🇮🇳 The Reserve Bank of India's "exceeding expectations" easing policy - promoting market recovery and key layout

Mumbai, June 6, 2025—The Reserve Bank of India (RBI) today launched a rare easing policy combination: unexpectedly lowering the repurchase rate (repo) by 50 basis points to 5.50% and cutting the statutory reserve ratio (CRR) by 100 basis points to 3%, releasing about 2.5 trillion liquidity and quickly boosting market confidence.

🎯 Easing motivation and macro environment
As the third interest rate cut this year, this is the most radical in the past five years, reflecting the government's "front-loaded" stimulus strategy.

With inflation falling back to about 3.2%, below the target line of 4%, RBI has room for easing this time.

The goal of the new policy is to inject growth momentum into the real economy such as real estate, infrastructure, and manufacturing by reducing financing costs.

📈 Market reaction: All sectors strengthened
Financial sector: Bank stocks and NBFCs rose, with HDFC Bank, Bajaj Finance and other leading the list.
Nifty 50 rose slightly by nearly 0.94% to close at 24,982 points, while Sensex rose by 0.9% to 82,163 points.
Among them, Bajaj Finance's stock price rose by 5.5% in a single day, setting a highlight of recent gains.
🧭Analyst interpretation and market expectations
Analysts said that the scale of liquidity released by the "exceeding expectations" double easing is comparable to "missile launch", which may quickly promote financial transmission.
However, RBI's shift of monetary policy stance from "loose" to "neutral" shows that it remains highly alert to future inflation and external risks, and is expected to adjust slowly "as needed".
It is expected that if economic data such as CPI, IIP and other indicators are further stable, the next easing will also be acceptable to banks; otherwise, RBI may suspend monetary movement.
📊 Sumeet Bagadia selects three "under 100 rupees" potential stocks

Sumeet Bagadia (Choice Broking, Executive Director) released a selection report today, recommending three small and medium-sized stocks with "prices below 100":

IDFC First Bank (sold at ₹71.55, target price ₹79, stop loss ₹68)

Motherson Sumi Wiring India (₹60.51 → ₹67, stop loss ₹57.5)

HFCL (₹91.42 → ₹101, stop loss ₹86.5)

He believes that as favorable policies push the market to break through 25,000 points, Nifty is expected to continue to rise to 25,600–26,000 points, and it is time to choose this bottom "potential stock" layout.

📝 Reporter's Comment
RBI's policy release this time is obviously expansionary, which is a positive stimulus to the market: the double combination of interest rate cuts and CRR effectively stimulates the liquidity of the banking system, especially for the financial and credit sectors. However, the shift from "loose" to "neutral" also highlights that the central bank is wary of rising inflation and global trade pressures, which means that the window for easing in the future may be limited. If the market can cooperate with the subsequent macro data to perform stably, it will provide support for further breakthroughs in the next stage; if inflation or overseas risks rekindle, the expected rhythm may be adjusted immediately.

The three "low-priced potential stocks" pointed out by Bagadia may have a rebound opportunity in the context of the bilateral repair of the central bank's policies and market sentiment. Overall, this policy combination provides a phased support for this round of bull market.

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