News Overview

The MPC was on reasonably expected lines on all counts - Rate cut, stance and statement on liquidity measures

The repo rate cut of 25 bps was on expected lines, but there was little by way of guidance on further cuts

The rate cut can be viewed as a positive for lenders having a higher share of fixed rate portfolio, especially credit card issuers, vehicle financiers and gold financiers.

The RBI Governor has promised liquidity support as and when needed.

The plan also comprises acquiring renewable energy capacity from O2 Power.

The repo rate directly affects daily life by influencing overall interest rates. It is the rate at which the RBI lends money to commercial banks.

Despite the sharp correction in January, healthcare was the clear outperformer on 1-year returns

Small cap stocks saw a mix of margin driven exits by traders and a rush away to safety in the month of January

Alpha hunting seems to be on the backburner as traders and investors are playing it safe on mid-caps

Come January and the market concerns were all about the Trump trade, which could trigger a trade war