 49%, while its exports back to the U.S. climbed 24% setting the stage for both sides to hit fresh highs this yea.

🛑 Brake : July auto retail sales in India hit the brakes, sliding 4.3% year-on-year and ending a three‑month growth run. FADA pins it on tariff anxiety, IT layoffs, and monsoon volatility, though dealers remain hopeful that festival season demand could spark a recovery.

🏭 Forge : JSW Steel is asking for a larger slice of India’s limited met‑coke import quotas, citing operational snarls at plants in Karnataka and Chhattisgarh. With logistics costs and material gaps chipping away at production, the steel giant hopes the government will extend its support and keep the furnaces burning.

SPECIAL

📬 Mukesh Ambani’s Letter to Shareholders - A Nation-Building Vision

In his latest letter to shareholders, Mukesh Ambani drops one powerful line:

👉 “What is good for India is good for Reliance.”

📈 Takeaways:

• Jio 2.0: Pushing ahead with AI, 5G, and satellite broadband.

• Retail Reinvented: Scaling faster, deeper even in Tier 3 towns.

• Green Energy Play: From solar to battery tech, RIL is building for India’s sustainable future.

🔍 Strategic Focus:

• Reliance isn’t just a conglomerate; it’s becoming India’s platform economy.

• Heavy investments in AI, genomics, and green hydrogen signal a long-term moat, not just quarterly growth.

🇮🇳 National Integration:
From farmers to students to tech startups Ambani is aligning business growth with national upliftment.

THE HANOOMAAN INSTITUTE

🧠 Warren Buffett’s 10 Golden Rules Still the Ultimate Blueprint

In a world of constant noise, Buffett’s timeless investing wisdom cuts through like a razor.

10 of his most powerful rules, simplified for today’s investor:

1. Buy great businesses, not stock tickers.
2. Never lose money - Rule #1.
3. Think decades, not days.
4. Be fearful when others are greedy.
5. Cash is not trash. It's dry powder.
6. Don't diversify blindly. Understand what you own.
7. Patience is a superpower.
8. Reputation takes years, seconds to lose.
9. Avoid debt like the plague.
10. Invest in yourself - best ROI ever.

Buffett’s success didn’t come from complexity. It came from clarity, discipline, and long-term conviction.

“The stock market is a device for transferring money from the impatient to the patient.”

✅ Save this as your personal checklist.
🔁 Share it with someone who’s chasing quick wins.

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Until tomorrow!

Hanoomaan India Business team

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