Hiren Ved suggests that geopolitical tensions are hindering market breakouts despite strong monetary stimulus from the RBI. The Nifty’s range-bound movement reflects these opposing forces, with concerns arising from significant share sales by promoters and investors. While large-cap earnings growth stagnates, mid and small-caps show promise, indicating a stock-specific market where opportunities exist in sectors like pharma and chemicals.
Groww’s Ishan Bansal sees structural shift in derivatives participation post regulatory changes
Derivatives business faces a structural reset post FY25 regulatory changes, with growth now driven by a smaller but stable customer base, increased market volatility, and