Capital Market Events (July 5–6, 2025)

🇮🇳 India – Calm Before the Action • No trading on NSE or BSE this weekend • Muharram falls on Sunday but won’t affect trading as markets are closed • A good time to review positions ahead of earnings and macro data next week 🌍 Global Highlights to Track 1️⃣ G20 Johannesburg Summit • Key focus on global economic stability, debt restructuring, and emerging market policies • Outcomes may influence global investor sentiment on Monday 2️⃣ U.S. Trade-Tariff Countdown • Tariff-related deadlines are nearing • Any escalation or relief could impact global markets, especially EM flows 3️⃣ Post-Central Bank Commentary • Fed, ECB, and BOJ policy signals are being digested • Market reactions to inflation outlooks and rate guidance will set the tone for next week 💱 Currency & Commodities • Euro is gaining strength – watch for rotation into European assets • Gold is trending higher – a sign of rising caution and safe-haven demand