Fed Rate Cut | Stocks in Focus | CA Rachana Ranade

"ideally the next zone that we should be targeting is 25,500 to 26,650."

"26,500 26,650 that could be the next resistance."

"if it were to zoom past this then till what level can it go up? And for that very simple if you have learned technical analysis what we do is we just check this height the W height we replicate this from the breakout and this comes to 25,915"

"25,900 plus and that is the reason why I have mentioned in today's thumbnail that is there a chance that nifty can go beyond 26,000 this is the rationale we can see a double bottom formation very clearly."

"this is the reason why I have mentioned in today's thumbnail that is there a chance that nifty can go beyond 26,000 this is the rationale we can see a double bottom formation very clearly. It's a textbook pattern and as I as I told right let me just clear the drawings once again."

"as I told right let me just clear the drawings once again. Um not only it's it's just a textbook pattern. Uh there is a breakout there is uh a you know uh candle which is also supporting candle and today's candle of course I had it been a little bit better I would have been more than happy but still not bad at all."

"ideally it should not fall below 25,000 and there are reasons for that why it should not immediately fall below 25,000 in fact I feel there are great chances that it will keep on advancing a little bit"

"25,500 25,600 is a crucial uh you know resistance once we clean that up. Wow. Great chances that we may cross 26,000 zoom past that as well."

"Federal Reserve cut the Fed fund rate by 25 basis points in September 2025 bringing it to the 4 to 4.25% range."

"US is at the highest level of unemployment right now at 4.3%. Is this something scary and answer is yes. Now you can imagine if people don't have the shortity of their jobs even though the interest rates are cut there are very less chances that they'll still go for a home loan or a car loan or whatever."

"with the decrease in Fed fund rate, the central banks around the world get an opportunity to cut rates. Okay. Now, when is India's monetary policy committee's meeting planned? That is planned in October. Okay. I I don't remember the exact dates but it's in in the month of October. And now there'll be great chances that India will also decrease the interest rates."

"based on technical analysis I can say double bottom and there's a chance that nifty may go closer to 26,000. I'm not saying it'll happen tomorrow. It'll happen in this week, next week, whatever in the short to medium term. It it can touch 26,000."

"sector which which ideally should get immediately benefited out of that is banks and NBFCs. Simple if in India I'm talking about it in India when the interest rates lower people will take more loan more loan is equal to loan growth for banking stocks and interest rates I sorry interest income per se will increase for them so banking and BFC stocks are number one uh number two what I can think of is real estate uh auto uh they can be good beneficiaries"

"Always remember that your stop your supports will keep on moving accordingly. Okay? So, for example, if you remember, you might have these levels inbuilt in your mind. 23,200 24,800 24 uh 24, uh 300 uh so 23,300 then 22,7800 all these were 500 500 points down right uh but now I'm not going to talk about 22,800 and 23,300 as the markets keep on moving higher my supports will also keep on going higher right so it'll be uh I mean it'll it'll keep on moving"

"if the interest rates in USA cut typically India will also follow other countries will also follow that is that there is a concept called as interest rate parity like you might have heard about this I'm not sure purchase power parity interest rate par uh interest rate parity uh and uh typically there is a correlation between interest rates and currencies also okay so to maintain the currency exchange rates This is the most simplified version that I can give. To maintain the uh exchange rates between two currencies, interest rates are typically adjusted."

"silver seems to be very good. Uh I've shown I've seen them both in a single chart as well and silver st stand standalone also looks very good. Uh we have discussed about silver as well as gold. In fact, there is something like a gold to silver ratio also. Uh so yes, silver of course looks looks very very interesting. Very good."

"be it PSU stocks or uh these stock darlings which which saw a a fantastic runup in in the last year and they're not they're not in the limelight right now. consolidating but nothing is wrong fundamentally. I have I have checked their fundamentals."

"there is no increase in GNPA or NNPAS. Uh their loan growth has slowed a little bit as compared to the guidance that the management had given and that is the reason why there is some sort of slowdown but nothing terrible that has happened with these stocks."

"So the return number will change every quarter. Okay. So it it will change every quarter but not on a day-to-day basis."