Adani Power Buys Vidarbha; Trump Sets 25% Tariffs on Japan, Korea & More
- Share.Market
- 9 min read
- 08 Jul 2025
Highlights
Indian equity benchmarks close higher after late buying, despite cautious sentiment over Trump’s tariff announcements on various countries.
Headline Indices
Sectors at a Glance
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What moved the market?
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Broader Market Performance
INDIA VIX
What Made Headlines?
Indian textile stocks surged after the US imposed a 35% tariff on Bangladesh, with Alok Industries leading gains. The tariff makes Indian exports more competitive, boosting orders and market share.
KOTAKBANKKotak Mahindra Bank shares surge after FY26 Q1 update shows 14% YoY growth in advances to ₹4.45 lakh crore and deposits up 14.6% YoY.
JSWINFRAJSW Infrastructure won a 30-year contract to develop container berths at Kolkata Port with ₹740 crore capex, boosting total container capacity to 1 million TEU (Twenty-foot Equivalent Unit).
ADANIPOWERAdani Power completes acquisition of 600 MW Vidarbha Power for Rs 4,000 crore, raising total operating capacity to 18,150 MW toward 30,670 MW target.
Titan shares fall despite 20% YoY growth as the jewelry segment shows softness with 18% growth, hurt by rising gold prices and flat buyer growth.
What’s Happening Beyond Markets?
- India targets a $300 billion bioeconomy by 2030, up from the current $165.7 billion. The government emphasizes biotechnology-led growth with wider public participation in the mission.
- The Indian rupee strengthened past 85.7 in July, supported by softer energy prices and strong economic indicators. Foreign exchange reserves surpass the $700 billion milestone.
- German exports fell 1.4% in May to a four-month low of EUR 129.4 billion, hurt by Trump tariffs, causing a 7.7% drop in US shipments.
- Bangladesh’s inflation eases to 8.48% in June, hitting the lowest in nearly 3 Years, driven by slower food price increases.
- Trump announces 25% tariffs on Japan and South Korea starting August 1, with 12 other countries facing 25-40% tariffs, including Bangladesh at 35%.
Back to Basics
Terms that put you one step ahead – every day.
What Are Valuations?
Stock valuation is like finding the “right price” for a company’s shares.
Think of it as checking if you’re paying a fair price for a house – you want to know its true worth, not just the asking price.
There are two ways to do this –
- Absolute valuation looks at the company’s financials – its profits, cash flow, and growth (like checking the house’s condition).
- Relative valuation compares it with similar companies using ratios like P/E (like comparing house prices in the same neighborhood).
So, if a stock’s real value is ₹100 but it’s selling for ₹80, you might have found a bargain!
IPO Corner: Mainboard
Upcoming IPO
| Company | Date | Total Issue Size | Issue Price | Minimum Investment |
| Smartworks Coworking | July 10, 2025 to July 14, 2025 | ₹582.56 Cr | ₹387 to ₹407 per share | ₹13,932 |
Corporate Actions
| Stock | Ex-Date | Record Date | Event Type | Event Details |
| Dr. Reddy’s Laboratories Ltd. | 10 Jul 2025 | 10 Jul 2025 | Final Dividend | ₹8.00 |
| LMW Ltd. | 10 Jul 2025 | 10 Jul 2025 | Dividend | ₹30.00 |
Before You Go…
Markets aren’t just charts and tickers; they’re daily tales of ambition and the quiet courage to stay invested.
We’ll be back tomorrow to cut through the noise, so you can focus on investing intelligently.
Disclaimer and Disclosure
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