Market Outlook – Mid Year 2025

As we reach the  halfway point of 2025, let’s take a quick check on the domestic economic indicators, sector-specific trends, and global pressures shaping our investment landscape.

The Macros

The Reserve Bank of India (RBI) recently trimmed the repo rate by 50 basis points to 5.5%, adopting a neutral stance aimed at fuelling private investment and economic growth. This accommodative monetary policy is driven by notably subdued inflation, with CPI dropping to a remarkable 75-month low of 2.8% in May 2025, primarily due to easing food prices. These conditions provide RBI ample headroom to maintain or even deepen its supportive stance, bolstering investor confidence and creating a fertile ground for equity markets.

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