The Federal Reserve initiated a surprising rate cut while the US economy shows stable growth and cooling inflation. Chinese stimulus bolstered market sentiment, lifting equities and commodities. However, Middle East tensions and upcoming US elections inject fresh uncertainties. Investors are keen on Q4 earnings, with expectations for large caps to outperform. RBI’s upcoming policy decision is critical amid these dynamics.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and