RBI policy: Experts bet on top 8 stock ideas as MPC keeps key interest rate unchanged - Moneycontrol.com

Published 5 June 2026 · finance

Moneycontrol collated a list of top 8 stock ideas for buying after the RBI MPC meeting outcome. Experts bet on top 8 stock ideas post

Moneycontrol collated a list of top 8 stock ideas for buying after the RBI MPC meeting outcome. Experts bet on top 8 stock ideas post MPC meeting outcome RBI keeps repo rate unchanged at 5.25 percent with neutral stance RBI pegs FY27 inflation at 5.1%, trims GDP to 6.6% RBI eases FPI rules; rupee up 0.4% post policy Did our AI summary help? ICI02 ARI ICI02 NSE/BSE Select NSE LIVE BSE LIVE Day High Day Low Volume (NSE) More DR NSE/BSE Select NSE LIVE BSE LIVE Day High Day Low Volume (NSE) More ARI NSE/BSE Select NSE LIVE BSE LIVE Day High Day Low Volume (NSE) More × The Monetary Policy Committee (MPC) of the Reserve Bank of India (RBI), led by Governor Sanjay Malhotra, on June 5 unanimously decided to keep the policy repo rate unchanged at 5.25 percent while continuing with its neutral stance. The central bank prioritised balancing growth and inflation, even as it raised its FY27 inflation estimate to 5.1 percent from 4.6 percent earlier and lowered its full-year real GDP growth projection to 6.6 percent from 6.9 percent, with downward revisions across all quarters. The RBI is awaiting greater clarity on the West Asia conflict and its impact on oil and gas supply chains, along with the broader global environment, which has deteriorated since the last policy meeting. The US-Iran conflict continues to linger despite a fragile truce. The decision was largely on expected lines, given the considerable risks to the MPC’s baseline assessment of inflation and growth arising from uncertainty over the duration and intensity of the conflict, the magnitude of its spillover effects, and the pace of supply chain normalisation. Additionally, the central bank expressed concerns over food inflation, as the food outlook remains uncertain due to the forecast of a sub-normal southwest monsoon and the possibility of El Niño conditions. "With the ambiguity surrounding the West Asia conflict and no clear outcome on the ceasefire, volatile and elevated oil prices pose risks to the inflation outlook. Apart from the oil price shock, a possible sub-par monsoon could also push inflation higher," said Naveen Kulkarni, Chief Investment Officer, Axis Securities PMS. Hence, regarding future action on interest rates, the MPC stated that it would remain data-dependent and closely monitor developments, including the risk of supply-side pressures becoming embedded in the general price level and inflation expectations. At the same time, the central bank introduced decisive measures to attract foreign capital, including scrapping capital gains tax for eligible foreign investors in government bonds, easing foreign portfolio investor (FPI) access limits, and incentivising NRI dollar deposits while subsidising hedging costs. "These steps, combined with concessional forex swaps, are aimed at reversing outflows and stabilising foreign exchange markets," said Ajit Mishra, SVP – Research, Religare Broking.