Your Weekly Stock Markets Rundown: Big Week Ahead: RBI’s Rate Cut, BJP’s Election Boost & Key Earnings!

February 10-14, 2025

Author

thestock whisperers
February 08, 2025

February 10-14, 2025

📰 Big Moves of the Week: RBI Cuts Rates & Positive Market Sentiment Ahead!

Monetary Policy Shift:
The Reserve Bank of India's (RBI) Monetary Policy Committee (MPC) cut the repo rate by 25 basis points, signaling a shift towards growth-supportive measures. With inflation easing and economic growth slowing, RBI Governor Sanjay Malhotra emphasized that the central bank will continue supporting growth while keeping inflation in check.

Post-Election Rally in Sight?
Following the BJP's strong performance in the Delhi Assembly Elections 2025, experts predict a positive reaction in the stock market. With a potential gap-up opening on Monday, banking and metal stocks are expected to gain traction, alongside sentimental buying in Adani shares.

Key Market Catalysts

  • Economic Data: Inflation, bank credit, and trade data will provide insights into the Indian economy.

  • Corporate Earnings: Major companies including Apollo Hospitals, Hindalco, Bharat Forge, and Glenmark Pharma will release their December 2024 quarter results.

  • IPOs: Ajax Engineering on Monday.

    Hexaware Technologies on Wednesday.

  • Global Factors: US inflation data, Federal Reserve Chair Jerome Powell’s testimony, and oil market reports from OPEC & IEA will influence global trends.

Budget 2025-26: A Blueprint for Viksit Bharat!

Inclusive Growth, Stronger Economy, and Future-Ready Reforms

In this article, The Union Budget 2025-26 aims to accelerate India's journey towards becoming a developed nation (Viksit Bharat) through strategic reforms, inclusive development, and enhanced capital expenditure. The budget focuses on uplifting the rural economy, empowering MSMEs, boosting private sector investments, and strengthening infrastructure and social welfare programs.

📅 Key Events This Week

Date

Events

Monday, Feb 10

IPO: Ajax Engineering
Earnings: Apollo Hospitals, Bata India, CRISIL, Eicher Motors, Escorts Kubota, Gillette India, Grasim Industries, Indigo Paints, FSN E-Commerce Ventures, Patanjali Foods
US Consumer Inflation Expectations

Tuesday, Feb 11

Earnings: Lupin, Berger Paints, EIH, Vodafone Idea, IRCTC

Wednesday, Feb 12

IPO: Hexaware Technologies
Earnings: Ashok Leyland, Bharat Forge, Godrej Industries, Hindustan Aeronautics, Vijaya Diagnostic Centre
India: Inflation & Industrial Production Data (Dec 2024)
US: Inflation Data, Fed Chair Powell’s Testimony
Global: OPEC Monthly Oil Market Report

Thursday, Feb 13

Earnings: Hindalco Industries, IPCA Laboratories, United Breweries, Healthcare Global Enterprises
UK: Q4 2024 GDP Data
Global: IEA Oil Market Report

Friday, Feb 14

Earnings: Glenmark Pharmaceuticals
India: Wholesale Price Inflation, Export-Import Data, Bank Credit Data

🤔 DO YOU KNOW?

The RBI’s repo rate cut is the first in over a year! Lower interest rates generally lead to more borrowing and spending, which fuels economic growth. 🚀

👀Stocks to Focus:

  • Banking: SBI, ICICI Bank

  • Pharma: Apollo Hospitals, Glenmark Pharma

  • Metals: Hindalco, Tata Steel

  • Automobile: Ashok Leyland, Bharat Forge

📜 Summary:

The week ahead is set to be action-packed with the election impact, earnings releases, and global cues shaping market trends. Investors should keep an eye on inflation numbers, IPO openings, and corporate earnings to navigate the markets effectively. 📊🚀

📊 Stay updated for another action-packed trading week! 🚀🚀

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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.