India, US Ink 10-Year Defence Deal: HAL, BEML & Paras Defence Stocks Surge

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India’s powerhouse services sector just clocked its fastest growth in 10 months, with June’s PMI hitting a robust 60.5 a clear sign demand is roaring back. Analysts see this as a fresh vote of confidence in Asia’s third-largest economy, even as global headwinds persist.

Let’s dive in!

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▪️ Impact News

▪️ Markets

▪️ Everything else you need to know today

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IMPACT NEWS

🚀 India & US Seal a Decade of Defence: Stocks Surge

Big moves in India’s defence playbook.

India and the US are set to sign a landmark 10-year defence framework, unlocking deeper tech transfers, joint manufacturing, and strategic co-development.

This is more than a handshake it’s a long-term signal that India wants to level up from an arms importer to a global defence powerhouse.

Markets wasted no time: defence stocks like HAL, BEML, and Paras Defence rallied hard on the announcement. Investors see this pact as a launchpad for fresh orders, new IP, and local ecosystem growth.

What does this mean for founders and operators?

• Expect a wave of local manufacturing opportunities from precision parts to drone tech.

• JV tie-ups with US defence giants could create fertile ground for deeptech startups.

• MSMEs plugged into defence supply chains may see long-cycle contracts and steady revenue.

This isn’t just a win for the big players it’s a wake-up call for India’s innovation ecosystem to think beyond software and build for aerospace, defence infra, and advanced tech.

MARKETS

India’s stock market closed slightly in the red today with the Sensex slipping 170 points (-0.20%), Nifty 50 dropping 48 points (-0.19%), and Nifty Bank shedding 207 points (-0.36%). Interestingly, the Nifty Midcap 100 bucked the trend, inching up 16 points (+0.03%). Traders are watching closely to see if midcaps can keep this resilience alive while the big benchmarks catch their breath.
_{Closing figures as on 03.07.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Apollo Hospitals Shares surged ₹124.00 (+1.67%) as the company announced a major ₹6,000 crore expansion plan to add 3,000 new beds over three years.
✅ Dr Reddy’s Labs Gained ₹20.50 (+1.61%) today on expectations of stronger pharma exports and positive sentiment after global regulatory approvals for new generics, according to local reports.
✅ Hero MotoCorp ₹66.90 (+1.58%) Bounced up as two-wheeler sales for June hinted at healthy demand ahead of the festive season, plus easing input costs kept the outlook bright.
✅ ONGC Rose ₹2.98 (+1.24%) modestly as crude oil prices stayed firm and fresh reports suggested stable production guidance, reassuring energy investors.

Top Losers

🔻 SBI Life Insurance: Fell ₹46.60 (-2.51%) sharply after fresh concerns around regulatory tightening on insurance commissions and investor caution ahead of quarterly results.
🔻 Kotak Mahindra Bank: Declined ₹42.50 (-1.96%) due to profit-booking after recent gains and mild caution around private bank loan growth guidance shared in analyst calls.
🔻 Bajaj Finance & 🔻 Bajaj Finserv: Both NBFC giants slipped ₹12.85 (-1.39%) & ₹27.20 (-1.35%) as investors weighed fresh RBI commentary on tighter lending norms for personal loans, sparking concerns of slower disbursals in the near term.

INDIA FRONTIER

Everything else you need to know today

🚀 BREAKTHROUGH:  India’s budget-friendly e-commerce disruptor Meesho has confidentially filed for a US IPO a bold swing at titans like Amazon and Flipkart. If Wall Street bites, this could supercharge India’s startup ecosystem.

💡 RELIEF: Small businesses just got a breather India’s central bank has axed pre-payment charges on floating-rate loans. MSMEs say this frees up vital cash and cuts red tape overnight. Will this lifeline unleash a fresh wave of grassroots growth?

🔥 MASTERSTROKE: Mukesh Ambani’s Reliance is spinning off its FMCG brands into a new unit a crafty setup for a massive IPO in the making. From household staples to snacks, the move could reshape India’s consumer market overnight.

⚡ROADBLOCK: Apple’s big India plan just hit a pothole Foxconn has pulled back over 300 Chinese engineers, stalling local manufacturing momentum. The surprise move could jam Apple’s ambitious ‘Make in India’ rollout.

SPECIAL

🎯 HOT PICKS! Motilal Oswal’s Fresh Stock Radar

Market choppy? Smart money still finds a way.

Motilal Oswal just released its latest Top Stocks to Buy Now a mix of large-cap giants, mid-cap movers, and small-cap challengers designed to ride India’s next market cycle.

Big names like Reliance, Bharti Airtel, and ICICI Bank headline the large-cap basket steady compounders with strong balance sheets and sector tailwinds.

The mid-cap and small-cap calls are where it gets interesting. These picks often turn out to be silent outliers that reward patient holders. With volatility shaking weaker hands, disciplined investors may find these moments perfect to accumulate high-conviction plays.

What’s the smart takeaway?

• In uncertain markets, look for quality + scale (large-caps).

• Hunt for undervalued growth engines (mid-caps).

• Spot potential multibaggers before they’re obvious (small-caps).

This fresh list isn’t gospel but it’s a strong signal of where seasoned research desks see strength and resilience.

THE HANOOMAAN INSTITUTE

💰 Small Habits, Big Wins: 5 Frugal Shifts for 2025

Frugality isn’t about saying no it’s about saying yes to smarter systems that quietly protect your wallet and peace of mind. In 2025, micro-habits matter more than big sacrifices.

Here are 5 frictionless money moves you’ll thank yourself for:

1️⃣ Audit Subscriptions: That unused gym membership or random app you forgot? They drain your wallet silently. A 5-minute audit every month can save thousands a year.

2️⃣ 24-Hour Rule for Buys: That impulse gadget? Wait 24 hours. Chances are you’ll forget it even existed instant savings and less clutter.

3️⃣ One Less Takeout: Keep the joy, lose the drain. Swap one UberEats night for a simple DIY dinner. You’ll save ₹2,000+ a month and maybe enjoy the kitchen hustle.

4️⃣ Rediscover Libraries: Today’s libraries = free eBooks, audiobooks, even coding classes. It’s your zero-cost personal growth vault.

5️⃣ Round-Up Apps: Buy coffee for ₹97? Let an app round it to ₹100 and invest the ₹3. Small change, big outcome.

🔍 Bottom Line: Money control isn’t about big cuts. It’s about smart tweaks that stack up. Quiet money wins are underrated but they compound.

SUPERCHARGE YOUR INVESTING SKILLS

STOCK SCREENER TO UP YOUR GAME

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Thanks for reading.

Until tomorrow!

Hanoomaan India Business team

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