WEEKLY MARKET PULSE -NeoNest Finserve – Invested in You

June 30, 2025

Market Overview: Positive Momentum Continues
The past week, coinciding with the monthly F&O expiry, extended the market’s bullish momentum. Despite recent global geopolitical volatility, markets remained relatively calm. Key highlights include:
• Former U.S. President Donald Trump announced a major breakthrough in trade discussions involving India and China.
• Small- and mid-cap stocks continued to underperform large caps amid a lack of fresh triggers.

India Macro Indicators
• CPI Inflation: 2.82% (May) vs 3.16% (April) → Continued softening driven by easing core inflation.
• INR/USD: ₹85.56 → Stabilized due to RBI’s active intervention.
• Forex Reserves: $697.94 Bn → Down by $1.02 Bn WoW.

Upcoming Corporate Announcements
June 30
• Esaar India Ltd (LTP ₹12.02 | 🔻-1.56%)
• Hindustan Adhesives Ltd (LTP ₹340.55 | 🔻-1.03%)
• Jaiprakash Associates Ltd (LTP ₹3.23 | 🔻-5.00%)
• Longview Tea Co. Ltd (LTP ₹34.95 | 🔻-0.14%) – Suspended
• Panyam Cements & Mineral Ind Ltd (LTP ₹162.00 | 0.00%)
July 2
• Asian Hotels (West) Ltd (LTP ₹141.25 | 🔻-4.07%) – Suspended

Primary Market Watch
Upcoming IPOs (June 26 – July 4)
• Indogulf Cropsciences Ltd
• ACE Alpha Tech Ltd (SME)
• Valencia India Ltd (SME)
• Moving Media Entertainment Ltd (SME)
• PRO FX Tech Ltd (SME)
• Neetu Yoshi Ltd (June 27 – July 1, SME)
• Adcounty Media India Ltd (June 27 – July 1, SME)
• Silky Overseas Ltd (June 30 – July 2, SME)
• Pushpa Jewellers Ltd (June 30 – July 2, SME)
• Cedaar Textile Ltd (June 30 – July 2, SME)
• Crizac Ltd (July 2 – July 4)

Ongoing Mutual Fund NFOs
• Mirae Asset Income Plus Arbitrage Active FOF (closes June 30)
• JioBlackRock (Liquid, Money Market, Overnight Funds) (closes July 2)
• SBI Nifty200 Momentum 30 Fund (closes July 3)
• Zerodha Silver ETF FoF (closes July 4)
• Kotak Nifty 200 Quality 30 & AAA Bond Index Funds (close July 7)
• Union Low Duration Fund (closes July 10)
• Bajaj Finserv Small Cap Fund (closes July 11)
• HDFC Innovation Fund (closes July 11)
• Mahindra Manulife BFSI Fund (closes July 11)
• TRUSTMF Multi Cap Fund (closes July 14)

NeoNest Strategic Lens
With company trading updates around the corner, we expect early signs of earnings momentum following a relatively quiet fiscal period.
• Bullish Sectors: Banking, Financials, IT (if trade deals materialize)
• Other Focus Areas: Real Estate, Infrastructure, Defence, Tourism, Consumption

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Disclaimer: This document is for informational purposes only. NeoNest Finserve Pvt. Ltd. does not provide any investment advice or stock recommendations. Data is compiled from publicly available sources.