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Sandip Sabharwal highlights the positive impact of RBI's actions, including rate cuts and easing stress on unsecured loans, particularly benefiting MFIs and NBFCs. He favors larger banks and diversified NBFCs, cautioning against real estate investments at current valuations. The rare earth magnets issue from China poses a potential threat to the auto industry, especially EV manufacturers, pending resolution.
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News and Media
Rupak De of LKP Securities suggests a 'buy-on-dips' strategy for Cochin Shipyard and anticipates market momentum to continue, highlighting BFSI and realty sectors as profitable. He recommends NALCO, IIFL, and Oberoi Realty as top picks, citing bullish technical indicators and potential for further upside. Nifty Bank's outperformance is noted, with key support and resistance levels identified.
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News and Media
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
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