News

MPC will keep an eye on evolving growth inflation dynamics

All members decided to continue with a neutral stance

Monetary policy transmission is continuing, and the impact of the previous 100-bps rate cut still unfolding

On Growth

Rural consumption remains resilient, services activity steady

Above normal SW monsoon, lower inflation, rising capacity utilisation continue to support domestic activity

Supportive monetary, regulatory & fiscal policies should also boost demand

Prospects of external demand uncertain amid ongoing trade & tariff negotiations

GDP Growth Forecast

 #RBIPolicy | ‘Indian economy holds bright prospects in a changing world order’ RBI Guv describes economic conditions & policy making challenges amidst #tariff uncertainty#RBIPolicy #SanjayMalhotra pic.twitter.com/OaMzDn47qu

— CNBC-TV18 (@CNBCTV18Live) August 6, 2025

Irfan Razack, Prestige Group On CNBC-TV18

Market Watch: Siddhartha Khemka, Hd-Research, Wealth Mgmt, Motilal Oswal Fin Svcs

On Polycab IndiaOur estimates of about 20% PAT CAGR continues to be one of the better names in the wires and cable segment. It’s the only stock that we like given the increasing competition in the domestic market, we believe the leadership that Polycab has that will differentiate it from some of the new players that are entering or are likely to enter. To summarise, just maybe a marginal but not to be worried much about the resignation.

On Bharti Airtel

We believe this outperformance from Bharti Airtel within the largecap space can continue among the few largecap names with such kind of consistent growth and free cash flow generation. So remain positive. Currently we have a target price of ₹2,200 so recommend buy on Bharti Airtel.

On Britannia Industries

Within the FMCG players, where we had seen some improvement, Britannia Industries, definitely a bit disappointment, or could be under pressure today.

On defence stocks

We see defence as a long-term theme. These are a good time to buy or add accumulate into some of the large leaders in the defence names. So we have coverage, and we like Bharat Electronics, which has been the leader in the back. HAL is the other one that we like in the pack.

And if you look at the more from the missiles and radars, Bharat Dynamics is the other name that we like. So I think all these three names could do well given this additional budget that the government is approving. One has to look at defence from the next four, five-year perspective, and not from a near term, short term perspective.

 ???? August 6, 2025

Tune in as RBI Governor @GovSMalhotra presents the Monetary Policy Statement at 10:00 AM

???? Watch live: https://t.co/7UHo1C9BNX

???? Post-Policy Press Conference at 12:00 PM

???? https://t.co/fW3u9DD3fA#RBIPolicy #MonetaryPolicy #RBI #MPC #RBIToday pic.twitter.com/5rJX3oSybU

— ReserveBankOfIndia (@RBI) August 5, 2025

Astra Micro up over 1% after it bags an order from DRDO

Nilesh Shah, Kotak Mahindra AMC On CNBC-TV18

Cameron Brandt, EPFR Global, Speaks to CNBC-TV18

 #CNBCTV18Market | Transrail Lighting up nearly 10% on strong Q1 results pic.twitter.com/8EvtZFEDGb

— CNBC-TV18 (@CNBCTV18Live) August 6, 2025

Pharma stocks lower after #DonaldTrump says ‘We’ll be putting a, initially small tariff on pharmaceuticals. But in a year, one & a half years max, it’s going to go to 150% and then it’s going to go to 250% because we want pharmaceuticals made in our country’ in an exclusive interview with CNBC

Defence stocks higher after defence acquisition council clears proposals worth ₹67,000 Cr

 #CNBCTV18Market | Market opens flat ahead of #RBIPolicy meet outcome pic.twitter.com/6yIub5zO8W

— CNBC-TV18 (@CNBCTV18Live) August 6, 2025

Market Watch: Sudarshan Sukhani, Technical Trends

Buy IRCTC with a stop loss of ₹712

Buy UPL with a stop loss of ₹703

Buy IDFC First Bank with a stop loss of ₹67

Buy NALCO with a stop loss of ₹183

Mitessh Thakkar, Technical Analyst

Buy CG Power with a stop loss of ₹666 and a target of ₹706

Buy L&T with a stop loss of ₹3,620 and a target of ₹3,730

Buy Eicher Motors with a stop loss of ₹5,640 and a target of ₹5,780

Buy BHEL with a stop loss of ₹244.50 and a target of ₹256

 #JustIn | #JSWEnergy commissions second 80 MW Unit of 240 MW Kutehr Hydro Plant in #HimachalPradesh pic.twitter.com/QgryHd3A7J

— CNBC-TV18 (@CNBCTV18Live) August 6, 2025

Over 140 companies are reporting their first-quarter earnings today.

Of these, Bajaj Auto, Trent, Divi’s Laboratories, Pidilite Industries, Hero MotoCorp, BHEL, Bharat Forge, HUDCO, RITES, are among the important names.

Q1 Results Live Updates

Shares of Aegis Vopak Terminals Ltd., which have gained only 5% from their initial public offering (IPO) price of ₹235, could rise another 15%, according to global brokerage firm Jefferies.

 A CNBC-TV18 poll shows an even split between a rate cut and a pause, as inflation cools to multi-year lows and growth shows early signs of moderation. With liquidity in surplus and transmission improving, the big question is—will the @RBI act now or hold steady to keep its powder… pic.twitter.com/0xB2Q9ufW8

— CNBC-TV18 (@CNBCTV18News) August 5, 2025

The Reserve Bank of India (RBI) Governor Sanjay Malhotra will announce the monetary policy outcome at 10 am. The Street remains divided, with half of the economists polled expecting a 25 basis points rate cut, while the other half expecting the rates to remain unchanged.

RBI MPC meeting LIVE updates

Shares of Inox Wind Ltd. are in focus on Wednesday, August 6, as its rights issue, through which it plans to raise funds, opens for subscription today.

MS On Bharti Airtel

CLSA On Bharti Airtel

Jefferies On Bharti Hexacom

CLSA On Bharti Hexacom

 #CNBCTV18Market | #GIFTNifty lower, trading at a discount of nearly 50 pts from Nifty Fut Tuesday close, indicates a start in the red for the Indian market pic.twitter.com/jYMrumIxQo

— CNBC-TV18 (@CNBCTV18Live) August 6, 2025

Nifty intraday moves (difference between high and low)

31-Jul-25                           -322 pts

01-Aug-25                        -249 pts

04-Aug-25                        -182 pts

05-Aug-25                        -143 pts

AUGUST SERIES

Nifty OI                               +0.6%

Bank Nifty OI                 +18.6%

FIIs IN INDEX FUTURES

Contracts                Change in OI                        Positioning

Longs                           -140                 8%

Shorts                    + 11,684               92%

FII in F&O on Aug 5, 2025 (1 Plate)

FII Net Sell 2249 Cr in Index Futures

-FII Net Sell 1263 Cr in Bank Nifty Futures

-FII Net Sell 935 Cr in Nifty Futures

Positioning on Index Futures

Clients                                                +118497

FII                                           -168774           

Client Wirting Index Options (contracts)

Calls                    +43679

Puts                      +257934

OPTION CUES

Nifty PCR at 0.83 vs 0.94

NIFTY OPTIONS (Aug 7)

Strike                                   Change in OI                   Premium

24600 Call       +43.5 lk shares, Prm at 118

24700 Call       + 40.4 lk shares, Prm at 69

Show me Nifty with 20 and 100 DMA

20 DMA              24,994

100 DMA           24,432

Nifty levels

Resistance                      24800

Support                              24500

Show me Nifty and Nifty Bank 2 week chart

Wednesday Cues

US Trade Rhetoric Continues

Asian stocks struggled for direction at the open after weakening US services data fueled uncertainty about the Federal Reserve’s policy path.NewsLive TVMarketPopular CategoriesCalculatorsTrending NowLet's Connect with CNBCTV 18Network 18 Group :©TV18 Broadcast Limited. All rights reserved.