Rate-sensitive stocks surge post RBI policy; Nifty Bank, Nifty Auto, Nifty Realty rally 5-7% each

Stable interest rates are crucial for banking sector's NIMs and credit growth, while also boosting demand in auto and realty. The positive GDP outlook further strengthens the financial sector's prospects.

Look for long opportunities in well-capitalized banks, established auto manufacturers, and realty developers, with a stop-loss below recent support levels.

For Indian markets, this story mainly matters for HDFCBANK, ICICIBANK, SBIN and the Banking, Automobile, Real Estate pocket. The current signal is bullish, so traders should look for follow-through in price, volume, and sector breadth instead of reacting to the headline alone.

Watch whether the next market session confirms the setup described here: Top gainer post RBI policy, part of Nifty Bank rally. Major banking stock, benefits from stable interest rates and Nifty Bank rally. Also track volume confirmation, sector participation, and whether the move holds beyond the first reaction.

• •RBI maintained the repo rate at 5.25%.
• •Rate-sensitive sectors (Nifty Bank, Nifty Auto, Nifty Realty) rallied 5-7% each.
• •Indian stock markets surged over 3.5% overall.
• •Market rally supported by a US-Iran ceasefire and falling crude prices.
• •RBI projected GDP growth at 6.9% for FY27, supporting market resilience and financial stocks.