Motilal Oswal Global Dashboard – July 2025

The Motilal Oswal Global Market Snapshot provides a quick glance at index performances and economy updates from the Indian & global markets.

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Indian Market Update

• All segments of the market—large, mid, small and microcaps—delivered negative returns in July 2025, highlighting widespread weakness across the board.
• Among sectoral indices, all categories registered a decline except Healthcare & FMCG.
• The Financial Services sector saw the most decline in July with a -0.98%, followed by IT & Energy of around -0.72% and -0.44% respectively.

Within factor strategies, all indices recorded negative returns for the month, with the Momentum index also ending in the red.

Global Market Update

• S&P 500 gained 2.17% in July, with IT sector contributing to more than 75% of the overall index’s return.
• All emerging and developed markets posted mix set of returns in July, with Taiwan leading among emerging markets and the United Kingdom topping the list in developed markets.
• Crude oil rose 6.37% in July, fueled by rising geopolitical tensions linked to the Iran- Israel conflict.

While both gold and silver have delivered over 35.96% & 26.82% returns in the past year, silver & gold remained largely flat during the month of July.

Economic Indicators

• India’s CPI inflation eased to 2.10% in June, continuing its steady downward trend in recent months. In response, the RBI cut the repo rate by 50 basis points to 5.5% in June to support economic growth.
• GST collections rose 7.5% year-on-year to around ₹1.95 lakh crore in July, and 6% higher than the collections in June 2025.
• U.S. CPI inflation stood at 2.7% in June, but the Fed held rates steady at 4.50% amid concerns of rising inflation due to ongoing tariff-related developments.