JP Morgan Guide to Markets 30Jun2025

JP Morgan Guide to Markets 30Jun2025

 

Follow @vrk100

 

 

(This is for information purposes only. This should not be construed as a recommendation or investment advice even though the author is a CFA Charterholder. Please consult your financial adviser before taking any investment decision. Safe to assume the author has a vested interest in stocks / investments discussed if any.)

 

 

JP Morgan Asset Management publishes a comprehensive presentation every month end, containing various slides on global markets, especially those relating to the US markets.

 

This is a very useful and informative guide for financial market professionals or FMPs.  This "JP Morgan Guide to the Markets" can be accessed here. The following are some of the highlights / images presented in this guide: all the data are at the end of 30Jun2025:

 

 

 

 

- - -

 

-------------------

Related Blogs: 

JP Morgan Guide to Market Mar2025 

JP Morgan Guide to Markets Feb2025

JP  Morgan Guide to Markets Dec2024

JP Morgan Guide to Markets Oct2024

JP Morgan Guide to Markets Sep2024

JP Morgan Guide to Markets Jul2024

JP Morgan Guide to Markets Jun2024

JP Morgan Guide to Markets Mar2024

JP Morgan Guide to Markets Dec2023

JP Morgan Guide to Markets Sep2023

JP Morgan Guide to Markets Aug2023

JP Morgan Guide to Markets Apr2023

JP Morgan Guide to Markets Mar2023

JP Morgan Guide to Markets Jan2023

JP Morgan Guide to Markets Dec2022

JP Morgan Guide to Markets Oct2022

JP Morgan Guide to Markets Sep2022

JP Morgan Guide to Markets Jul2022

JP Morgan Guide to Markets Apr2022

JP Morgan Guide to Markets Jan2022

-------------------

 

Read more:

 

Blog of Blogs Theme-wise 

 

Weblinks and Investing

 

India Fixed Income Data Bank

 

Indian Economy Data Bank 

India Forex Data Bank 

 

 

The Elusive Current Account Surplus: What 25 Years Data Reveal About India's Trade Balance 30Jun2025

 

India Flagship ETFs with Low Fees and Fair Trading Volumes 12Jun2025 

 

Low Expense Ratios, High Returns: Why Passive Equity Funds Matter 06Jun2025 

 

Mutual Fund Asset Class Returns 02Jun2025 

 

Currency Woes Put Pressure on US Equities and Bonds 22Apr2025

 

JP Morgan Guide to Markets 31Mar2025

 

Loss of First-mover Advantage

 

India's Most-Profitable Sectors: Where Big Earnings Are Made 10Mar2025  

 

NSE Indices Comparison 31Dec2024

 

JP Morgan Guide to Markets 31Dec2024

 

Corporate Groups and Listed Companies 29Dec2024

 

Corporate Governance Concerns - Indian Companies 13Dec2024

 

Opinion on Maharashtra Seamless 15Nov2024

 

Wars and Wealth Protection

 

Mutual Fund Asset Class Returns 30Sep2024

 

Primer on Global Capability Centres - India is World's GCC Capital 

 

-------------------

Disclosure:  I've got a vested interest in Indian stocks and other investments. It's safe to assume I've interest in the financial instruments / products discussed, if any.

Disclaimer: The analysis and opinion provided here are only for information purposes and should not be construed as investment advice. Investors should consult their own financial advisers before making any investments. The author is a CFA Charterholder with a vested interest in financial markets. 

------------------------ 

Medicines / Drugs 21Mar2026 / MedPlus Mart / Tata 1mg >

Zitelmi H (40 mg)

Supradyn daily

K-GLIM M 2 mg

Rovastat 5mg  (alternative Rosumep 5 mg and RosuRite 5 mg  )

Neurobion Forte

Dolo 650

Zandu balm 25 ml

Electral small 4.40 gram

Zerodol P

Zolfresh 5 mg  (another pharmacy: Tata 1mg)

Affical Forte tab

Calpol T (another pharmacy: Tata 1mg)

Niftas 100 mg (another pharmacy Tata 1mg)

PRD Cap (combination drug)

Pantaprazole 40 mg > different drugs >

P PPI 40 mg Blue Cross Labs net 48.74 / 15

Zipant 40 mg FDC net 61.87 / 15
Ulpan 40 mg Corona Rem net 61.87 / 15

Pantakind 40 mg Mankind net 63.55 / 15  

 

Collaflex Pro 12.1 gm sachet
Doloneuron NT 100 mg tab
Xstan AMH 40 mg Blue Cross (alternative Telmikind AMH 40 mg tablet)

Rovostat 10 mg (alternative Rosumep 10 mg)

Glycomet SR 500 mg
Rovostat 10 mg (alternative Rosumep 10 mg)

------------------------

28Mar2026: India: These are generally good for hydration & electrolyte balance, easy digestion, immunity support and light nutrition during recovery period:

Electral ORS 4.4 gram sachet (add to 200 ml water)

buttermilk (lightly salted, without spices)

barley water

home-made musk melon juice

tender coconut water

lemon juice

apple juice diluted (home made)

pomegranate juice diluted (home made)

home-made kamala orange juice (tangerines) 

ginger tea

rice porridge

oats porridge

light green tea

jeera water

milk only small quantities

soups, not containing too much masala or spices

tomato soup or carrot soup, not very salty or spicy

Better to avoid:

Sugary soft drinks
Energy drinks
Very salty broths / soups

------------------------ 

 

Tweet 31Dec2025

 

Low sugar fruits:

Grapefruit పంపరపనస
Tangerines కమల పండు 🍊
Blueberries బ్లూబెర్రీస్ 🫐

Pomegranates దానిమ్మ 

Kiwi 🥝 

Green bananas 🟢 🍌
Green mangoes పచ్చి మామిడి కాయ 🟢🥭 

 

Avocadoes 🥑
Olives 🫒
Passionfruit

Raspberries రాస్ప్‌బెర్రీస్ 🍓
Blackberries బ్లాక్బెర్రీస్ ⚫️ 🫐

 

------------------------  

CFA Charter credentials  - CFA Member Profile

CFA New Badge 

CFA Badge