What a normal monsoon means to the Indian stock market? Experts list 8 shares to ride with the Monsoon theme | Einsmark news

Amid increased uncertainty about the impact of the trade war caused by US President Donald Trump’s tariff policy on the global and Indian economies, there is some good news for India: the country is likely to receive normal cumulative rainfall in this monsoon season. The India Meteorological Department (IMD) on Tuesday, April 15, predicted the above normal cumulative rainfall during the monsoon season this year. It also excluded the possibility of El Nino conditions throughout the season. On the past Tuesday, April 8, private predictor Skymet Weather said India will experience a normal monsoon this year from June to September. A prediction of normal rainfall is a great relief for not only farmers, but also for policy makers. Monsoon is crucial to the agricultural sector in India, which supports the existence of about 42 percent of the population and contributes about 18 percent to the economy of India. What normal moson means to the Indian stock market? The monsoon plays an important role in the economy of India, and agriculture is still very dependent on it. The amount of rainfall received during this period plays a key role in determining the production of food and cash crops. Normal has to increase the earnings for those employed in the rural sector. It also helps to keep inflation under control, which increases the prospects of rate reduction by the Reserve Bank of India (RBI). It can benefit sectors such as FMCG, two -wheeler manufacturers, agriculture and related industries and financial statements. “As according to predictions, South-West Moeson is expected to be normal according to the long-period average (LPA), which may be crucial in the ruling inflation. This will have a positive impact on the Indian economy and the stock market, if a normal monsoon will lead to a bump on the GDP growth, which is very important, apart from a positive impact on sectors. AVP, research analyst, wealth management at Motilal Owal Financial Services, underlined that a good monsoon would increase agricultural productivity, resulting in a higher income for rural households. Furthermore, normal rain helps keep food prices stable by ensuring a steady farm supply, thereby controlling food inflation. It ensures reduced input costs and improved profitability for FMCG businesses, “says Poddar. Ajit Mishra, SVP of Religare Broking Research, pointed out that a normal monsoon serves as an important macro trigger for the rural economy and consumption of India, which provides a compelling opportunity for investors to benefit from rural revival. said sectors such as FMCG, agricultural chemicals and cars are likely to benefit from higher rural income and growing consumption. And rural housing drives. “To use the monsoon -driven recovery effectively, investors must adopt a diversified strategy in these key sectors, which is well positioned to perform better in a favorable scenario of the monsoon,” says Mishra. Singh van Angel One suggests that investors look at leading stocks such as Nestle, Britannia, Bajaj Auto and TVS car, from a medium to long-term perspective. Read all market -related news here read more stories by Nishant Kumar Disclaimer: This story is for educational purposes only. The views and recommendations above are those of individual analysts or brokerage companies, not coin. We advise investors to check with certified experts before making investment decisions, as market conditions can change quickly, and conditions can vary. First Published: 15 Apr 2025, 06:08 PM IST