
RBI Policy Pause Creates Buzz in Stock Market
The Reserve Bank of India’s (RBI) Monetary Policy Committee raised a few eyebrows by leaving the repo rate untouched at 5.5% on August 6, 2025, while sticking to a neutral stance. With domestic growth hanging tough and inflation clocking in at 2.1% in June, the central bank’s decision hardly shocked investors. But here’s the kicker: this steady hand from the RBI has actually opened up some juicy, short-term stock opportunities, and experts are all over it.
Traders looking for action don’t need to sit on their hands until the next big policy move. Analysts are pinpointing certain stocks that could see solid rallies, fired up by strong trends or hidden tailwinds within their industries. Let’s take a look at who’s making the cut and why.

Stocks Analysts Say Could Shine Now
Here are some picks from top research houses, each with its own reason for making the list:
- IndusInd Bank: Jefferies has its eye on this one, slapping a buy tag and aiming for a ₹920 target. Their take? The private capex recovery is finally kicking in, and the bank’s pipeline of new orders keeps getting longer. That means more business, more profit.
- AB Capital: Macquarie’s not shy about its optimism here, doubling down with an outperform rating and a target price of ₹335. Even though there’s some stress among small business borrowers, the company’s non-banking finance arm is soldiering through, and credit costs look well-controlled.
- MCX (Multi Commodity Exchange): UBS is going big with a target of ₹10,000. Why? MCX is about to drop new products—like cash-settled index options—and expects a surge of activity from retail investors. Plus, there’s more liquidity flowing into their electricity derivatives, creating buzz in commodity trading circles.
- Marico: Fresh off an upgrade from Goldman Sachs, Marico’s target just ticked up to ₹800. The beauty here is a double-digit volume growth (9% is nothing to sneeze at), a turnaround in their once-flagging hair oil line, and strength in new business categories ramping up faster than competitors.
So, what’s driving these picks when the RBI itself isn’t shifting gears? In each case, there’s a strong sector-specific story: private investment is heating up for IndusInd, NBFCs like AB Capital remain resilient against the odds, the commodities market is expanding for MCX, and consumer demand is lifting Marico higher.
Market watchers haven’t lost sight of the next RBI Monetary Policy Committee meeting, slated for the end of September. Until then, these stock ideas offer a way in for anyone looking to ride the momentum that the unchanged RBI policy has quietly set in motion.