Quote on Weekly Market Round up 11 July 2025 by Shrikant Chouhan, Head Equity Research, Kotak Securities
Below the Quote on Weekly Market Round up 11 July 2025 by Shrikant Chouhan, Head Equity Research, Kotak Securities
Global equity markets were mixed in the past week, amid multiple tariff announcements made by the US on different countries. Domestic sentiments were mixed with markets awaiting the outcome of the India-US trade negotiations, Q1FY26 update by companies and upcoming Q1FY26 earnings. TCS reported revenue decline qoq, driven largely by BSNL ramp down and revenue decline from the international business is attributable to both a weak macro and slippages. Tariff related newsflow is expected to continue to guide the broader equity market in the coming weeks. Further, Q1FY26 results and management commentary will trigger stock specific action.
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