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Ep-1107 | Daily Money Show | Stock Market News Today

54.1K views · Jul 18, 2025 · 26:32 min · Watch on YouTube ↗
Takeaway

Weak Axis Bank numbers spooked financials, but rural recovery, an imminent India-UK FTA, and a government push on rare-earth minerals are setting up tailwinds for FMCG, textiles and mining stocks.

Summary

  • Sensex fell 501 pts to 81,757 and Nifty -143 pts to 24,968 after weak Axis Bank Q1 results dragged the financial sector (financials alone dragged 95 of the 143 Nifty points).
  • India-UK Free Trade Agreement is expected to be signed during PM Modi's UK visit next week — biggest beneficiaries would be textile companies and Indian liquor firms.
  • NABARD rural sentiment survey: 75% of rural households expect income to rise over next 12 months — positive for FMCG, tractor makers (M&M, Escorts, Indo Farm) and rural-focused two-wheelers like TVS.
  • China's new export curbs on rare-earth magnets, capital equipment and skilled personnel are hurting India's electronics and smartphone manufacturing; PMO held a meeting to discuss strengthening domestic rare-earth production — GMDC stock reacted positively.
  • Q1 results: JSW Steel posted strong YoY PAT growth with sequential margin improvement; mining PSU revenues fell but won critical mineral blocks (Rajasthan potash, UP rare-earth) and declared Rs 10/share interim dividend; viewer Q&A advised against multiple term insurance policies — pick one quality insurer instead.
Daily Money ShowAxis BankRural EconomyRare EarthJSW Steel
Original description
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Thanks for watching..
Team Money Purse

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00:52 Exit From bank Stocks?
02:29 Big Announcement in next Week
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04:47 Dixon, Amber @ Risk
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11:38 Delhivery
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