Stock Analysis, IPO, Mutual Funds, Bonds & More

RBI needs to take the cue and cut rates aggressively: Sandip Sabharwal

At Rs 2 lakh crore, it is the highest liquidity in the system ex demonetisation impact.

Morgan Stanley sets Sensex target at 45,000 by June'20

Earnings could be heading into a new cycle and domestic flows should return with strength.

Rupee opens 20 paise down at 69.36 against dollar

“Today, USDINR pair is expected to quote in the range of 69.20 and 69.80,” brokerage firm MOSL said.

RBI Policy: Hope for easier home loan, car loan becomes slim

The central bank raises reverse repo rate by 25 basis points to 6%, a measure to reward banks for parking excess fund with it.

RBI policy: Rate cut is not in focus this time around; something else is

Minutes from RBI’s February 7-8 policy review suggested that the central bank was worried about a slowdown in bank credit to industry.

Fed rate hike to have minimal impact on RBI policy: India Inc

"Since Fed rate hike is not expected to create much volatility in the Indian markets, this should have minimal influence on RBI's policy stance," the chamber said in a statement.

Lacklustre bonds and currency market ahead of RBI policy

The Federal Reserve's decision to leave rates unchanged helped, but the outlook for Indian rates also turned benign as the August inflation reading opened up the possibility of rate cuts.

How Urjit Patel has proved to be a silent yet effective communicator of RBI policies

To be fair to Urjit Patel, one would argue that it is extremely difficult for anybody coming after someone like Rajan because of the IMF economist’s stature.

RBI's policy decision slightly negative for India equities, rupee: Nomura

According to Nomura expectations for a rate cut had built up after the government had stuck to its path of fiscal consolidation in a prudent (rather than a populist) budget.

RBI policy: Invest in accrual funds with a horizon of three years

Most money market participants were hoping for a 25-basis-points cut as the system was awash with liquidity after the demonetisation drive.

Rate-sensitive stocks gain ahead of RBI policy outcome

The BSE Realty and Auto indices were trading higher by 0.86 per cent and 0.54 per cent, respectively, around 9.40 am (IST). However, the BSE Bankex was almost flat around the same time.

Sensex starts on a cautious note ahead of RBI policy outcome

The Nifty50 was trading mixed supported by gains in realty, power, oil & gas, consumer durable, and capital goods stocks.

View: Election outcome next big trigger for rupee

FII inflows into equity segment provided a cushion to the weakness in April.

Here's how RBI policy moved rate futures market

The number of open interest contracts surged to 2,19,890 on February 6 from 1,53,299 six days earlier, an increase of 43%.

Market Movers: What changed for D-Street while you were sleeping

DIIs were net buyers to the tune of Rs 2,289 crore, data suggests.

Consumption, infra and banking emerge as pockets of value buy: Neeraj Dewan

I would like to avoid pharma till I see some good numbers coming in for pharma companies.

RBI may cut repo rate by 25 bps: Analysts

In 2019, the RBI cut repo rate by 25 basis points each in its February and April monetary policy reviews.

RBI policy: Four MPC members voted in favour of 25 bps cut, one was in favour of 50

RBI retained the economic growth forecast for 2017-18 at June 2017 projection of 7.3% and said trajectory of inflation in the baseline projection is expected to rise from current lows.

Nifty Bank hits all-time high ahead of RBI policy outcome; PNB, SBI gain

Nifty Bank index hit a fresh all-time high of 25,199 today.

Sensex, Nifty come off lifetime highs on selling in RIL, bank stocks

The advance-decline ratio on BSE stood at 2:3, meaning for every two stocks that gained, three declined.

Trade setup: Nifty may fall more, better stay with defensive stocks

Friday’s session may see 11,660 and 11,710 levels act as immediate resistance points.

What debt mutual fund managers think about RBI policy

The RBI has kept key policy rates unchanged in it's policy review. Debt mutual fund managers interpret the policy for you.

RBI Policy: Invest in short-term debt mutual funds

You should always pick up an investment option depending on your goal, investment horizon and risk profile. Experts typically ask investors to opt for debt mutual funds for their short-term goals.

Rupee jumps 31 paise to 67.90 on eve of RBI policy review

Hardening expectations for an interest rate cut by the apex bank in its Wednesday's policy meet to rejuvenate the sagging economy against the back drop of softening inflations supported the currency upmove.

Will RBI policy move currency and bond markets?

A few illustrative words from RBI governor Raghuram Rajan could well trigger wild swings in the rupee-dollar exchange rate and bond yields.

Viral Acharya resigns as RBI Deputy Governor

The youngest deputy governor of the Indian central bank will return to New York University Stern School of Business in August.

Market now: ICICI Bank up 2%, YES Bank down 1% ahead of RBI policy meeting outcome

Benchmark NSE Nifty50 index was up 28.95 points at 9,666.Among the 51 stocks in Nifty index, 32 were trading in green, while 19 were in red.

RBI policy outcome at 2.30 PM today: Here's what experts say

Experts believe MPC may sound dovish and open doors for rate cuts in coming reviews.

Market now: Nifty Auto opens flat ahead of RBI policy meeting outcome

Among the 51 stocks in Nifty index, 32 were trading in green, while 18 were in red.

Rupee opens 6 paise lower against US dollar at 64.49 ahead of RBI policy outcome

The local currency on Tuesday snapped its four-day gaining streak and settled 7 paise down at 64.43 against dollar.

Rupee halts 4-day rally on RBI policy eve, down 7 paise

The rupee had gained 30 paise over the last four sessions against the American currency.

Sensex sheds 119 pts; Nifty slips below 9,650 ahead of RBI policy outcome

ITC, Tata Motors and Reliance Industries contributed most to the fall in the index.

Rupee opens 4 paise higher against dollar at 64.32 ahead of RBI policy meet

The benchmark 6.97% 2026 bond yield rose to 6.65% on June 5 from 6.63% in the previous session.

Rupee scales near 3-week high of 64.36 ahead of RBI policy

The rupee's previous best was seen on May 17, when it had closed at 64.15.

Gold rises by nearly Rs 100 ahead of RBI policy meet

The average trading price on the day stood at Rs 30,663.24 per 10 gm. The price of spot gold stood at Rs 30,940 per 10 gm, according to MCX data.

Govt should invest in infra and rural sectors, cut corporate tax: VS Parthasarathy, M&M

“Once this cycle turns, we can look for a lot of upside in coming months and quarters.”

Dalal Street glued to India-Pakistan events, RBI policy action

“Markets could react negatively if there is no rate cut on Tuesday,” said Dharmesh Kant, head-retail research at Motilal Oswal Financial Services.

Banks await RBI policy before cutting rates

Bankers say they will decide on reducing interest rate on deposits and advances after the RBI monetary policy early next month.

Not much shift in RBI policy ahead, 25 bps cut likely: Report

Raghuram Rajan in his last monetary policy left interest rates unchanged citing upward risks to inflation but said the central bank will remain "accommodative".

Post RBI policy, short-term debt funds, dynamic bond funds can be more rewarding than bank FDs

Post RBI move, short-term deb and dynamic funds are relatively attractive vis-à-vis rates on FDs and would attract lower taxation if held for 3 years.

RBI Policy: Why are bond yields falling despite no rate cut?

Bond yields and prices move in the opposite direction. The benchmark was yielding at 7.13%, three basis points less than the level seen in early trades before policy announcement.

Sensex sheds over 100 points ahead of RBI policy outcome; Nifty50 slips below 9,250

RBI is expected to maintain status quo on the policy rate, but is seen announcing a slew of announcements to squeeze excess liquidity in the system.

Rupee makes a turnaround, jumps 40 paise to 68.74 against dollar

The local currency gained strength after the RBI announced second dollar-rupee swap

ICICI Bank cuts MCLR by 5 basis points: Home loans to get cheaper

ICICI Bank has cut its marginal cost of funds-based lending rate (MCLR) by five basis points across tenors from its previous benchmark rates.

Avoid NBFCs, stick to these 3 banks: Yogesh Mehta, MOFSL

One can consider farm and consumption sectors from short-term perspective, says Mehta.

RBI goes for 25 bps repo rate cut, 3rd in a row; shifts stance to 'accommodative'

The RBI press statement said all the six members voted in favour of a 25 bps rate cut.

India set to see lower productivity, weak demand, inching inflation in the coming weeks: D&B

Industrial production is expected to remain subdued over moderate demand and uncertainty around the outcome of upcoming general election.

Maruti, TaMo May volumes plunge, but stocks holding the ground, why?

Tata Motors’ domestic PV volumes declined 38%, domestic volumes of Honda fell 28% in May.

Rate sensitive bank, realty stocks in demand after RBI policy

Realty stocks were on the buyers' radar, with Indiabulls Real Estate gaining 4.14%, Godrej Properties rising 2.14%, DLF 2%, Oberoi Realty 1.66% Unitech 1.30%.

What should be your debt investment strategy after RBI's policy review

Several investment advisors believe that investors should consider the characteristic of debt funds they are going to invest before allocating money.

Currency traders, beware! RBI policy puts unhedged positions in trouble

We may sell dollar in extreme volatility but dollar selling cannot be taken for granted, Rajan told reporters after announcing the bi-monthly credit policy.

RBI policy broadly endorses government estimates on growth, inflation

"RBI policy statement broadly endorses government expectations on GDP growth and inflation," Economic Affairs Secretary Shaktikanta Das said.

Axis Bank, IBHFL among most active stocks ahead of RBI policy review

Most active stocks in terms of value help investors to identify the stocks with highest trading turnover during the day.

Macro scene favourable for equities in 2019: Sanctum

The macro picture looks favourable for equities, said Sunil Sharma, CIO at Sanctum Wealth.

Banks not passing on RBI policy rate benefits: Congress in RS

Congress member said the banks were quick to raise interest rates as soon as the RBI increased the key policy rate or repo rate (short term lending rate).

Bond rally in India faces another headwind: Monsoon season

Monsoon outcome and its impact on inflation will be among major factors guiding RBI policy.

RBI policy good stimulus, will prompt banks to cut rate: Finance Ministry

Jayant Sinha said the Budget has taken various fiscal and reform initiative, thus creating space for monetary easing.

RBI policy review: Raghuram Rajan faces calls to pull the trigger

Experts are expecting lower borrowing costs as the inflation trajectory is down and the govt has pledged to stay on the fiscal consolidation path.

Likely dollar outflows in September may weigh on RBI policy

According to SBI chairman Arundhati Bhattacharya, the RBI may look at addressing the market participants' concern about the potential dollar shortages in Sept/Oct 2016.

Finance Minister voices rate cut hopes ahead of RBI policy review

Indicating his desire for the Reserve Bank to cut interest rates at its monetary policy review next week, FM Arun Jaitley has said he wants “what everybody wants”.

First 100 days of Modi 2.0 could see tax cut, GST rejig, bank reform

Finance and other ministries are said to have already lined up measures for new government.

Ahead of RBI's policy meet, time to go long on banks, short Nifty

Bank Nifty to Nifty Index ratio is currently trading at 2.05 times, which is lower than the average 2.16, the level which market participants follow.

With price stability in sight, RBI guv says focus is on chasing growth

The RBI Guv said the headline inflation will be contained near the mandated 4 per cent target.

Rupee trades flat against US dollar

Volatility for the USDINR pair could be confined to a narrow range until the release of the policy statement.

Rupee opens 6 paise higher at 67.84 against dollar ahead of RBI policy outcome

Benchmark BSE Sensex was trading 47.90 points, or 0.18 per cent, up at 26,440.66 in early trade, while NSE Nifty was up 18.85 points, or 0.23 per cent, at 8,162.

Sensex, Nifty50 start on a positive note ahead of RBI policy decision

Apart from rate cut and inflation and growth commentary, the market will look for clarity on market stabilisation scheme and CRR measures announced of late.

Rupee ends flat at 68.21 vs dollar ahead of RBI policy meet

Overall forex market sentiment remained cautious ahead of the central bank's policy review on Wednesday and a steep crash in the euro.

Tech view: Nifty forms bearish candle; tread with caution ahead of RBI policy

Traders are advised not to create any long positions on declines and remain cautious ahead of Reserve Bank of India’s money policy review on December 7.

Banking, auto, realty stocks down post RBI policy

Bank, auto and realty stocks were down by as much as 5 per cent today post RBI policy where the central bank left the key interest rate unchanged.

RBI policy broadly in line with market expectations: Finance Ministry

RBI Governor Raghuram Rajan also said if the Budget makes enough structural reforms to boost growth, the central bank could chip in with cheaper money to boost growth.

Bank stocks face selling pressure ahead of RBI policy

Shares of ICICI Bank plunged 5.63 per cent to Rs 217.15, the most among the 30 bluechips of the Sensex.

RBI policy, Q3 results key for stock mkts this week

The announcement of Purchasing Managers' Index (PMI) data for services and manufacturing sector due this week would influence trading.

Politics and policy easing to hurt rupee: Poll

The rupee was the worst performing Asian currency last year but gained over 2 percent in March.

RBI cuts repo rate by 25 bps; is it time to alter your debt mutual fund strategy?

With yet another 25-basis-points cut in policy rates today, the RBI offered two consecutive rate cuts as debt market pundits had predicted.

Global tide lifts Indian stocks

The benchmark bond yield fell 3 basis points to 7.61 per cent on Thursday.

Sensex rallies over 300 points ahead of RBI policy meet, Nifty50 reclaims 8,700

The Nifty50 reclaims its crucial level of 8,650 supported by gains in realty, power, oil & gas, metal, consumer durable, banks, auto and healthcare stocks.

Speed up 59-minute loan sanction, government tells PSU banks

The finance ministry is pushing state-run banks to bridge the gap between proposals that receive preliminary approval and final sanction.

RBI's policy reflects 'very balanced approach', says Shaktikanta Das

In its fifth bi-monthly policy statement for 2015-16, RBI has held policy rates and stuck to its GDP growth forecast of 7.4% for the current fiscal.

RBI policy: Uptick in retail inflation warrants vigilance, says Raghuram Rajan

Governor Raghuram Rajan said that an uptick in retail inflation in the last two months, especially in non-food items, warrants vigilance.

RBI policy short on specific measures for exporters: EEPC India

EEPC India chairman T S Bhasin said that some out of the box solutions are needed to help the exports, particularly in the engineering goods.

No surprises in RBI policy; Fed move in sharp focus now: Mythili Bhusnurmath

"There are absolutely no surprises at all. Even on the position on inflation, there was a very similar comment in the previous policy statement too."

Exercise caution, go light ahead of RBI policy review: Sandeep Wagle

I think it is safe to keep your stop losses a little below 7,900, say, at around 7,880-7,890 on the Nifty50, says Wagle.

RBI policy, GDP data to set tone for market this week

Besides, investors would monitor the monthly sales data announcement from auto companies starting Tuesday.

RBI policy, Q2 GDP data to steer market this week

Nifty50 is likely to move towards 8,000 level this week as the bias is still on the upside. Traders should trade with strict stop losses.

Tweet Buster: What Q3 earnings are telling us and is YES Bank in value zone?

Sandeep Sabharwal lauded RBI’s decision to cut the repo rate by 25 basis points to 6.25%.

Without OMOs, it’s difficult for bond yields to sustain current levels: MS Gopikrishnan

In the current MPC, there seem to be an additional emphasis on growth., says

Top 12 rate-sensitive stocks to buy after RBI policy, can give 40% return in 1-2 years

The market saw a muted response post the RBI policy statement but the possibility of a rate cut still remains relevant in next one year, feel experts.

Other useful Links

Follow us on

Download et app

Copyright © 2019 Bennett, Coleman & Co. Ltd. All rights reserved. For reprint rights: Times Syndication Service