India-US Trade Deal, June Quarter Financial Results, Global Market Activity And Other Triggers Likely To Affect D-Street This Week

The Nifty and Sensex continued their declining spree on July 18 and ended the week on a negative note. The Nifty 50 slipped below the 25,000 level and ended at 24,968.4, down by 143.05 points or 0.57 per cent. On the other hand the Sensex declined 501.51 points or 0.61 per cent at 81,757.73. Here’s a look at some of the key triggers which are likely to impact D-street this week:

India-US Trade Deal

On July 17, trade negotiators returned to India from the US after the conclusion of the fifth round of Bilateral Trade Agreement (BTA) talks. Discussions between the two countries were held between July 14 and July 17. However it is not known at the moment whether a trade deal has been finalised between India and US. Any new development regarding the inking of a trade deal ahead of the August 1 tariff deadline is likey to affect D-street.

Infosys, Eicher Motors and Bajaj Finance Q1 Results

In the upcoming week as many as 286 companies will declare their financial results for the quarter ended June 30, 2025. Several largecap companies such as Infosys, Dr Reddy’s Laboratories, Ultratech Cement and Nestle India are scheduled to announce their results in the upcoming week. Shares of Reliance Industries Ltd and JSW Steel are also expected to be in focus once trading resumes, as both companies announce their results after market hours on July 18.

FII Selloffs

So far in July the Foreign Institutional Investors (FIIs) have remained net sellers and have sold equities worth Rs 16,955.75 crore. On July 18, FIIs snapped a two day selling spree as they turned net buyers, purchasing equities worth Rs 374.74 crore. Domestic Institutional Investors (DIIs) have remained net buyers purchasing equities worth Rs 21,893.52 crore month-till-date in July.

Stocks Trading Ex-Dividend and Ex-Bonus

D-street is also expected to factor in several corporate actions which will take place in the upcoming week. Several stocks are likely to be in focus, trading ex-bonus or ex-dividend ahead of the record date for their respective corporate actions. Major companies expected to trade ex-dividend in the upcoming week include Hero MotoCorp, LIC, Bharti Hexacom, Radico Khaitan, Divi’s Laboratories and Zydus Lifesciences.

Handover From US Markets

The US market indices finished Friday’s session mixed, the Dow Jones Industrial Average closed the session lower by 142.3 points or 0.32 per cent at 44,342.19. The S&P 500 ended the session flat at 6,296.79, down by 0.57 points pr 0.01 per cent. The tech-heavy Nasdaq Composite bucked the trend to end with modest gains of 10.01 points or 0.05 per cent.

Commodity Prices

D-street is expected to factor in fluctuations in key commodity prices such as crude oil. On July 18, oil prices declined amid reports which claimed that northern Iraqi oil fields had been attacked by drones. Any potential attack on the oil fields is expected to disrupt supply. West Texas Intermediate crude ended the session at $67.34 down by $0.2 or 0.3 per cent. Brent Crude also finished the session at $69.28 down by $0.24 or 0.35 per cent.

Primary Market Action

In the upcoming week four mainboard public issues are expected to open for bidding. The four public issues include IndiQube Spaces IPO, GNG Electronic IPO, Brigade Hotel Ventures IPO and Shanti Gold International IPO. The SME space will also see the public issues of Monarch Surveyors & Engineering Consultants, TSC India and Patel Chem Specialities opening for bidding. Shares of Anthem Biosciences will debut on the NSE and BSE during the week and shares of Monika Alcobev, and Spunweb Nonwoven will list on the SME platforms.