Jul 23 Japan trade deal gets stocks to move higher, earnings continue to be good

$GEV $SAP $INFY

Author

Mukund Mohan
July 23, 2025

Market

“Financial times reported that the US is close to a 15% tariff deal with European Union as well, with some concessions from both sides on taxes on big tech and auto imports into the US” 😊 😋

The markets were strong on Japan trade deal news

The trade deal with Japan makes for 15% import tariffs on automobiles, which US manufacturers dont like, given their cars are just that much more expensive and less reliable. The earnings from $GOOGL ( ▲ 1.17% ) and $TSLA ( ▲ 1.94% ) will dominate the market tomorrow.

Our subscription service gives specific entries and exits for both long term holds and swing positions. You should subscribe.

Subscribe to our research

My portfolio and long term stock picks

mukundmohan.online/subscribe

Insights from the portfolio

GE Vernova earnings deep dive and 2025 outlook $GEV

Consistently strong performer given the needs for electricity (Data centers) are increasing

stocksmarts.substack.com/p/ge-vernova-earnings-deep-dive-and

Video of the day

Today’s video is on SAP $SAP ( ▼ 0.31% ) the ERP Software company.

Deep dive of the day

Infosys earnings deep dive and 2025 outlook $INFY – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/07/23/infosys-earnings-deep-dive-and-2025-outlook-infy

Good setups for swing

Subscribe to Investment Literacy Coach Daily Swing Research

Daily Swing Research. Click to read Investment Literacy Coach Daily Swing Research, by Mukund Mohan.

ilcdailyswing.substack.com/subscribe