PRICE PRESSURES EASING
Popular urban bikes lose traction on slowdown hit
Sales of 150-200 cc motorcycles in India's metros experienced a 9% decline in FY25, mirroring the slowdown in urban consumption seen in FMCG sales. Factors such as macro uncertainties, inflationary pressures, and a lack of new model launches have contributed to this downturn.
India’s urban buyers show stable confidence, expect brighter outlook: RBI survey
The RBI's May 2025 survey reveals stable urban consumer sentiment regarding the current economy, with a slight dip in the Consumer Confidence Index to 95.4. However, future expectations have brightened, as the Future Expectations Index rose to 123.4. Concerns about inflation are easing, and households anticipate moderating prices.
Households feel inflation is easing in short and medium term: RBI Survey
The Reserve Bank of India reports a slight dip in how Indian households view current inflation. A recent survey shows people feel price pressures are easing. Expectations for the near future have also softened. The survey, conducted across 19 cities, reveals varied perceptions based on demographics and location. Food prices are still a major concern.
RBI’s unexpectedly deep rate cut and the road ahead
The RBI’s sharper-than-expected 50 bps rate cut and 100 bps CRR reduction aim to boost credit growth and economic activity amid subdued inflation. With a shift to a neutral stance, the central bank signals flexibility to either pause or ease further depending on future data, offering tactical opportunities across rate-sensitive sectors.
RBI's 'unanticipated surprise' move to cut repo rate will boost credit growth: Bankers
Bankers in Mumbai welcome the RBI's rate cut and reduced cash reserve ratio. They believe these actions will boost credit growth. SBI Chairman CS Setty calls the policy innovative and a surprise. PNB's Ashok Chandra sees it as forward-looking, supporting growth and stability.
Trump wants but Putin gets it! Russian central bank cuts key interest rate by a full percentage point
Russia's economic growth rate fell to 1.5 per cent year-on-year in the first four months of 2025, compared to 4.3 per cent last year.
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RBI’s Rs 2.5 lakh crore masterstroke! Why bank stocks are smiling despite NIM pain
The RBI’s decision to cut CRR by 100 bps in four phases starting September 6, 2025, is set to inject ₹2.5 lakh crore into the banking system. Analysts say this will boost liquidity and help counter the NIM pressure from declining lending rates.
RBI lowers inflation forecast, but retains growth forecast
The Reserve Bank of India has revised its FY'26 consumer inflation target downwards to 3.7%, from the earlier 4% projection made in April, while maintaining a growth forecast of 6.5%. This revision is influenced by declining CPI inflation, particularly in food, and expectations of a favorable monsoon season boosting crop production.
RBI MPC opts for a 'jumbo' rate cut to bring repo rate down to 5.5%, switches to neutral gear
RBI MPC 2025 Repo Rate Change: The Reserve Bank of India's Monetary Policy Committee (MPC) reduced the repo rate for the third consecutive time this year, led by Governor Sanjay Malhotra. The decision, made on May 5, 2025, follows previous 25-bps cuts in February and April, driven by a decline in retail inflation to 3.16% in April, prompting banks to lower lending rates.
HDFC Bank shares jump 1.5% to hit fresh 52-week high; here’s why
HDFC Bank shares surged to a 52-week high following the RBI's unexpected interest rate cut and CRR reduction. The Bank Nifty also hit a record high, with other bank stocks rising. While NIM concerns arose, the CRR cut is expected to inject liquidity and boost economic growth.
RBI Inflation 2025-26: FY26 inflation forecast revised downwards to 3.7%
The latest quarter-wise estimates are: 2.9% in Q1, 3.4% in Q2, 3.5% in Q3, and 4.4% in Q4. The central bank maintained that risks to inflation outlook are “evenly balanced.”
Bajaj Finance shares jump 5% after RBI cuts repo rate by 50 bps, CRR by 100 bps
The spike in Bajaj Finance shares came after the RBI slashed the repo rate by 50 bps and CRR by 100 bps, unlocking Rs 2.5 lakh crore in liquidity. The move is expected to lower borrowing costs for NBFCs, support loan growth, and ease margin pressures, with analysts seeing strong tailwinds for credit expansion and consumption demand.
API prices fall sharply, easing pressure on India's pharmaceutical industry
India's pharmaceutical industry is experiencing relief as active pharmaceutical ingredient (API) prices plummet due to overcapacity and aggressive pricing strategies from Chinese suppliers. Increased domestic API production, driven by government incentives and reduced raw material costs, further contribute to the decline. This trend is expected to continue, boosting profit margins for Indian pharma companies.
Ecommerce’s in-house delivery turn flips third-party logistics biz script
India's top ecommerce firms like Amazon, Flipkart, and Meesho are internalising logistics, squeezing third-party logistics (3PL) providers and driving industry consolidation. Meesho's shift to its logistics arm Valmo impacts players like Delhivery, which acquired Ecom Express to stay competitive. As pricing pressure eases and Meesho's outsourcing plateaus, Delhivery eyes growth and improved margins in FY26.
Services activity at three-month high in May
India's services sector experienced robust growth in May, reaching a three-month high driven by strong demand and new client acquisition. Export orders surged, marking the fastest increase in nearly two decades, fueled by demand from Asia, Europe, and North America. Increased staffing and rising input costs characterized the sector, while overall private sector activity saw a slight dip.
India services sector growth steady in May as demand remains strong, PMI shows
India's services sector sustained strong growth in May, driven by robust export demand and a record surge in hiring. New business expanded sharply, particularly in international markets. However, rising input costs and output charges intensified price pressures, potentially influencing the Reserve Bank of India's monetary policy decisions. Despite cost challenges, business confidence rebounded, fueled by optimism about future growth.
Colgate, HUL, Marico bank on demand revival to turn around their fortunes
Colgate-Palmolive (India) experienced a nearly 7% decline after a weak March quarter, impacted by flat sales volume and urban softness. While rural markets and premium products offered some support, the company anticipates a gradual demand revival from the second half of FY26.
RBI MPC meeting starts: Malhotra & co seen on the edge of a bold decision
The Reserve Bank of India's MPC is meeting to decide on interest rates amidst easing inflation, which fell to 3.16% in April. Economists are divided, with some advocating for a 50 bps cut to boost growth, while others prefer a cautious 25 bps reduction due to external risks and monsoon uncertainties.
Stocks to buy today: Bharat Forge, Saregama among top 3 trading ideas for 4 June 2025
Indian markets are expected to open higher on Wednesday, buoyed by positive global cues. Nifty futures fell 0.69% on Tuesday, closing at 24,654, while India VIX dropped over 3%. Technical indicators suggest resistance at 24,750–24,850 and support at 24,200. A Bearish Engulfing pattern on the Sensex signals caution. Experts recommend stocks like Bharat Forge, Saregama, and Metropolis for short-term trades.
ETMarkets Smart Talk | Dollar strength, geopolitics & yields – the triple threat roiling Indian markets: Anirudh Garg
Amid market volatility fueled by global factors like dollar strength and geopolitical tensions, Anirudh Garg of INVasset PMS offers insights on navigating Dalal Street. He suggests tactical portfolio shifts, highlighting opportunities in sectors like textiles, financials, and defence. Garg emphasizes a data-driven approach to managing risk and uncovering long-term value in a dynamic market.
Early rains a hiccup, but FMCG sector poised for growth; Anand Rathi bets on HUL, Godrej Consumer, Emami
Anand Rathi remains bullish on the FMCG sector, citing rural recovery, softening input costs, and strong FY26 guidance. Top picks include HUL, Godrej Consumer, Emami, Zydus Wellness, and Mrs Bector Food. United Breweries leads discretionary bets. The brokerage expects a 9% revenue and 14% earnings CAGR over FY25–27.
Rupee ends slightly lower, but bias for rise to 85 persists
The Indian rupee closed marginally lower on Tuesday, but analysts said the underlying bias continues to be for a gradual appreciation to 85 per dollar amid persistent dollar weakness and easing headwinds.
Factory activity falls to 3-month low in May on inflation & Pakistan conflict
India's manufacturing sector experienced a slight slowdown in May, with the PMI falling to a three-month low of 57.6 due to rising inflation and geopolitical tensions. Despite this dip, new export orders surged, leading to increased employment and improved supply chain performance. Input costs also rose, prompting manufacturers to increase selling prices.
Relief for households as edible oil prices set to dip after import duty cut
Good news for Indian households. Cooking oil prices are set to decrease. The central government has reduced import duties on crude edible oils. This decision will lead to a 5-6% drop in retail prices within two weeks. Wholesale markets are already showing signs of price softening. Mustard oil prices may also see a reduction.
Pakistan inflation rises 3.5% in May, exceeding forecast
Pakistan's CPI inflation edged up to 3.5% year-on-year in May, surpassing the Finance Ministry's projections, though still significantly lower than previous highs. Despite the increase, month-on-month deflation continues, signaling easing price pressures. The government anticipates an average inflation rate of 7.
Monsoon showers to bring monetary relief? SBI bets on a likely 50 bps rate cut this June
Reserve Bank of India may cut repo rate by 50 bps on June 6. State Bank of India expects this move to boost credit demand. The banking system has ample liquidity. Savings and fixed deposit rates have already decreased. Inflation is under control, so growth is the priority. India's GDP grew by 7.4% in the fourth quarter.
Indian manufacturing growth eases to 3-month low in May, PMI shows
India’s manufacturing growth slowed to a three-month low in May due to softer demand, price pressures, and geopolitical tensions, according to HSBC’s PMI survey. Despite this, job creation hit a record high, with permanent hiring rising fastest ever. Input costs surged to a six-month peak, pushing output prices up significantly, potentially complicating the Reserve Bank of India’s upcoming rate cuts.
Rate cut expected, RBI's views in focus with economy near a sizzle
Economists anticipate Reserve Bank of India will reduce interest rates this week. This decision comes amid decreasing inflation. Experts await the central bank's insights on inflation and economic growth. These insights will help determine the duration of the easing cycle. The goal is to stimulate demand in India's growing economy. The focus remains on consumption, investment, and global uncertainties.
RBI expected to deliver 3rd consecutive rate cut of 25 bps on Friday, say experts
The Reserve Bank of India (RBI) is anticipated to cut the repo rate by 25 basis points for the third consecutive time, aiming to stimulate growth amid global economic uncertainties. With inflation remaining below the 4% target, the Monetary Policy Committee (MPC) is expected to ease monetary policy.
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