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Nomura

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Banking, Fintech & Insurance Just now (10:22 AM IST)

RBI Meeting Diluted Old Policy Framework, Nomura Says After Surprise Rate Cut

The Reserve Bank of Indiaโ€™s latest policy meeting marked a clear shift in stance, with Nomura saying the central bank has diluted its earlier framework after delivering an unexpected 25-basis-point repo rate cut to 6.25 percent. The move, announced on Tuesday, signals a more growth-supportive posture even as the RBI continues to balance inflation risks, liquidity conditions and market expectations.

By RDU Global Wire5 min read
Macro Economy & Fiscal PolicyJust now (05:53 AM IST)

Nomura Flags 17 Consumer Stocks, Including Titan, Lenskart and Dabur, on Strong Demand Outlook

Nomura has identified 17 consumer companies with Buy ratings, arguing that demand remains resilient even as rising inventory costs continue to pressure margins. The brokerage expects average EBITDA growth of 13.8% year on year for the group, a forecast that materially exceeds earlier market expectations and suggests meaningful upside in selected names. Investors are being urged to review portfolio exposure carefully as the stock-specific opportunities appear broad but uneven.

6 min readRead โ†’
Markets, IPOs & WealthJust now (05:10 PM IST)

RBIโ€™s latest rate cut diluted old policy framework, Nomura says

The Reserve Bank of Indiaโ€™s surprise 25-basis-point repo rate cut to 6.25 percent has been read by Nomura as a sign that the central bank has moved away from its earlier policy framework. The brokerage said the latest meeting effectively diluted the old stance by prioritising growth support while keeping room for further easing if inflation stays contained.

5 min readRead โ†’

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