Market Commentary | RBI Rate Decision Impact | Deepak Gupta Of JM AMC

Market Commentary | RBI Rate Decision Impact | Deepak Gupta Of JM AMC

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Shailendra Bhatnagar
  • Updated Oct 7, 2026 4:31 PM IST

The RBI has just hiked the repo rate by 25 basis points while raising India's GDP growth forecast to 7.1%. With the Nifty rebounding sharply from its recent slump, is the worst of the market correction finally behind us? In this episode of Market Commentary on Business Today TV, we sit down with Deepak Gupta, Senior Fund Manager at JM Asset Management, to decode the central bank's move and its impact on your portfolio. Gupta breaks down the resilience of NBFCs, lucrative opportunities in the small-cap space, and why manufacturing and export-oriented sectors are set to boom. Plus, we analyze the Indian Rupee's trajectory and the potential return of foreign inflows. Tune in for expert advice on navigating the market and rebalancing your mutual fund investments.

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