🕯 Major Sector To Be Focused This Week 🕯   ·       Focus on Metal Stocks – Expect positive for metal stocks as trade tensions between the US and China may ease. Former President Trump termed his discussion with Chinese President Xi Jinping as productive, and both sides agreed to meet soon. Expect positive for Hindalco, Tata Steel, JSW Steel, and SAIL. ·       Focus on Banks & NBFCs – Unsecured Loans – Expect positive for banks and NBFCs after the RBI noted reduced stress in unsecured retail segments like personal loans and credit card receivables. Lenders are strengthening underwriting and collections to manage risk. Expect positive for RBL Bank, Aditya Birla Capital, SBI Card, IndusInd Bank, and Bandhan Bank. ·       Focus on Gold Loan Stocks – Positive sentiment for gold loan companies after RBI revised the loan-to-value (LTV) ratio for gold loans under ₹2.5 lakh from 75% to 85%. Expect positive for Muthoot Finance, Manappuram Finance, and IIFL Finance. ·       Focus on Realty & Auto Stocks – Realty and auto stocks are expected to benefit from the RBI’s jumbo rate cut of 50 bps to 5.50%, which may boost demand due to lower interest rates. Expect positive for Godrej Properties and Mahindra & Mahindra. ·       Focus on NBFCs, Housing Finance & Banks – RBI cut interest rates by 50 bps and reduced the Cash Reserve Ratio (CRR) by 100 bps to 3%, injecting ₹2.5 trillion of liquidity into the system. This move, aimed at improving asset quality and boosting credit flow, is positive for NBFCs, housing finance, and banking stocks. Expect positive for HDFC, LIC Housing Finance, Bajaj Finance, SBI, and ICICI Bank. ·       Focus on Cement Stocks – Cement demand is gaining pace. Credit rating agency Crisil expects demand growth to move up to 6.5%–7.5% in FY26 from 4.5%–5.5% last year. Price increases, which began in December 2024, have held firm. So far, rates have gone up by over 3%, and another 2%–4% may be added this year. Expect positive for Ultratech Cement, Shree Cement, Dalmia Bharat, ACC, Ambuja Cements, and JK Cement.