The Week That Was : (July 28 – August 1, 2025)

 📉  The Week That Was : (July 28 – August 1, 2025)

“When Earnings Sneeze 🤧, Markets Catch a Cold 🥶”

Indian Markets: Weak Earnings, Weaker Knees

Another week, another drama. India’s stock market spent the week sulking like a teenager who just got grounded. 😩

🔻 Sensex and Nifty 50 opened reasonably cheerful (81,325 and 24,798 respectively) but were soon dragged into a deep existential crisis by:

• 📉 Kotak Mahindra Bank:
  Dropped a profit report so uninspiring, the stock fell nearly 7%. Even its shareholders needed therapy. 🛋️

• 💻 TCS:
  Announced it would “trim the workforce” by 2% — translation: “Here comes IT sector anxiety.” Stock fell 1.6%, and HR phones lit up. ☎️

• 🔥 Adani Total Gas:
  Input costs soared, profits shrank 3.8%, and investors asked, “Is it just gas or hot air?” 💨

• 🛠️ Motherson Sumi Wiring:
  Spent big to grow, but profits shrank 4%. Moral of the story: don’t stretch without checking your budget elastic. 🧦

Add to that the India–U.S. trade talks that disappeared like your favourite sock in the washing machine 🧺, and foreign investors took the next flight out. ✈️💸

🌎 Global Markets: From 🤔 to 😎

Meanwhile, the global market was doing its own dramatic reboot. A few good trade deals and suddenly — boom — confidence returned like a long-lost ex with better haircut.

• 🤝 U.S.–EU Trade Deal:
  Tariffs of 15% on EU imports = less confusion, more celebration. 🎉
  Futures rallied like they had just won a lottery. 💵

• 💸 Fund Flows:

  • U.S. equities got $6.3B in love letters 💌

  • 🌏 Asian/emerging markets also felt the romance

  • European equities: “$41B outflows?? Is it something we said??” 😢

• 📈 S&P 500 and Nasdaq:
  Hit record highs. Clearly, someone had their coffee ☕ and confidence.

• 🗣️ U.S.–China Talks in Stockholm:
  Aimed to extend the tariff ceasefire. Everyone clapped politely. 👏

• 📊 IMF Outlook:
  Global growth forecast nudged slightly up.
  But also: “Tariffs still scary, proceed with caution.” ⚠️

🧩 TL;DR – The Week, like a piping-hot masala dosa 🥞🔥

Indian

Kotak 😵, TCS 😬, Adani Gas 😤, Motherson 😓 disappointed.

Markets slid ~1% on poor results + trade drama 🎭

🌍 Global

U.S.–EU trade deal = less anxiety 😌

U.S. markets flexed muscles 💪

FIIs made a graceful exit 🚪

IMF: "Growth good, tariffs bad" 📉

🎬 Curtain Call: A Lesson in Volatility

So what did we learn this week?

📉 Indian Markets: If earnings are moody, so is the Sensex.
🌍 Global Markets: When in doubt, shake hands and print dollars.

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