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Lower interest rates generally push bond prices higher as investors lock in better yields from existing bonds. However, Apurva Sheth, Head of Market Perspectives & Research at SAMCO Securities, noted that India s 10-year bond yields spiked after the rate cut since the market had already factored in the decision, reflecting anticipated movements in fixed-income securities.

Dinesh Kumar Khara emphasizes that the adoption of the repo rate as an external benchmark by banks will ensure quick transmission of policy rate changes into loan rates. However, deposit rates adjustments might lag. He highlights the importance of market liquidity and other measures announced by RBI to support economic growth and address short-term liquidity concerns.

In FY25, 75 companies raised Rs 1.51 lakh crore through IPOs, with 60% delivering double-digit returns. Top performers surged 90-341%, reflecting strong market momentum and investor confidence in newly listed stocks.

Bharti Airtel shares surged 3.6% after reporting a nearly six-fold jump in Q3FY25 net profit to Rs 14,760.7 crore, driven by Indus Towers consolidation and tariff hikes. Revenue grew 13% YoY to Rs 46,878 crore, while ARPU improved to Rs 245. Airtel added 4.95 million subscribers, boosting its 4G/5G base.

RBI Governor Sanjay Malhotra urged banks to actively trade in the uncollateralized call money market instead of passively parking funds with the central bank. He emphasized the need for a deeper and more vibrant market for better signal extraction. WACR averaged 6.77% in January, reflecting tighter liquidity conditions.

European shares were largely flat on Friday, following a record close in the previous session, as investors awaited U.S. payrolls data that is expected to show a moderation in U.S. jobs growth.

The RBI has granted SEBI-registered non-bank brokers direct access to the NDS-OM trading platform for government securities. Additionally, RBI formed a working group to review trading and settlement timings of markets it regulates, with a report expected by April 30, 2025.

Long unwinding occurs when investors sell stocks or positions held for an extended period, either to secure profits or to exit ahead of a potential market downturn.

Mazagon Dock Q3 Results: Revenue from operations surged 33% YoY to Rs 3,144 crore in the reviewed quarter, up from Rs 2,362 crore a year ago. EBITDA rose 51% YoY to Rs 817 crore from Rs 539 crore, with margins improving to 26%. Net profit after tax climbed 38% sequentially from Rs 585 crore in Q2, while revenues grew 14% quarter-on-quarter, reflecting strong performance.

The Union Budget focuses on boosting urban consumption through tax relief, aiding discretionary sectors. RBI rate cuts impact markets, while manufacturing, renewables, and power drive long-term growth amid global uncertainties.