Morning Headlines & Market Mood
RBI surprise rate cut: The Reserve Bank of India made a surprise pre-dawn Monetary Policy Committee (MPC) decision to cut the repo rate by 50 bps to 5.5%, beating street estimates. At the same time, CRR was reduced by 100 bps, a significant liquidity injection that analysts called a “timely move”
Domestic market saw a robust rally—Sensex zoomed more than 700–800 pts and Nifty recovered the 25,000 mark following lackluster initial cues from Gift Nifty.
Volatility softened: VIX fell ~2% as policy turnaround boosted market mood.
Sector & Stock Movers
Banking brilliance: HDFC Bank was the clear gainer, ending at new highs. The whole banking index rose ~1%.
Realty runs: The realty index jumped ~5%, with mid- and small-cap pockets also gaining on renewed risk appetite
Power & defence play: Stocks such as JSW Energy, Bajaj Finserv, Praj, Ashoka Buildcon, and IREDA saw good volumes, displaying strong intraday action
Buzz names: Cochin Shipyard gained on NATO orders; SpiceJet and Vedanta saw significant moves; KPI Green shot up on energy MoUs
Diverse range of guests:
Expert Insights & Stock Picks
Analyst recommendations: IdeaForge Technology and Avantel were pointed out as “strong buy” suggestions
Sector recommendations are MOIL, Fortis, Oberoi Realty, SBI, Aditya Birla Capital, NIIT, Shriram Properties, and Paras Defence
Strategist views: Focus on consolidation with positive inclination ahead of global triggers (US jobs data, trade talks). Weekly expiry positioning also driving flows
Innovators and Entrepreneurs: Discover how tech startups, medical companies, and digital health pioneers are changing the way healthcare is delivered across the globe.
How it works?
Global triggers – US jobs data, Fed tone, and US–China trade talks.
Domestic triggers – FII flows, liquidity trends after RBI, and bond yields.
Earnings insight – Banks, IT, and infra firms’ Q1 numbers.
Weekly derivatives expiry – May influence short-term volatility
In today’s interconnected world, health challenges are global—and so are the solutions. The Global Health Connect Podcast explores the intersection of global healthcare and innovative partnerships. Join us as we uncover the stories, insights, and strategies of leaders shaping the future of health around the globe. Whether you’re a healthcare professional, policymaker, researcher, or simply someone passionate about improving health outcomes worldwide, this podcast is for you. Every episode dives deep into topics such as: