Market Analysis : July 2, 2025.

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FIIs have sold nearly ₹2,000 crores in cash and increased their net short positions in index futures.

Yesterday, the US Senate passed President Trump’s “Big, Beautiful Bill” with Vice President J.D. Vance casting the tie-breaking vote.

Global markets are stable and expected to remain so in the coming days. Markets will likely consolidate until the earnings season begins, which will provide direction. Select small and mid-cap stocks are expected to outperform.

Our strategy: Invest in quality stocks with a tight stop-loss.