The Indian equity market concluded the first half of 2025 with notable resilience, setting the stage for a dynamic July. While June saw robust gains across key indices, the month ended on a cautious note, signaling a period of strategic re-evaluation for investors. This report provides a comprehensive outlook for July 2025, dissecting recent performance, identifying crucial catalysts, outlining key technical levels, and suggesting strategic considerations for market participants. I. June 2025 in Review: A Half-Year Wrap The first half of Calendar Year 2025 (H1CY25) proved to be a period of strong performance for Indian equities, with both benchmark indices delivering significant returns. Key Index Performance Nifty 50: The index closed June 30, 2025, at 25,517.05, experiencing a slight daily decline of -0.47% and ending a four-session rally. Despite this defensive close, the Nifty demonstrated substantial strength throughout June, posting a monthly gain of +3.37%. Over H1CY25,...