The Reserve Bank of India’s decision to keep the repo rate unchanged at 5.5 per cent boosted banking stocks. Sentiment improved further after the government invited private sector professionals to lead the State Bank of India.

Pharma stocks gained momentum after the US announced no tariffs on generic drugs and signaled reducing biotech ties with flagged foreign firms, especially from China. Analysts said this revived the Biosecure Act, benefiting Indian CDMOs amid ongoing earnings season.

On Friday, Sensex rose 329 points to 82,501, while Nifty gained 104 points to 25,285. Bank Nifty, Nifty IT, and Nifty Pharma led the rally. Weekly gains were notable, with Nifty up 391 points (1.57 per cent) and Sensex rising over 1,000 points (1.35 per cent). Analysts noted a “cup and handle” pattern, suggesting potential for further upside if volumes remain strong.

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The S&P BSE Sensex advanced more than 350 points, crossing 83,000, while the NSE Nifty50 climbed above 25,400 in early trade. Broader indices also gained, with volatility staying steady, reflecting strong investor confidence.

Dr. V.K. Vijayakumar, Chief Investment Strategist at Geojit Investments, described the move as a “risk management cut.” He highlighted that the Fed chief emphasized uncertainty around growth, inflation, and employment. With U.S. GDP projected to grow only 1.6% in 2025 and the labour market cooling, analysts expect the possibility of two additional cuts this year, despite Fed Chair Jerome Powell’s cautious stance.

Vijayakumar noted that Indian equities are unlikely to be directly impacted by the Fed decision. He stressed that domestic markets are being driven mainly by expectations of earnings recovery and positive signals from India-U.S. trade talks.

On Wednesday, the Nifty50 added 91 points to close at 25,330, marking 11 gains in the past 13 sessions. Analysts set support near 25,150 and resistance at 25,550–25,670, with technology and banking stocks likely to lead further momentum.

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