Скачать или смотреть RBI RATE CUT, TRUMP TARIFFS, BYD IN INDIA, NSE IPO DELAYED AGAIN!!

What Happened in the Indian Stock Market Last Week? Let’s Find Out!

1. RBI Likely to Cut Interest Rates
The Reserve Bank of India is expected to cut interest rates on April 9, 2025, and possibly again in August.

If it happens, this would be the shortest rate cut cycle in RBI’s history.

A survey of 60 economists showed that 54 expect a 25 basis point cut, bringing the repo rate down to 6%.

India’s inflation fell to 3.61% in February – a 7-month low.

GDP growth for FY25 is estimated at 6.4%, the lowest in 4 years.

RBI has already injected ₹5.3 lakh crore into the banking system to improve liquidity.

Experts believe rate cuts will be effective only after liquidity improves.

2. Trump’s Auto Tariff Hurts Indian Auto Stocks
US President Donald Trump announced a 25% tariff on auto imports, affecting Indian auto stocks.

Tata Motors dropped 6.58% due to its JLR exports to the US.

Ashok Leyland, M&M, Bajaj Auto, and Apollo Tyres fell by 1.4% to 4.6%.

Auto component makers like Sona Comstar, Motherson, and Bharat Forge also declined.

However, India’s share in US auto imports is just 3%, so the long-term impact may be limited.

3. BYD Planning EV Plant Near Hyderabad
Chinese EV giant BYD is planning to set up its first manufacturing plant in India, near Hyderabad.

Earlier, its ₹8,200 crore joint venture was rejected due to security concerns.

Now, with new policy relaxations, BYD is trying again.

Their goal: produce 6 lakh EVs per year in 5-7 years and build a 20-gigawatt battery plant.

Fun fact: BYD has beaten Tesla in revenue—$107 billion vs. Tesla’s $97.7 billion during the same period.

4. Jefferies Bullish on ONGC
Jefferies gave a "Buy" rating to ONGC with a target price of ₹375, indicating a 52% upside.

ONGC is expected to benefit from gas and crude pricing reforms.

EPS (earnings per share) is expected to grow 14% from FY25 to FY27.

ONGC has partnered with BP to boost crude and gas recovery.

ONGC is also investing in solar energy projects with an expected 14% equity IRR.

5. NSE IPO Faces Delay
NSE’s IPO, initially filed in 2016, has been delayed again.

SEBI sent a letter in Feb 2025 asking to pause the IPO process for 2 years.

Concerns were raised over internal processes, executive salaries, and stake in the clearing corporation.

This delay might affect investor confidence.

6. SEBI Relaxes Intraday Trading Rules
From April 1, 2025, stock exchanges will only monitor intraday position limits.

Fines for exceeding limits have been temporarily paused.

This is because brokers and clients are not yet fully ready with tech systems.

SEBI is working on a new system, so the old system won't be implemented for now.

7. Hyundai Motors Joins Major Indian Stock Indices
Hyundai Motor India has now been added to major Indian indices like Nifty Next 50, Nifty 100, BSE 500, and more.

The company got listed in October 2024 and has already gained strong momentum.

Hyundai was the only Indian stock added to the MSCI Global Standard Index in Feb 2025.

In 2024, it sold a record 6,05,433 vehicles in India.

The company’s strong performance shows robust future growth potential.

That’s a wrap on this week’s biggest market stories. Don’t forget to follow AISM India for more such updates!