Business news · Policy & Regulation · 05 Jun 2026
IN Financial Services Realty Oil Gas & Consumable Fuels
The Monetary Policy Committee voted unanimously to keep the repo rate at 5.25% with a neutral stance. It cut its FY27 GDP growth forecast to 6.6% from 6.9% and raised CPI inflation to 5.1% from 4.6%, with the October-December quarter seen at 5.9%; the projections assume crude averaging $95 a barrel, up from $85 in April. The RBI also announced measures to attract foreign inflows to help bridge the balance-of-payments gap, and put forex reserves at $682 billion, about 11 months of imports.
A higher inflation path with rates unchanged removes the room for further easing and keeps bond yields firm, which affects borrowing costs for banks, NBFCs and corporates and the outlook for rate-sensitive realty and auto demand. The higher crude assumption frames how much fuel-price pass-through and subsidy pressure oil marketing and fertiliser companies face. The inflow measures matter for banks that raise foreign-currency deposits and for the rupee.
Reported by Business Standard — “Cautious status quo: RBI sees higher inflation, slower growth in FY27” ↗ on 05 Jun 2026.
NSE stocks, from the last close on or before 05 Jun 2026 to the close on 15 Oct 2026.
| Sector | Stocks | Median move | Up | vs all stocks |
|---|---|---|---|---|
| Financial Services | 125 | -0.9% | 56 of 125 | +1.9 pts |
| Realty | 17 | -4.0% | 6 of 17 | -1.3 pts |
| Oil Gas & Consumable Fuels | 18 | -4.9% | 7 of 18 | -2.1 pts |
| All tracked stocks | 799 | -2.8% | 353 of 799 | — |
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