RBI maintained repo rate at 6.25% in its June 2026 meeting. The policy stance remains “withdrawal of accommodation” but tone was dovish. Rate cut expected in August 2026 if inflation stays below 4%.
📈 Market Impact: Positive for rate-sensitive sectors — Banking, Real Estate, NBFCs.
India’s GDP grew 7.2% in FY2025-26, making it the fastest growing major economy. Manufacturing (+8.1%) and Services (+7.8%) led growth. Agriculture was muted at 3.2%.
📈 Market Impact: Strong GDP supports continued FII buying and equity market growth.
Crude oil stabilized at $68 as US-Iran nuclear talks showed progress. OPEC+ maintained production cuts. India’s import bill reduced by 12% YoY due to lower crude prices.
📈 Market Impact: Positive for ONGC, OIL India. Negative for OMCs if prices fall further.
Foreign Institutional Investors bought ₹12,400 crore in Indian equities this week — highest weekly buying in 6 months. Energy, Defence, and Banking sectors received maximum inflows.
📈 Market Impact: Strong FII buying = positive market sentiment. Nifty 25,500 target by June end.