RBI's 25 bps Repo Rate Hike: Experts see more! Right time to sell stocks and buy government-backed bonds?

What happened: The RBI raised the repo rate by 25 bps, and analysts expect further tightening. Experts suggest shifting toward government-backed bonds and equity ETFs. Key numbers: Repo rate at 5.5%. Jefferies raised its tightening target to 75-100 bps from 50 bps. Anuj Gupta expects up to two more hikes, lifting the repo rate to around 6%. Why it matters: Analysts see monetary tightening pressuring equities and lifting bond yields. They expect the market bottom only if the Nifty 50 dips below 22,000, followed by a sharp rebound favoring large-caps. Coverage: 3 outlets in 24h

The RBI raised the repo rate by 25 bps, and analysts expect further tightening. Experts suggest shifting toward government-backed bonds and equity ETFs.

Analysts see monetary tightening pressuring equities and lifting bond yields. They expect the market bottom only if the Nifty 50 dips below 22,000, followed by a sharp rebound favoring large-caps.