Your Weekly Stock Markets Rundown:🌍 Global Triggers, Cooling Inflation & RBI Liquidity Boost to Steer D-Street This Week

Overview

• Inflation Eases: India’s consumer price inflation fell to 2.8% in May, down from 3.16% in April, driven by declining food prices, signaling potential for further RBI rate cuts.

• Major Events: The G7 Summit in Canada (June 15-17), central bank rate decisions from the US, UK, and Japan, and key data releases like China’s industrial production and US retail sales will shape market sentiment.

• Market Activity: Arisinfra Solutions IPO opens, Zee Entertainment explores fundraising, and Oswal Pumps lists, adding to market dynamics.

• RBI Impact: The RBI’s recent 50 bps repo rate cut to 5.5% and CRR reduction continue to boost liquidity, with the June meeting minutes due for release.

📅 Weekly Events Calendar

💡 DO YOU KNOW?

India’s wholesale price inflation eased in April, with the fuel and power index up 2.12% in February, per Business Standard. May data, due Monday, will indicate if the trend continues.

Important Observations and Market Sentiments: Editor Special

• Inflation and RBI Outlook: With CPI at 2.8% in May, below the RBI’s 4% target, and forecasts suggesting a further drop to 2.7% (Bank of Baroda report), the RBI may consider additional easing, though its neutral stance post the June 50 bps cut suggests caution.

• G7 Summit Impact: An India-Canada intelligence-sharing pact signed pre-summit aims to combat terrorism, per trends on X, potentially boosting investor confidence in regional stability.

• Global Rate Decisions: The US Fed is expected to hold rates at 4.25–4.50%, per NDTV Profit, while the Bank of Japan may face pressure to hike rates after a 3.8% rise in wholesale prices (Business Standard). The Bank of England might pause after its May cut.

• Oil Market Reports: OPEC and IEA reports will provide insights into oil demand amid global trade uncertainties, which are critical for energy stocks and inflation expectations.

• Market Dynamics: Nifty’s support at 24,500 and resistance at 25,150 suggest a range-bound week, with potential upside if it breaks 25,000, supported by domestic liquidity.

👀Stocks to Focus:

• Media: Zee Entertainment, as its board explores fundraising options.

• Banking: SBI and HDFC Bank, with RBI’s liquidity measures and loan growth data in focus.

• Energy: ONGC and Reliance Industries, tied to OPEC/IEA oil market updates.

• Real Estate: DLF, as the Arisinfra Solutions IPO may signal sector interest.

📜 Summary:

The week of June 16-20, 2025, brings a packed calendar with the G7 Summit, central bank rate decisions, and key economic data releases. India’s falling inflation at 2.8% in May supports a growth-friendly environment, though global uncertainties like US tariffs and oil market trends may drive volatility. The RBI’s June meeting minutes and bank credit data will clarify policy transmission, while corporate actions like Zee Entertainment’s fundraising and Arisinfra Solutions IPO add dynamism. Investors should focus on banking, energy, and real estate, adopting a stock-specific approach amid global and domestic developments.

🚀 Stay cautious, watch key events, and trade wisely!

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