{"id":14371,"date":"2025-07-15T12:38:18","date_gmt":"2025-07-15T07:08:18","guid":{"rendered":"https:\/\/www.gwcindia.in\/blog\/?p=14371"},"modified":"2025-07-15T12:44:02","modified_gmt":"2025-07-15T07:14:02","slug":"market-overview-8","status":"publish","type":"post","link":"https:\/\/www.gwcindia.in\/blog\/market-overview-8\/","title":{"rendered":"MARKET OVERVIEW :"},"content":{"rendered":"
After seeing four consecutive days of decline and losing about 450 points in the same period, the Nifty index is up 50 points, trading towards 25,150. The markets are largely green, as the Sensex index also rose over 160 points.<\/strong><\/p>\n In addition, the Nifty Bank Index is also trading with a marginal rise.<\/strong> This surge in the markets comes on the back of the US threat to impose up to 100% tariffs on those buying Russian goods in case a peace deal is not reached within the next 50 days. Tejas Network, after its results, is down 8%. In addition, other major moves include Ola Electric trading in green for the second day in a row. Yesterday, Ola soared by over 15% after presenting underwhelming Q1 results.<\/strong><\/p>\n In some major results today, HDB Financial will be reporting its first result as a public company, along with stocks like HDFC Life, ICICI Prudential, ICICI Lombard, Bank of Maharashtra, General Insurance Corp and others.<\/strong><\/p>\n Scope for RBI Rate Cuts Despite Mixed Signals<\/strong><\/p>\n RBI Governor Stated: If Inflation is Below RBI\u2019s Expectations, There is Room for a Rate Cut<\/strong> MPC Stance Changed From Accommodative To Neutral, Which Was One Of The Spoilers<\/strong> Jaiprakash Power Shares declined by over 6%. This comes after the company made gains for three trading sessions in a row. In these three sessions, the company shares grew by close to 20%.<\/strong><\/p>\n <\/p>\n
\nThe broader markets also appear to be trading with healthy gains, as the midcap and small-cap indices are surging in green with gains of just under a percentage.<\/strong><\/p>\n
\nBelieve There is Space for a Cut<\/strong>
\nExpecting 1.8% Inflation This Year<\/strong>
\nExpecting Two More Rate Cuts in October & December<\/strong>
\nWe Tend To Take Transmission For Granted<\/strong>
\nImpact Of Repo Rates Will Be First on Fresh Loans<\/strong>
\nIt Takes 8-9 Months For Lending Rates To Transmit Into Credit Growth<\/strong>
\nRetail Is Not Sensitive To Rate Cuts<\/strong>
\nMSMEs Tend To Be More Elastic To Rate Cuts<\/strong>
\nThere Has Been mixed messaging from the RBI<\/strong>
\nWe estimate GDP Growth at 6.20%<\/strong>
\nBelieve We Need Rate Cuts & There\u2019s Also Room For Rate Cuts<\/strong><\/p>\n
\nData Suggests A Move Towards A Cut, But the Stance Suggests Otherwise<\/strong>
\nMacros Suggest A Possibility Of A Rate Cut If Inflation Remains Low<\/strong>
\nWhat\u2019s Puzzling The Market Is That RBI Is Injecting Liquidity, But There Are Also VRRR Activities<\/strong>
\nThis Leads To Profit Booking & A Sideways Market<\/strong>
\nIt\u2019s Just A Matter Of Time Before The Market Aligns With Actual Rates<\/strong>
\nSupply On The Longer End Is Fairly High, Leading To Higher Yields<\/strong>
\nThe Govt Appears To Be Borrowing At Slightly Higher Rates Due To a Demand-Supply Issue<\/strong><\/p>\nJaiprakash Power Shares Break 3-Day Winning Streak, Falls 6%<\/h5>\n