Chakri Lokapriya discusses the potential impact of US fiscal deficits and RBI surplus on the Indian market, highlighting opportunities in defence and infrastructure. He suggests caution with IndusInd Bank due to operational uncertainties and favors financials and industrials, particularly PSU banks and EPC companies. While pharma faces US tariff concerns, companies like Sun and Cipla offer potential upside.
F&O Talk: Big break above 23,200 can open doors for 23,500 for Nifty; Sudeep Shah picks 6 stocks ahead of Diwali
Nifty could extend its recovery towards 23,500 if it decisively breaks above the 23,150–23,200 resistance zone, says SBI Securities’ Sudeep Shah. He also shares his
October 31, 2026