Daylynn Pinto of Bandhan AMC explains the current market consolidation after five strong years, highlighting concerns such as the slowdown, global recession risks, and potential tariffs impact. Pinto justifies underweighting capital goods due to stretched valuations and anticipated limited private capex, while stressing the positive outlook on financial services and autos amid favorable regulatory and liquidity factors.
F&O Talk | Midcaps, smallcaps show strength: Is broader market gaining leadership? Riyank Arora explains
The Nifty index experienced a strong comeback of bullish momentum during the March series, which was much needed after consistent selling over the past five