RBI's 25-bp festive-season hike: how the credit shock travels from household EMIs to Indian markets

IMG INVESTIGATION · Why the RBI raised the repo rate to 5.50%, the real impact on home, auto and personal loans, festive household demand, growth and inflation—and a conditional investor playbook for banks, NBFCs, autos, real estate, bonds, gold and equities.

INVESTOR TAKEAWAYThe RBI raised the repo rate 25 bps to 5.50% and moved to calibrated tightening; a near-term cut is not the base case.

IMG STORIESIndia Market Map · 02 OCT 2026 · 11:00 IST

India Markets01/04

28 MIN READ · IMG MARKET INTELLIGENCE

Eight weeks down: is NIFTY’s 25-year record sell-off a warning—or an opportunity?

IMG INVESTIGATION · The verified history behind India's longest weekly losing run since 2001, the oil–rupee–yield–flow chain, a 21,700–22,200 stress test, client implications, asset-allocation frameworks and conditional paths to December and FY-end.

INVESTOR TAKEAWAYNIFTY's eight-week loss is the longest in 25 years, but its 8.7% magnitude is materially smaller than the 20.5% seven-week fall ending in September 2001.