Market Outlook for 7 July 2025

🔭 What to Watch Monday • Global cues: Nifty is poised to rise above 25,600 if global markets remain favourable • Sector rotation: Continued strength likely in banking, pharma, consumer staples. • Earnings & corporate updates: Watch for spin off news (e.g., Lupin), order wins, upgrades. 📈 Top Near-Term Picks

- Lupin recently announced the spin-off of its consumer healthcare division into a standalone unit—a move aimed at sharpening focus and unlocking value. Additionally, Axis Securities includes Lupin among top July stock picks, expecting roughly +29% upside. -Axis Securities’ July list, analysts forecast ~42% upside—expectations fuelled by strong key metrics and recovery in consumer demand. Disclaimer- Investment in the share market is subject to market risk, and past performance is not indicative of future results. Recommendations are for informational purposes only and should not be considered as buy or sell advice. Please conduct your own research and consult a financial advisor before making any investment decisions.