Indian equities rallied sharply after a U.S.-Iran ceasefire announcement and as investors digested the Reserve Bank of India’s latest monetary policy decision. The geopolitical de-escalation combined with policy clarity triggered a broad risk-on move that boosted demand for Indian assets and supports the rupee and equity inflows. Monitor RBI guidance and any follow-through in bond yields and FX for positioning.
Indian equities rallied sharply after a U.S.-Iran ceasefire announcement and as investors digested the Reserve Bank of India’s latest monetary policy decision. The geopolitical de-escalation combined with policy clarity triggered a broad risk-on move that boosted demand for Indian assets and supports the rupee and equity inflows. Monitor RBI guidance and any follow-through in bond yields and FX for positioning.
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strongly positive
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