On a Tuesday morning in late January 2025, Indian equity markets opened in a mood of cautious relief, lifted by the Reserve Bank of India's injection of Rs 1.5 lakh crore into the financial system. The brightness came after a turbulent Monday abroad, when fears of Chinese AI competition from DeepSeek had sent technology and chip shares tumbling across the world, Nvidia among them. It is a familiar human rhythm: distant anxieties about the future ripple outward, and domestic institutions answer with money and steadiness, though whether the rebound will endure is a question the coming weeks will
RBI's Rs 1.5 Lakh Crore Liquidity Injection Lifts Indian Equities as Global Tech Selloff Weighs
A brief recovery, built on liquidity, under a global tech shadow
Mark
So what actually moved Indian stocks higher on Tuesday?
Mimi
The Reserve Bank of India put Rs 1.5 lakh crore of liquidity into the system. Nifty 50 opened at 22,960.45, up 0.58%, and the Sensex opened nearly 293 points higher at 75,659.
Mark
And the global side of this is the tech selloff?
Mimi
Yes. On Monday AI and chip stocks fell worldwide, with Nvidia down as much as 10% on fears about DeepSeek, a Chinese AI start-up.
Luke
Worth separating the two. The liquidity move is a fact. The claim that it paves the way for imminent rate cuts is Ajay Bagga's view, not an announcement.
Mark
Fair. Were all sectors up?
Mimi
No. Nifty Bank gained over 1%, Pharma lost 1.14%, and everything except pharma and FMCG rose.
Luke
And that's an opening snapshot. It tells us nothing yet about where the day or the week ends.
Mark
Is anyone confident in the rebound?
Mimi
Amit Goel of Value 360 expects only a brief recovery and stays bearish long term.
Luke
Right, and the support and resistance levels from Axis Securities' Akshay Chinchalkar are one analyst's technical read, not a forecast we can verify.
Mark
What's still unknown?
Mimi
How the Q3 earnings from Bajaj Auto and Hindustan Zinc land, and whether Nifty clears 23,050.
El Pulso
- Nvidia tumbled as much as 10% on Monday, sending a shockwave through global AI and semiconductor stocks over fears of DeepSeek's rise.
- The RBI's Rs 1.5 lakh crore liquidity injection pushed the Nifty 50 up 0.58% at 22,960.45 and the Sensex up nearly 293 points at the open.
- Gains were uneven: Nifty Bank climbed more than 1% while Nifty Pharma slipped 1.14%, and every sector except pharma and FMCG advanced.
- Analysts see the Nifty fighting for footing between 22,725 and 22,787, with resistance stubbornly sitting near 23,050.
- All eyes now turn to Q3 earnings from Bajaj Auto and Hindustan Zinc, which could decide whether the rebound holds or fades.
On a Tuesday morning in late January 2025, Indian equity markets opened in a mood of cautious relief, lifted by the Reserve Bank of India's injection of Rs 1.5 lakh crore into the financial system. The brightness came after a turbulent Monday abroad, when fears of Chinese AI competition from DeepSeek had sent technology and chip shares tumbling across the world, Nvidia among them. It is a familiar human rhythm: distant anxieties about the future ripple outward, and domestic institutions answer with money and steadiness, though whether the rebound will endure is a question the coming weeks will have to answer.
India's stock markets opened higher on Tuesday, and the Nifty 50 began the session at 22,960.45, up 131.30 points or 0.58%. The BSE Sensex rose 292.83 points to 75,659. The main source of relief was the Reserve Bank of India, which had injected Rs 1.5 lakh crore of liquidity into the system. Market expert Ajay Bagga told ANI the move sharply lifts sentiment and could pave the way for rate cuts soon, helping the indices stage a partial rebound.
The mood had been shaped by a rough session elsewhere. On Monday, AI and semiconductor stocks sold off sharply worldwide, and Nvidia fell as much as 10%. The cause was fear of growing competition from DeepSeek, a Chinese AI start-up.
At home, the gains were uneven. Nifty Bank advanced more than 1%, while Nifty Pharma slipped 1.14%, and every sector outside pharma and FMCG moved higher. Amit Goel of Value 360 urged caution, arguing that although his long-term view of the market remains bearish, today's low sentiment points to only a brief recovery, and real estate looks capped with no major price gains expected soon.
The next tests are on the calendar. Bajaj Auto and Hindustan Zinc are preparing to report third-quarter earnings. Akshay Chinchalkar of Axis Securities sees support between 22,725 and 22,787, and resistance at 23,050, the level of Monday's gap-down opening. Across Asia the picture was mixed, with Japan's Nikkei 225 down 0.57% and Hong Kong's Hang Seng up 0.22%, while Taiwan and South Korea were closed. The open question is whether the liquidity-driven lift can hold near 23,050.
India's stock markets opened higher on Tuesday. The Nifty 50 started the session at 22,960.45, up 131.30 points, or 0.58%. The BSE Sensex opened 292.83 points higher, at 75,659.
The push came from the Reserve Bank of India, which has injected Rs 1.5 lakh crore of liquidity into the system. Market expert Ajay Bagga told ANI that the move greatly boosts sentiment and paves the way for potential rate cuts imminently. In his reading, it was helping the market indices make a partial rebound.
The backdrop was a rough session elsewhere. On Monday, AI and semiconductor stocks sold off sharply around the world. Nvidia, a leading player in the AI sector, fell by as much as 10%. The trigger was fear of rising competition from DeepSeek, a Chinese AI start-up.
Within the Indian market, the gains were uneven. Nifty Bank advanced more than 1%, while Nifty Pharma slipped 1.14%. Every sector other than pharma and FMCG gained.
Amit Goel of Value 360 sounded a cautious note. Despite a bearish long-term outlook on the stock market, he said, today's low sentiment hints at a brief recovery. Real estate, he added, looks capped, with no significant price increases expected soon.
The calendar offers the next tests. Leading firms including Bajaj Auto and Hindustan Zinc are preparing to release third-quarter earnings. For Nifty's short-term path, Akshay Chinchalkar of Axis Securities pointed to support between 22,725 and 22,787. Resistance, he said, sits at 23,050, the level of yesterday's gap-down opening.
Across Asia, the picture was mixed. Japan's Nikkei 225 fell 0.57%, and Hong Kong's Hang Seng rose 0.22%. Markets in Taiwan and South Korea did not trade on the day.
What to watch now is whether the liquidity-driven lift holds near that 23,050 resistance, and how the coming earnings reports shape sentiment.
Citas Notables
The liquidity move greatly boosts sentiment and paves the way for potential rate cuts imminently.— Ajay Bagga, market expert, to ANI
Despite a bearish long-term outlook, today's low sentiment hints at a brief recovery.— Amit Goel, Value 360
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