SMC Global Securities Limited

And that’s a wrap! Now you know exactly what the RBI’s rate cut means and what to watch in the market. RT this thread if you learned something new! And drop your thoughts—bullish or bearish? 👉 Disclaimer: Investments in securities markets are subject to market risks. Read

Stocks react only when the RBI surprises 👉Unique takeaway: Smart investors don’t just trade the rate—they track the tone and forecast

4️⃣Exports outlook mixed Merchandise exports may suffer due to global uncertainty 📈But services exports remain strong

This favors Indian IT, consulting, and fintech firms 👉Unique takeaway: In a slowing global economy, India’s service strength can be a portfolio lifeline

6️⃣Market Impact: Don’t expect fireworks Historically, markets stay muted when RBI decisions align with expectations Bond yields adjust slightly

But global headwinds still persist 👉Unique takeaway: Don’t go all-in yet—look for stocks with domestic demand stories

6️⃣Where it all lands China = Deep tech powerhouses, central dominance India = Vibrant, distributed growth, consumer-focused innovation 🔷One’s a mature giant with depth 🔷The other’s a youthful juggernaut with scale and speed

5️⃣India’s Startup Identity India shines in sectors like: 🔷Fintech (UPI, neo-banks) 🔷Edtech (Byju’s, PhysicsWallah) 🔷SaaS (Freshworks, Zoho) 🔷Online Food Delivery (Zomato) 🔷A growing shift toward profitability and resilience post-2022 funding winter 👉Indian startups are https://t.co/58OcnPAcF4

🔷Tier-2 cities are gaining startup momentum — a sign of inclusive innovation 👉India is building a networked startup nation, where talent is emerging from everywhere