Union Cabinet’s Mega ₹2 Lakh Cr Push, Monsoon Chaos & India-US Trade Talks

Welcome Back Investor!

India’s factory sector surged to a 14-month high in June 2025, with the HSBC Manufacturing PMI rising to 58.4, driven by booming export orders the third-highest growth since 2005 especially to the U.S., which fueled record-breaking hiring at the fastest pace in two decades. Despite a slight uptick in iron and steel costs, input cost inflation eased to a 4-month low, and selling prices rose at a milder pace, providing relief to manufacturers and consumers alike. However, a potential trade standoff with the U.S. over tariffs on autos, steel, and farm goods looms ahead of the July 9 deadline, adding uncertainty.

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

💼 Union Cabinet’s Mega Push - Big Bucks for Big Growth

India’s growth engine roared louder today with the Union Cabinet clearing a massive ₹2 lakh crore boost covering a ₹1.07 lakh crore Employment Linked Incentive (ELI) Scheme to spur manufacturing jobs and a ₹1 lakh crore push for Research, Development & Innovation (RDI) in deep-tech, AI, biotech, and climate solutions. The Cabinet also unveiled the new Khelo Bharat Niti 2025, replacing the old sports policy, and greenlit a four-lane highway project in Tamil Nadu worth ₹1,853 crore.

Meanwhile, Himachal Pradesh battles severe monsoon floods, with over 259 roads blocked and hundreds of transformers knocked out, as Mandi district faces landslides and power cuts. In Telangana, a tragic pharma factory explosion has killed over 36 people, with the state promising ₹1 crore compensation for each victim’s family.

On the corporate front, Adani Enterprises plans a ₹1,000 crore retail bond issue, NMDC eyes global buys for critical minerals, and Eicher Motors and Bajaj Auto reported robust June sales, signaling strong domestic demand.

However, all eyes are now on India US trade talks as a tight July 9 deadline looms to seal an interim deal and avoid fresh tariffs, which could impact India’s record factory growth. From big reforms to floods and trade twists India’s story remains dynamic, resilient, and ready for the next leap.

MARKETS

The markets are holding steady with a positive tilt today! As seen the SENSEX is up by 90.83 points at 83,697.29, while the NIFTY 50 has added 24.75 points, standing firm at 25,541.80. Banking stocks are showing extra strength with NIFTY BANK climbing 146.70 points to 57,459.45. Even the NIFTY Midcap 100 is inching up, adding 8.85 points to reach 59,750.05. Overall, the bulls are keeping the momentum alive with steady gains across major indices good vibes for investors watching India’s stock market tick higher!
_{Closing figures as on 01.07.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Apollo Hospitals (+3.5%) Surged after its board approved spinning off and separately listing its digital health + pharmacy arm “Apollo HealthCo” over the next 18–21 months to unlock growth value.
✅ Bharat Electronics (+2.5%) Rally supported by strong sector mood as defence names gain on new Army QRSAM orders and BEL's upcoming entry into Sensex/Nifty boosting inflows.
✅ Reliance Industries (+1.8%) Advanced on upbeat forecasts driven by robust growth expectations in retail, Jio, and solar manufacturing ahead of Q1 earnings.
✅ SBI Life Insurance (+1.3%) Gained with increased investor participation as life insurers rally, backed by weekly inflows and rising confidence in the sector.

Top Losers

🔻 Nestle India (-2.2%) Declined on sector-wide FMCG weakness and technical selling after being dropped from Sensex amid mixed technical indicators.
🔻 Axis Bank (−2.1%) Fell due to profit booking in private banks, high trade volume, and sector rotation despite PSU bank strength.
🔻 Shriram Finance (-1.5%) Dropped amid slight profit-taking in NBFCs despite broader recent gains, tracking small‑cap volatility.
🔻 Eternal (-1.2%) Weakened amid mid/small‑cap pressure; investors remain cautious over its high debt and profit metrics despite earlier block‑buy support.

INDIA FRONTIER

Everything else you need to know today

🤝 India-US Interim Trade Deal: India is likely to finalize an interim trade deal with the US this week to avoid Trump’s new tariffs on autos, steel, and farm goods ahead of the July 9 deadline crucial to protect India’s surging exports and PMI momentum.

💰 Adani Enterprises Bonds: Adani Enterprises will open a ₹1,000 crore public bond sale next week, offering 2, 3, and 5-year tenors a big retail market push to diversify debt funding and regain investor trust.

💎 IFCI’s NSE Stake: State-run IFCI holds a 2.44% stake in NSE worth ₹25,000 crore, which, if monetized smartly, could clear bad loans and revive its balance sheet a hidden asset catching market eyes.

🏙️ Rustomjee’s Mumbai Project: Rustomjee Group secured a ₹4,521 crore LOA for a major redevelopment at Bandra Reclamation, Mumbai boosting its order book and unlocking prime coastal land value.

SPECIAL

📈 Crizac IPO: 4 Big Reasons This Public Issue Deserves Attention

The Crizac IPO has hit D-Street’s radar with investors eyeing its strong niche play, healthy order book, and solid fundamentals. Backed by stable financials and a clear market edge, this SME IPO could attract keen interest from risk-tolerant investors looking for long-term potential. Here are the four standout reasons it’s generating buzz!

💡 Key Insights - Why Crizac IPO May Be Worth a Look

✅ Niche Business Model: Crizac is India’s largest manufacturer of conveyor components and belt accessories a focused industrial segment with limited domestic competition.
💼 Healthy Order Book: The company has an order book of around ₹39 crore, giving visibility for steady revenues and growth momentum in the short to medium term.
📊 Solid Financial Track Record: Crizac’s revenue and profit trends show steady growth with the company reporting profits for four straight financial years, indicating operational resilience.
🚀 Strong Sector Tailwinds: India’s infrastructure and manufacturing boom directly boost demand for material handling and conveyor solutions giving Crizac a clear demand runway.

THE HANOOMAAN INSTITUTE

How your daily routine might secretly be holding you back.

These habits might look harmless on the surface, even normal. But over time, they can quietly chip away at your confidence, productivity, relationships, and peace of mind. Here’s what to watch out for:

1. Procrastination: Delaying tasks might feel harmless, but it kills momentum and builds long-term stress.
2. Negative Self-Talk: Constantly doubting yourself chips away at your confidence and fuels anxiety.
3. Lack of Discipline: Without self-control, goals stay dreams and consistency becomes impossible.
4. Addiction to Comfort: Choosing ease over effort keeps you stuck in the same place, growth needs discomfort.
5. Blaming Others: Pointing fingers feels easy, but it takes away your power to change anything.
6. Wrong Company: The people around you can either lift you up or slowly drag you down.
7. Ignoring Health: Poor sleep, bad food, and no exercise slowly damage your energy and focus.
8. Living in the Past: Holding on to regret or nostalgia blocks you from building your future.
9. Avoiding Responsibility: Dodging ownership keeps you reactive instead of proactive in your life.
10. Not Setting Goals: Without direction, you drift, and life moves on without clear progress.

These habits don’t ruin your life in a day, they do it quietly over time.

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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