US-India Trade Deal on the Brink: Is a Multi-Billion-Dollar Export Boom Next?

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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

🌍 US-India Trade Deal: A Multi-Billion Dollar Opportunity in the Making?

India and the US are inching closer to a landmark trade deal, and it could be the catalyst for a new wave of export-led growth for India. While legacy tariffs and unresolved trade lines have long been a sticking point, recent high-level negotiations hint at a renewed momentum.

Why this matters:

📈 Export Boom Potential: From textiles to pharma, Indian exporters are poised to unlock billions if market access improves and duty relief is granted. With rising global uncertainty, this could be the pivot Indian MSMEs need to scale globally.

⚖️ Tariffs Still a Hurdle: Despite progress, older tariffs from the Trump era still loom. If not resolved, they risk negating the very gains this deal hopes to deliver. It’s a delicate balancing act, diplomacy meeting deadline.

🤝 Strategic Timing: With elections looming in both nations and supply chains seeking alternatives to China, this deal could signal more than just economic cooperation, it’s a geopolitical alignment.

This is more than trade policy. It’s about rewriting India's global growth story.

👉 What sectors do you think will benefit the most if this deal crosses the finish line?

MARKETS

Indian markets saw a mixed close Sensex slipped 247 pts (-0.30%) to 82,253 and Nifty 50 dipped 67 pts (-0.27%), signaling mild profit booking at the top. However, the spotlight was on Nifty Midcap 100, which rallied 410 pts (+0.70%), showing strong investor appetite in the broader market. Nifty Bank stayed flat but green. Overall, a range-bound session with a clear midcap momentum spark.
_{Closing figures as on 14..07.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Eternal rallied over 2.7% today after investor excitement around Blinkit’s move to an inventory-led model, signaling a potential shift toward better margins and operational control.
✅ Titan: edged up 1.28%, reflecting consistent strength in premium retail demand and market faith in its jewelry and wearables segments.

Top Losers

🔻 Jio Financial dipped 2.06% as traders booked profits amid the absence of fresh news catalysts. With a stretched valuation and no major business update post-Q4 results.
🔻 Tech Mahindra slid 1.6% following a sector-wide selloff triggered by TCS’s underwhelming Q1 results and soft revenue guidance.
🔻 Bajaj Finance fell 1.57% in a muted session for financials, with no major news trigger but signs of light profit booking.
🔻 Wipro declined 1.57%, mirroring the tech sector's weakness post-TCS earnings. The lack of fresh catalysts and prevailing bearish signals from technical indicators

INDIA FRONTIER

Everything else you need to know today

🔋 Ola Electric’s Shocking Q1 Slide But There’s a Spark: Ola Electric posted a steep ₹428 cr loss on 50% revenue dip, hit by EV price wars. Yet, June saw a surprising EBITDA turnaround, 25.6% gross margins, and a stock surge on plans for rare-earth-free motors.

🌍 Can Trump’s Tariffs Stall India’s Export Engine?: Even if Trump enforces a 10% tariff, India’s export growth may power on thanks to booming pharma, apparel, and ASEAN trade lanes. SBI Research says India’s resilience is built into the blueprint.

🧳 VIP Industries Unpacks New Leadership Era: After years of internal turbulence, VIP Industries’ ownership reshuffle is seen as a clean slate. Promoter Dilip Piramal says it’s “the best thing” for the company.

📦 India’s Export Engine Unfazed by Trump’s Tariff Threat: Trump’s proposed 10% tariff? India’s not flinching. SBI Research says booming sectors like pharma, chemicals, and AYUSH keep exports on track, even amid global headwinds.

SPECIAL

💊 Anthem Biosciences IPO: Is This the Next Big Pharma Bet?

India’s booming pharma sector just welcomed a major contender to the IPO arena Anthem Biosciences, a leading contract development and manufacturing (CDMO) player with a ₹3,000 crore public issue in the pipeline.

What makes this IPO worth a close look:

🔬 Deep CDMO Expertise: Anthem serves over 450 clients globally, including major US and EU pharma players. With 3 state-of-the-art R&D centers and 4 manufacturing units, it’s riding the outsourcing wave in drug discovery and development.

📈 Impressive Financials: FY23 revenue stood at ₹859 crore, with a PAT of ₹157 crore reflecting robust margins and steady growth. Notably, 90% of revenues come from exports, signaling strong global demand.

🏗️ Capex-Fueled Growth: ₹1,000 crore from the IPO proceeds will go toward expanding capacity and setting up a new R&D center, unlocking future scalability.

📊 Valuation & GMP Buzz: While grey market premium (GMP) trends are positive, investors should weigh valuations carefully amid ongoing market volatility.

Anthem is a classic play on India’s global pharma potential but with IPOs, due diligence is key.

THE HANOOMAAN INSTITUTE

💼 Quiet Wins: Why Introverts Often Build Wealth Better Than Extroverts

We often associate wealth-building with bold networking, charismatic leadership, and social agility. But what if introverts have a hidden financial edge?

5 surprising ways introverts often outpace extroverts in building long-term wealth:

1. They Spend Less to Impress Less: Introverts typically avoid flashy lifestyles. Lower social spending means more room for saving and investing.

2. Focused Time Equals Compounding Gains: Preferring solitude, introverts invest more time in reading, research, and reflection leading to smarter financial decisions and early investing habits.

3. Less Noise, More Strategy: Introverts aren’t swayed by market hype or peer pressure. Their calm nature makes them disciplined investors who think long-term.

4. They’re Calculated Risk-Takers: Introverts analyze before they act. This caution helps them avoid reckless spending or get-rich-quick traps.

5. Consistency Over Charisma: Introverts excel at automation, budgeting, and routine investing winning through systems, not spotlight.

In a world that celebrates loud success, introverts prove that quiet discipline can quietly compound into serious wealth.

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Until tomorrow!

Hanoomaan India Business team

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