Jio and BlackRock’s Bold Mutual Fund Move | India’s Investment Revolution 2025

Welcome Back Investor!

Former President Trump just threw a curveball at global trade he’s issued letters slapping a steep 25% tariff on goods coming from Japan and South Korea starting August 1. The move signals a fresh wave of economic brinkmanship, potentially rattling supply chains from Seoul to Silicon Valley.

Let’s dive in!

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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

💥 Jio & BlackRock Team Up to Shake India’s Mutual Fund Market

Mukesh Ambani’s Jio is back at it this time teaming up with global giant BlackRock to take on India’s massive $575 billion mutual fund market.

Insider chatter says the duo is crafting a low-cost strategy designed to undercut old-school fund houses still weighed down by high fees and clunky legacy systems.

Think of this as India’s Netflix moment for investing: cheap, digital, and built for millions of first-time investors who’ve felt shut out by high entry costs. With Jio’s unbeatable digital reach and BlackRock’s asset management muscle, this partnership could rewrite how India’s swelling middle class grows its wealth.

Why this matters:

• Established players may face massive fee pressure adapt or risk losing ground.

• Millions of new retail investors could get their first taste of mutual funds, on their phones, for a fraction of current costs.

• If it clicks here, this low-cost playbook could echo across other emerging markets hungry for accessible wealth tools.

Will India’s savings culture get its long-awaited disruption? Wall Street and Dalal Street are watching closely.

MARKETS

Indian indices edged higher today as optimism over a possible India–US trade deal partly offset jitters from fresh US tariff threats on Asian partners. Sensex rose 270 pts (+0.32%) and Nifty gained 61 pts (+0.24%), led by strength in large-caps and private banks like Kotak after strong Q1 numbers, while Nifty Bank outperformed (+0.54%). Midcaps saw mild profit booking with the Nifty Midcap 100 slipping 0.17% as traders turned cautious amid SEBI’s deeper probe into Jane Street’s derivatives trades and potential position limit curbs. Overall, the market held up on hopes of smoother global trade flows and robust bank earnings but investors stayed watchful for final signals from tariff talks and fresh regulatory tightening.
_{Closing figures as on 08.07.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Kotak Mahindra Bank (+3.4%) surged after a strong Q1 update: average deposits jumped ~13% YoY to ₹4.92 lakh crore and advances rose ~14% to ₹4.45 lakh crore. Analysts flagged bullish momentum, and even founder Uday Kotak’s wealth soared ₹4,200 crore on the rally.
✅ Eternal (+1.9%), Asian Paints (+1.7%), and NTPC (+1.6%) gained as broader sentiment improved ahead of potential US–India trade clarity. Asian Paints likely saw buying on monsoon-season optimism, and NTPC rode steady power demand.

Top Losers

🔻 Titan (-6.1%) plunged after Q1 updates disappointed, with only 19–20% domestic sales growth and weaker jewellery traction amid volatile gold prices surprising analysts and triggering fresh profit-taking.

🔻 Dr Reddy’s (-2%) and Cipla (-1.5%) declined in line with general pharma weakness and rotation into more cyclical sectors.

🔻 Bajaj Auto (-1.5%) dropped as auto stocks suffered under global tariff concerns and traders watched mix of sideways auto volumes and discounting.

INDIA FRONTIER

Everything else you need to know today

🚢 Surge: In a landmark move, Cyprus-based maritime heavyweights have pledged a ₹10,000 crore ($1.2 billion) investment in India’s shipping sector the largest FDI ever in this space. This tidal wave of capital promises modern ports, greener fleets, and new jobs, signaling India’s ambition to anchor itself as a global maritime hub.

🏗️ Revamp: Adani Group and MHADA just signed off on India’s largest redevelopment project to date the massive facelift of Mumbai’s iconic Motilal Nagar colonies, pegged at a staggering ₹31,000 crore ($3.7 billion).

🌏 Clash: As Trump threatens fresh tariffs on Asian imports, China isn’t blinking Beijing just warned it’s ready to retaliate by tightening screws on global supply chain deals. The simmering standoff has investors on edge, worried this trade tit-for-tat could dent flows of critical tech and raw materials.

🌾 Rebound: India’s market regulator SEBI is rolling up its sleeves to breathe new life into agri commodity derivatives trading, a segment that’s struggled under recent curbs. Plans reportedly include relaxing restrictions and boosting liquidity to lure back traders and hedgers.

SPECIAL

🌍 Access Unlocked: The Rise of the Golden Visa

Borders are blurring for the ultra-mobile. Countries like the UAE, US, and New Zealand are rolling out the red carpet with Golden Visa programs residency-by-investment schemes designed to attract the world’s affluent entrepreneurs and investors.

Think of it as the luxury passport era. The UAE’s Golden Visa, now a status symbol among founders and celebrities, grants 10-year residency for investors ready to park serious capital into real estate, startups, or local ventures. Over in New Zealand, serene landscapes and robust business ecosystems come with a price tag that can cross $2 million a gateway for high-net-worth individuals seeking both a safe haven and fresh market access.

Why it matters: Golden Visas aren’t just fancy travel perks. They’re geopolitical doorways to new tax regimes, cross-border business footholds, and the flexibility to live and operate globally.

But as more countries jump in, a bigger question looms: will this global arms race for wealthy residents widen the wealth gap or unlock new pipelines for global innovation and capital flow?

THE HANOOMAAN INSTITUTE

💰 7 Money Moves That Quietly Build Generational Wealth

Ever wonder what really sets the financial elite apart? A fresh breakdown reveals 7 subtle money behaviors that draw the line between quietly building wealth and silently bleeding it away.

How the financially savvy stay ahead:

• Intentional Spending- Every dollar is assigned a job, fueling essentials and future goals, not impulse whims.

• Tracking Every Penny- Smart money movers swear by budgeting as a mirror for waste and a guardrail for discipline.

• Consistent Investing- They invest like clockwork, riding market swings with patience while compounding works overtime.

• Buying Real Value- Flashy status buys take a back seat to purchases that deliver genuine returns and lasting utility.

• Negotiating Relentlessly- Nothing’s fixed salaries, fees, or bills. The financially sharp haggle and save everywhere.

• Dodging Lifestyle Creep- Pay raises don’t fuel bigger lifestyles they fuel bigger investments instead.

• Staying Curious- Lifelong learning is a hidden superpower they read, adapt, and refine to protect and grow wealth.

These aren’t billionaire secrets they’re daily habits anyone can adopt. So next time you swipe that card, ask yourself: Is this tiny choice pulling you closer to financial freedom or pushing it further away?

SUPERCHARGE YOUR INVESTING SKILLS

STOCK SCREENER TO UP YOUR GAME

Companies which had a turnaround and had quarterly results from loss to profit.
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Profit after tax latest quarter > .33 AND
Profit after tax < 0 AND
Market Capitalization > 10 AND
Current price > 5

Thanks for reading.

Until tomorrow!

Hanoomaan India Business team

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