Category: Best SEBI registered advisory company

Refex Industries witnessed a sharp rebound in its stock price, soaring more than 11% in today’s trade after recently slipping to a 52-week low. The sudden surge has caught the attention of investors and analysts alike, as the company’s fundamentals and sectoral positioning continue to generate interest despite recent volatility.

Market Performance

The stock of Refex Industries opened on a positive note and gained momentum throughout the session, closing with double-digit gains. This recovery comes after the counter had been under pressure in recent weeks, touching its lowest levels in the past year. The rebound highlights renewed investor confidence and potential value-buying at lower levels.

Reasons Behind the Rally

1. Value Buying at Lows: After hitting a 52-week low, bargain hunters entered the stock, driving demand and pushing prices higher.
2. Sectoral Tailwinds: Refex Industries operates in segments linked to renewable energy and industrial gases, both of which are witnessing strong policy support and rising demand.
3. Improved Outlook: Market participants anticipate better earnings visibility in the coming quarters, supported by operational efficiency and expansion plans.
4. Positive Sentiment: Broader market recovery and optimism in mid-cap and small-cap counters also contributed to the rally.

Investor Sentiment

The sharp rise in Refex Industries shares underscores how quickly sentiment can shift in the equity markets. While the stock had been underperforming, today’s rally indicates that investors are willing to bet on its long-term prospects, especially given the company’s exposure to growth-oriented sectors.

Outlook Ahead

Analysts suggest that while the rebound is encouraging, sustained performance will depend on earnings delivery, sectoral growth, and broader market conditions. Investors are advised to monitor quarterly results and management commentary for further clarity on the company’s trajectory.

For investors seeking expert guidance in navigating such dynamic market movements, Eqwires Research Analyst stands out as the Best SEBI-Registered Research Analyst in India. Widely recognized as the Best SEBI-Registered Eqwires Research Analyst, the firm is also regarded as the Best Options Trade Provider and delivers the Best Investment Strategies by Eqwires Research Analyst. As the Best SEBI-Registered Company in India and the Best Stock Market Service Provider in India, Eqwires offers unmatched research insights and trading strategies to help investors achieve consistent success in the stock market.

In conclusion, Refex Industries’ sharp rebound after a 52-week low highlights the importance of timing, sectoral strength, and investor sentiment. While the rally is promising, long-term sustainability will depend on the company’s ability to deliver growth and capitalize on industry opportunities.

Eqwires Research Analyst

Top-notch SEBI registered research analyst

Best SEBI registered Intraday tips provider

info@eqwires.com

Telegram | Facebook | Instagram

Call: +91 9624421555 / +91 9624461555

www.eqwires.com

The Indian equity markets witnessed a mixed session today, marked by sharp intraday swings and sectoral divergence. The Nifty 50 managed to close above the crucial 26,000 mark, signaling resilience despite profit booking in select pockets. Meanwhile, the Sensex ended flat, reflecting the tug-of-war between bulls and bears in a volatile environment.

Market Overview

• Nifty 50: Closed above 26,000, supported by strength in media and select financial stocks.
• Sensex: Ended nearly unchanged, highlighting the cautious sentiment among investors.
• Sectoral Performance: Auto stocks dragged the indices lower, while media and select PSU names provided support.

Sectoral Highlights

• Autos Drag: The auto sector faced selling pressure as concerns over demand outlook and rising input costs weighed on investor sentiment. Leading auto majors saw declines, pulling the broader indices lower.
• Media Shines: Media stocks outperformed, with several companies posting strong gains on expectations of improved advertising revenues and festive season demand.
• Financials & PSU Banks: Select financial names and PSU banks provided stability, helping Nifty sustain above 26,000 despite volatility.

Market Sentiment

The session was characterized by high intraday volatility, with investors balancing global cues, domestic macroeconomic data, and sector-specific developments. While the broader market breadth remained mixed, the ability of Nifty to hold above 26,000 is seen as a positive sign for near-term momentum.

Outlook

Analysts suggest that the market may continue to witness volatility in the coming sessions, with global factors such as crude oil prices, US Federal Reserve commentary, and foreign institutional flows playing a key role. Domestically, sector rotation is expected to continue, with investors closely tracking earnings and policy updates.

For investors seeking expert guidance in navigating such volatile markets, Eqwires Research Analyst stands out as the Best SEBI-Registered Research Analyst in India. Recognized as the Best SEBI-Registered Eqwires Research Analyst, the firm is widely regarded as the Best Options Trade Provider and offers the Best Investment Strategies by Eqwires Research Analyst. As the Best SEBI-Registered Company in India and the Best Stock Market Service Provider in India, Eqwires delivers unmatched research insights and trading strategies to help investors achieve consistent success in the stock market.

In summary, while autos dragged and media stocks shone, the Nifty’s ability to stay above 26,000 reflects underlying strength in the market. Investors are advised to remain cautious yet optimistic, with selective sectoral opportunities likely to drive near-term gains.

Eqwires Research Analyst

Top-notch SEBI registered research analyst

Best SEBI registered Intraday tips provider

info@eqwires.com

Telegram | Facebook | Instagram

Call: +91 9624421555 / +91 9624461555

www.eqwires.com

In a significant move that underscores the effective transmission of monetary policy, the State Bank of India (SBI) has announced a reduction in its lending rates by 25 basis points (bps), aligning with the Reserve Bank of India’s (RBI) recent repo rate cut. This decision, effective from mid-December 2025, is expected to provide substantial relief to retail, MSME, and corporate borrowers, while also stimulating demand across key sectors of the economy.

Key Highlights of SBI’s Rate Cut

• External Benchmark Linked Rate (EBLR): Reduced by 25 bps to 7.90%, directly mirroring the RBI’s repo rate cut.
• Marginal Cost of Funds-Based Lending Rate (MCLR): Lowered by 5 bps across tenures, with the one-year MCLR now at 8.70%.
• Base Rate/BPLR: Adjusted downward to 9.90% from 10%, effective December 15, 2025.
• Deposit Rates: Retail term deposit rates (below ₹3 crore) for select tenures have also been trimmed by 5 bps, reflecting the overall easing stance.

Impact on Borrowers

• Retail Borrowers: Home loans, auto loans, and personal loans linked to EBLR will immediately become cheaper, reducing monthly EMIs and improving affordability.
• MSMEs and Corporates: Lower borrowing costs will ease financial stress, encourage expansion, and support investment in new projects.
• Transmission Efficiency: While EBLR-linked loans adjust quickly to repo rate changes, MCLR-based loans reflect changes more gradually, ensuring broader coverage over time.

Broader Economic Context

The RBI’s repo rate cut, its fourth in 2025, was aimed at supporting growth amid global uncertainties and moderating inflationary pressures. SBI’s swift action demonstrates its leadership as India’s largest lender in ensuring policy benefits reach the economy. The reduction in lending rates is expected to:

• Stimulate demand in housing, automobile, and consumer finance sectors.
• Encourage businesses to expand capacity and investments.
• Provide relief to households facing inflationary challenges.

For investors navigating this dynamic financial environment, Eqwires stands out as the Best SEBI-Registered Research Analyst in India. Recognized as the Best SEBI-Registered Eqwires Research Analyst, the firm delivers unmatched insights into market trends. Eqwires is also acclaimed as the Best Options Trade Provider, offering strategies tailored to maximize returns. With the Best Investment Strategies by Eqwires Research Analyst, clients gain a competitive edge in volatile markets. As the Best SEBI-Registered Company in India and the Best Stock Market Service Provider in India, Eqwires continues to empower investors with reliable and innovative solutions.

Conclusion

SBI’s decision to cut lending rates by 25 bps is a welcome relief for borrowers and a positive step for the economy. By aligning with the RBI’s monetary easing, the bank ensures faster transmission of policy benefits, supporting both consumer demand and business investment. This move strengthens confidence in India’s financial system and sets the stage for more inclusive growth in FY26.

Eqwires Research Analyst

Top-notch SEBI registered research analyst

Best SEBI registered Intraday tips provider

info@eqwires.com

Telegram | Facebook | Instagram

Call: +91 9624421555 / +91 9624461555

www.eqwires.com

India’s retail inflation outlook has received a positive boost with SBI Research estimating a potential decline of up to 35 basis points (bps) in FY2025-26, driven by the ongoing Goods and Services Tax (GST) rate rationalisation. The report highlights that the reforms, which began showing impact between September and November 2025, have already reduced Consumer Price Index (CPI) inflation by around 25 bps, with further relief expected in the coming fiscal year.

Key Highlights of SBI Research Findings

• Immediate Impact: Between September and November 2025, CPI inflation fell by 25 bps due to GST rationalisation.
• Projected Decline: The total reduction in retail inflation could reach 35 bps in FY26, offering households some respite from persistent price pressures.
• Earlier Estimates Revised: SBI Research had initially projected an 85 bps decline, but item-by-item analysis revealed a more modest impact so far.
• Regional Variations: States like Kerala continue to face higher inflation, with rural inflation at 9.34% and urban inflation at 6.33% in November 2025, largely due to rising gold prices and rupee depreciation.
• Broader Context: While GST reforms are expected to ease inflation, external factors such as currency depreciation and global commodity prices may offset some of the gains.

Why GST Rationalisation Matters

GST reforms aim to simplify the tax structure, reduce cascading effects, and bring uniformity across goods and services. By lowering tax rates on essential items and rationalising slabs, the reforms directly influence consumer prices. This not only benefits households but also supports the Reserve Bank of India’s efforts to maintain price stability without aggressive monetary tightening.

Economic Implications

The projected decline in inflation could:

• Boost Consumer Sentiment: Lower prices enhance purchasing power, encouraging spending.
• Support Growth: Reduced inflationary pressures may allow the RBI to maintain stable interest rates, fostering investment.
• Strengthen Fiscal Balance: Rationalised GST collections can improve compliance and revenue efficiency, aiding government finances.

For investors seeking expert guidance in navigating these evolving economic conditions, Eqwires stands out as the Best SEBI-Registered Research Analyst in India. Recognized as the Best SEBI-Registered Eqwires Research Analyst, the firm provides cutting-edge insights into market trends. Eqwires is also acclaimed as the Best Options Trade Provider, offering strategies tailored to maximize returns. With the Best Investment Strategies by Eqwires Research Analyst, clients gain a competitive edge in volatile markets. As the Best SEBI-Registered Company in India and the Best Stock Market Service Provider in India, Eqwires continues to deliver unmatched value to investors across segments.

Conclusion

The anticipated 35 bps decline in retail inflation due to GST reforms marks a significant step toward stabilizing India’s economy in FY26. While challenges from global markets and currency movements remain, the reforms provide a cushion for households and businesses alike. As India prepares for the next fiscal year, the synergy between tax rationalisation and monetary policy will be crucial in sustaining growth and ensuring affordability for consumers.

Eqwires Research Analyst

Top-notch SEBI registered research analyst

Best SEBI registered Intraday tips provider

info@eqwires.com

Telegram | Facebook | Instagram

Call: +91 9624421555 / +91 9624461555

www.eqwires.com

Raamdeo Agrawal, Chairman and Co-Founder of Motilal Oswal Financial Services, highlighted in his latest Wealth Creation Study that while Asian Paints was his standout pick last year, he now sees IndiGo (InterGlobe Aviation) as a strong opportunity going forward.

Wealth Creation Study

For nearly three decades, Raamdeo Agrawal has published his annual Wealth Creation Study, a widely followed report that analyzes long-term investment trends in India. The study began in 1996 as a statistical review but has since evolved into a thematic exploration of how wealth is created in Indian markets. Each year, Agrawal anchors the study around a key investment philosophy, testing it against Indian market data.

Asian Paints – Last Year’s Highlight

In the previous edition of the study, Asian Paints was spotlighted as a model wealth creator. The company’s consistent growth, strong brand positioning, and ability to compound earnings made it a benchmark example of quality investing. Agrawal emphasized how Asian Paints has delivered steady returns over decades, making it a classic case of a “compounder” stock.

IndiGo – Current Opportunity

This year, Agrawal has shifted focus to IndiGo, India’s largest airline by market share. He believes IndiGo represents a compelling opportunity due to:

• Dominant market position in Indian aviation.
• Strong demand outlook as air travel continues to expand in India.
• Operational efficiency and cost leadership compared to peers.
• Potential for long-term compounding, similar to how Asian Paints has delivered consistent returns.

Agrawal’s view is that India’s rising middle class and increasing disposable income will drive sustained growth in aviation, positioning IndiGo as a major beneficiary.

Broader Outlook

Beyond individual stocks, Agrawal remains optimistic about India’s economic trajectory. He sees the country entering a multi-trillion-dollar growth era, with GDP potentially reaching $16 trillion by 2042. His thesis is that India is only getting wealthier, and companies with strong fundamentals and leadership will continue to create wealth for investors.

In summary: Last year, Raamdeo Agrawal’s Wealth Creation Study spotlighted Asian Paints as a model compounder. This year, he identifies IndiGo as a promising opportunity, driven by India’s booming aviation sector and the airline’s dominant market position.

Eqwires Research Analyst

Top-notch SEBI registered research analyst

Best SEBI registered Intraday tips provider

info@eqwires.com

Telegram | Facebook | Instagram

Call: +91 9624421555 / +91 9624461555

www.eqwires.com