Bajaj Finance shares saw a surge following the Reserve Bank of India s repo rate cut. The rate reduction is expected to benefit NBFCs more than banks due to their borrowing structures. Market experts believe NBFCs will gain significantly in this rate cut cycle. The RBI also reduced the Cash Reserve Ratio to inject liquidity into the banking system.

Devina Mehra calls the Trump-Musk feud unsurprising, warns of Tesla s China-linked risks, and advises staying invested in Indian markets. She stresses sectoral selectivity, global diversification beyond US tech, and strategic rebalancing for 2025.

Gold loan stocks surged 2–7% after RBI raised the LTV ratio on loans under ₹2.5 lakh to 85%. Simplified norms reduce compliance burden, aiding lenders like Muthoot Finance, Manappuram Finance, and IIFL Finance amid broader rate cuts and policy clarity.

In a move expected to unlock a fresh wave of housing demand, the Reserve Bank of India on Friday slashed the repo rate by 50 basis points to 5.5%, marking the third straight rate cut under Governor Sanjay Malhotra.

Reserve Bank of India has used monetary policy to encourage growth. Inflation is under control. Fiscal policy will be important now. The Monetary Policy Committee is neutral. Further monetary action is limited. The committee will react if inflation increases. Future economic support depends on fiscal measures. Experts believe RBI has exhausted rate cuts.

India’s short-term government bonds rallied after the RBI’s surprise 50 bps rate cut, while long-term yields remained largely stable. The central bank’s dovish tilt and liquidity infusion via a cumulative 100 bps CRR cut added to the positive momentum. Experts expect monetary transmission to improve, with shorter-end yields benefiting the most amid a data-dependent policy outlook.

DLF shares surged 7% on Monday, hitting Rs 882.80, as real estate stocks rallied after the RBI slashed the repo rate by 50 bps to 5.5%. The Nifty Realty index jumped 4.6%, with most constituents in the green. DLF also reported a 39% YoY rise in Q4 net profit to Rs 1,282 crore, backed by strong revenue growth.

Switzerland intends to automatically exchange information on crypto assets with 74 countries, including EU members, Britain, and most G20 nations, excluding the U.S. and Saudi Arabia. The proposed bill, awaiting parliamentary approval, aims for the first data exchange in 2027. This move signifies a global push for greater transparency in the crypto space.

The Indian rupee strengthened modestly on Friday as the Reserve Bank of India s steepest rate cut in five years boosted local equities, helping the South Asian currency eke out a gain even as the dollar firmed against major peers.

NSE Sustainability Ratings and Analytics Ltd, an entity of the National Stock Exchange, on Friday announced the launch of its ESG ratings for listed companies.