RBI's ₹2 Lakh Crore Liquidity Plan: Impact on Market & 2026 Outlook | CA Rachana Ranade Live

"I feel that yes, it is not going to be as bad as 2025."

"first half of 2026 may not be that I mean of course depends on the budget. If if budget is really good, we can start seeing the numbers. So it all the the triggers will start from January that are we able to see some good quarterly results that that would be the number one trigger in 2026. The number two trigger would be the budget which will tell us the overall direction mood of the market."

"RBI announces measures to manage liquidity conditions... With the help of two things. Number one is open market purchase auctions. OMO is open market operations of uh so open market operation purchase options of government of India securities for an aggregate amount of 2 lakh cr rupees in four branches of 50,000 cr each when are they going to do that 29th December 5th of January January 12th and January 22nd"

"The second one is USD INR buy sell swap option of USD $10 billion for a tenor of 3 years to be held on 13th of January 2026."

"With this, what will happen is that I as RBI, I as the banker's bank, I as the government's bank, I will have more US dollar reserves with me. I'll have more USD with me just in case if I need them, I'll have it with me. Okay? If I need them. But very important as banks you will get more liquidity again which can be given to maybe retailers or corporates those who want as loans."

"This will stimulate demand. This may start the next round of capex cycle. Correct. Simple till here. What is the downside of this? Will inflation also increase? Because more demand, similar supply, there's a great chance that inflation may increase. But that is okay. We are okay with that. We are almost at the lowest possible levels of inflation. So we are okay to compromise a little bit of inflation. So bring in more inflation at the cost of good growth."

"India New Zealand free trade agreement eliminates duty on 100% of Indian exports. Okay, whatever we are going to export 100% duty-free"

"We aim to double it in about 5 years."

"more and more trading partners that we have across the globe like I gave you examples be it India New Zealand, be it India, UK, be it India, Oman, more and more such deals, it will slowly and steadily reduce our dependence on few bigger countries."

"with such economic partnership agreements or economic trade agreements obviously things become easier uh when we get more and more of such support automatically what happens is that all in all it it will impact it will have a positive impact on our entire economy and also ultimately on the market."

"Uh let me just stop the replay because at an index level I can show you weekly interesting on weekly pattern. Uh let me share my screen. You can see it's kind of a double bottom kind of a thing right now for Nifty ID. It's a breakout and it's it's going stronger. Uh typically what we would do is from here whatever is the height we would try and replicate that Sorry something bad with my mouse. Almost achieved. Almost achieved. Now what as per the double bottom? Okay. But now the next target or next hurdle that comes up is here or J. I'll now remove this. This is the hurdle and see how beautifully it is taking a resistance. Exactly here. By the way, this is the latest data 22nd weekly chart I'm showing at index level."

"This is kind of a rounding bottom that you can say 6 months rounding bottom formation. If we are able to break out of this sustain then it'll have a bigger target then I'll say this big target will get added up 5,000 points roughly from here 5,000 points will be like this maybe close to the previous alltime highs."

"RBI injecting liquidity that we discussed right now through OMOS through USD and our swap. Second, we said uh Q three results that would come up if good that will have a positive impact on the market. Number three, we talked about one more important point which is the budget. Uh if that comes up on a positive note that will have a good impact and number four it is about the trade deals. More and more trade deals we we talk about"