Motilal Oswal Global Dashboard – June 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 positive returns in June 2025, highlighting widespread strength and participation across the board.
• Among sectoral indices, all categories except FMCG registered gains. Notably, the IT sector performed relatively better in June with a 4.36% return, despite being the weakest performer so far this calendar year.
• Within factor strategies, all indices recorded positive returns, with the Momentum index leading the pack.
• Financial Services, Consumer Discretionary & Commodities were the major contributors to the overall returns of the Nifty 500.

Global Market Update

• S&P 500 gained 4.96% in June, with IT sector contributing to more than 60% of the overall index’s return.
• All emerging and developed markets posted positive returns in June, with Korea leading among emerging markets and Germany topping the list in developed markets.
• Crude oil rose 7.11% in June, fueled by rising geopolitical tensions linked to the Iran-Israel conflict.
• While both gold and silver have delivered over 20% returns in the calendar year to date, silver outperformed significantly in June, gaining 8.75%, whereas gold remained largely flat during the month.

Economic Indicators

• India’s CPI inflation eased to 2.82% in May, 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 6.2% year-on-year to around ₹1.85 lakh crore in June, though they declined by about 8% compared to the previous month.
• U.S. CPI inflation stood at 2.4% in May, but the Fed held rates steady at 4.50% amid concerns of rising inflation due to ongoing tariff-related developments.