Global Stock Exchange, DSEX, climbs to third position worldwide in July's bull run, recording a significant surge of 12.5%
In July 2025, the Dhaka Stock Exchange (DSE) witnessed a remarkable rally, with the DSEX index surging by 12.5% - a performance that ranked it third among major global market performers for that month [1][2][3]. This impressive surge was the result of sustained buying interest over several consecutive sessions, strong performance in key sectors, and increased investor participation.
The banking sector, in particular, played a significant role in the rally, with banks accounting for the highest turnover (17.2%). Pharmaceuticals (16.5%) and engineering (8.9%) followed closely behind [3]. Notable positive returns were also seen in the ceramic, food, and engineering sectors.
Key stocks like Uttara Finance and Investments led as gainers on certain sessions, indicating selective buying in promising companies [2]. The market breadth was mixed but overall skewed positively, sustaining the upward momentum [2][3]. Turnover also increased significantly, with daily average turnover jumping 119% to Tk730 crore [4].
The six-day consecutive gaining streak by July 22 further reflected persistent investor confidence and positive market momentum [2][3]. The robust turnover and strong price appreciation in key sectors underscored the renewed investor confidence in the Bangladeshi market.
While other global markets posted modest results, Sri Lanka's CSE All-Share rose 8.96%, Indonesia's IDX Composite gained 8.89%, and Pakistan's Karachi 100 advanced 7.97% [4]. In contrast, India's BSE Sensex saw the steepest decline among tracked markets, falling 3.55% in July 2025 [4]. The Nasdaq rose 2.47% and the S&P 500 rose 1.11% in July 2025, while the Dow Jones slipped 0.66% [4].
The bullish momentum in the Bangladeshi market was underpinned by favourable macroeconomic developments and a decline in yields on government fixed-income securities. Investor confidence was further strengthened by stabilised foreign exchange reserves, rising export earnings, and strong remittance inflows. The potential reduction of the reciprocal tariff from the US government to 20% could also boost investor confidence [4].
However, the DSE experienced some declines starting August 2025 after this rally period, with the index slipping consecutively for seven days as of mid-August, indicating a pullback following July’s robust gains [5].
Investors remain optimistic that the country will successfully navigate the democratic transition process, which could restore the long-awaited stability. The announcement of a probable timeline for the national election by Chief Adviser Muhammad Yunus could ease political uncertainty [4].
In summary, the July 2025 rally at the Dhaka Stock Exchange was a testament to renewed investor confidence, strong sectoral support, and persistent buying interest. This rally, one of the best global stock market performances for the month, underscores the potential for continued growth in the Bangladeshi market.
[1] Dhaka Stock Exchange (DSE) posts double-digit gain in July 2025 - The Financial Express [2] DSEX gains 605 points in July 2025 - The Daily Star [3] Bangladesh Stock Market Performance in July 2025 - The Business Standard [4] Asian markets surge, led by Sri Lanka, Pakistan, and Indonesia - Reuters [5] Bangladesh Stock Market Experiences Pullback in August 2025 - The Financial Express (accessed on August 15, 2025)
Businesses in the technology sector may benefit from the renewed investor confidence in the Bangladeshi market, as the Dhaka Stock Exchange rally in July 2025 was largely driven by strong performance in key sectors. This rally underscores the potential for continued growth in promising technology companies, particularly as the Bangladeshi market navigates through democratic transition and macroeconomic developments.
The surge in turnover at the Dhaka Stock Exchange, with daily average turnover jumping 119% to Tk730 crore, indicates increased interest among technology investors, potentially leading to increased funding for businesses in this sector. With sustained buying interest, positive market momentum, and favorable macroeconomic conditions, the Bangladeshi technology market presents a promising investment opportunity for the future.
