On a Friday morning in February 2026, Indian equity markets entered their second consecutive day of retreat, with the Sensex and Nifty slipping under the weight of global uncertainty and the quiet dread that precedes a central bank's verdict. The Reserve Bank of India's Monetary Policy Committee was set to speak, and investors — burned by foreign institutional selling and a worldwide unwinding of the artificial intelligence trade — chose stillness over conviction. What unfolded in Mumbai was not an isolated tremor but a local expression of a planetary mood: the long bull run in technology had
The Economic Times
· Feb 06, 2026
· economy
· 4 min de leitura
High
Apuração: Verificado
Sensex, Nifty slip ahead of RBI decision as global tech rout weighs
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Economy & Finance
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Viés e Enquadramento
⚖
Article presents factual market data with cautious framing around RBI decision and global tech weakness, maintaining neutral financial reporting tone without apparent ideological bias.
Bias Direction
center
Confidence
MED
Risk-focused narrative emphasizing downward pressure (selloff, rout, weakness, tanked) while balancing with expert commentary suggesting potential medium-term opportunities. Uses data-driven reporting with selective emphasis on negative indicators.
rout
tanked
gripped by risk-off sentiment
weakness
laggards
slipping
sharp correction
Bullish analyst viewpoints or positive market catalysts
Retail investor sentiment or participation data
Sectoral rotation opportunities beyond tech
Corporate earnings or fundamental strength indicators
Government policy support measures or stimulus expectations
Impacto Geopolítico
🌎
Indian markets decline amid global tech selloff and RBI policy uncertainty; domestic monetary decisions and international tech sector weakness create cautious investor sentiment.
Escalation Risk
low
Confidence
MED
India
United States
Global technology sector
Emerging markets
Shift in capital flows from technology stocks to safe-haven assets; U.S. tech sector weakness potentially benefiting India's IT services sector medium-term; RBI's monetary policy autonomy tested against global market pressures and capital flight risks.
Similar to 2022 Fed rate hike cycle when emerging markets faced capital outflows; however, current situation is primarily sector-specific (tech) rather than systemic currency crisis.
Lente Econômica
📈
Indian markets decline ahead of RBI decision as global tech selloff and risk-off sentiment pressure equities, with Sensex and Nifty falling 200+ and 80+ points respectively.
Market Signal
bearish
Confidence
HIGH
Information Technology
Banking and Financial Services
Power and Utilities
Defense
Telecommunications
Household investment portfolios and retirement savings may experience short-term losses; potential delay in consumer spending if wealth effect materializes; banking sector weakness could tighten credit availability for consumers.
RBI may face pressure to maintain accommodative stance if global tech rout intensifies; potential need for liquidity management measures; regulatory focus on AI-related stock valuations and market stability; possible coordination with global central banks on risk management.