‹ All Posts
Koustubh

12th Jul 2025 · SEBI-Registered Analyst

India's June macro data shows mixed demand trends

GST growth slowed to 6.2% (vs 16.4% in May) Auto retail rebounded: Cars +5.7%, 2W +5.1% — tailwind for

MARUTI
&
BAJAJ-AUTO
Equity MF inflows tanked: -41.9% YoY — sentiment chill or profit booking? Credit card & personal loan data missing — worth tracking for
SBICARD
, Bajaj Finance Airline traffic missing, but May was weak — could weigh on IndiGo Insurance premium growth (life + GI) still strong — positive for HDFC Life,
ICICIGI

#WatchOutFor#FundamentalViews#TrendingSectors#EquityResearch#MacroViews
Screenshot 2025-07-12 at 7.12.12 PM.png
406 likes·69 comments