Published on 15/07/2025 11:01 AM
Aurodeep Nandi, India Economist, Vice President at Nomura Financial Advisory
RBI Governor Stated: If Inflation Is Below RBI’s Expectations, There Is Room for a Rate Cut
Believe There Is Space for a Cut
Expecting 1.8% Inflation This Year
Expecting Two More Rate Cuts In October & December
We Tend To Take Transmission For Granted
Impact Of Repo Rates Will Be First On Fresh Loans
It Takes 8-9 Months For Lending Rates To Transmit Into Credit Growth
Retail Is Not Sensitive To Rate Cuts
MSMEs Tend To Be More Elastic To Rate Cuts
There Has Been mixed messaging from the RBI
We estimate GDP Growth at 6.20%
Believe We Need Rate Cuts & There’s Also Room For Rate Cuts
Abhishek Bisen of Kotak Mahindra AMC
MPC Stance Changed From Accommodative To Neutral, Which Was One Of The Spoilers
Data Suggests A Move Towards A Cut, But the Stance Suggests Otherwise
Macros Suggest A Possibility Of A Rate Cut If Inflation Remains Low
What’s Puzzling The Market Is That RBI Is Injecting Liquidity, But There Are Also VRRR Activities
This Leads To Profit Booking & A Sideways Market
It’s Just A Matter Of Time Before The Market Aligns With Actual Rates
Supply On The Longer End Is Fairly High, Leading To Higher Yields
The Govt Appears To Be Borrowing At Slightly Higher Rates Due To a Demand-Supply Issue
Mitessh Thakkar, Technical Analyst
Buy Bandhan Bank for a target price of ₹190 with a stop loss of ₹177
Sell HCLTech for a target price of ₹1,510 with a stop loss of ₹1,570
#OnCNBCTV18 | Have received positive feedback for #Rodster bike & it’s available in 200 stores. #Auto business turned EBITDA positive for the 1st time in June
Engaged with #Maha authorities w.r.t licence & permit compliance, awaiting response w.r.t shutdown of stores
In FY26,… pic.twitter.com/Nax5yTf0YC
— CNBC-TV18 (@CNBCTV18Live) July 15, 2025
Jaiprakash Power Shares declined by over 6%. This comes after the company made gains for three trading sessions in a row. In these three sessions, the company shares grew by close to 20%.
Ramky Infrastructure has signed a Restructuring Agreement (RA) with its lenders to restructure the total debt amounting to ₹3,859.81 crore.
Patanjali Foods announced, on July 14, that its board will consider a bonus share proposal during its meeting on Thursday, July 17.
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Warren Harris, MD & CEO of Tata Technologies, Speaks to CNBC-TV18
Ravi Sodah, Research Analyst at Elara Securities, Speaks to CNBC-TV18
Market off opening highs, Nifty back below 25,100
Coming up next on CNBC-TV18, Ola Electric CEO Bhavish Aggarwal
Watch Live On CNBC-TV18
#CNBCTV18Market | Tata Tech shares higher in opening trade, up nearly 3%, as mgmt provides with positive outlook for #Q2 and #FY26#TataTech says:
▶️Very confident we will not decline in FY26
▶️Confident that Q2 will be better than Q1 & a strong H2
▶️Confident of margin… pic.twitter.com/kQOlF3nDNM
— CNBC-TV18 (@CNBCTV18Live) July 15, 2025
Tata Technologies shares opened higher on Tuesday, July 15, following the release of its June-quarter results after market hours on Monday.
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Mihir Vora, Chief Investment Officer, Trust Mutual Fund
Tejas Networks shares fell more than 5% following the announcement of its Q1FY26 results.
PL Capital’s Amnish Aggarwal remains bullish on M&M, citing its strong portfolio, resilient internal combustion engines (ICE) market, and solid growth in both passenger vehicles (PV) and tractors. He sees limited electric vehicle (EV) disruption in the near term.
On the other hand, he remains underweight on IT, citing weak global demand, geopolitical uncertainty, and unattractive valuations.
Power Mech shares up 4% in early trade after it secures 2 orders worth ₹551 cr
HCLTech shares down over 2% after Q1 results
#CNBCTV18Market | Market opens flat, #Nifty above 25,100 pic.twitter.com/zsE1GA2K7y
— CNBC-TV18 (@CNBCTV18Live) July 15, 2025
Here’s an important programming alert. A big CNBC-TV18 exclusive coming up — the RBI Governor will speak to Latha Venkatesh — and no big question is off the table. From inflation at a 6-year low, to liquidity and global risks — what does it all mean for rates and growth? Catch the most definitive RBI Governor interview — post noon today, only on CNBC-TV18.
Market Watch: Sudarshan Sukhani, Technical Trends
Buy Fortis Healthcare with a stop loss of ₹739
Buy Adani Green with a stop loss of ₹975
Buy Aditya Birla Capital with a stop loss of ₹263
Buy Patanjali Foods with a stop loss of ₹1,580
Market Watch: Mitessh Thakkar, Technical Analyst
Buy Hindustan Zinc for a target price of ₹450 with a stop loss of ₹430
Buy Adani Green for a target price of ₹1,080 with a stop loss of ₹1,000
Sell AU Small Finance Bank for a target price of ₹780 with a stop loss of ₹816
Buy Biocon for a target price of ₹395 with a stop loss of ₹372
#RupeeCheck | Rupee opens at 85.97/$ vs Monday’s close of 85.99/$ pic.twitter.com/LPDFRyEQkY
— CNBC-TV18 (@CNBCTV18Live) July 15, 2025
A large trade involving 20 lakh MAS Financial Services shares, valued at ₹61 crore, took place in the block deal window.
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Sandip Agarwal, Fund manager, Sowilo Invst Managers On CNBC-TV18
Matt Orton, Chief Market Strategist at Raymond James Investment, Speaks to CNBC-TV18
Not Surprising To See Weak Results In IT Amid Sectoral Speed Bumps
Not Looking To Buy IT On Dips As Fundamentals Still Weak
Indian Market Fundamentals Remain Strong Overall
Prefer Stocks Like M&M With Strong Fundamentals & Would Buy On Dips
Big Thematic Drivers Like AI Should Play Well Going Forward
Like Jio Financials, Paytm Also Looks Attractive
India’s Travel Industry Appealing & Would Look To Buy On Weakness In This Sector
Fixed Income Isn’t As Compelling As It Used To Be
Like Gold As A Diversifier As We Still See Strong Central Bank Buying
MAS Financial Services Large Trade
20 lakh shares worth ₹61 crore change hands in a block deal.
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