India’s Inflation drops to 6-year low - What’s next for the Economy?

Welcome Back Investor!

India's retail inflation just cooled to a six-year low of 3% in May, thanks to easing food prices and a favorable base effect. That’s not just a number it’s a green light for consumer confidence and potentially looser monetary policy. Could this pave the way for rate cuts or more spending power in your wallet? Keep an eye on how startups and markets respond to this rare inflation dip.

Let’s dive in!

But before we start!

If you find the contents of this email useful, subscribe now & share with your friends.

Today’s Market Menu

▪️ Impact News

▪️ Markets

▪️ Everything else you need to know today

▪️ Special

▪️ Mindset

▪️ Stock Screener to up your game

IMPACT NEWS

DRDO Hands Over 9 Defence Techs to Power 'Make in India'

India just fired a powerful salvo in its march toward defence self-reliance.

In a landmark move, the Defence Research and Development Organisation (DRDO) has transferred 9 breakthrough defence technologies to 10 Indian firms, including heavyweights like Bharat Electronics, BEML, Bharat Forge, and Tata Advanced Systems.

We’re talking real-deal innovation from riot control vehicles and anti-terror security platforms to CBRN decontamination systems and ground surveillance radars. This isn’t just about IP transfer it’s a vote of confidence in Indian industry to power the next-gen military backbone.

But the bigger signal?

A strategic greenlight for Indian defence-tech startups to innovate, collaborate, and scale solutions within the Make in India framework.

With India emerging as the world’s fourth-largest military spender and the government aggressively pushing for indigenization, the timing couldn’t be better. Expect a ripple effect across the defence manufacturing ecosystem from procurement to production to deployment.

Startups working on AI for surveillance, robotics, UAVs, energy systems, and logistics automation this is your moment to step in.

💡 The battlefield of the future won’t just be built by legacy players. It’ll be shaped by agile, mission-ready innovators.

MARKETS

The bulls continue their run as all key Indian indices close in green! Sensex rose by 256.22 points to settle at 82,445.21 (+0.31%), while Nifty 50 climbed 100.15 points to hit 25,103.20 (+0.40%). Banking stocks showed strength with Nifty Bank gaining 261.20 points at 56,839.60 (+0.46%). The real action was in the broader market as Nifty Midcap 100 surged 664.65 points to 59,674.95, a solid 1.13% rally. Bulls clearly dominated the street today!
_{Closing figures as on 09.06.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Jio Financial +3.49% Strong investor sentiment was driven by aggressive digital lending expansion and expectations around new NBFC tie-ups. The stock rallied as analysts projected strong quarterly growth in unsecured loan disbursements.

✅ Kotak Mahindra Bank +3.13% Shares gained after brokerage upgrades and positive commentary on improving asset quality and strong credit growth.

✅ Bajaj Finance +2.52% The stock hit a 52-week high amid expectations of robust Q1FY26 earnings and continued loan book growth. Investors are optimistic about its margin resilience and digital growth push.

✅ Trent +2.36% Retail segment optimism boosted Trent, as reports showed higher footfalls and sales recovery in urban stores. The company also announced aggressive expansion of Westside and Zudio outlets.

Top Losers

🔻 Eternal -1.92% The dip followed muted earnings forecasts and a heavy-volume sell-off by institutional investors. Concerns over slow pipeline execution also dampened sentiment.

🔻 ICICI Bank -1.71% Profit booking was seen after a recent rally. Additionally, a slight decline in net interest margin projections for the next quarter added pressure.

🔻 Titan Company -0.73% The fall came amid analyst concerns over high gold prices impacting jewelry demand and slower discretionary spending.

🔻 M&M -0.61% The decline was attributed to weak tractor sales data and concerns over rural demand recovery. Slightly disappointing sales volume numbers triggered the minor correction.

INDIA FRONTIER

Everything else you need to know today

🧾 GST Relief on Insurance: The GST Council is eyeing a big move potentially green-lighting full tax exemption on select insurance schemes. This could lower costs for end users and drive higher insurance adoption across India.

🌊 Power vs. Parched: India’s coal-fired power surge is running into a dry spell literally. A Reuters report warns that water scarcity could choke the nation’s ambitious $80 billion coal expansion.

👗 Shein & Reliance: In a high-stakes retail play, Shein and Reliance are plotting to export “Made in India” fashion to global markets within a year.

🌐 Trade Tension Rising: India’s July 8 deadline for a “mini” trade pact with the U.S. is facing turbulence after Washington doubled tariffs on key Indian metals. With diplomacy at a crossroads.

SPECIAL

Rapido’s Fast Lane to Food: A Bold Pivot in India’s Delivery Wars

From dodging traffic to dishing out dinner Rapido is shifting gears in a big way.

The bike-taxi startup, already a household name in India’s two-wheeler mobility space, has officially entered the food delivery game, setting its sights on heavyweight rivals Zomato and Swiggy. The move marks a strategic evolution, leveraging Rapido’s deep logistics network and fleet of riders to bring meals to doorsteps at record speed.

But let’s be honest this kitchen’s already hot. Zomato and Swiggy dominate with scale, partnerships, and customer loyalty. So what’s Rapido’s play?

🚴‍♂️ Speed: With its existing two-wheeler fleet, Rapido promises faster delivery in congested metros and underserved Tier 2/3 cities.

📍 Hyperlocal focus: By targeting areas where incumbents struggle with cost efficiency, Rapido could carve out a lean, profitable niche.

💡 Tech advantage: With mobility roots, Rapido understands route optimization and driver incentivization key elements in scaling last-mile delivery.

Still, food delivery is a different beast razor-thin margins, high customer churn, and brutal logistics. The question is whether operational agility can outpace deep market entrenchment.

🔥 Can Rapido serve a fresh recipe for success or will it get lost in the heat?

THE HANOOMAAN INSTITUTE

💡 Rich vs. Wealthy: A Difference That Could Change Your Financial Future

Breaks down a crucial truth we often overlook: being rich isn’t the same as being wealthy and knowing the difference could change how you build your future.

🔹 Rich = High Income, No Freedom: Think doctors, lawyers, tech execs. They earn big but it’s active income. Stop working, and the money stops. Burns calls it a “high-salary treadmill.”

🔹 Wealthy = Income from Ownership: Wealthy people own assets: stocks, real estate, businesses. Their money works 24/7 even while they sleep or travel. They’re not chasing paychecks; they’re building systems that pay them.

🔹 Core Message?: Ownership > Labor. Rich is loud; wealth is quiet. One buys things. The other buys time, choice, and freedom.

🧠 Example: The surgeon with the penthouse and Porsche? Rich.
The low-key investor with rental income? Wealthy.

⚠️ Why It Matters More Than Ever: With AI reshaping jobs, relying on income alone is risky. The smart move? Start owning not just earning.

Ask yourself: Are you working for money… or is your money working for you?

SUPERCHARGE YOUR INVESTING SKILLS

STOCK SCREENER TO UP YOUR GAME

Stocks having huge potential to be Multibaggers
by Nair Harish

Piotroski score > 6 AND
Return on capital employed  > 15% AND 
Return on equity  > 15% AND
Current ratio  > 1 AND
Price to book value < 3 AND
Dividend yield < 4% AND
YOY Quarterly profit growth > 7%

Thanks for reading.

Until tomorrow!

Hanoomaan India Business team

Content, news, research, tools, and securities symbols are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in any particular investment strategy. More details click here