
Post-policy, markets reacted negatively with Nifty 50 falling 113 points to 22,423 and Bank Nifty down 379 points to 50,132 as of 12:08 IST. The India VIX rose by 3.5%, indicating heightened volatility.
"The accommodative stance is a positive signal to the industry. With inflation moderating, we expect another 50–75 bps cut this year," said Vineet Agrawal, co-founder at Jiraaf.
“Markets are expected to remain volatile till tariff-related uncertainty clears,” noted Apurva Sheth from Samco Securities.
Top Rate-Sensitive Stocks to Watch Post-RBI Policy
Moneycontrol and market analysts have listed top-performing stocks that could benefit from the RBI’s stance. Here are the key picks with strategies:
1. Bajaj Finserv (CMP: ₹1,903.20)
Trend: Uptrend within rising parallel channel
Setup: Above 20 & 50-day EMAs
Target: ₹2,100
Stop-Loss: ₹1,815
Strategy: Buy | Short-term bullish
2. Bank of Baroda (CMP: ₹235.84)
Pattern: Rounding bottom formation
Trigger Level: Breakout above ₹242
Target: ₹265
Stop-Loss: ₹221
Strategy: Buy | Strong reversal setup
3. Bajaj Finance (CMP: ₹8,822.25)
Structure: Consolidation with higher lows
Breakout Zone: ₹9,000
Target: ₹9,700
Stop-Loss: ₹8,350
Strategy: Buy | Momentum play
4. HDFC Bank (CMP: ₹1,769.15)
Support Zone: 50-day EMA
Indicator Signal: Stochastic reversal from oversold
Target: ₹1,835
Stop-Loss: ₹1,740
Strategy: Buy
5. State Bank of India (CMP: ₹768.60)
Pattern: Pole and flag (bullish continuation)
ADX Trend Strength: Rising
Target: ₹815
Stop-Loss: ₹745
Strategy: Buy
6. Canara Bank (CMP: ₹89.43)
EMA Structure: Above 20 & 50-day, below 100-day EMA
Indicators: RSI ~55, MACD above signal line
Target: ₹98
Stop-Loss: ₹85
Strategy: Buy on Dips
7. Manappuram Finance (CMP: ₹229.06)
Weekly Strength: Above key EMAs, strong polarity shift
Target: ₹258
Stop-Loss: ₹217
Strategy: Buy
8. Cholamandalam Financial Holdings (CMP: ₹1,718.45)
Structure: Long-term uptrend, Fibonacci support zone
Target: ₹2,011
Stop-Loss: ₹1,615
Strategy: Buy
9. Shriram Finance (CMP: ₹641.45)
Trend: Strong uptrend, dip-buying near EMAs
Indicators: MACD in buy mode
Target: ₹738
Stop-Loss: ₹608
Strategy: Buy
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