🚀 Nifty Hits 25K as RBI Delivers Double Booster! Rate-Sensitive Stocks Lead Rally

📰Daily Market Wrap-Up by Stock Whisperers-06 June 2025

Author

thestock whisperers
June 06, 2025

06-June-2025

📈 Market Overview:

Summary of the Day's Market Performance

Market Overview

  • The Sensex jumped 746.95 points (+0.92%) to close at 82,188.99, ending on a strong note.

  • The Nifty gained 252.15 points (+1.02%) to 25,003.05, breaching the 25,000 mark.

  • Midcap rose 0.9%, and Smallcap added 0.4%, reflecting broader market strength.

  • Realty soared over 4%, Metal, Auto, and Consumer Durables gained over 1% each, while Media fell 1%; all other sectors ended higher.

💸 Market Transactions:

  • Foreign Institutional Investors (FII): Bought ₹1,009.71 crore

  • Domestic Institutional Investors (DII): Bought ₹9,342.48 crore

Strong FII and DII inflows fueled the rally after the decision on the RBI policy.

📊📑 Important Observations and Market Sentiments: Editor Special

  • Markets reacted positively to the RBI’s aggressive 50 bps repo rate cut (to 5.75%) and 100 bps CRR reduction to boost growth, investment, and consumption. Rate-sensitive sectors like Realty, Banking, Auto, and Consumer Durables led the rally, reflecting swift transmission expectations.

  • The RBI’s neutral stance tempered hopes for further rate cuts, and unchanged FY26 GDP forecasts (likely at 7.2%, aligning with Q4 data) highlighted tepid demand concerns. However, immediate liquidity expansion and growth-focused measures bolstered investor confidence amid global uncertainties (Russia-Ukraine tensions, US trade dynamics).

  • Analysts expect Nifty to consolidate between 24,900–25,300, with support at 24,500—focus on rate-sensitive sectors and upcoming global cues.

Market This Week

  • Friday’s gain turned the market positive for the week, ending a two-week negative streak.

  • Midcaps outperformed with a 3% rise vs. Nifty’s 1%; Nifty Bank gained nearly 2%.

  • Realty led sectoral gains, while Media was the only loser.

❓ DO YOU KNOW?

The RBI’s 100 bps CRR cut, reducing it to 3.5%, is the largest since March 2020, releasing approximately ₹1.5 lakh crore into the banking system to spur lending.

📰Stock News:

Key Stock Movements and News

  • Top Gainers: Shriram Finance, Bajaj Finance, JSW Steel, Axis Bank, and Maruti Suzuki

  • Top Losers: HDFC Life, Bharat Electronics, Tata Steel, Bharti Airtel, and Sun Pharma

  • Bajaj Finance surged 4.76% to ₹2,900.25, leading Nifty 50 gainers, driven by strong Q4 FY25 results and NBFC sentiment post-rate cut.

  • Axis Bank gained 3.37% to ₹1,260, supported by the banking sector rally after the RBI’s repo rate reduction.

  • Muthoot Finance (+7%) and Manappuram Finance (+6%) rose on RBI’s relief for small gold loans.

  • SpiceJet fell amid reports of operational challenges, weighing on airline sentiment.

  • NTPC Green Energy continued its upward momentum after securing a 1,000 MW solar project, boosting renewables.

  • Gravita India rallied 4% intraday on reports of a GOI domestic recycling scheme for critical minerals.

  • Tata Investment rose 3% as SEBI is set to approve Tata Capital’s IPO.

Your Weekly Stock Markets Rundown: 🌀 Markets in a Holding Pattern: All Eyes on RBI, Trade Talks & Global Turmoil

June 2-6, 2025

The week of June 2-6, 2025, will be shaped by the RBI’s policy decision, India-US trade talks, and global trade developments. With Sensex and Nifty expected to trade within 81,000–82,500 and 24,700–25,100, respectively, investors remain cautiously optimistic, supported by India’s 7.4% Q4 FY25 GDP growth and FII inflows. However, US tariff concerns and bond yields may limit gains, driving mid-week volatility. Banking, infrastructure, and renewable energy sectors offer opportunities, while a stock-specific approach is advised to navigate the uncertainty.

👀Stocks to Focus:

  • Bajaj Finance: NBFC strength post-rate cut to monitor.

  • Axis Bank: Banking rally to watch.

  • NTPC Green Energy: Renewable momentum to observe.

📝Summary:

Indian markets surged 1%, with Nifty above 25,000, as the RBI’s 50 bps rate cut and CRR reduction spurred a rally in Realty, Auto, and Banking. FII and DII buying supported gains, despite global uncertainties. Markets turned positive for the week—focus on rate-sensitive sectors and global cues!

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Disclaimer: The Stock Whisperers is a media platform providing educational and informational content related to the stock market. We do not offer investment advice, stock recommendations, or tips. Readers should consult a SEBI-registered advisor before making any investment decisions.