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The Reserve Bank of India's significant 50 bps repo rate cut to 5.5% in June 2025 is poised to boost India's housing market by lowering home loan EMIs. This move, coupled with a CRR reduction, injects liquidity into the banking system, potentially making homeownership more accessible, especially in the affordable and mid-income segments and Tier 2 & 3 cities.
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News and Media
Julius Baer Group anticipates Indian stocks will reach new highs in the latter half of the fiscal year, driven by a resurgence in domestic consumption. Nitin Raheja highlights a shift towards consumption-linked themes, particularly retailers in tier-two cities and apparel firms. Factors like slowing inflation and income-tax cuts are expected to boost consumer spending, leading to increased corporate profits.
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News and Media
MCX has received Sebi approval to launch electricity derivatives, marking a historic first for India. The move is expected to deepen energy markets, help manage power price volatility, and support the countrys transition to a sustainable energy future. Backed by SEBI and CERC, the launch positions MCX as a pioneer in India's evolving commodity and energy trading landscape.
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ICICI Prudential's Equity and Debt Fund employs a contrarian strategy, favoring sectors like pharma and traditional retail amidst market volatility. The fund dynamically manages equity-debt allocation, rotating across market caps and focusing on overlooked opportunities with strong fundamentals. Currently, the fund maintains a higher equity allocation, around 70-73%, guided by internal models and market conditions.
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News and Media
Manish Jain of Centrum Broking remains optimistic about Indian equities, anticipating double-digit returns in 2025 despite global uncertainties. He highlights range-bound market volatility, the impact of US bond yields, and attractive sectors like banks, healthcare, and defence. Jain advocates a bottom-up approach, focusing on value and growth stocks for long-term investment.
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News and Media
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